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Best AI Tools for Investors
AI tools for stock research, charting, and portfolio analysis
AI tools for individual investors: stock research and ratings, charting and pattern detection, filings and earnings search, and market data. AI output can be wrong, so check figures against filings.
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◎ Specific AI Tools for Investors
7 tools built for this kind of work
Seeking Alpha
Stock research platform with Quant Ratings and analyst articles
Prospero.ai
Free AI stock research app for retail investors
TrendSpider
Automated technical analysis, charting, and backtesting
TradingView
Charting platform and social network for traders
Morningstar AI
AI-powered investment research and data
Bloomberg Terminal
Market data and news terminal for finance professionals
AlphaSense
AI-powered financial search and analysis
★ General AI Tools for Investors
5 broadly useful tools worth having in the toolbox
ChatGPT
Advanced AI chatbot by OpenAI for conversations and assistance
Claude
AI assistant by Anthropic for helpful, harmless, and honest conversations
Perplexity
AI-powered search engine and chatbot for research
Gemini
Google's AI chatbot with multimodal capabilities
Notion
Versatile productivity and note-taking web application developed by Notion Labs, Inc
Finance 47 view all →
AlphaSense
AI-powered financial search and analysis
Anaplan
Connected planning platform for large enterprises
BILL AI
AI-powered financial automation for SMBs
BlackLine
Financial close, reconciliation, and accounting automation
Blend
AI-powered digital lending platform for mortgage and consumer loans
Bloomberg Terminal
Market data and news terminal for finance professionals
Carta
Cap table and equity management for startups and investors
CaseWare
Audit and financial reporting software for accounting firms
Causal
AI financial modelling and scenario planning
Daloopa
AI financial data extraction for models and equity research
Datarails
Excel-connected FP&A and finance operations platform with AI
Evalyze
AI that compresses fundraising from 6 months to 6 weeks
Expensify
AI-powered expense management and corporate cards
FactSet
Financial data and analytics platform for investment professionals
Floify
Mortgage point-of-sale and document automation platform
GoAI
Personal AI investment analyst for retail investors
Hebbia
AI research platform for investors, bankers, and deal teams
Jupid
AI that connects to your bank and categorizes transactions for taxes
Kensho
AI analytics platform for financial markets
MarketAlerts.ai
AI stock monitoring and trade signals 24/7
Monarch Money
AI-powered personal finance and budget tracking app
Morningstar AI
AI-powered investment research and data
Mosaic
Strategic finance platform with AI-powered forecasting
nCino
AI-enabled bank operating system for loan origination and underwriting
Oracle NetSuite
Cloud ERP and accounting for growing companies
Pigment
Business planning platform for finance teams
Pilot
AI-powered bookkeeping and financial reporting for startups
PitchBook
AI-powered private market financial data platform
Plaid
AI-powered financial services and data platform
Prospero.ai
Free AI stock research app for retail investors
Ramp
AI-powered corporate card and expense management
Rogo
AI copilot for investment banking research and financial analysis
Sales Boomerang
AI mortgage lead alert and borrower retention platform
SAP Concur
Travel and expense management for large companies
Seeking Alpha
Stock research platform with Quant Ratings and analyst articles
Stampli
AI-powered accounts payable automation
SwiftAlerts
SwiftAlerts is a market-context graph for AI agents that connects real-time …
Tipalti
AI global payables automation platform
TradingView
Charting platform and social network for traders
TrendSpider
Automated technical analysis, charting, and backtesting
Trullion
AI accounting automation for lease and revenue recognition
Vic.ai
AI-powered accounts payable automation platform
Wealth.com
AI estate planning platform built for financial advisors
YNAB
Zero-based budgeting app
Yodlee
AI financial data aggregation and analytics
Zeni
AI-first finance operations platform for startups
Botkeeper
AI-powered bookkeeping automation for accounting firms
Fintech 15 view all →
Adyen
Global payment platform for online and in-store payments
Brex
AI-powered corporate cards and spend management for startups
Feedzai
AI-powered fraud detection and risk management platform
Finastra
Banking and lending software for financial institutions
Kasisto
Conversational AI platform for digital banking
Mercury
Convert Python notebooks into interactive web apps
MX
Financial data aggregation and money management tools for banks
Natural
Payment infrastructure built for AI agents to hold funds, pay, and get paid
Personetics
AI-powered financial insights and personalization for banks
Sardine
AI risk platform for fraud, compliance, and underwriting
Stripe
Global payments and financial infrastructure platform for businesses of all sizes with fraud dete...
Unit21
Fraud and anti-money-laundering detection platform for fintech companies
Upstart
AI lending marketplace for personal loans and bank partners
Wise
International money transfers and multi-currency accounts
Zest AI
AI-powered credit underwriting platform for lenders
Research tools 49 view all →
Ancestry
Genealogy platform with AI record matching and DNA-based family connections
arXiv
Open-access preprint server for physics, math, and computer science
ATLAS.ti
Qualitative analysis software with AI-assisted coding
BioRender
Scientific illustration tool with a library of biology icons and templates
CAS SciFinder
Chemistry literature and reaction search from CAS
ChemDraw
Chemical structure drawing software
ClawsGO Science
AI research agent that runs experiments in its own cloud lab
Connected Papers
Visual tool for exploring academic paper networks
Dimensions
Comprehensive research intelligence and funding database
Dovetail
AI customer insights hub for product teams
Elicit
AI research assistant for academic papers
Explainpaper
AI that explains academic papers in plain language
FamilySearch
Free genealogy records from the Church of Jesus Christ of Latter-day Saints
Findmypast
Genealogy records and family history search
FutureHouse
AI research agents for scientific literature and discovery
GraphPad Prism
Statistics and scientific graphing software for life scientists
Hunchly
Web capture and case-building tool for OSINT investigations
Inciteful
AI paper discovery through citation network analysis
Iris.ai
AI research engine for scientific and technical literature
Lens.org
Free and open patent and scholarly search
Maltego
Link analysis and OSINT investigation tool
MATLAB
Numerical computing environment for analysis, modeling, and simulation
Mendeley
Elsevier's reference manager and academic network
MyHeritage
AI genealogy platform for building family trees and finding historical records
NASA ADS
Literature database for astronomy, astrophysics, and physics
NotebookLM Plus
Google's premium research assistant with extended usage and team features
NVivo
Qualitative data analysis software for interviews, surveys, and documents
OpenRead
AI-powered paper reader and research Q&A
Paper Digest
AI daily digest of the latest research papers
Perplexity
AI research assistant and search engine
Perplexity Labs
Perplexity's experimental AI features including deep research and internal models
Perplexity Pages
AI-generated articles and knowledge pages with cited sources
Praat
Free software for phonetics and speech analysis
Publishers Marketplace
Industry deal database and directory for book publishing
Rayyan
AI-assisted screening for systematic literature reviews
Reaxys
AI-assisted chemistry database for reaction and substance search
Scinapse
AI academic search engine for scientific literature
SciSpace
AI-powered research paper analysis and explanation
Scite
AI research tool that shows how papers have been cited
Scopus
Elsevier's abstract and citation database
Semantic Scholar
AI-powered academic search engine
Sketch Engine
Corpus query tool for studying how words are used in large text collections
Stellarium
Open-source planetarium software that shows the sky from any place and time
Undermind
AI research agent for deep literature discovery
Web of Science
Clarivate's citation index for academic research
Wolfram Alpha AI
Computational knowledge engine with AI integration
Wolfram Mathematica
Technical computing environment for symbolic and numeric math
WorldCat
Global library catalog from OCLC for finding books and materials
Zotero
Free AI-assisted reference manager and research tool