AI investment search & copilot
Conversational AI for searching 15,000+ stocks, ETFs, and mutual funds by describing what you're looking for rather than knowing the ticker. Portfolio risk analysis, managed portfolios, and commission-free trades in one interface — useful for investors who want to research and act without switching between multiple tools.
Pricing plans
| Directr tier | B | S | A | A |
| Price | Free / $8.25/mo Premium | From $10K/seat/yr | Free / $269/yr Premium | From $10/mo |
| Free tier | Limited queries | None | Limited article access | Limited stocks |
| API access | ✗ | ✓ | ✗ | ✗ |
Searches earnings calls, SEC filings, broker research, and news simultaneously using semantic AI that understands context, not just keywords. Smart Summaries surface the signal from hundreds of pages of filings in seconds. Used by investment banks and Fortune 500 strategy teams who need to move faster than manual research allows.
Combines crowdsourced analyst articles with a proprietary AI Quant Ratings system that scores every stock across value, growth, profitability, momentum, and EPS revisions simultaneously. A useful combination of quantitative signal and human perspective that neither pure quant tools nor traditional analyst research offer on their own.
AI-generated Snowflake scores visualising valuation, growth, financial health, and dividends across 100,000+ stocks in global markets — designed for long-term investors who want to see a company's full picture without reading through every filing. Particularly good at making complex financial analysis legible for people who aren't professional analysts.