StockInsights

StockInsights AI - Your Equity Research AI Assistant Dashboard

StockInsights AI is an AI-powered equity research platform designed for value investors. It enhances research capabilities by deep-diving into public company filings and earnings transcripts across US and India markets. The dashboard consolidates data from multiple datasets, enables Generative AI powered insights, and streamlines due diligence, ideas generation, monitoring, and portfolio tracking to boost productivity.

Key capabilities include access to summaries, proactive notifications, customizable use cases, and seamless API integration to embed AI insights into your workflow. The platform emphasizes efficiency, accuracy, and actionable outputs to help you make informed investment decisions.

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How StockInsights AI Helps

• Deep analysis of filings and earnings transcripts using Generative AI
• Centralized access to company insights, disclosures, and summaries
• Idea generation and screening to surface investment opportunities
• Streamlined due diligence with structured data and AI-assisted notes
• Portfolio tracking for multiple companies with real-time updates
• Proactive, criteria-based notifications to stay ahead
• AI-powered tagging for fast research categorization and search
• Customizable use cases tailored to your research style
• API access to integrate data and AI insights into your existing tools

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How to Use StockInsights AI

1. Sign in and connect your data sources (filings, transcripts, market data).
2. Open a company profile to view summaries, disclosures, and AI-generated insights.
3. Use the Idea Generator to surface investment ideas based on your criteria.
4. Set up Proactive Notifications to receive updates on monitored holdings or watchlists.
5. Leverage Custom Use Cases or create your own workflows with API integration.
6. Review AI-generated analyses and export notes or data as needed.

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API and Integrations

• Get access to APIs for instant data and AI insights
• API documentation available for integration into your workflow
• Seamless embedding of AI-driven outputs into your research process

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Safety and Considerations

• Results should complement, not replace, fundamental analysis and risk assessment
• Verify critical data points from primary sources (filings, transcripts) before making decisions

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Core Features

• AI-powered analysis of public filings and earnings transcripts
• Access to company summaries, disclosures, and structured insights
• Generative AI-driven investment ideas and research insights
• Due Diligence workflow support and AI-assisted notes
• Portfolio monitoring across multiple companies with real-time updates
• Proactive, criteria-based notifications
• AI-based tagging to streamline research and improve searchability
• Customizable use cases and workflows tailored to user needs
• API access for data and AI insights integration
• Real-world user stories and testimonials to illustrate impact