StockInsights AI is an AI equity research assistant for filings and earnings calls. Free plan, Pro at $17/month. Read features and pricing.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
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StockInsights AI (stylized stockinsights.ai) is an AI equity research assistant for investors who work with public company disclosures. Users can ask questions about company filings and earnings call transcripts, read AI-generated earnings transcript summaries, and monitor AI-categorized 8-K filings. The site says it currently covers US and India markets and is designed for value investors.
The product is built by Serendib Labs Technologies Pvt Ltd. Its stated aim is to turn repeated research work, such as collecting filings, reading transcripts and checking disclosures, into structured workflows that produce reviewable outputs. The company says it supports both self-directed investors and professional teams such as PMS firms, AMCs, wealth teams and research desks.
Users sign in to a dashboard and work with filings and transcripts through three entry points: chat with filings, access to summaries, and monitoring of disclosures. Chat lets a user query documents such as earnings calls and 10-K filings, while summaries condense earnings transcripts into a shorter form. Disclosure monitoring covers SEC filings, with 8-Ks categorized by AI tags.
A watchlist tracks multiple companies and sends notifications based on criteria the user sets. The company says its systems are grounded in source data and designed so outputs can be reviewed before they are trusted. Developers can reach the same data and AI outputs through APIs, and the Product tier also includes MCP server and agent plugin access.
The core features are chat with filings, AI-generated earnings call summaries, a SEC filings dashboard, and AI-based tags that help sort disclosures. The homepage also describes insights from multiple datasets, LLM-powered features meant to simplify complex data, and the ability to track several companies at once without manual checking.
Watchlist alerts are a defined plan feature: 5 stocks on Free and 700 on Pro. Proactive notifications are tailored to user criteria. For teams with specific needs, the company offers customized use cases built with its team, API access with documentation, and custom workflow deployments for recurring research and monitoring work.
StockInsights AI is an AI equity research assistant. It lets users ask questions about company filings and earnings transcripts, read AI-generated earnings call summaries, and monitor SEC filings including AI-categorized 8-Ks.
The Free plan costs $0 per month. Pro costs $17 per month, billed $200 yearly, for US data. India data is priced separately and those prices are not shown on the site.
Yes. The Free plan includes 10 earnings-call summaries, 10 call or 10-K searches, the latest SEC filings and 5-stock watchlist alerts. The API Developer Plan also has a 7-day free trial with up to 100 API calls and no credit card.
The homepage states that it currently covers US and India markets. The pricing page lists US data plans and notes that India data plans are priced separately.
Yes. Developers can generate API keys in Account Settings after signing in and read the API documentation linked from the site. The Developer Plan suits internal tools and prototypes, while Business Plan covers commercial use, higher limits, webhooks and custom endpoints.
No. According to its pricing page, customer inputs, private datasets and outputs are not used to train stockinsights.ai or third-party models.
No. The company says it provides research tooling and workflow automation, and that outputs are informational and should be reviewed before use.
It is built for value investors and professional research teams such as PMS firms, AMCs, wealth teams and research desks. Testimonials come from an asset management analyst and a family office analyst.