Best AI tools to summarize earnings calls and filings

Short answer

Quartr ranks #1 for summarize earnings calls and filings (score 8.8/10). Pricing: Custom (contact sales); free tier: Unverified. Runners-up: AlphaSense, Claude.

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
1Quartr8.8CustomCustom (contact sales)UnverifiedEarnings calls and IR materials
2AlphaSense7.8CustomCustom (contact sales)noMarket intelligence and AI search over filings
3Claude7.5Free tier$17/mo billed annually ($20 monthly)yesGeneral AI assistant by Anthropic
4Fiscal.ai6.8CustomCustom pricing (contact sales)no (7-day trial)Financial data and AI analysis for investors
5Gemini Notebook (formerly NotebookLM)5.8UnverifiedUnverifiedUnverifiedResearch notebook grounded in your sources

Earnings calls and IR materials

Score 8.8/10Paid from: Custom (contact sales)Free tier: UnverifiedLast verified 2026-10-13

Why ranked: Its own site says: “Everything said and published by public companies, structured for AI and delivered in real-time.” We placed it 1st of 5 on fit for this task. No public price (sales-led).

Fit 10.0 · value 5.0 · breadth 10 · availability 10 (how we score) · pricing source · site live

Market intelligence and AI search over filings

Score 7.8/10Paid from: Custom (contact sales)Free tier: noLast verified 2026-10-13

Why ranked: Its own site says: “Find company insights, market data and research across 500M+ documents instantly.” We placed it 2nd of 5 on fit for this task. No public price (sales-led).

Fit 8.5 · value 4.4 · breadth 10 · availability 10 (how we score) · pricing source · site live

General AI assistant by Anthropic

Score 7.5/10Paid from: $17/mo billed annually ($20 monthly)Free tier: yesLast verified 2026-10-13

Why ranked: Its own site says: “No commitment · Cancel anytime Everything in Free, plus: More usage Hand off tasks and get back finished docs, slides, sheets, and designs Claude Code Claude Science Projects More Claude models Claude in Chrome and Microsoft 365 Max ” We placed it 4th of 5 on fit for this task. Free tier; paid from $17/mo billed annually ($20 monthly).

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

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

Financial data and AI analysis for investors

Score 6.8/10Paid from: Custom pricing (contact sales)Free tier: no (7-day trial)Last verified 2026-10-13

Why ranked: Its own site says: “Products Terminal Terminal Beautiful all-in-one research platform.” We placed it 3rd of 5 on fit for this task. No public price (sales-led).

Fit 7.0 · value 5.6 · breadth 8 · availability 7 (how we score) · pricing source · site bot-blocked (429)

Research notebook grounded in your sources

Score 5.8/10Paid from: UnverifiedFree tier: UnverifiedLast verified 2026-10-13

Why ranked: Its own site says: “Use the power of AI for quick summarization and note taking, Gemini Notebook is your powerful virtual research assistant rooted in information you can trust.” We placed it 5th of 5 on fit for this task. Pricing unverified.

Fit 4.0 · value 5.0 · breadth 10 · availability 10 (how we score) · no readable pricing page · site live

FAQ

What is the best AI tool to summarize earnings calls and filings?

By TaskRanking's published rubric, Quartr ranks first, followed by AlphaSense and Claude.

Is there a free AI tool to summarize earnings calls and filings?

Yes: Claude 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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