Research & filings

AI search across filings, transcripts, expert calls and broker research.

Verdict. Best for professionals who need to search huge document libraries fast. Overkill (and priced) for most individuals.

Fundamentals, KPIs and an AI copilot for company research (formerly FinChat).

Verdict. Best for fundamental investors who want clean financials plus an AI that cites its sources.

Terminal-style dashboards for stocks, ETFs, macro and fundamentals.

Verdict. Best budget alternative to a Bloomberg-style terminal for serious DIY investors.

Machine-readable company documents, fundamentals, AI modelling and an MCP/API for agents.

Verdict. Best for builders and analysts who want fundamentals data that AI agents can use directly.

AI agents that read and analyze large sets of financial documents.

Verdict. Best for investment teams doing heavy document diligence. Enterprise-focused.

Private market data with PitchBook AI agents and a Data MCP for your own AI tools.

Verdict. Best for VC and private equity research. The new MCP makes it agent-friendly.

Crowd-sourced stock analysis, quant ratings and news, now with AI summaries.

Verdict. Best for retail investors who want many opinions and quant grades in one place.