Soria
AI financial terminal that turns NAIC filings, CMS star ratings and state Medicaid data into an always-updated healthcare sector model.
Soria is the most targeted terminal we have seen for managed-care and health-insurance coverage. NAIC national KPIs (MLR, membership, premiums, market share by company), CMS star cut-point analysis and 33-state Medicaid enrollment are the exact surfaces generalist terminals under-serve, and the analyst-reviewed, backtested pipeline is the real product — not the dashboards. Pick it when your book is healthcare-heavy and you are still reconciling NAIC filings and CMS data by hand. Keep Bloomberg or AlphaSense alongside it; Soria explicitly trades breadth for sector granularity.
Verified 6h ago · liveness 61/100 · cite: rightaichoice.com/tools/soria
- Healthcare equity analysts covering managed care, health insurance and biotech
- Hedge funds and asset managers with a dedicated healthcare book
- Managed-care research teams tracking MA enrollment, star ratings and rate filings
- Corporate development teams sizing healthcare targets with regulatory data
- Generalist investors running a multi-sector book who need one terminal for everything
- Real-time trading or portfolio management workflows that need execution tooling
- Non-healthcare sectors like retail, energy or technology
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Skip Soria if your coverage spans more than healthcare and you want a single terminal for every sector — its depth in NAIC filings, CMS star cut points and 33-state Medicaid data is the whole point, and none of that helps a multi-sector book.
Soria's pricing fits teams whose volume aligns with the published tiers. Compare against the alternatives listed below for stage-specific value.
In short
Soria — AI financial terminal that turns NAIC filings, CMS star ratings and state Medicaid data into an always-updated healthcare sector model. Best for Healthcare equity analysts covering managed care, health insurance and biotech, Hedge funds and asset managers with a dedicated healthcare book, Managed-care research teams tracking MA enrollment, star ratings and rate filings. Contact Sales pricing.
What people actually say about Soria — is it worth it?
We scanned public community sources for Soria on Jul 3, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Our own analysis of that scan says the posts were off-subject. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
Viability Score
How well maintained and how widely used is Soria? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Natural-language financial queries over healthcare sector data
- SEC 10-K, 10-Q, 8-K and XBRL filing parsing
- NAIC statutory filing ingestion with national KPI dashboards
- NAIC national KPIs: MLR, membership, premiums and market share by company
- CMS Star Ratings tracking and star cut-point analysis
- Medicare Advantage and Part D enrollment by state
- MAPD plan landscaping and plan crosswalks
- Medicaid enrollment across 33 states
- MLR by product, membership, premiums and market share by company
- HEDIS measures and risk adjustment / HCC data models
- Earnings transcript ingestion and Q&A
- DMHC flash reports and provider / hospital cost report ingestion
- CBO baselines, MACPAC and MedPAC policy sources
- DOL Form 5500, ACA Marketplace PUF and exchange premium data
- Visible Alpha, Kaufman Hall and Strata NPPVT data ingestion
About Soria
Soria is an AI financial terminal built specifically for healthcare coverage. Its agents scrape, structure and backtest hundreds of public and private sources — NAIC statutory filings, CMS Star Ratings and star cut points, Medicare Advantage and Part D enrollment, Medicaid enrollment across 33 states, SEC 10-K/10-Q/8-K XBRL, earnings transcripts, DMHC flash reports, provider and hospital cost reports, HEDIS measures, risk adjustment/HCC models, DOL Form 5500, CBO baselines, MACPAC and MedPAC policy sources, plus Visible Alpha, Kaufman Hall and Strata NPPVT data — into one always-updated sector model, research feed and terminal. You ask questions in natural language and get structured output such as MLR by product, membership, premiums and market share by company pulled from NAIC national KPIs, rather than assembling it in Excel. Delivery runs through email, the UI, API, MCP and warehouse sync, so alerts land where your team already works, and each number sits behind an analyst review and backtesting layer. The founding team is an ex-BofA VP of equity research and an ex-fintech CTO, the company is backed by Y Combinator, and the site states it is trusted by 30+ banks, hedge funds and asset managers. It is a sector specialist: deep on managed care, health insurance, biotech and pharma, narrow if your universe stretches beyond healthcare.
Behind the Verdict
Soria's edge is scope discipline. Where Bloomberg and AlphaSense spread across every sector, Soria concentrates on the data healthcare analysts actually rebuild by hand each quarter: NAIC statutory filings and their national KPIs (MLR by product, membership, premiums, market share by company), CMS Star Ratings and star cut points, MA and Part D enrollment, 33-state Medicaid enrollment, DMHC flash reports, provider and hospital cost reports, HEDIS measures and risk adjustment/HCC models, DOL Form 5500, ACA Marketplace PUF and exchange premiums, CBO baselines, MACPAC and MedPAC policy sources, physician fee schedule, IPPS/OPPS/PFS/ESRD rates. Strengths: the ingestion list is unusually concrete — Visible Alpha, Kaufman Hall, Strata NPPVT, T-MSIS, PECOS ownership, plan crosswalks, MSSP & REACH and CDC respiratory data all appear on the feed, which is the kind of long-tail coverage that makes a sector model credible. Question-first workflow (natural language in, structured output out) means an analyst can pull MLR by product or market share by company without touching a spreadsheet, and email alerts for regulatory changes, filings and breaking news keep a coverage book current between models. Delivery via email, UI, API, MCP and warehouse sync is broader than most sector tools attempt, and MCP matters if your team runs agents. Weaknesses: it is a healthcare specialist, so a multi-sector generalist still needs a second terminal. It is also a research and data product — no execution tooling — so it is not a trading desk substitute. We could not verify the pricing model, documentation depth or integration directory on this pass, and we will not guess at them. Where it fits: hedge funds and asset managers with a dedicated healthcare book, managed-care research teams tracking MA enrollment, star ratings and rate filings, corporate development teams sizing healthcare targets with regulatory data, and policy analysts watching state Medicaid and CMS changes. Where it does not: generalist investors wanting one terminal for everything, real-time trading workflows, and non-healthcare coverage.
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Real-world workflow fit
Concrete scenarios for the personas Soria actually fits — and what changes day-one when you adopt it.
You open Soria, ask for MLR by product across the NAIC national KPIs for Centene, Cigna, CVS, Elevance, HCSC, Humana and CareSource, and cross-check the trend against the Medicaid-versus-commercial split the feed flagged.
Outcome: You walk into the morning meeting with a company-by-company MLR table and an explanation for the Medicaid spike, pulled from NAIC filings rather than a hand-built spreadsheet.
You set email alerts on CMS rate announcements, star cut points and 8-K filings, then when a plan slips from 4 stars you pull the MAPD landscape and Part D enrollment by state to size the exposure.
Outcome: You hear about the star-rating slip from an alert instead of a sell-side note, and you already have the enrollment numbers to size it.
You use natural-language queries to pull NAIC statutory data on a private insurer that does not file with the SEC, plus its state rate filings, provider cost reports and HEDIS measures.
Outcome: You build a target profile on regulatory data that is normally locked in state portals, without a data-vendor project.
Use Cases
- Summarize a freshly filed healthcare 10-K or 8-K before the morning meeting.
- Pull MLR by product line for Centene, Cigna, CVS, Elevance, HCSC, Humana and CareSource from NAIC national KPIs.
- Track NAIC MLR trends where Medicaid MLR is spiking while commercial drops.
- Compare market share by company across Medicare Advantage, Part D and Medicaid.
- Watch CMS star cut points and flag a plan that slipped from 4 stars.
- Monitor MA and Part D enrollment by state to spot shifts before competitors.
- Pull NAIC statutory data for private insurers that do not appear in public filings.
- Ingest an earnings call transcript and extract guidance revisions and key risks.
Models Under the Hood
as of 2026-09-02
Limitations
- Soria is a specialist healthcare terminal, so if your coverage is not healthcare-heavy you will be paying for depth you do not use.
- There is no execution or trading tooling, so it does not replace a desk terminal.
- The sector focus means limited coverage outside managed care, health insurance, biotech and pharma.
- We could not verify the pricing model, the API documentation or the integrations directory on this pass, so treat those as unknowns rather than as gaps.
as of 2026-10-08
Verification history
We have re-verified Soria 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
Showing the 6 most recent of 9 verification passes.
Free to cite with attribution — this page re-verifies continuously.
Where the pricing makes sense
The company stage and team size where Soria's pricing actually pencils out — and where peers do it cheaper.
Soria's pricing fits teams whose volume aligns with the published tiers. Compare against the alternatives listed below for stage-specific value.
Setup time & first value
How long it actually takes to get something useful out of Soria — broken out by persona, not the marketing-page minute.
Not published. Soria is a web terminal you log into; a single analyst can start asking natural-language questions once their account is active. Broader rollout — routing alerts to a team inbox or syncing to a warehouse — depends on your own MCP, API and warehouse setup. We could not verify onboarding specifics on this pass.
Switching to or from Soria
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual Excel models: replace hand-built MLR and enrollment tabs with NAIC national KPI dashboards.
- →From Bloomberg or AlphaSense: keep the generalist terminal for breadth and run Soria alongside for NAIC, CMS star cut points and 33-state Medicaid data.
- →From state portal spelunking: pull the 33 state Medicaid portals and DMHC flash reports through one feed instead of bookmarking each site.
- ↗To Bloomberg or AlphaSense: keep them for multi-sector and trading coverage while Soria handles healthcare regulatory depth.
- ↗To a specialist data vendor: if you only need one dataset, such as star ratings, a point solution may be cheaper than a full sector terminal — we could not verify Soria's pricing to compare.
Integrations
Resources & Guides
- Resourcesoriaanalytics.com
Home · Soria
Helpful link from soriaanalytics.com
- Resourcesoriaanalytics.com
Data · Soria
Helpful link from soriaanalytics.com
- Resourcesoriaanalytics.com
Platform · Soria
Helpful link from soriaanalytics.com
- Resourcesoriaanalytics.com
Support · Soria
Helpful link from soriaanalytics.com
- Resourcesoriaanalytics.com
Documentation · Soria
Helpful link from soriaanalytics.com
Tutorials & Learning
YouTube returned 6 videos for “Soria”, and we withheld 6: 6 could not be judged, because “Soria” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Soria.
Official links
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Frequently Asked Questions
Best-of guides
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