Alternatives to DealSize.ai

Magnifi is an AI investing app that links your 401(k), IRA, HSA and brokerage accounts, analyzes them in plain English, and lets you trade commission-free.

R0Y turns plain-English questions into live investment dashboards for stocks, crypto, FX, and macro analysis.

Portfolio-aware AI copilot that links your brokerages, banks and crypto, then watches them around the clock.

Trade Ideas is a real-time AI stock scanner with Holly AI signals, and at the top tier it auto-trades a top-three momentum portfolio for you.

Brisa is a private wealth dashboard that consolidates your net worth across 12,000+ banks, brokerages and private equity.

AI investment research terminal that pulls earnings call summaries, SEC filings, sentiment, and macro data into one dashboard.

AI sentiment and on-chain terminal for crypto and equity traders, plus 15 proprietary TradingView indicators.

Sylvera rates carbon credit quality from A to F using geospatial satellite analysis, so buyers can price and defend every tonne.

AI research agents and Kai Score stock picking across 30+ global markets, in 13 languages.

Finster AI is an agentic finance platform that automates data synthesis, analysis, and PowerPoint-ready output for investment banking, asset management, and

AlphaSense is AI market intelligence search across 500M+ premium financial documents with sentence-level citations.

Composer by SoFi builds, backtests, and auto-trades no-code algorithmic trading strategies from plain English prompts.

VectorShift is an AI operating system for private market investors, tracing every figure back to the source document and page.

FinceptTerminal is an agentic AI research terminal for equities, crypto, macro and quant work, from $15 per seat.

一本中文开源书稿：先写策略 spec，再用 AI 编程工具加 Python 跑通第一个 ETF 策略回测

Open-source equity research agent that turns a ticker into a structured report — with every number produced by deterministic operators, not by a language model.

Hudson Labs: AI-powered SEC filing analysis with a No Hallucination Guarantee backing every cited figure.

Trade with AI turns a plain-English trading rule into a backtestable, automatable Composer strategy — no code required.

Michael Ai turns plain-English questions about company fundamentals into answers grounded in the SEC filings they came from.

EDINET DB turns Japanese securities filings into AI-ready financial data via REST API and MCP server.

AI search and NLP platform for SEC filings, earnings call transcripts, and global financial documents.

Open-source MIT-licensed CLI agent that runs a four-stage AI pipeline over live financial news to produce sentiment and risk reports.

Agentic and predictive AI that ranks relative stock, sector and index performance for institutional investors.

AI financial terminal that turns NAIC filings, CMS star ratings and state Medicaid data into an always-updated healthcare sector model.

Rolo by Alphawatch AI turns your existing network into off-market deal discovery with warm-introduction search.

AI equity research and Excel financial modelling with worldwide fundamental data, API and MCP access.

San Francisco AI research lab building reasoning-driven agents for automated trading research

EOD GPT turns a plain-English trading thesis into a backtested, walk-forward-validated strategy you can paper trade or take live.

Wintel maps world events through sectors to the specific companies and supplier relationships they touch, with the filing text behind each link.

Metal is an AI context layer for private capital that reconciles conflicting deal data into one cited Context Graph.