Every category of AI research tools for investors

EPSIndex groups tools by the job they do for an investor. Research platforms are the professional terminals and suites used at funds and banks. Filings and earnings calls covers tools for reading 10-Ks, 10-Qs, 8-Ks and call transcripts, from the SEC's own search to AI document readers.

Stock research sites and screeners are where most individual investors start: company pages, financial statements, analyst coverage, filters and charts. Portfolio analytics covers trackers and tools that test allocations and show exposure. News and summaries helps you follow companies without reading every headline.

General AI assistants are the chat tools many investors use to read and summarize documents, listed with the checks to run on their numbers. Data and APIs covers sources for your own models and code, and spreadsheets and models covers the tools that bring data into Excel or Google Sheets.

Each category page opens with notes on what to check before you choose: data sources, how AI features cite their sources, free tier limits and data terms. Tool pages show yes or no facts where we could confirm them, such as a free plan, earnings call transcripts, SEC filings support, an API or a mobile app, and say not enough info where we couldn't.

Tools change quickly, especially their AI features, so each listing shows the date it was checked and links to the official site for current plans. Where a product has changed hands or been renamed, we hold it back until we can confirm what it is today.

If you make a research tool that fits one of these categories, you can submit it for a free listing. We check it and write the description ourselves. Paid placements are available and always labeled Sponsored, and they never change what we write.

Every tool is described in our own words, with a link to its official site. We don't list brokerages, trading signals or robo-advisors, and nothing on this site is investment advice.