AlphaSense
Paid
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.
PitchBook
Private market data with PitchBook AI agents and a Data MCP for your own AI tools.
Paid
Best for VC and private equity research. The new MCP makes it agent-friendly.
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Other tools in research & filings.
Fiscal.ai
Free plan
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.
Koyfin
Free plan
Terminal-style dashboards for stocks, ETFs, macro and fundamentals.
Verdict. Best budget alternative to a Bloomberg-style terminal for serious DIY investors.