StockInsights

StockInsights

StockInsights is an equity research platform that helps investors dig into public company filings, earnings transcripts, and disclosures without spending hours on manual collection. You can search across SEC filings and earnings calls, pull summaries, and set watchlist alerts so portfolio news does not slip through the cracks. Coverage spans US and India markets.

The product is built around recurring research workflows rather than one-off chat prompts. Background agents handle portfolio monitoring, quarterly results tracking, commentary extraction, and disclosure alerts, with outputs grounded in source documents that teams can review before acting on them.

LLM features sit on top of structured financial datasets, including categorized 8-K filings and generated earnings transcript summaries. The same data can be accessed through a self-serve dashboard or integrated via APIs for internal tools and custom research pipelines.

StockInsights targets value investors, research analysts, and investment teams at asset managers, wealth firms, family offices, and quant desks who need faster due diligence and ongoing monitoring across public companies.

Top Features:
  1. Chat with company filings and earnings transcripts to surface answers fast

  2. Generated earnings call summaries so you skip reading full transcripts

  3. SEC filings dashboard with categorized 8-K disclosure monitoring

  4. Watchlist alerts on up to 700 stocks with the Pro plan

  5. REST APIs for plugging filings data and summaries into your own tools

  6. Background agents for quarterly tracking, commentary extraction, and portfolio monitoring

Pros:
  1. Covers both US and India public company filings and earnings data in one platform.

  2. Free tier lets you test summaries, search, and watchlist alerts before subscribing.

  3. API access with a 7-day trial and no credit card required for developers.

  4. Workflow agents automate recurring tasks like quarterly tracking and disclosure monitoring.

  5. Customer data is not used for model training, per the published FAQ.

Cons:
  1. US and India data are priced separately, so full multi-market coverage costs more.

  2. Free plan limits summaries and searches to 10 per month.

  3. Business and custom Solutions plans require contacting sales rather than self-serve checkout.

FAQs:

What markets does StockInsights cover?

StockInsights currently covers US and India public company data. The pricing page lists separate plans for each market, with US and India datasets priced independently based on source coverage and licensing costs.

How much does StockInsights Pro cost?

StockInsights Pro for US data is $17 per month, billed at $200 per year. It includes unlimited earnings summaries, unlimited call and 10-K search, full SEC filings dashboard access, and watchlist alerts for up to 700 stocks.

Does StockInsights offer a free plan?

Yes. StockInsights has a Free plan at $0 per month with limited monthly access, including 10 earnings-call summaries, 10 call or 10-K searches, latest SEC filings, and watchlist alerts for up to 5 stocks.

Can I access StockInsights through an API?

Yes. StockInsights offers API access with a Developer Plan that includes a 7-day free trial and up to 100 API calls without a credit card. A Business Plan is available for commercial use, higher limits, webhooks, and custom endpoints.

Does StockInsights use customer data to train models?

No. StockInsights states that customer inputs, private datasets, and outputs are not used to train its models or third-party models.

Is StockInsights investment advice?

No. StockInsights provides research tooling and workflow automation. Its outputs are informational and should be reviewed before use in investment decisions.

Category:

Pricing:

Freemium

Tags:

equity research
SEC filings
earnings transcripts
financial research
portfolio monitoring
investment research

Tech used:

Next.js
Chakra UI
Ant Design
Vercel
Amazon Web Services
Stripe
Google Analytics
Google Tag Manager
Vercel Analytics
Microsoft Clarity
Ruby
Paddle
Cloudinary
Emotion
Tailwind CSS

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