Best AI tools to research stocks and company fundamentals

Short answer

Koyfin ranks #1 for research stocks and company fundamentals (score 8.7/10). Pricing: $39/mo; free tier: yes. Runners-up: Fiscal.ai, TIKR.

Top 5, ranked by our published rubric. Sponsorship never affects the order. Last updated 2026-10-13.

Compare the top 5 side by side
#ToolScorePricingPaid fromFree tierWhat it is
1Koyfin8.7Free tier$39/moyesMarket data and charting platform
2Fiscal.ai8.3CustomCustom pricing (contact sales)no (7-day trial)Financial data and AI analysis for investors
3TIKR7.6Free tier$24.95/moyesStock research terminal
4Perplexity7.5Free tier$17/mo (Pro, billed annually)yesAI answer engine with citations
5AlphaSense5.6CustomCustom (contact sales)noMarket intelligence and AI search over filings

Market data and charting platform

Score 8.7/10Paid from: $39/moFree tier: yesLast verified 2026-10-13

Why ranked: Its own site says: β€œKoyfin provides tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports in one place.” We placed it 2nd of 5 on fit for this task. Free tier; paid from $39/mo.

Fit 8.5 Β· value 8.8 Β· breadth 8 Β· availability 10 (how we score) Β· pricing source Β· site live

Financial data and AI analysis for investors

Score 8.3/10Paid from: Custom pricing (contact sales)Free tier: no (7-day trial)Last verified 2026-10-13

Why ranked: Its own site says: β€œProducts Terminal Terminal Beautiful all-in-one research platform.” We placed it 1st of 5 on fit for this task. No public price (sales-led).

Fit 10.0 Β· value 5.6 Β· breadth 8 Β· availability 7 (how we score) Β· pricing source Β· site bot-blocked (429)

Stock research terminal

Score 7.6/10Paid from: $24.95/moFree tier: yesLast verified 2026-10-13

Why ranked: Its own site says: β€œHigh-quality data and tools for global stocks.” We placed it 3rd of 5 on fit for this task. Free tier; paid from $24.95/mo.

Fit 7.0 Β· value 8.8 Β· breadth 6 Β· availability 10 (how we score) Β· pricing source Β· site live

SPONSORED Your tool here: paid placement is shown here, separate from the ranking, and never changes the order. Advertise

AI answer engine with citations

Score 7.5/10Paid from: $17/mo (Pro, billed annually)Free tier: yesLast verified 2026-10-13

Why ranked: Perplexity: AI answer engine with citations. We placed it 4th of 5 on fit for this task. Free tier; paid from $17/mo (Pro, billed annually).

Fit 5.5 Β· value 10.0 Β· breadth 10 Β· availability 7 (how we score) Β· pricing source Β· site bot-blocked (403)

Market intelligence and AI search over filings

Score 5.6/10Paid from: Custom (contact sales)Free tier: noLast verified 2026-10-13

Why ranked: Its own site says: β€œFind company insights, market data and research across 500M+ documents instantly.” We placed it 5th of 5 on fit for this task. No public price (sales-led).

Fit 4.0 Β· value 4.4 Β· breadth 10 Β· availability 10 (how we score) Β· pricing source Β· site live

FAQ

What is the best AI tool to research stocks and company fundamentals?

By TaskRanking's published rubric, Koyfin ranks first, followed by Fiscal.ai and TIKR.

Is there a free AI tool to research stocks and company fundamentals?

Yes: Koyfin has a free tier per its own pricing page (checked 2026-10-13).

How are these tools ranked?

Score = 50% fit, 25% value (from vendor pricing pages), 15% breadth, 10% availability. Sponsorship never affects rank.

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