Integrations
The vendor publishes an API reference so teams can pull data and AI insights into their own tools. Beyond that, the homepage does not list named third party integrations.
Learn moreStockInsights
AI research assistant for company filings and earnings calls
Intermediate API
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What is StockInsights?
StockInsights is an AI equity research assistant for US and India markets. It lets analysts chat with company filings, read AI summaries of earnings call transcripts, browse AI tagged 8-K disclosures and set up proactive alerts on companies they track.
StockInsights is an AI research assistant built for investors who spend their days inside public company filings and earnings transcripts. The platform currently covers the US and India markets, and it is aimed squarely at value investors, buy-side and sell-side analysts, family offices and wealth managers who need to read a lot of disclosure material without losing the thread of a thesis. The core of the product is a chat interface over company filings. Instead of keyword searching a 200 page annual report, you ask a question and the assistant answers against the document set. Alongside chat, StockInsights provides AI generated summaries of earnings call transcripts, so a full call can be reviewed without listening end to end, and it applies AI based tags to categorize 8-K filings. That tagging is what powers the monitoring layer: you flag companies you follow, set criteria that matter to you, and the platform sends proactive notifications when a relevant disclosure lands. The stated goal is to shift time away from data collection toward actual analysis. In practice the workflow is portfolio-centric. You add the companies you track, then use the assistant for due diligence questions, idea generation across multiple datasets and ongoing coverage of holdings. The vendor also exposes APIs so research teams can pull the data and AI output into their own tooling, and offers custom engagements for firms with specific requirements. Testimonials on the site come from analysts at asset management firms and family offices, and the company names several financial institutions among its user base. Compared with general purpose chat assistants, StockInsights is narrower but more grounded: its answers are tied to filings and transcripts rather than open web content, which matters when you need something defensible. Compared with traditional terminal products, it is lighter and more conversational, though it is not a real time market data terminal and the coverage is limited to two geographies. It suits analysts who already know what they are looking for and want faster retrieval and triage.
How do you use StockInsights?
1Review the product introduction and user stories
Start on the introduction page to see how other research teams apply the assistant, including the use cases the vendor highlights. This helps decide whether chat over filings or transcript summaries is the better entry point for your workflow.
2Launch the AI assistant
Open the assistant to begin querying company filings and transcripts. Queries are scoped to the disclosure material rather than the open web, so phrase questions around specific documents or reporting periods.
3Add companies to your watchlist
Build a list of the companies you cover so the platform can surface filings and announcements against them. Keeping the list current is what makes the monitoring and alerting features useful.4Set notification criteria for disclosures
Configure the criteria that matter to your coverage, then let the platform push proactive notifications when a matching filing or 8-K appears. This replaces manual checking of company disclosure pages.5Check plan options before committing
Compare the available plans on the pricing page to see which feature set fits your research volume. Teams needing data inside their own systems should also review the API documentation first.
6Connect via API for programmatic access
If you want filings and AI insights inside an internal tool, follow the API reference to authenticate and make your first request. This is the path for teams building their own research dashboards.
Pros and cons
Pros
- Chat over filings and transcripts targets a real bottleneck: reading and cross-referencing long disclosure documentsAI
- AI tagged 8-K filings plus proactive notifications give a practical monitoring workflow, not just a search boxAI
- Earnings transcript summaries let an analyst triage a full call quickly before deciding what to read in detailAI
- API access is documented publicly, so results can be pushed into existing research infrastructureAI
- Vendor lists analysts at asset managers and family offices as users, which is a reasonable proxy for fit in professional researchAI
Cons
- Coverage is limited to US and India markets, so anyone researching Europe, Japan or emerging markets outside India is out of scopeAI
- There is no indication of real time pricing or full terminal style fundamental data, so it complements rather than replaces existing data providersAI
- Output quality depends on the underlying filings and transcripts, and AI summaries of calls can flatten nuance in guidance or toneAI
- Pricing details and plan limits are not spelled out on the homepage, requiring a separate visit before you can budgetAI
- Custom use cases appear to require a conversation with the vendor, which is slow for small teams wanting something specificAI
How much does StockInsights cost?
Features
Chat with company filings, AI generated summaries of earnings call transcripts, AI categorized 8-K filings, coverage tracking across multiple companies, proactive notifications tailored to your criteria, AI based tags for filtering disclosures, insights drawn from multiple datasets, plus APIs for programmatic access and custom solutions for advanced needs.
Frequently asked questions about StockInsights
Does StockInsights have an API?
Yes, StockInsights offers an API.How do you use StockInsights?
The walkthrough on this page covers 6 steps: 1. Review the product introduction and user stories 2. Launch the AI assistant 3. Add companies to your watchlist 4. Set notification criteria for disclosures 5. Check plan options before committing 6. Connect via API for programmatic access.What platforms does StockInsights support?
StockInsights is available on Web App.What does StockInsights integrate with?
The vendor publishes an API reference so teams can pull data and AI insights into their own tools. Beyond that, the homepage does not list named third party integrations.What are the limitations of StockInsights?
Coverage is limited to US and India markets, so anyone researching Europe, Japan or emerging markets outside India is out of scope. There is no indication of real time pricing or full terminal style fundamental data, so it complements rather than replaces existing data providers. Output quality depends on the underlying filings and transcripts, and AI summaries of calls can flatten nuance in guidance or tone.
Status
StatusActive
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Added10/21/2026
Platforms
Web App
Pricing
Freemium
