StockInsights AI
AI earnings call summaries, SEC filing search, and BSE/NSE disclosure monitoring for US and Indian equities.
If your coverage list is US or Indian public companies and the bottleneck is reading rather than deciding, this earns its seat. Pro at $17/mo billed $200 yearly buys unlimited summaries, unlimited call/10-K search, a full SEC filings dashboard, and 700-stock watchlist alerts, with MCP access bundled so you can query it from inside an assistant. The June 2026 engineering posts on publishing quarterly-results PDFs as structured APIs show real pipeline work behind the summaries, which is what separates it from a thin prompt shell. The geographic limit disqualifies anyone covering Europe, Japan, or Canada.
Verified 5d ago · liveness 73/100 · cite: rightaichoice.com/tools/stockinsights-ai
- Equity research analysts covering US SEC filers or BSE/NSE-listed companies
- Value investors who read calls and filings themselves and want the reading compressed
- Family offices and small asset managers tracking a fixed coverage list of 100-700 names
- Developers embedding filings search and AI summaries into an internal research tool via the API
- Traders who need real-time price feeds, screening, or trade execution
- Investors covering markets outside the US and India — no European, Japanese, or Canadian filings
- Anyone looking for investment advice or buy/sell recommendations
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Skip StockInsights AI if your coverage list runs outside the US and India, or if you need screening, real-time quotes, or trade execution rather than help reading filings and calls.
Covering both US and Indian markets means paying for two separate plan sets, since each data market is priced on its own source coverage and licensing costs.
US data at $17/mo billed $200 yearly sits well below full research terminals and below most per-seat data subscriptions, which makes it a reasonable fit for solo analysts, family offices, and small managers with 100-700 name coverage lists. Buyers covering both US and India pay for two plan sets, so the effective cost roughly doubles. Teams needing commercial API rights, webhooks, or private datasets leave self-serve pricing entirely for a Business or Solutions engagement.
In short
StockInsights AI — AI earnings call summaries, SEC filing search, and BSE/NSE disclosure monitoring for US and Indian equities. Best for Equity research analysts covering US SEC filers or BSE/NSE-listed companies, Value investors who read calls and filings themselves and want the reading compressed, Family offices and small asset managers tracking a fixed coverage list of 100-700 names. Free to start; it also has paid plans, priced in a currency we have not confirmed — see the pricing table for the vendor’s own figures.
What's new in StockInsights AI
Checked 5 days agoAcross the latest 3 updates: 1 feature update and 2 news mentions.
How We Build Production AI Workflows
Engineering note describing a workflow-first approach to production AI systems that combines data, software, LLMs, validation, and human review rather than relying on prompting alone.
From AI Research Assistants to AI Workflow Automation
Presents a framework for LLM workflows, skill-based agents, and autonomous execution agents, drawn from the team's lessons building AI for investment research.
From Quarterly Results PDFs to Structured Financial APIs
Describes the production AI workflow that extracts, validates, and publishes financial statements from quarterly results PDFs as structured APIs before XBRL availability.
What people actually say about StockInsights AI — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
14 mentions across 1 source (Product Hunt) · researched Jul 5, 2026.
Average across the 1 source that answered — each source counts once, not each post.
- +Domain-specific AI for investment research, not generic chatbot.
- +Covers both Indian (BSE/NSE) and US equities (SEC filings).
- +AI-generated earnings call summaries save hours of manual work.
- +Full-text search across calls and filings for quick insights.
- +Workflow automation with human-in-the-loop validation.
- −Very limited community feedback – only launch comments available.
- −No integrations listed – may not connect to popular tools.
- −Unknown reliability during peak earnings season.
- −Pricing details for Pro and Enterprise are unclear.
- −US market coverage may be less mature than Indian.
- • No public pricing for Pro tier – may require contacting sales.
- • API usage may have overage charges not listed upfront.
Viability Score
How well maintained and how widely used is StockInsights AI? 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
- AI-generated summaries of earnings call transcripts
- Full-text search across earnings calls and SEC filings
- Real-time BSE/NSE disclosure monitoring against a watchlist
- Watchlist alerts covering up to 700 stocks on Pro
- Structured financial data extraction from quarterly results PDFs
- Financial statements published as structured APIs ahead of XBRL availability
- Human-in-the-loop review of LLM outputs before they reach you
- LLM-powered tags for organizing research and coverage lists
- MCP server and agent plugin access on Free and Pro plans
- REST API access with self-serve keys from Account Settings
- Custom endpoints and webhooks on Business and Solutions plans
- Private and customer-specific dataset support
- Workflow automation for recurring research and monitoring tasks
- No training on customer inputs, private datasets, or outputs
- Chat with filings
About StockInsights AI
StockInsights AI is an equity research automation platform for value investors and analysts who cover US and Indian public companies. Point it at an earnings call, a 10-K, or a quarterly results PDF and it returns an AI-generated summary, full-text search across transcripts and filings, and structured financial data you can pull from a dashboard or an API. Three jobs sit in the self-serve product: summarizing earnings calls, searching across calls and SEC filings, and monitoring BSE/NSE disclosures against a watchlist that holds up to 700 stocks on Pro. LLM-powered tags let you organize coverage as you go. MCP server and agent plugin access is bundled into both Free and Pro, so you can query the same coverage from inside an assistant you already use instead of tab-switching. The company's June 2026 engineering posts describe a workflow-first pipeline — data plus LLMs, validation, and human review rather than prompting alone — that extracts quarterly results PDFs and republishes financial statements as structured APIs before XBRL feeds land. Pricing splits by market and interface. US data is $0/mo on Free (10 summaries, 10 call/10-K searches, a 5-stock watchlist) or $17/mo billed $200 yearly on Pro for unlimited summaries, unlimited search, a full SEC filings dashboard, and 700-stock alerts. India data is priced separately because source coverage and licensing costs differ. Developers get an API track: a Developer plan with a 7-day, 100-call free trial, and a Business plan or Solutions engagement for commercial use, webhooks, custom endpoints, and private datasets. The vendor states customer inputs, private datasets, and outputs are never used to train its models or third-party models.
Behind the Verdict
StockInsights AI is built around a narrow, defensible claim: if you read filings and calls for US or Indian public companies, the platform compresses the reading and lets you search across it. The three headline jobs — earnings-call summaries, cross-filing search, and BSE/NSE disclosure monitoring against a watchlist — map cleanly onto what an analyst actually does in a coverage week. Watchlist alerts scale to 700 stocks on Pro, which covers most family-office and small-manager coverage lists without going to a custom plan. The interesting part is the pipeline underneath. The June 2026 blog series describes a workflow-first approach — data plus LLMs plus validation plus human review — and a production workflow that extracts, validates, and publishes financial statements from quarterly results PDFs as structured APIs before XBRL feeds are available. That is a data-engineering claim, not a prompting claim, and it is the reason this does not read like a chat wrapper with a finance skin. The MCP server and agent plugin access bundled into Free and Pro is the second differentiator: you query the same coverage from inside whatever assistant you already run, rather than moving your reading into yet another tab. The limits are structural, not bugs. Coverage is US and India only, so European, Japanese, and Canadian filers are out. US and India data are priced separately, so a buyer covering both markets pays twice. The Developer plan is a 7-day, 100-call trial for internal tools and prototypes — commercial use, customer-facing applications, redistribution, webhooks, and custom endpoints require a Business or Solutions conversation. And nothing here screens, quotes, executes, or advises; outputs are informational research tooling meant to be reviewed. Where it fits: analysts and value investors who already know what they want to read and want the reading compressed; family offices and small asset managers tracking 100–700 names; developers embedding filings search and summaries into an internal tool. Where it doesn't: traders needing real-time prices or execution, anyone covering markets outside the US and India, and teams that want portfolio management or a CRM rather than research tooling.
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Real-world workflow fit
Concrete scenarios for the personas StockInsights AI actually fits — and what changes day-one when you adopt it.
You cover 40 US names and a batch of earnings calls lands overnight. You open the dashboard, run summaries across the transcripts, search the 10-Ks for specific language on a segment you are questioning, and tag each name by thesis theme.
Outcome: The reading is compressed to what actually moves your thesis, and the tags keep your coverage list organized between quarters.
You maintain a 300-stock watchlist split across US and Indian holdings. You set up BSE/NSE disclosure monitoring and SEC filings alerts so anything material surfaces without you checking exchange pages.
Outcome: You stop manually sweeping exchange announcement pages and only read what clears your own criteria.
You generate self-serve API keys from Account Settings during the 7-day, 100-call trial and wire filings search and summaries into an internal research dashboard your investment team already uses.
Outcome: You validate the integration inside a week; if it holds, the conversation moves to a Business plan for commercial rights and higher limits.
Use Cases
- Summarize earnings call transcripts for quick insights before reading the full call
- Search across thousands of filings and calls in seconds
- Extract financial data from quarterly results PDFs before XBRL is available
- Monitor BSE/NSE announcements for specific stocks with watchlist alerts
- Automate recurring research workflows with human review built in
- Embed filings search and AI summaries into an internal research tool via API
- Organize coverage lists with LLM-powered tags
- Query filings and summaries from inside your own assistant via MCP
Models Under the Hood
as of 2026-10-14
Limitations
- Free plan includes 10 earnings-call summaries, 10 call/10-K searches, latest SEC filings, and 5-stock watchlist alerts monthly.
- US data and India data plans are priced separately, so covering both markets means paying for both.
- The API Developer Plan is a 7-day free trial capped at 100 API calls, with commercial use, customer-facing applications, redistribution, webhooks, and custom endpoints requiring a Business or Solutions agreement.
- Coverage is currently limited to US and India markets, and outputs are informational research tooling meant to be reviewed rather than treated as investment advice.
as of 2026-10-13
Verification history
We have re-verified StockInsights AI 10 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-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
- — re-checked, vendor evidence unchanged
Showing the 6 most recent of 10 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published StockInsights AI tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free (US data)
$0/mo billed yearly
Ideal for
An individual investor trying the platform on a handful of US names before committing, or a student testing whether AI summaries fit their reading process.
What this tier adds
Starting tier: 10 earnings-call summaries, 10 call/10-K searches, latest SEC filings, 5-stock watchlist alerts, and limited MCP/plugin access, billed yearly.
Pro (US data)
$17/mo billed $200 yearly
Ideal for
A solo analyst or family office research lead running ongoing coverage of a fixed list of US public companies, from a few names up to roughly 700.
What this tier adds
Removes the monthly caps: unlimited summaries, unlimited call/10-K search, a full SEC filings dashboard, 700-stock watchlist alerts, and MCP/plugin access with a generous quota.
Developer (API)
7-day free trial, up to 100 API calls
Ideal for
A developer or internal tools team prototyping filings search and summaries inside an existing system, without committing to commercial terms yet.
What this tier adds
Starting API tier: self-serve keys from Account Settings, up to 100 calls across a 7-day free trial, no credit card required, with key and usage management in the dashboard.
Business (API)
Custom
Ideal for
A product team or data group that needs StockInsights data inside a customer-facing application or a production internal system with real traffic.
What this tier adds
Adds commercial use, higher rate limits, redistribution rights, webhooks, custom endpoints, and customer-specific datasets over the Developer trial.
Solutions
Custom
Ideal for
A research team with recurring monitoring and delivery requirements configured around its own datasets, systems, and permissions.
What this tier adds
Custom workflow deployments with delivery and permission requirements agreed per engagement and separate commercial terms from self-serve subscriptions.
Where the pricing makes sense
The company stage and team size where StockInsights AI's pricing actually pencils out — and where peers do it cheaper.
US data at $17/mo billed $200 yearly sits well below full research terminals and below most per-seat data subscriptions, which makes it a reasonable fit for solo analysts, family offices, and small managers with 100-700 name coverage lists. Buyers covering both US and India pay for two plan sets, so the effective cost roughly doubles. Teams needing commercial API rights, webhooks, or private datasets leave self-serve pricing entirely for a Business or Solutions engagement.
Setup time & first value
How long it actually takes to get something useful out of StockInsights AI — broken out by persona, not the marketing-page minute.
Solo analyst: minutes to a first summary, since sign-in gives you the dashboard and summary tools directly. Family office: an hour or so to build out a 100-700 stock watchlist and set alert criteria. Developer: same-day for a first API call using self-serve keys from Account Settings, with the 7-day, 100-call trial as the evaluation window.
Switching to or from StockInsights AI
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual PDF and transcript reading: sign in, upload or point at a filing, and start with AI summaries before full-text search and tags.
- →From a general-purpose AI assistant you feed filings into by hand: connect the MCP server or agent plugin so the same coverage is queryable from inside your existing assistant.
- →From an internal scraping pipeline for BSE/NSE disclosures: replace it with watchlist monitoring and alerts, keeping the Business or Solutions track in mind for custom delivery.
- ↗To a full research terminal: export or re-key your coverage list and move to a platform that adds screening, quotes, and execution alongside filings search.
- ↗To a general-purpose AI assistant: keep the tag structure and prompts, but you lose structured financial APIs and disclosure monitoring.
Resources & Guides
Tutorials & Learning
Stockinsights.ai plugin installation in Claude
Stockinsights AI
Stockinsights.ai plugin installation in Codex/Chatgpt
Stockinsights AI
YouTube returned 6 videos for “StockInsights AI”, and we withheld 4: 4 could not be judged, because “StockInsights AI” is a single word that other videos use for other things. Showing the 2 we can prove are about StockInsights AI.
Official links
Tools that pair well with StockInsights AI
Common stack mates teams adopt alongside StockInsights AI, with the specific reason each pairing earns its keep.
Hudson Labs (formerly Bedrock AI)
Hudson Labs is an AI research co-analyst for SEC filing search with a No Hallucination Guarantee.
BeeBee
Free AI earnings call analysis tool that turns transcripts and 10-K/10-Q filings into six-module investor research
AlphaSense
AlphaSense is AI market intelligence search that turns 500M+ premium financial documents into cited, traceable answers.
Featured Head-to-Head Comparisons
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Stockinsights Ai vs Screenplayiq
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Stockinsights Ai vs Bitsgap
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Alternatives to StockInsights AI
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Hudson Labs (formerly Bedrock AI)
Hudson Labs is an AI research co-analyst for SEC filing search with a No Hallucination Guarantee.
BeeBee
Free AI earnings call analysis tool that turns transcripts and 10-K/10-Q filings into six-module investor research
AlphaSense
AlphaSense is AI market intelligence search that turns 500M+ premium financial documents into cited, traceable answers.
Frequently Asked Questions
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