Freemium
Leading digital analytics platform for product insights and customer journey analytics
analyticsproduct analyticscustomer insights
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Pricing
Freemium
Use cases
Equity research analysts performing deep dives into public company filings and earnings transcripts to extract specific financial data (verified: 2026-01-29), Value investors generating new investment ideas by navigating diverse market data through AI-powered search tools (verified: 2026-01-29), Investment professionals streamlining due diligence processes by accessing automated summaries of corporate disclosures and earnings calls (verified: 2026-01-29)
Strengths
The platform provides AI-powered summaries for earnings calls and 10-K filings to reduce time spent on manual data collection (verified: 2026-01-29), Users can monitor corporate disclosures through an 8-K dashboard and set up watchlists for up to 700 stocks on professional plans (verified: 2026-01-29), The system supports AI-driven searches across earnings transcripts and financial filings to identify specific insights for US and India markets (verified: 2026-01-29)
Limitations
The free tier limits users to ten AI summaries and ten AI searches per month for earnings calls and 10-Ks (verified: 2026-01-29), Market coverage is restricted to companies listed in the United States and India rather than providing global equity data (verified: 2026-01-29)
Last verified
Jan 29, 2026
Strengths
- The platform provides AI-powered summaries for earnings calls and 10-K filings to reduce time spent on manual data collection (verified: 2026-01-29)
- Users can monitor corporate disclosures through an 8-K dashboard and set up watchlists for up to 700 stocks on professional plans (verified: 2026-01-29)
- The system supports AI-driven searches across earnings transcripts and financial filings to identify specific insights for US and India markets (verified: 2026-01-29)
Limitations
- The free tier limits users to ten AI summaries and ten AI searches per month for earnings calls and 10-Ks (verified: 2026-01-29)
- Market coverage is restricted to companies listed in the United States and India rather than providing global equity data (verified: 2026-01-29)
FAQ
What specific financial data sources does the platform use for its AI-powered research and analysis?
The platform utilizes public company filings, including 10-K reports and 8-K disclosures, along with earnings call transcripts to provide its research insights. These sources are processed by generative AI to help users navigate diverse data sets and streamline their due diligence workflows (verified: 2026-01-29).
How do the limitations of the free subscription tier affect the research capabilities for new users?
The free tier provides limited access to core features, including a maximum of 10 AI-summaries and 10 AI-searches per month for earnings calls and 10-Ks. Additionally, the 8-K dashboard is restricted to the last day of filings, and watchlists are capped at five stocks (verified: 2026-01-29).
Which geographical markets are currently covered by the StockInsights AI research dashboard and tools?
The platform currently provides coverage for the United States and India markets. This allows investment professionals to perform deep dives into filings and transcripts for companies listed in these specific regions while utilizing the AI assistant for productivity (verified: 2026-01-29).
