Alternatives to FN2
Compare FN2 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FN2 in 2026. Compare features, ratings, user reviews, pricing, and more from FN2 competitors and alternatives in order to make an informed decision for your business.
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1
Koyfin
Koyfin
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.Starting Price: Free -
2
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. -
3
Barchart
Barchart
Barchart Premier is a customized ad-free experience that gives you the power of institutional grade data and research tools an affordable price. Designed for the self-directed investor, Barchart Premier unlocks all the features of Barchart. Options screeners, watchlists, historical data download, my charts, unlimited custom Views, advanced alerts, and screen on list to name a few. As a premier member you can receive personalized research delivered to your Inbox every day – your favorite charts – personalized Screeners – your portfolio or your watchlist featuring any off the hundreds of fields available within custom views.Starting Price: $29.95 per month -
4
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 -
5
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 -
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
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. -
8
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 -
9
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. -
10
Market Ontology
Market Ontology
Market Ontology is an institutional‑grade macro, monetary‑policy and geopolitical intelligence platform. It synthesizes macro, markets and geopolitical data into a decision‑support platform aimed at analysts, portfolio managers and serious investors. It tracks central bank policy, recession‑probability models, cross‑asset flows, options analytics, AI‑driven scenario analysis and geopolitical risk monitoring. -
11
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 -
12
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. -
13
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. -
14
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. -
15
Ticker by Finology
Ticker by Finology
Analyzing stocks is a serious affair and with Ticker you get one-stop destination for cutting-edge stock research. Our stock analysis platform provides a sophisticated yet simple interface that you would be impressed with while carrying out your stock analysis. Compare the companies operating in the same industry and choose the best amongst the lot with Peer Comparison. A detailed comparison of similar companies will help you make a better decision. Ticker gives you an edge when it comes to peer comparison. These are baskets of stocks shortlisted using proven investment strategies. These assortments of companies are based on predefined criteria that help you choose stocks based on your own investment strategy. And, if you already haven't thought about a strategy, don't worry. Bundles will help you select one. -
16
Simply Wall St
Simply Wall St
Unique, exhaustive analysis on every listed stock worldwide at your fingertips. Save countless hours trawling through reports and remove emotion from your decisions. Be informed of red-flags and opportunities with key insights extracted daily from our unique analysis model. Know the future forecast growth of a company based on the consensus of professional analysts. Automatically estimated stock fair value based on future expected cash flows. Know the balance sheet. From assets and liabilities to debt, equity and current cash runway. Understand historical, current and projected shareholder payments and how this compares to the market and industry. Assess if the right people are steering the ship with management and board profiles and analysis. Know what's happening behind the scenes. Which individuals or institutions have been backing the company with their financial decisions? Quickly narrow down company stocks with our unique snowflake screener.Starting Price: $10 per month -
17
Fintwit
Fintwit
See most traded stocks, trending tickers, screeners, sentiments, financials, key metrics, technical indicators, insider trading, unusual volume, news, tweets, and much more. “Fintwit” is a vibrant community of investors on Twitter, who tweet trading ideas, active trades, personal portfolios, and well-thought-out insights about financial securities. Millions of investors around the world are increasingly using Twitter to stay abreast of the financial market and make informed investment decisions. We analyze thousands of tweets in real-time from a curated list of high active Twitter accounts. Through our advanced AI and NLP algorithms, we parse each tweet to surface the most traded stocks, trending tickers, investor sentiments, and many more trading signals. Tweets don’t stop when you are away and it gets overwhelming to keep track if you are following a lot of analysts on Twitter. We make it easier for you by aggregating all the trading insights you need in one place and in real-time.Starting Price: $12 per month -
18
EODHD
EODHD
EODHD is a financial data API platform that provides developers and analysts with access to a comprehensive range of global market data through a single, unified interface. It offers over 30 years of historical data along with real-time and intraday feeds across more than 60 stock exchanges, covering over 150,000 tickers, including stocks, ETFs, mutual funds, bonds, Forex pairs, and digital currencies. It delivers multiple types of datasets such as end-of-day prices, live OHLCV data, corporate actions like splits and dividends, financial news, technical indicators, macroeconomic data, and stock screeners, all accessible via REST APIs and WebSocket connections. It delivers multiple types of datasets such as end-of-day prices, live OHLCV data, corporate actions like splits and dividends, financial news, technical indicators, macroeconomic data, and stock screeners, all accessible via REST APIs and WebSocket connections.Starting Price: $19.99 per month -
19
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 -
20
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. -
21
Streamlined Finance
Streamlined Finance
Streamlined Finance is a comprehensive financial research platform. Track financial markets, analyze stocks and gain macro economic insights with personalized dashboards.Starting Price: $20 per month -
22
Seeking Alpha
Seeking Alpha
We empower investors to make the absolute best investing decisions by leveraging our independent and balanced stock research, fundamental analysis tools, crowdsourced debate, reliable news, and actionable market data. Our research is created by investors, for investors. It is carefully vetted by in-house editors, then read and debated by millions of people. Our stock coverage is wider and deeper than any other. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision. Our news enable investors to understand why the market and the stocks in their portfolio are moving or are about to move. Investors read our financial news to gain insight into stocks’ future earnings and price trajectory, and to find new and exciting opportunities. Our data places professional-caliber tools in the hands of every investor. Our factor grades and quant ratings summarize each stock’s characteristics. -
23
Datafinia
Datafinia
Datafinia is an institutional-grade quantitative research platform that brings AI-driven market intelligence, quant scanners, portfolio optimizers, and real-time data into one financial analytics terminal. It is designed to help serious traders, analysts, and institutions stop guessing and put data on their side by unifying live market feeds, interactive candlestick charts, technical overlays, historical market data, regulatory filings, press releases, macroeconomic indicators, fixed income dashboards, fundamentals, analyst consensus, financial statements, and portfolio tools in one research environment. It covers global, multi-asset markets and supports workflows across equities, bonds, commodities, currencies, crypto, forex, and international market datasets. Datafinia’s quantitative scanners help users discover structurally mispriced assets at scale using Z-score filtering, identify deeply undervalued opportunities, and flag overextended risk based on long-term regressions.Starting Price: $29 per month -
24
Bigdata
Bigdata
Bigdata.com is an AI-driven financial research and intelligence platform that powers purpose-built AI agents and automated workflows for investment professionals, analysts, and developers to monitor markets, analyse trends, and extract actionable insights from vast, premium financial data in real time. It unifies premium data sources, including real-time news, regulatory filings, transcripts, market sentiment, structured financials, and alternative datasets into a searchable ecosystem that supports deep research, portfolio monitoring, and thematic analysis with full traceability back to original sources. Users can interact with intelligent research agents that perform multi-step analysis across all content, customise or build their own AI agents, automate repetitive research tasks such as watchlists, earnings previews, and sector breakdowns, and integrate via API to embed reliable, grounded financial intelligence into internal systems and models. -
25
Extruct AI
Extruct AI
Extruct AI is an advanced platform that leverages artificial intelligence to simplify and accelerate business research. It is designed to help businesses uncover new companies, enrich existing data, and track market trends in real time. With AI agents that handle the collection and analysis of data from various sources such as public databases, websites, and verified reports, Extruct ensures accuracy and efficiency. The platform offers dynamic tools for discovering high-quality leads, monitoring competitors, and conducting market analysis with real-time data updates. Extruct also integrates easily with existing systems, allowing businesses to customize data and enhance their decision-making processes. It is ideal for sales, market research, and competitor tracking, providing actionable insights without the need for traditional data collection methods. Extruct helps professionals save time, uncover deeper insights, and make informed decisions through its business intelligence.Starting Price: $99 per month -
26
TipRanks
TipRanks
TipRanks is a multi-award-winning stock research platform designed to help retail investors make data-driven decisions. The platform provides investors with institutional-level data and tools, presented in a visual and easy-to-use way. TipRanks levels the playing field for retail investors by giving them the same research power as the biggest asset managers. Its unique data includes analyst rating consensus, news analysis, a stock score called the Smart Score, and more. Additionally, TipRanks tracks the buy and sell recommendations and transactions of over 100,000 financial experts and ranks experts according to their performance track record. This transparency enables investors to see how experts rank. TipRanks even shows how experts perform on a per-stock basis. TipRanks has become the standard for Wall Street accountability. More than 50 leading global banks, institutions, and exchanges integrate TipRanks tools for their clients. TipRanks also provides data to hedge funds.Starting Price: $29.95 per month -
27
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. -
28
OpenFang
OpenFang
OpenFang is an open source Agent Operating System built in Rust that provides a unified runtime for building, deploying, and managing autonomous AI agents at production scale. It packages a batteries-included architecture into a single binary, enabling developers to run agents that operate continuously, build knowledge graphs, and report results to a centralized dashboard without constant user prompts. At the core of OpenFang are “Hands,” pre-built autonomous capability packages that execute on schedules and perform tasks such as lead generation, research, browser automation, and social management. It includes dozens of pre-built agents, native tools, and channel adapters that allow agents to function across platforms like Slack, WhatsApp, Discord, and Teams from a single environment. Security is built into the foundation through multiple defense layers such as WASM sandboxing, cryptographic signing, taint tracking, and tamper-evident audit trails.Starting Price: Free -
29
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. -
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S&Q Capital IQ Pro
S&P Global
Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights. -
31
HANA
HANA
HANA is a platform that enables users to train their own hyper-personalized autonomous news agents, focusing on topics such as blockchain, crypto, and NFTs. By leveraging advanced AI technology, HANA allows individuals and organizations to create customized newsletters that cater to specific interests and audiences, aiming to revolutionize the way information is curated and delivered. Use our trained AI research agents to search, fetch, and summarize. Access an editing suite where you can select, prioritize, and reorder suggested articles with summaries and links. Designed for creating tailored internal newsletters on a daily or weekly basis. Ideal for internal briefing documents or competitor research. Send branded bespoke industry insights to your prospects and clients. Enjoy an end-to-end service where we compile, curate, design, and send your branded, sector-specific newsletters.Starting Price: $314.22 per month -
32
Qualitative
Qualitative
Qualitative makes it super easy to invite, schedule, and conduct user research sessions. Self-service to send email invitations to research participants. Calendar events with video conferencing and dial-in are created as you schedule participants. Sending incentives to participants anywhere in the world is as easy as clicking a button. Qualitative is a user research platform that makes it super easy to conduct user interviews. Recruit from your website using our pop-up, email invitations to your users through our self-service emailer, share a screener link yourself, invite previous research participants through our CRM, or have us create a custom pool of user research participants for you. Create your own screener to filter user research participants. Set your recurring availability for user research participants to request interview slots. Qualitative automatically creates interview calendar events with video conferencing and dial-in for you and your research participants.Starting Price: $50 per month -
33
Finset
Finset
Finset.ai is an intelligent financial research platform that transforms complex analysis into automated workflows, enabling investors and analysts to conduct institutional-quality research in minutes rather than hours. Instead of building spreadsheets from scratch or manually gathering data across multiple sources, users can leverage pre-built professional workflows that systematically guide them through comprehensive financial analysis. -
34
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. -
35
Phantalytics
Phantalytics
Phantalytics was built to uncover unique opportunities in the market. To achieve this, we've streamlined the painstaking process of data analysis, making it as seamless as possible. At the heart of our platform is our sophisticated screener, which is designed to help our users find ideas that follow strict, custom guidelines using function-based relational screening. This powerful tool allows our users to filter through vast amounts of financial data and discover new investment ideas that meet their specific criteria. Make dynamic, relational, function-based financial screens with access to 10+ years of financial data. Visualize 30+ years of historical financial data for 40,000+ companies.Starting Price: $15 per month -
36
DataScope Plus
LSEG Data & Analytics
DataScope Plus is the solution for bulk pricing, reference, and entity data requirements that provide access to broad, rich datasets – 80 million globally sourced active and delisted securities – that automatically update every 15 minutes based upon changes in underlying databases, ensuring your security master is current and accurate. Providing global cross-asset coverage of equities, futures, options warrants, indices, FX, rates, credit, bank loans, commodities, securitized debt, corporate and government debt, CMO/ABS, convertibles, municipals, mortgage pools, and OTC Derivatives, users can choose both the content and field level attributes that interest them. The product offers connectivity options to interface with your own platform (GUI, SFTP) and customizable content, including a criteria-based screener function, providing additional control over your data consumption while enabling you to reduce cost. -
37
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. -
38
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. -
39
Fintool
Fintool
Fintool scans millions of SEC filings, earnings calls, and conference transcripts to provide precise answers. It quotes sources and suggests follow-up questions. Fintool organizes financial metrics, KPIs, and unstructured data from filings and transcripts into easy-to-use tables. FinanceBench is the industry standard for LLM performance on financial questions. Fintool was benchmarked against two state-of-the-art applications and models and outperformed the leading one by 58%. Fintool works in the background reading thousands of filings and informing you with real-time alerts on the information you care about. Securely upload your own data with enterprise-grade security. Fintool seamlessly connects to cloud providers, integrating your information for comprehensive analysis and insights. Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings. -
40
kōdlo
Reinode Software
kōdlo is an agent-native sales workspace for B2B teams closing high-ticket deals. The platform combines a modern multi-tenant CRM with a single unified AI agent that lives inside every page of the workspace — always present, always context-aware, ready to act without copy-pasting or tab switching. The agent knows what the user is looking at. Open a contact and ask "what should I do next?" — the answer comes in seconds, grounded in LinkedIn activity, company news, and CRM history. Key capabilities: Multi-Step Deep Research produces citation-rich prospect briefs by running coordinated searches across multiple open sources. Knowledge Hub lets teams upload pitch decks, RFPs, and industry reports and work with them in full agent context. Recurring Scheduling Jobs process entire lead lists autonomously on a set schedule, delivering results to the workspace, Telegram, or Google Chat.Starting Price: $49/month -
41
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 -
42
StMetric
StMetric
Researching the data for modeling the economy of a startup is hard. Sign up to gain FREE access to 📈5835 metrics for your financial model. Save yourself time and effort by accessing thousands of metrics related to startups, publications, marketing services, and IPO prospects. Get the information you need in one place quickly and easily. StMetric is a Data as a Service solution that provides startups founders, marketers, product managers, analysts, and investors with the data-driven insights they need to make informed decisions and achieve success. StMetric boasts thousands of carefully hand-collected metrics in its database.Starting Price: $0 -
43
Hermes Agent
Nous Research
Hermes Agent by Nous Research is an open-source autonomous AI agent designed to run locally on your server and improve over time. It operates independently from traditional chatbots by maintaining persistent memory and learning from past interactions. The agent can integrate with multiple platforms such as Slack, Discord, Telegram, and WhatsApp through a unified gateway. Hermes supports automation tasks like scheduling reports, managing workflows, and executing commands using natural language. It also enables parallel task execution through subagents, improving efficiency for complex operations. With built-in tools for web browsing, search, and code execution, it provides a versatile environment for various tasks. Overall, Hermes Agent acts as a continuously evolving AI system that adapts to user needs and workflows.Starting Price: $20/month -
44
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 -
45
BeeBee.AI
BeeBee.AI
Welcome to BeeBee.AI, an AI platform that conducts thorough analyses of public companies, delivering concise and valuable financial insights. Our current features include analyzing earnings call transcripts of S&P 500 listed companies and other high-profile companies, as well as providing financial analysis for a single quarter or multiple consecutive quarters. Users are not required to come up with questions themselves. The system generates suggested questions based on each meeting record and continually generates more questions as the conversation flows, adding in a comprehensive understanding of the entire meeting record. For users engaged in deep thinking, they have the freedom to compose their own questions and insights. They can save any valuable insights they come up with and have the option to share them, as theses insights represent their own intellectual achievement. -
46
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 -
47
SpawnHQ
SpawnHQ
SpawnHQ is a software-as-a-service platform that lets users deploy, configure, and manage autonomous AI agents in minutes without writing code or setting up infrastructure by offering a marketplace of pre-built, skill-based agents trained on your brand context that run continuously on managed compute and integrate with tools like Discord, web chat widgets, Twitter, SEO services, and CRMs. Users pick a skill, such as support bot for customer questions, SEO agent for monitoring rankings and drafting content, outbound agent for lead discovery and outreach, or social and content engines, configure integrations and brand context, and deploy agents that act on natural language commands and run 24/7 on autopilot, executing tasks such as research, CRM updates, content generation, and automated responses. It handles managed compute, AI model routing (Claude, GPT, Gemini), scheduling, logs, reporting, and guardrails so agents can think and act independently.Starting Price: $59 per month -
48
Kaleidoscope Investor Relations
KALEIDOSCOPE
Make IR Website Compliance FAST, EASY & 100% SEC and SEO compliant -- with Kaleidoscope’s IR Widget/API solutions. Trusted by more than 4,000 corporate websites worldwide for reliable real-time delivery of compliance data for over 20 years. Keep investors and analysts on your site so you are in control in every aspect of corporate website communications, including delivery of real-time Alerts to interested visitors. Our API/Widget solutions are used leading IR partners supporting all US Stock Exchanges! Widgets/APIs include SEC filings, intraday stock tickers, End of Day historical stock chart with all the bells and whistles for overlays and technical views, plus press releases with support for images, a ROI calculator, historical price lookup, dividends chart, analyst coverage, earnings call transcripts and more. Our sandbox enables full testing before launching. The perfect solution for tight budgets, DIYers, website redesigns and dual registered foreign issuers.Starting Price: $250 per month/billed annually -
49
Fintel
Fintel
Rapidly and confidently discover the insights you need to win, with institutional-grade tools for all. We closely monitor over 31,806 institutional investors and 416,000 securities traded worldwide and deliver the information you need to make winning decisions ahead of the crowd. We do all of the ‘heavy lifting’ for you when it comes to sorting through the critical data buried deep within SEC filings, including categorizing exhibits based on their importance, tracking changes and document redlining, display the changes between 10-Qs and 10-Ks. Full-text document searches of SEC (US) and FCA (UK) filings, email alerts for significant filings including 8K, proxy statements, and registration statements. This feature alone will save you hundreds of hours of tedious and exhaustive research. And help you profit by staying ahead of the markets. Research shows that stock prices tend to follow the decisions of insider trading. We make it easy for you to find this information.Starting Price: $24.75 per month -
50
MoClaw
MoClaw
MoClaw is a cloud-based AI agent platform designed to act as a personal AI assistant that goes beyond answering questions by executing complete workflows autonomously. It allows users to describe tasks in plain English, such as research, data analysis, report generation, or automation, and then handles the entire process end-to-end, with no setup, coding, or deployment required. It connects directly to tools like email, calendars, messaging apps, and task managers, scanning and consolidating information to generate structured outputs such as daily briefings, prioritized task lists, and actionable insights. Unlike traditional assistants, MoClaw operates as an “AI employee” that can run continuously, schedule jobs, and automate repetitive work like competitor monitoring, lead generation, and market research, delivering results in formats like reports, spreadsheets, or summaries.Starting Price: $20 per month
