# AI stock research and analysis tools

Every card with a model in it, sorted by what the model does — drafts and explains, reads filings with citations, or issues a verdict.

*https://stockmarketstack.com/collections/ai-tools*

## Three answers to "what does the model do"

A card lands on this page when its `ai_features` field says anything but `none`. That is all the
flag records. It does not make the product an AI product — on most of these cards the model is a
convenience inside something bought for another reason. The field has three values, set by asking
what comes out of the model:

- **Assistive** — the model drafts or explains, and the product would be the same without it.
- **Research** — the model is how the product reads a corpus nobody could read by hand.
- **Recommendations** — what comes out is a verdict: a buy, a sell, a rating, a ranked list.

## Assistive: a shortcut through software you would buy anyway

Most of the cards. [Stock Rover](https://stockmarketstack.com/tools/stock-rover)'s plain-language builder writes criteria into
the screen editor, and its card calls that the platform's one AI feature.
[Composer](https://stockmarketstack.com/tools/composer) turns a sentence into a strategy you edit before anything trades;
[StrategyQuant X](https://stockmarketstack.com/tools/strategyquant-x) and [Tradetron](https://stockmarketstack.com/tools/tradetron) draft rule sets the
same way, and [AmiBroker](https://stockmarketstack.com/tools/amibroker)'s AFL assistant runs on an OpenAI, Gemini or local
model you supply. [ETF.com](https://stockmarketstack.com/tools/etf-com)'s ETF Data AI answers questions over the site's own
fund database and labels itself experimental.

The [trade journals](https://stockmarketstack.com/categories/trade-journals) give the model the narrowest view of all.
[TraderSync](https://stockmarketstack.com/tools/tradersync), [Trademetria](https://stockmarketstack.com/tools/trademetria) and
[StonkJournal](https://stockmarketstack.com/tools/stonkjournal) read your own fills and comment on behaviour — stops ignored,
sizing that drifts after a loss — and [TradeZella](https://stockmarketstack.com/tools/tradezella) scores a session against
rules you wrote; all four cards record that the AI makes no buy or sell calls. Trackers use the
model for plumbing: [Sharesight](https://stockmarketstack.com/tools/sharesight) and [Digrin](https://stockmarketstack.com/tools/digrin) read broker files
in layouts they have no template for, and [Kubera](https://stockmarketstack.com/tools/kubera)'s AI Appraiser prices a watch or
a domain from your description. [PortfoliosLab](https://stockmarketstack.com/tools/portfolioslab)'s copy-as-text button is, by
its card's account, the site's whole AI story.

## Research: the model reads, and should show what it read

Here the model is the product's way through a corpus, and what decides whether an answer is usable
is what sits in front of the model and whether a claim leads back to its source:

- [AlphaSense](https://stockmarketstack.com/tools/alphasense) — filings, broker research, news and expert transcripts, with
  inline citations that survive into the API. Enterprise contracts only.
- [Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai) — its own standardised financials, filings and transcripts; the
  Copilot links each number to the filing page it was read from.
- [Quartr](https://stockmarketstack.com/tools/quartr) — company-issued material only, call audio to slide decks, each answer
  traced to a page. Transcripts exist only for calls held in English.
- [Daloopa](https://stockmarketstack.com/tools/daloopa) — figures extracted from filings and presentations, each hyperlinked to
  its page; the Scout agent works from Daloopa's data and nothing else.
- [Bigdata.com](https://stockmarketstack.com/tools/bigdata-com) and [AskNews](https://stockmarketstack.com/tools/asknews) — licensed news, plus filings and
  transcripts on Bigdata.com, returned as cited passages for your own model, metered per token or
  credit.
- [Screener.in](https://stockmarketstack.com/tools/screener-in) — answers from Indian companies' annual reports and calls, and
  summaries of those documents rather than ratings.

[Fintool](https://stockmarketstack.com/tools/fintool) had this shape until Microsoft bought it in April 2026, and its card makes
the point that holds for the rest: a citation locates a passage, not the calculation done on it.

Two other shapes share the value. With [OpenBB](https://stockmarketstack.com/tools/openbb), [MaverickMCP](https://stockmarketstack.com/tools/maverick-mcp),
[Equibles](https://stockmarketstack.com/tools/equibles) and [Finnhub](https://stockmarketstack.com/tools/finnhub)'s server, the model is yours and the
product is what it calls, so it sees whatever your key covers. [FinRL](https://stockmarketstack.com/tools/finrl),
[Qlib](https://stockmarketstack.com/tools/qlib) and [Kronos](https://stockmarketstack.com/tools/kronos) are machine-learning research code in which the
model is the object of study; in [FinRL-X](https://stockmarketstack.com/tools/finrl-x) the only language-model call produces a
sentiment label no strategy reads.

## Recommendations: what each card is actually selling

The scope rule keeps out a product whose business is telling you what to buy and lets in one that
ships a verdict beside a real product, judged on that product. Several here involve no language
model: [GuruFocus](https://stockmarketstack.com/tools/gurufocus), [Finbox](https://stockmarketstack.com/tools/finbox), [Uncle Stock](https://stockmarketstack.com/tools/uncle-stock),
[Fintel](https://stockmarketstack.com/tools/fintel), [WhaleWisdom](https://stockmarketstack.com/tools/whalewisdom) and [YCharts](https://stockmarketstack.com/tools/ycharts) print house
scores, fair values or ratings beside the data they sell, and
[Trading Economics](https://stockmarketstack.com/tools/trading-economics) and [FXMacroData](https://stockmarketstack.com/tools/fxmacrodata) publish
forecasts that are one vendor's model rather than a consensus.

Where a language model writes the verdict, judge what sits underneath.
[Trade Ideas](https://stockmarketstack.com/tools/trade-ideas) sells a real-time scanner; Holly's alerts with entry, stop and
target are the upper tier. [Unusual Whales](https://stockmarketstack.com/tools/unusual-whales) sells the options tape, with an
agent skill's Recommended, Consider and Avoid labels on top. [HedgeFollow](https://stockmarketstack.com/tools/hedgefollow) and
[Quiver Quantitative](https://stockmarketstack.com/tools/quiver-quantitative) sell disclosure data and publish model-chosen
picks beside it. The open-source frameworks — [TradingAgents](https://stockmarketstack.com/tools/tradingagents),
[AI Hedge Fund](https://stockmarketstack.com/tools/ai-hedge-fund), [FinRobot](https://stockmarketstack.com/tools/finrobot), [FinGPT](https://stockmarketstack.com/tools/fingpt),
[Vibe-Trading](https://stockmarketstack.com/tools/vibe-trading), [Lumibot](https://stockmarketstack.com/tools/lumibot) and
[tradingview-mcp](https://stockmarketstack.com/tools/tradingview-mcp) — run on your keys against a ticker you chose and end on
a rating, a conviction score, a price-movement call or, in Lumibot's case, an agent permitted to
place orders. Nobody signs any of it, and FinRobot's headline rating is a reprinted sell-side
grade, not the model's. This page describes these outputs and vouches for none of them.

## Where the free tier stops

The model is usually the first feature behind the paywall. [FAST Graphs](https://stockmarketstack.com/tools/fast-graphs)'
assistant, [WealthTrace](https://stockmarketstack.com/tools/wealthtrace)'s Trace and [Koyfin](https://stockmarketstack.com/tools/koyfin)'s call summaries
sit on paid or upper plans only, and [Portfolio123](https://stockmarketstack.com/tools/portfolio123)'s AI Factor adds usage
fees to a $1,500-a-year plan. Allowances are counted: five messages a day free on
[Stock Events](https://stockmarketstack.com/tools/stock-events), five to sixty by tier on TraderSync, 20 Copilot queries a day
on OpenBB's free Workspace. Credits are the other meter — TradeZella's 500 to 3,000 a month,
YCharts' 2,000 at roughly 100 a query, AlphaSense's 10 to 100 per question. Composer, ETF.com and
Quartr's mobile app charge nothing for theirs.

## The cards here for a different reason

[QuestDB](https://stockmarketstack.com/tools/questdb) and [ClickHouse](https://stockmarketstack.com/tools/clickhouse) carry the flag for a console
assistant that writes SQL, and [EconDB](https://stockmarketstack.com/tools/econdb) for a chatbot over its shipping data. Choose
them as databases and data; the flag changes nothing about that.

## Cards

### AI Research Agents & Copilots (6)

- [AI Hedge Fund](https://stockmarketstack.com/tools/ai-hedge-fund.md) — LLM investor personas score a ticker, deterministic code sizes the book, nothing trades.
- [AlphaSense](https://stockmarketstack.com/tools/alphasense.md) — AI search over 500M+ filings, broker research and Tegus expert transcripts.
- [FinRobot](https://stockmarketstack.com/tools/finrobot.md) — Open-source agents that turn a ticker and your own API keys into an analyst report.
- [Fintool](https://stockmarketstack.com/tools/fintool.md) — Discontinued — Microsoft bought the SEC-filings research copilot on 18 April 2026.
- [TradingAgents](https://stockmarketstack.com/tools/tradingagents.md) — Analyst, bull, bear, risk and portfolio-manager agents argue over one ticker.
- [Vibe-Trading](https://stockmarketstack.com/tools/vibe-trading.md) — A local finance research agent with 74 MCP tools, nine backtest engines and 14 brokers.

### Stock Charting Platforms & Screeners (10)

- [Koyfin](https://stockmarketstack.com/tools/koyfin.md) — A browser research terminal for global equities, funds, macro and estimates.
- [Optuma Desktop](https://stockmarketstack.com/tools/optuma.md) — Windows technical-analysis desktop for analysts, with Optuma's own EOD data bundled in.
- [Optuma Web App](https://stockmarketstack.com/tools/optuma-web.md) — Browser rebuild of Optuma, per seat, with scans and backtests run on Optuma's servers.
- [ProRealTime](https://stockmarketstack.com/tools/prorealtime.md) — European charting and trading platform, free or paid for in euros or in trades.
- [Screener.in](https://stockmarketstack.com/tools/screener-in.md) — Query-language screener and ten years of financials for NSE and BSE listed companies.
- [Stock Rover](https://stockmarketstack.com/tools/stock-rover.md) — Fundamental screening and portfolio analytics on 14,000+ North American stocks.
- [Trade Ideas](https://stockmarketstack.com/tools/trade-ideas.md) — Real-time US equity scanning on a Windows desktop, built from 500-plus alert conditions.
- [TradingView](https://stockmarketstack.com/tools/tradingview.md) — Charting across 50-plus markets, with Pine Script, server-side alerts and broker trading.
- [TrendSpider](https://stockmarketstack.com/tools/trendspider.md) — Automated technical analysis, real-time scanning and no-code backtesting in one web app.
- [Uncle Stock](https://stockmarketstack.com/tools/uncle-stock.md) — Global fundamental screener with valuation models, screen backtests and an MCP server.

### Backtesting Frameworks & Algo Trading Libraries (10)

- [AmiBroker](https://stockmarketstack.com/tools/amibroker.md) — Windows portfolio backtester scripted in AFL, sold as a perpetual licence.
- [FinGPT](https://stockmarketstack.com/tools/fingpt.md) — Financial LLM adapters, instruction datasets and training notebooks, all MIT.
- [FinRL](https://stockmarketstack.com/tools/finrl.md) — Gym-style market environments and deep-RL agents for trading research, MIT-licensed.
- [FinRL-X](https://stockmarketstack.com/tools/finrl-x.md) — FinRL's successor, carrying one portfolio-weight vector from stock selection to Alpaca.
- [Kronos](https://stockmarketstack.com/tools/kronos.md) — Open-weights transformer pre-trained on OHLCV bars. The training corpus is not released.
- [Lumibot](https://stockmarketstack.com/tools/lumibot.md) — One strategy class for backtest and live, plus a built-in LLM agent runtime.
- [Qlib](https://stockmarketstack.com/tools/qlib.md) — Microsoft's ML factor-research pipeline. The data its CLI downloads stops in late 2020.
- [QuantConnect](https://stockmarketstack.com/tools/quantconnect.md) — LEAN hosted for you — a browser IDE, mounted data and live trading through real brokers.
- [VectorBT PRO](https://stockmarketstack.com/tools/vectorbt-pro.md) — Paid vectorbt — native Rust simulators, streaming indicators and a built-in MCP server.
- [WealthLab](https://stockmarketstack.com/tools/wealthlab.md) — Windows portfolio backtesting in C# or drag-and-drop blocks, with a built-in MCP service.

### Fundamental Data & Stock Research Platforms (9)

- [Daloopa](https://stockmarketstack.com/tools/daloopa.md) — Filings and slide-deck KPIs, machine-extracted and dropped into your own Excel model.
- [Equibles](https://stockmarketstack.com/tools/equibles.md) — Financial research by browser, REST API and hosted MCP, with an AGPL self-hosted core
- [FAST Graphs](https://stockmarketstack.com/tools/fast-graphs.md) — Price drawn against earnings or cash flow at a multiple you can override.
- [Finbox](https://stockmarketstack.com/tools/finbox.md) — Editable DCF, multiples and DDM models pre-filled per stock, exportable with formulas.
- [Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai.md) — Filings, transcripts and 20-year financials, in a terminal or through an MCP server.
- [GuruFocus](https://stockmarketstack.com/tools/gurufocus.md) — Thirty years of financials, a deep screener and 13F guru portfolios, sold by region.
- [Quartr](https://stockmarketstack.com/tools/quartr.md) — Live earnings calls, transcripts, filings and decks — free on mobile, paid on the web.
- [Quartr API](https://stockmarketstack.com/tools/quartr-api.md) — Earnings-call audio, live transcripts, filings and decks over REST, webhooks or Snowflake.
- [YCharts](https://stockmarketstack.com/tools/ycharts.md) — Advisor research and client reporting, priced by quote rather than published.

### Stock Portfolio Trackers (7)

- [Delta](https://stockmarketstack.com/tools/delta.md) — One valuation view over a mixed stock-and-crypto book, owned by a broker.
- [getquin](https://stockmarketstack.com/tools/getquin.md) — EU-first portfolio tracker with open-banking broker imports and a social feed.
- [Ghostfolio](https://stockmarketstack.com/tools/ghostfolio.md) — Self-hosted open source portfolio tracking, or a hosted account for USD 48 a year.
- [Kubera](https://stockmarketstack.com/tools/kubera.md) — One balance sheet for brokerage accounts, crypto wallets, property and private holdings.
- [Parqet](https://stockmarketstack.com/tools/parqet.md) — German portfolio tracker built on broker PDF imports, with a read-only MCP server.
- [Sharesight](https://stockmarketstack.com/tools/sharesight.md) — Money-weighted portfolio tracking with real ATO, IRD and CRA tax reports.
- [Wealthfolio](https://stockmarketstack.com/tools/wealthfolio.md) — Local-first portfolio and net-worth tracker for desktop, mobile and your own Docker host.

### Trading Journal Software (6)

- [StonkJournal](https://stockmarketstack.com/tools/stonkjournal.md) — A free manual-entry trade journal with no trade cap; $10 adds file import and an AI coach.
- [TradeFuse](https://stockmarketstack.com/tools/tradefuse.md) — A web trade journal with Monte Carlo projections and AI chat; auto-import starts at $49.
- [Trademetria](https://stockmarketstack.com/tools/trademetria.md) — Multi-asset trade journal and tracker with a free plan and a 194-name import list.
- [TraderSync](https://stockmarketstack.com/tools/tradersync.md) — Trade journal with options spread detection on Elite and market replay down to 250ms.
- [TradesViz](https://stockmarketstack.com/tools/tradesviz.md) — The analytics-heavy journal: 150+ base charts across seven instrument types.
- [TradeZella](https://stockmarketstack.com/tools/tradezella.md) — Auto-synced trade journal with bar-by-bar replay, backtesting and AI session review.

### No-Code Strategy Builders & Auto-Trading (6)

- [Adaptrade Builder](https://stockmarketstack.com/tools/adaptrade-builder.md) — Windows strategy generator — genetic programming writes the rules, you export the code.
- [Build Alpha](https://stockmarketstack.com/tools/build-alpha.md) — Point-and-click strategy generation on Windows, exported as code to eight platforms.
- [Composer](https://stockmarketstack.com/tools/composer.md) — No-code rule-based stock and ETF strategies, backtested and then traded for real.
- [Portfolio123](https://stockmarketstack.com/tools/portfolio123.md) — Multi-factor ranking, screening and point-in-time backtests without writing code.
- [StrategyQuant X](https://stockmarketstack.com/tools/strategyquant-x.md) — Machine-searches for trading strategies, then tries to break them with robustness tests.
- [Tradetron](https://stockmarketstack.com/tools/tradetron.md) — Block-built strategies for Indian and US markets, backtested per run, priced by live bot.

### Insider, 13F & Congressional Trade Trackers (4)

- [Fintel](https://stockmarketstack.com/tools/fintel.md) — Ownership, insider and short-interest filings across thirty markets, none of it free.
- [HedgeFollow](https://stockmarketstack.com/tools/hedgefollow.md) — 13F, Form 4 and congressional filings from 10,000 funds, with the depth behind a paywall.
- [Quiver Quantitative](https://stockmarketstack.com/tools/quiver-quantitative.md) — US political and SEC disclosure data — congress, insiders, lobbying — over one REST API.
- [WhaleWisdom](https://stockmarketstack.com/tools/whalewisdom.md) — Institutional 13F holdings back to 2001, queryable from a signed REST API.

### Dividend Trackers & Research (4)

- [Digrin](https://stockmarketstack.com/tools/digrin.md) — A dividend-growth tracker with a long CSV import list and Trading 212 or IBKR sync.
- [Snowball Analytics](https://stockmarketstack.com/tools/snowball-analytics.md) — A dividend calendar and forward-income projection wrapped around a portfolio tracker.
- [Stock Events](https://stockmarketstack.com/tools/stock-events.md) — A dividend and earnings calendar wrapped around your holdings, phone first.
- [The Dividend Tracker](https://stockmarketstack.com/tools/the-dividend-tracker.md) — A US, Canadian and UK dividend tracker with broker auto-import, an MCP server and an API.

### Retirement & Portfolio Planning Calculators (3)

- [Boldin](https://stockmarketstack.com/tools/boldin.md) — A year-by-year US retirement model — accounts, taxes, Social Security, Medicare, housing.
- [PortfoliosLab](https://stockmarketstack.com/tools/portfolioslab.md) — Backtest an allocation on real fund prices and optimise it seven ways.
- [WealthTrace](https://stockmarketstack.com/tools/wealthtrace.md) — A US retirement planner with linked accounts, Monte Carlo guardrails and Roth scenarios.

### Stock Market Data APIs (3)

- [EODHD](https://stockmarketstack.com/tools/eodhd.md) — End-of-day and fundamentals for 60+ exchanges worldwide, at a hobbyist price.
- [Finnhub](https://stockmarketstack.com/tools/finnhub.md) — Real-time US quotes and a live trade stream on a free key. OHLC candles are not free.
- [OpenBB](https://stockmarketstack.com/tools/openbb.md) — One Python API, REST app and MCP server over 17 public and exchange data sources.

### Financial News & Sentiment APIs (3)

- [Adanos Market Sentiment API](https://stockmarketstack.com/tools/adanos.md) — Per-ticker buzz and sentiment from Reddit, X, news and Polymarket behind one key.
- [AskNews](https://stockmarketstack.com/tools/asknews.md) — Licensed news retrieval for LLM pipelines — prompt-ready context, archive back to 2023.
- [Bigdata.com](https://stockmarketstack.com/tools/bigdata-com.md) — RavenPack's self-serve retrieval API over premium news and filings, billed per token.

### Macro & Economic Data APIs (3)

- [EconDB](https://stockmarketstack.com/tools/econdb.md) — 5,170 macro series and container-shipping data behind one API and one subscription.
- [FXMacroData](https://stockmarketstack.com/tools/fxmacrodata.md) — Release-timestamped macro data for 22 currencies, with a calendar and COT, from $50.
- [Trading Economics](https://stockmarketstack.com/tools/trading-economics.md) — Macro data for 196 countries with its own forecasts. No free key; the API starts at $199.

### Tick Data Storage & Time-Series Databases (3)

- [ClickHouse](https://stockmarketstack.com/tools/clickhouse.md) — Columnar OLAP database that keeps years of ticks on disk cheaply and scans them fast.
- [DolphinDB](https://stockmarketstack.com/tools/dolphindb.md) — Closed-source tick database with a vector language, as-of joins and streaming engines.
- [QuestDB](https://stockmarketstack.com/tools/questdb.md) — Open-source time-series SQL built for tick data — ASOF JOIN, SAMPLE BY, LATEST ON.

### Options Data & Flow Analytics (2)

- [IVolatility API](https://stockmarketstack.com/tools/ivolatility-api.md) — Options chains with raw IV, greeks and IVX surfaces over REST, US history to 2005.
- [Unusual Whales](https://stockmarketstack.com/tools/unusual-whales.md) — US options tape, dark pool prints and congressional trades over one REST API.

### Financial MCP Servers (2)

- [MaverickMCP](https://stockmarketstack.com/tools/maverick-mcp.md) — Thirty-seven stock-analysis tools for any MCP client, on Yahoo data and no key.
- [tradingview-mcp](https://stockmarketstack.com/tools/tradingview-mcp.md) — Screeners, technical analysis and backtests for any MCP client. No TradingView account.

### ETF Research & Screeners (1)

- [ETF.com](https://stockmarketstack.com/tools/etf-com.md) — A free US ETF screener, flows tool and fund pages on FactSet data, with an AI assistant.

## FAQ

### Which stock research tools use AI with citations?

AlphaSense, Fiscal.ai, Quartr and Daloopa tie an answer or a figure back to the page of the filing, transcript or deck it came from, and Bigdata.com and AskNews return cited passages for your own model to work from. A citation tells you where the passage is, not that the arithmetic built on it is right. Quartr's mobile app, AI chat included, is free; AlphaSense is sold only on an enterprise contract.

### Is an AI stock picker the same as a research assistant?

No. A research assistant answers a question out of documents and shows you which ones; a picker's output is a buy, a sell or a ranked list. This catalogue files the two under different values — Fiscal.ai's Copilot is research, Trade Ideas' Holly signals are recommendations — and leaves out any product whose business is the picks themselves.

### Can I connect my own LLM to market data?

Yes. OpenBB and MaverickMCP run as servers on your own machine, MaverickMCP on Yahoo data with no key at all, and Finnhub, EODHD and Fiscal.ai publish their own servers for the data they sell. Wealthfolio, Kubera and Parqet expose your portfolio to a model the same way, Kubera and Parqet read-only. The data still arrives under whatever plan and licence your key carries.

### Do AI features cost extra?

Often, and sometimes they are most of the price. Trade Ideas doubles from $127 to $254 a month for its signal engine, TradeFuse's AI starts on the $49 plan rather than the $29 one, and Portfolio123 charges usage fees for AI Factor on top of the plan. The open-source frameworks are free code with paid inputs — AI Hedge Fund needs a Financial Datasets key and a model key before it runs once.