StockInsights

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Last updated: September 6, 2025

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What is StockInsights?

StockInsights.ai is an AI-powered equity research platform that turns dense financial documents—SEC filings, earnings call transcripts, and investor presentations—into fast, clear, and actionable insights. Using retrieval-augmented generation (RAG), it searches trusted sources and structured datasets to answer investor questions, summarize calls, highlight trends, and generate polished research reports. With tools like an 8-K dashboard, AI search, watchlists and alerts, plus options for custom screeners, data integrations, and team accounts, StockInsights.ai streamlines the research workflow for analysts and investors. Flexible plans range from a free tier to premium and custom enterprise offerings, with discounted access for academic groups.

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StockInsights's Top Features

AI Equity Research Assistant for questions on filings and transcripts

AI-generated earnings transcript summaries

AI-powered search across earnings calls and 10-K filings

Real-time 8-K dashboard with tiered access

Watchlists and stock alerts (limits by plan)

Custom screeners for advanced filtering (custom tier)

Custom data integrations (premium tiers)

Team accounts for collaborative research

Dedicated support and consulting (higher tiers)

Discounted subscriptions for students and classrooms

Frequently asked questions about StockInsights

StockInsights's pricing

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    Use Cases

    Sell-side equity analyst

    Speed through 10-K/10-Q reviews and earnings transcripts with AI summaries and targeted search to prepare notes faster.

    Buy-side analyst/PM

    Monitor a portfolio with watchlists and alerts while auto-generating comparable company updates and summaries.

    Independent investor

    Ask natural-language questions on filings and transcripts to quickly validate ideas and surface key risks.

    Student/investment club

    Leverage discounted access to practice professional-grade research workflows and produce class-ready reports.

    RIA/wealth manager

    Create client-ready briefs and recurring company updates using templated, auto-generated reports.

    Corporate strategy/IR

    Track competitor disclosures via the 8-K dashboard and transcript search to inform messaging and strategy.

    Quant/data engineer

    Integrate custom datasets and build bespoke screeners to enrich research and automate data pulls.

    Financial journalist

    Extract quotes, themes, and discrepancies from earnings calls quickly to support timely coverage.

    PE/VC associate

    Perform fast public-comps surveillance and market monitoring during diligence using alerts and summaries.

    Compliance/risk team

    Receive alerts on new 8-Ks and changes in non-GAAP metrics to assess disclosure and reporting shifts.

    Learn to use AI like a Pro

    Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.

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