Alternatives to DeepVal
Compare DeepVal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DeepVal in 2026. Compare features, ratings, user reviews, pricing, and more from DeepVal competitors and alternatives in order to make an informed decision for your business.
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1
AlphaYou
AlphaYou
AlphaYou is a web-based US stock research platform for individual investors and researchers. It combines ticker-level research with trackers for disclosures by company insiders, institutional funds, members of Congress, public market commentators and selected traders, as well as federal contract awards linked to publicly traded companies. Users can review company fundamentals, earnings, financial history, technical indicators and news; inspect filing dates and source records; follow stocks or public sources; and set alerts for reported activity. The platform also publishes stock calls and explanatory commentary. Its research is informational rather than personalized investment advice, and it does not execute trades or manage customer assets. A free plan provides limited stock research, saved-stock and source-tracker capacity, and alerts. Paid plans increase access to tracker data and filing history, raise usage limits and add real-time alerts.Starting Price: $29/month; free tier available -
2
EquiReason
EquiReason
EquiReason is an equity research and market-intelligence platform for self-directed investors, independent analysts and research teams. It combines SEC company filings, XBRL financial data, earnings-call transcripts and market information to help users examine financial performance, ownership activity, trends and company exposure. The platform traces market events through economic mechanisms to potentially affected companies and presents each company verdict with supporting and counter-evidence. Research views include financial statements, valuation context, insider and institutional activity, segment revenue data, company-specific measures and alerts, with evidence linked to its underlying source. EquiReason is available through the web and an iPhone app, with a free plan and paid research tiers. It provides research and decision support, not investment advice.Starting Price: $49/month -
3
FN2
FN2
FN2 is an autonomous stock decision engine. Instead of you running the same research loop every morning, FN2 dispatches AI agents that watch the markets, do the deep research on a schedule, and deliver the answer to your Inbox, Phone, or Discord. Describe what you want to track in natural language: A ticker, a sector, a thesis, or a question like "alert me when NVDA's guidance changes" or pick a pre-built agent. FN2 turns it into an autonomous research agent that runs on your schedule: before the open, right after earnings, or weekly. Each agent reads earnings-call transcripts, pulls FRED macro data, screens tickers, builds charts, and reasons over all of it — then delivers a decision-ready brief, not a pile of raw data. No tabs, no screeners, no manual morning research. Built for serious individual investors and analysts who are drowning in tabs, transcripts, and screeners doing the same work by hand every day.Starting Price: $30/month -
4
BioSniper
BioSniper
BioSniper is a biotech research platform for equity analysts, investors, and life-science researchers. Users describe a research or investment thesis in plain English, and the platform compiles it into a structured workflow with screens, specialist-agent checks, scoring, blocking rules, and evidence gates. It searches seven public-source families: SEC EDGAR filings and insider transactions, FDA events, ClinicalTrials.gov, PubMed, USPTO and Google Patents, biotech news, and market data. Findings link to source records, and missing or conflicting evidence is marked unknown rather than guessed; source and as-of dates are shown where available. BioSniper also offers a free public biotech event calendar, an SEC cash runway calculator, and an open-source Python toolkit.Starting Price: $39/month -
5
FAST Graphs
FAST Graphs
Conduct stock research quickly and conveniently on over 18,000+ stocks with in-depth fundamental graphs that are practical and easy to understand. FAST Graphs™ is a stock research tool that empowers subscribers to conduct fundamental stock research deeper and faster than ever before. Our graphs provide the essential company fundamental information you need to know in order to make smart investment decisions. Within a matter of minutes, subscribers can examine the relationship of operating results to stock price performance on thousands of companies. FAST Graphs™ is the “Fundamentals Analyzer Software Tool” a stock research tool that empowers subscribers to conduct fundamental stock research deeper and faster. FUN Graphs are designed to empower Premium Subscribers the capability to quickly and efficiently engage in a comprehensive and deep dive into each company’s historical fundamental results.Starting Price: $15.95 per month -
6
EquitySet
EquitySet
An independent, unbiased stock research platform built by traders and developers for investors that care about researching what they invest their money in. Helping investors get into the beginning stages of stock research. It provides stock reports, screeners, watchlists and other functionality to help you track and find opportunities for your portfolio. An upgrade to provide fair values and stock ratings. Also focused on bringing you insights around company valuations and ratings to help you find better investments. Part of the forever-free plan, gamification of weekly stock picking, allows you to set lineups and see how good you actually are at out-picking your friends! Premium offers access to more valuation and price-specific insight around companies and their stocks. Get ratings, fair values and tools to help you search and get notified of opportunities. Start by creating a private league and inviting those you want to play via email.Starting Price: $20 per month -
7
Pinegap
Pinegap
Pinegap is a cloud-based AI equity research platform for institutional equity analysts, portfolio managers, and buy-side investment teams. It organizes research workflows for idea generation and validation, company ramp-up, earnings and conference analysis, and ongoing thesis monitoring. Its tools include company primers, earnings previews and readthroughs, proxy reviews, screeners, news monitoring, and AI-assisted analysis of filings, financial information, and other research materials. Users can keep models, notes, filings, agent alerts, and thesis updates in a shared research hub. Pinegap also provides a remote Model Context Protocol (MCP) connector that lets Claude and other compatible AI clients call its equity research tools. The service is offered through a web platform and is intended to support analysts' research processes rather than provide investment advice. -
8
Dion Insight
Dion Global Solutions
Most relevant stock market data feeds, comprehensive company fundamentals, financial market research and content distribution. We provide cutting edge financial market database, content services and research tools to a wide range of clients around the world. nsight from Dion is an intuitive, easy-to-use exhaustive market research platform. It is India’s leading financial database portal used by eminent equity research houses, educational institutions, corporates, and banks. Insight is Dion’s proprietary financial database portal which includes in-depth information on company fundamentals, mutual funds, Primary and secondary markets, classified news, annual reports library, query builder and select briefs on current events, IPO, derivatives, world Indices, insurance and For-ex data base. Insight is trusted by leading business schools, corporate and investment research professionals and institutions in India. -
9
Countercyclical
Countercyclical
Countercyclical is the definitive financial research and valuation platform built for the modern value investor. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value.Starting Price: $80 per seat per month -
10
PrivCo
PrivCo
Our comprehensive free-text search between industries, verticals, locations, and more means you can extract strategic insight all in one platform. Track market insights and automatically provide signals with PrivCo’s shareable watchlists to ensure that no valuable opportunity is missed. PrivCo is the leading data expert in Private Company Research. Over a decade worth of sources and experience that deliver on high-quality, structured, and ready-to-use data. Exclusive insights into company financials - revenue, EBITDA, valuations, and growth metrics. Focus on the data that gets to a conclusion. Our rich, in-depth datasets help different industry leaders and businesses make informed decisions. Streamline your research workflow with your colleagues with access to collaborative watchlists, investor tear sheets, and data exports.Starting Price: $83 per month -
11
Quist
Quist
Quist is an AI-powered research assistant that frees researchers & analysts for discovery, innovation, and strategic thinking. Say goodbye to time constraints and hefty operational costs, Quist has got you covered. Quist seamlessly integrates into your go-to business processes to deliver personalized reports that cater to your unique business needs, whether it's an investment analysis, academia, or consulting. It's like having a junior research analyst on your team, but faster and more cost-effective. Receive regular reports to stay aware of the latest developments in your field. After generation, each thesis is independently verified. Explore insights from the 10 most relevant sources per search in the base search and access any amount of custom sources for comprehensive reports. Break language barriers with multilingual knowledge capabilities for a truly global research experience. Elevate your business intelligence game with Quist, where friendly meets efficient. -
12
Brightwave
Brightwave
Brightwave is an AI-powered research and investment intelligence tool that uses autonomous agents to conduct in-depth research, screen thousands of documents, and create share-ready deliverables with detailed source attribution and synthesized insights, turning massive data rooms into actionable outputs in minutes rather than hours. It reads and synthesizes every page of dense materials such as PDFs, Word files, Excel spreadsheets, SEC filings, earnings calls, and other sources to surface hidden risks, opportunities, and key factors with high accuracy and sentence-level sourcing. Brightwave produces structured reports, charts, tables, grids, slides, and other custom outputs that go beyond simple chat responses, enabling users to clone prior templates, generate investment memos, and extract structured data at scale. It supports private and public market workflows, helps identify critical details that manual review might miss, and allows customization of data sources.Starting Price: $200 per month -
13
GuruFocus
GuruFocus
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing. -
14
QuantLink
QuantLink, Inc
QuantLink is an AI-powered equity research terminal for US-listed stocks. It combines traditional fundamental research with machine learning models and three data surfaces most finance platforms do not cover: Congressional trade tracking: every stock transaction disclosed by members of Congress under the STOCK Act, at both the politician level and the stock level. Institutional 13F analysis: quarterly filings from hedge funds and institutional managers, with position-level data showing entries, exits, and sizing changes. Insider Form 4 monitoring: executive and director stock transactions as filed with the SEC. The platform also includes machine learning factor models, AI research agents that read primary SEC documents (10-K, 10-Q, 8-K), a stock screener with fundamental and factor-model filters, charting, and portfolio analytics. Pricing: free tier with no credit card required. Student pricing from $5 per month with a .edu email. Professional plans for advanced usage.Starting Price: $0 -
15
FinMonkeys
FinMonkeys
FinMonkeys is an AI-powered financial research and market analysis platform for investors, traders, finance creators, and research-focused users. The platform helps users cut through market noise by analyzing financial news, stock sentiment, macro indicators, charts, SEC filings, ETF and mutual fund data, institutional activity, and market catalysts in one research workspace. FinMonkeys includes tools such as Market News Analyzer, Social Analyzer, Leading Indicators, Chart Analysis, Hot Money Tracker, ETF Tools, SEC Filings, and Catalyst Radar. It is built to support faster investment research, clearer market understanding, and better-informed analysis. FinMonkeys does not execute trades or provide personalized financial advice. It provides research tools, AI summaries, sentiment insights, market context, and data-driven analysis to help users make their own investment decisions.Starting Price: $19/month -
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Gain
Gain
Gain is a private markets intelligence platform designed to help professionals source, analyze, and execute deals more efficiently. It provides a comprehensive data ecosystem that connects information on companies, investors, deals, and advisors. The platform offers investment-grade intelligence with deep coverage across private markets, including hundreds of thousands of deals and thousands of investors. Gain enables users to screen entire sectors quickly, making deal sourcing and market analysis more efficient. It replaces multiple point solutions by combining data, research, and execution tools into a single unified platform. The platform is widely trusted by private equity firms, M&A advisors, consultants, and corporate dealmakers. Overall, Gain helps organizations make smarter investment decisions with accurate and interconnected data insights. -
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Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
18
Tamale RMS
SS&C Advent
Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals. -
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Hercule
Hercule
Hercule's AI-powered platform can enhance the initial screening of pitch decks using your investment criteria, it enriches your team's capacity to identify the most promising ventures, faster. With automated market research and competitive analysis, Hercule arms your team with the power to dig deeper into data and gain meaningful insights, without getting lost in the process. Hercule provides draft templates for one-click personalized rejections, preserving VC reputation and nurturing potential future relationships with startups. Streamline your workflow by integrating Hercule with your deal flow management software. Centralize information for efficient tracking, analysis, and evaluation. A dedicated research assistant, enabling you the freedom to ask any questions you want, and it conducts the research on your behalf and delivers insightful insights. -
20
MoatMap
MoatMap
MoatMap is a web-based stock research platform for investors analyzing publicly listed companies. It scores more than 25,000 stocks across 38 markets on Quality, Value and Momentum, combining sector-relative factor rankings into a StockRank and offering a multi-criteria screener. The platform brings together director transactions and share buybacks reported in market filings in 36 markets, financial and ranking data, AI-generated company research reports, and portfolio analysis tools. Investors can follow a public monthly decile tracker that records how ranked groups perform over time. MoatMap is a research and screening aid, not a brokerage or personalized investment-advice service. A free account includes 25 stock checks a week and 20 Feathers (credits) a month with no card required; optional one-time Feather packs from $6 provide access to additional research features without a recurring subscription.Starting Price: $0 -
21
Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
22
VerityRMS
Verity
Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards. -
23
AlphaWatch AI
AlphaWatch AI
Our goal is to make your job easier, and hasten the research stage so you can focus on what matters most: making the right bets. Our fast response and conversability make it easy for you to complete deep research about companies quickly. We support SEC filings, investor filings, news reports, private data sources and much more. We return specifically where in the document we are pulling our results from, and make it easy for you to share. Save time copying and pasting your data sources into a word document and instead focus on what matters first. AlphaWatch inverses the tedious process of collecting information from an ever-growing list of sources, allowing you to focus in on what the numbers and commentary mean for your investment. -
24
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
25
Barron's
Barron's
Barron’s is the world's premier investing publication, renowned for its market-moving stories. Barron’s provides concise analysis and advice on how to invest in stocks, bonds, ETFs, options, emerging markets, commodities, and more each week in Barron’s magazine and daily on Barrons.com. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. Navigate global markets with Barron’s, the world’s premier investing publication. Get the trusted insights and in-depth analysis that have been guiding investors since 1921. With comprehensive financial analysis, daily commentary and investment strategies from Wall Street’s best minds, the Barron’s app gives you access to critical news and data moving the global economy and markets, wherever you are. -
26
MarketWatch
MarketWatch
MarketWatch, published by Dow Jones & Co., tracks the pulse of markets for engaged investors with more than 20 million visitors per month. The site is a leading innovator in business news, personal finance information, real-time commentary and investment tools and data, with dedicated journalists generating hundreds of headlines, stories, videos and market briefs a day from bureaus in the U.S. and Europe. In addition, MarketWatch offers subscription products for investors, including retirement weekly and ETF trader. MarketWatch is part of Dow Jones Media Group, which includes Barrons.com, Financial News London and Mansion Global. Breaking news stories, videos, and in-depth analysis. Latest market data, including index movements, stock prices, and other key securities information. Latest stock market, finance, business and investing news from MarketWatch. Article headlines and images are featured along with real-time market data for each relevant ticker. -
27
Atom
Atom Finance
Built by investment professionals, Atom’s mission is to provide unparalleled access to institutional investing resources and tools. Large institutional investment firms have always had a leg up on individual investors. Atom levels the playing field by providing individual investors and independent investment teams access to institutional-grade company data and investing resources. Software innovation in finance has lagged behind other sectors. Atom embraces modern technology standards and reimagines the outdated user interface introduced by legacy terminals. Our platform delivers institutional-grade content while optimizing for usability and workflow efficiencies. We recognize that the investment process is not one size fits all. Our platform precisely customizes and curates the research experience to your needs. Financial software should cater to investors, not the other way around.Starting Price: $6.99 per month -
28
Search10K
Search10K
Search10K is an AI platform that turns SEC filings into clear, decision-ready insights for equity researchers, investors, analysts, and competitive intelligence teams. Search by keyword or ticker with synonym expansion, filter multiple companies at once, exclude exhibits to reduce false positives, and jump to highlighted passages. Explore the Theme Browser or create your own themes, track sentiment and risk over time, compare peers, and surface signals like M&A activity with dashboards and treemaps. Export filings in bulk HTML, export results to CSV, set alerts, and plug into your workflow with APIs, with both new and historical filings updated regularly. -
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LunarCRUSH
LunarCRUSH
LunarCRUSH delivers community insights to crypto investors, funds, and exchanges. Through research applications and API’s, get real-time insights that help make informed crypto investment decisions. Crypto is driven by the community. We aim to bring transparency to cryptocurrency investing by providing clarity around community activity. We empower investors to make more informed decisions. LunarCRUSH provides a suite of tools designed to improve cryptocurrency research for investors, exchanges and funds, built purely around providing community insights. LunarCRUSH.com is a free tool for the crypto community, designed to provide unique insights and an adaptive, engaging user experience they can't get anywhere else. It helps simplify crypto investing by reducing research time, simplifying social intelligence and providing a more complete view of the market. -
30
Yewno|Edge
Yewno Inc.
Yewno|Edge is Artificial Intelligence for Investment Research. Why AI? Not because it’s cool, not because it’s the new thing, but because you can and you need to. Consider this: it would take over 3 trillion years for a team of 10,000 analysts to read all of the unstructured information currently available today? Since the average investor can’t hire 10,000 analysts and doesn’t have 3 trillion years to spend on market research, what can be done to solve the Information Overload problem? Yewno|Edge has you covered. It can do all that reading and analysis for you. It can also manipulate the data to build out strategies and risk models, test performance and let you know when something relevant to your portfolio happens. Yewno|Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. -
31
MarketSmith
MarketSmith
Without ever leaving MarketSmith, you'll be able to find the best-performing stocks, use stock charts to conduct in-depth fundamental and technical research, and see—right on the charts—the optimal time to buy and sell. You'll have the resources of a stock market professional from the comfort of your desk. The keystone of MarketSmith is its most essential feature: the stock chart. And MarketSmith charts offer far more than the price/volume data you find on other charting tools. Within a MarketSmith chart, you’ll find an entire investment strategy laid out in front of you. Not only will you see past growth patterns and stock performance, you’ll also see any currently forming patterns alongside suggested buy, sell and profit-taking points. With each stock’s chart you’ll see up-to-date fundamental data, so you never have to leave MarketSmith to chase the latest sales and earnings.Starting Price: $149.95 per month -
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Moat Metrics
Moat Metrics
Moat delivers next-generation intelligence through its proprietary AI Platform that reveals a company’s value continuum, starting with strategy and innovation and expanding into product mix and IP coverage, which ultimately informs future performance and value. While there are many investor research tools that aggregate and present commodity data on companies, Innovation AlphaTM reveals insights that can differentiate your sourcing and opportunity evaluation. As innovation precedes financial performance, investment decisions may take advantage of observable innovation behavior across companies, markets, and technology arenas to inform outsized returns. Financiers and investors evaluating an innovation-led investment rely extensively on the team and story. Moat enables the assessment of granular competitive landscapes to quantify differentiation and relative market posture. -
33
Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
34
Zacks
Zacks
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. For more than a quarter century, it has more than doubled the S&P 500 with an average gain of +25.60% per year. These returns cover a period from January 1, 1988 through June 28, 2021. We're not influenced by Wall Street or some agenda to determine the ratings. So you can use this stock-selection tool to trade with confidence and accomplish your financial goals. Today, we're characterized by a team of experts who are passionate about your investing success. And everyone is focused on sharing the same reliable investment research they would want for themselves. If you're ready to get started using our powerful tools and sharing our market insight become a free member.Starting Price: $59 per month -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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Gorilla Terminal
Gorilla Terminal
Don't miss a word they say, earnings call analysed with cutting-edge Artificial Intelligence for sentiment analysis, deep dive into questions asked, individual revenue growth and margin statements. Get rich macroeconomic data at your fingertips with a single click, allowing you to make smart investment decisions based on CPI, unemployment rates, total retail sales consumer sentiment, and much more. Design that is simple, Search for any stock by name or ticker and get all the information, stock charts, and links in a single click. SEC filings, quarterly reports, 10-Ks,10-Qs,Insider buying, sentiment on Twitter, and much more.Manage your investment portfolio with confidence. Our powerful quant techniques use statistical models to identify potential losses and optimize your portfolio for risk and return.Starting Price: $20 per month -
37
Bridgewise
Bridgewise
Bridgewise is a technological research company that leverages proprietary AI to generate analysis of more than 90% of global securities. Today, the vast majority of global equities aren’t covered by any financial institution. This leaves a fundamental gap in information available to investors and represents an obstacle to issuers looking to increase discoverability and exposure. Bridgewise has developed machine learning algorithms and generative AI to bridge this information gap, helping to unveil hidden investment opportunities to investors around the world, producing analysis and content in the language of their choice. Bridgewise partners with leading financial institutions around the world, including exchanges, trading platforms, investment houses, financial advisors, and financial media & education platforms. Its innovative AI-driven content solutions are integrated into financial platforms, helping increase investor awareness and activity. -
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Hudson Labs
Hudson Labs
Hudson Labs is a web-based investment research platform that integrates AI-driven fundamental research support, systematic forensic analysis, and the Hudson Labs Co-Analyst. It offers automated company background memos, earnings call summaries, and basic financial metrics, enabling users to save four to ten hours each week. Its forensic risk assessment tools harness AI to systematize the evaluation of qualitative risk factors, such as related party transactions, governance issues, and management integrity risks. The Hudson Labs Co-Analyst provides consistent, reliable, and factual information by creating structured tables from earnings calls, comparing commentary across peers, and consistently extracting guidance. Trusted by asset managers overseeing over $600 billion in assets under management, Hudson Labs is designed to deliver consistent, reliable insights based solely on source material, ensuring factual accuracy without unnecessary elaboration. -
39
Leftagraph
Keraunos Enterprises LLC
Leftagraph is a web app that charts a company's financial statements from its SEC filings. Search any US-listed company by name or ticker and plot lines from the income statement, balance sheet and cash flow statement on one chart, including revenue, net income, free cash flow, debt and net cash. The free version needs no account and covers annual figures for the last 10 years. A paid Pro plan adds quarterly figures, full history, key ratios, valuation measures, CSV export and a stock screener. The site has no ads and no third-party trackers. It covers companies that file US-GAAP financial statements with the SEC.Starting Price: $9.99/month/user -
40
Talval
Moatly
Talval is a web-based stock research platform with iOS and Android apps for individual investors. It researches U.S. and European stocks, providing reports with estimated fair value and an undervalued, fairly valued or overvalued verdict. Valuations combine forward earnings with checks such as discounted cash flow, the Graham Number and sector multiples, alongside quality, growth, value and safety measures. Users can screen stocks, review dividend and sector data, track institutional 13F holdings and insider activity, and manage watchlists, portfolios and price alerts. DCF and WACC calculators support valuation analysis. Paid plans add higher research limits and AI-generated investment theses. A read-only Model Context Protocol connector provides access through compatible AI assistants. Talval offers research information, not personalized investment advice.Starting Price: $0 -
41
Trading Central
Trading Central
Trading Central has been supporting investment decisions through the world's most admired brokerage and wealthtech brands since 1999. As a one-stop-shop for quality financial research, we offer a diverse analytical scope, a unique fusion of AI and analyst expertise, and 24H multi-asset global coverage all rolled into beautiful user interfaces. -
42
FinChat
FinChat
FinChat.io is an all-in-one investment research platform that combines institutional-grade financial data, analytics, and conversational AI. It offers up to 20 years of financial data on over 100,000 global stocks, including detailed income statements, balance sheets, cash flow statements, and company-specific key performance indicators (KPIs). FinChat's unique Segment & KPI data library covers more than 2,000 global stocks, tracking granular metrics such as Netflix's total paying members, Starbucks' same-store sales growth, and Amazon's cloud computing revenue. FinChat's charting tools allow users to compare companies head-to-head using over 10,000 different metrics, facilitating analysis of both generic financial measures like revenue and EPS, as well as company-specific numbers. It also features FinChat Copilot, a conversational AI assistant built specifically to handle complex financial questions, capable of summarizing conference calls, analyzing stock performance, etc.Starting Price: $24 per month -
43
Tegus
AlphaSense
We modernize and streamline the way institutional investors and companies do research. Making informed investment decisions requires a 360-degree view of a company, but in today’s world, finding and capturing the right primary perspectives, aggregating filings, and public information, and modeling outcomes are too slow and tedious. The power of Tegus lies in our platform. With access to 40,000+ searchable expert call transcripts across both private and public companies, built-in compliance tools, and complimentary access to BamSEC, it’s fast and easy to access, search, and surface both qualitative and quantitive insights. With Tegus, there are no upfront fees, no call commitments, and no markups. Tegus saves you money and guarantee the quality of our experts. Our compliance team reviews every transcript using a robust, proprietary process to go above and beyond regulatory standards. We’re on a mission to unlock expertise and democratize those insights across investors and businesses. -
44
Redstone
Redstone Markets
Redstone is a web-based portfolio analytics and investment research product for self-directed investors, analysts and people learning portfolio theory. It provides return and risk measures for about 2,900 U.S. stocks and 1,200 ETFs, including Sharpe ratio, maximum drawdown, volatility and correlations. Users can screen securities, compare tickers, build and share portfolios, review allocations, and backtest portfolios against historical data and benchmarks. Public ticker data and comparisons are available without an account. Free and paid plans add portfolio capacity, optimization tools, private portfolios and watchlists. A free, read-only Model Context Protocol (MCP) server lets compatible AI assistants retrieve metrics, screen or compare securities, look up portfolios and run backtests. Data refreshes daily after the U.S. market close. Redstone is for informational and educational use, not investment advice.Starting Price: $0/month -
45
AlphaResearch
AlphaResearch
AlphaResearch provides an unparalleled AI-powered search engine for everything text. We scan through millions of global filings, transcripts, press releases and reports to find the exact insights that you are looking for. Company Fundamentals & Estimates: Access global institutional-grade fundamental data, market data, news and analyst's estimates for financial modeling, and stock research. Advanced Data Analytics: We apply Machine learning and NLP techniques to extract insights from texts and traditional fundamental data to save you hundreds of hours of research and understand what executives and market think about the future of the company.Starting Price: $69/month/user -
46
LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
47
Market Jury
Market Jury
Market Jury is a web-based stock research and analysis platform for self-directed investors. It presents stock screening, company data, price charts, and eleven rule-based scores covering areas such as valuation, trend, quality, dividends, growth, insider activity, earnings, analyst revisions, sentiment, short pressure, and business model. The scores are calculated from financial metrics and refreshed nightly. Users can review rankings, chart patterns, market themes, institutional holdings, and virtual portfolios, and can inspect explanations associated with the analyses. The service also offers a stock screener and free access with a limited number of credits; a paid Pro plan is available. Market Jury describes its analysis as informational rather than investment advice, and its portfolios as virtual.Starting Price: Free, Pro €19.99/month -
48
Stockatomics
Stockatomics
Stockatomics is a financial data platform for the physical economy, connecting critical mineral markets with the products, industries and publicly traded companies that depend on them. It brings together historical price benchmarks, physical trade flows, supply and demand analysis, mineral production data and company exposure to help investors, analysts and researchers understand the physical forces underlying financial markets. Covering all 60 minerals on the US critical minerals list, Stockatomics provides a connected research environment for exploring how materials move through the economy and how their market dynamics relate to publicly listed companies.Starting Price: $79/month -
49
Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
50
13Radar
13Radar
13Radar is a modern analytics platform focused on U.S. SEC Form 13F institutional holdings. It transforms raw quarterly filings into clean, structured insights that help users track how major hedge funds and asset managers build their portfolios. Investors can easily explore fund positions, analyze sector allocations, compare historical changes, and follow well‑known portfolios such as Warren Buffett holdings, Michael Burry 13F updates, and other top fund managers. 13Radar provides detailed fund dashboards, position‑level metrics, ownership trends, and quarter‑over‑quarter change analysis. Users can search by fund, ticker, or sector to understand which institutions are buying, selling, or building high‑conviction positions. The platform emphasizes data accuracy, normalization, and a fast, intuitive interface suitable for both casual investors and professional researchers.
