AI-powered equity research
Simply better stock research.
Grounded AI insights, real-time market data, and a daily briefing on what your watchlist is doing — and why. Every claim cites a filing, a quote, or a number.
Free tier · No credit card · 15-min delayed quotes on free, real-time on Pro
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Why analysts choose us
Research that's grounded, not guessed.
Most AI stock tools hallucinate. Ours can't — every insight is built from filings, news, and fundamentals you can verify in one click.
Grounded AI insights
Every bull case, bear case, and risk flag cites a specific 10-K passage, 8-K filing, or recent headline. No hallucinations. No vague platitudes.
Real-time market data
Live quotes, OHLCV charts, and a streaming news feed for every US-listed equity. Sub-second WebSocket updates on Pro.
Daily AI briefing
Every market open, a personalized one-paragraph summary of what your watchlist is doing, what news dropped overnight, and what's worth your attention.
By the numbers
Built on the same data the pros pay $2,000/month for.
The product
Three things, done unusually well.
01 · Insights
Bull and bear cases from primary sources.
We chunk and embed every 10-K, 10-Q, and 8-K into a vector store, then ground a Claude analyst against the most relevant passages. You get a structured summary, a bull case, a bear case, and risk flags — each with a footnote you can click through to the filing itself.
02 · Markets
Live quotes, charts, and the news that's moving them.
A unified ticker page with real-time price, OHLCV charts at any interval, fundamentals, and a news feed sentiment-tagged in the same model that generates your insights — so the lens is consistent end to end.
03 · Watchlists
Alerts that actually mean something.
Price alerts are table stakes. We add AI-signal alerts: a new 8-K landed, a competitor missed earnings, an insider sold — and a one-sentence explanation of whether it materially changes the thesis.
04 · Briefing
A morning email you'll actually open.
Three minutes before market open, a personalized briefing covering every name on your watchlist: overnight news, pre-market price action, scheduled earnings, and analyst-rated changes. Generated fresh each day, never templated.
Compare
$1,800+ in savings vs. a Bloomberg seat.
Most professional research tools charge for data the SEC publishes for free. We don't.
| Capability | eInvestment Dashboard Pro | Bloomberg Terminal | Yahoo Finance |
|---|---|---|---|
| Real-time US equity quotes | Included | Included | 15-min delayed |
| AI insights with citations | Included | Limited | Not included |
| SEC filings RAG | Included | Included | Not included |
| Daily personalized briefing | Included | Manual | Not included |
| Custom AI alerts | Included | Manual | Not included |
| Portfolio sync (Plaid) | On Premium | Manual | Limited |
| Monthly cost | $19 | $2,000+ | Free |
Pricing
Free to start. Cheap to keep going.
Use the free tier indefinitely. Upgrade only when you need real-time quotes or higher AI volume.
Free
For curious investors getting started.
- 5 tickers in watchlist
- 3 AI insights per day
- 15-minute delayed quotes
- Daily briefing (weekly)
- SEC filings & news
Pro
For serious self-directed investors.
- 100 tickers in watchlist
- 50 AI insights per day
- Real-time quotes & WebSocket
- Daily briefing (every market open)
- Custom AI alerts
- CSV export
Premium
For analysts and power users.
- 1,000 tickers in watchlist
- 500 AI insights per day
- Opus 4 model on demand
- Portfolio tracking + Plaid sync
- Natural-language screener
- Priority support
Ready when you are
Start researching smarter today.
Free forever on the free tier. Two minutes to your first AI-grounded ticker insight.
FAQ
Questions before you start researching.
Straight answers on advice, data, pricing, and how the AI is grounded.
Is eInvestment Dashboard investment advice?
No. The platform is for informational and educational purposes only. It is not a registered broker-dealer or investment adviser, and nothing on the service is a recommendation or solicitation to buy or sell any security.
How are AI insights grounded?
Each insight is built from primary sources — SEC filings such as 10-Ks, 10-Qs, and 8-Ks, plus quotes and headlines. Bull cases, bear cases, and risk flags cite the passage they come from so you can verify the claim in one click.
Are quotes real-time?
The free plan shows US equity quotes delayed by about 15 minutes. Pro and Premium include real-time quotes and WebSocket updates.
Can I stay on the free plan?
Yes. The free tier is available indefinitely with no credit card. Upgrade only if you need real-time data, a larger watchlist, or higher AI volume.
How does this compare to a Bloomberg Terminal?
Pro covers grounded AI insights, real-time US quotes, SEC filing search, personalized briefings, and custom alerts at $19/month, versus $2,000+ for a Bloomberg seat. It is not a full terminal replacement for institutional workflow, news, or fixed income.