Finance AI products
AI products that answer finance questions in a chat or assistant, with what each one can do and what it costs. Every mark links to the product's own page and the date we read it; a cell with no source says "Not stated". This is a list of facts, not a review: no ratings, no combined score. Missing a product? Submit it. Spot something wrong? Send a correction.
Sources read 2 Nov 2026. Prices as of that date.
- Legend:
- Yes
- Partial (hover for what is missing; sources on each product page)
- No
- Not stated
46 products
| Finance-native assistants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Moneda | Yes. Invest page: prices are live; docs: Moneda AI answers with the live quote, each with its time. Read 2 Nov 2026; sources on the product page | Yes. Homepage: it analyses the filings and the numbers, and every answer cites the filing or data it came from. Read 1 Nov 2026; sources on the product page | Yes. Homepage: every answer cites the filing or data it came from. Inline link format not stated. Read 1 Nov 2026; sources on the product page | Yes. Invest page: Moneda AI analyses the filings and earnings calls. Read 2 Nov 2026; sources on the product page | Yes. In-app holdings plus import: build a portfolio with Moneda AI or bring over one held elsewhere. Read 1 Nov 2026; sources on the product page | Yes. AI prepares the order; it executes only after the user approves with a Passkey. Stocks, ETFs, crypto. Read 1 Nov 2026; sources on the product page | Partial. Fixed daily portfolio briefing every weekday at 07:00 local, by app, email and push. User-defined scheduled tasks not stated. Read 1 Nov 2026; sources on the product page | Yes. Price level, daily move, portfolio move, earnings and analyst rating alerts as push notifications; can be set by asking Moneda AI. Read 1 Nov 2026; sources on the product page | Yes. Stocks and ETFs on US exchanges, the European exchanges Moneda shows (Xetra, London, Paris, Milan, Madrid, Zurich and more) and Santiago, Chile; plus crypto and commodities via ETFs. Read 2 Nov 2026; sources on the product page | Yes. Portfolios can be imported from a screenshot, PDF or CSV, and bills, invoices and receipts are uploaded and read. Other document types not stated. Read 2 Nov 2026; sources on the product page | Yes. iOS and Android apps; FAQ links the App Store and Google Play listings. Read 1 Nov 2026; sources on the product page | Yes. REST API, MCP server (mcp.moneda.com) and a CLI for agents; on Premium and above per the plans page. Read 1 Nov 2026; sources on the product page | Premium, €9.99/month≈ $11.20/month |
| Fiscal.ai | Partial. API docs: intraday stock prices carry a 15-minute delay. Display of the time fetched not stated. Read 1 Nov 2026; sources on the product page | Yes. Company filings endpoint with filing PDFs; the filing-finder skill indexes 10-Ks, 10-Qs and 8-Ks and renders pages. Read 1 Nov 2026; sources on the product page | Partial. MCP skills: filing-backed figures link to the source PDF at the exact page. In-app Copilot citation behaviour not stated. Read 1 Nov 2026; sources on the product page | Yes. Transcript endpoint with speaker mapping and timestamps; earnings-calls skill summarises and searches calls. English-language events only. Read 1 Nov 2026; sources on the product page | Partial. Brokerage connections (Interactive Brokers, Kraken) bring holdings into the terminal; AI reasoning over them not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. API coverage: USA, Canada, US ADRs, UK, EU. Dividends, funds and ownership US and Canada only. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. REST API and remote MCP server at api.fiscal.ai/mcp with OAuth or API key; Claude, ChatGPT and Cursor connectors. Read 1 Nov 2026; sources on the product page | Pro, $49/month |
| Public.com Alpha | Partial. Help centre: Alpha covers quotes and historicals, real-time and historical information. No fetch time stated. Read 1 Nov 2026; sources on the product page | Yes. Help centre lists SEC filings as an Alpha data source alongside earnings calls, quotes, analyst ratings and news. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Help centre: earnings calls and transcripts are an Alpha data source; the site adds AI earnings call summaries. Read 1 Nov 2026; sources on the product page | Yes. In-app holdings: Agents are wired to the portfolio and give insights about actual holdings; Alpha sits on the portfolio screen. Read 1 Nov 2026; sources on the product page | Yes. Agents trade directly in the account; every Agent requires explicit sign-off before running. Web only, waitlist. Read 1 Nov 2026; sources on the product page | Yes. Agents run when a price move, market event, portfolio change or recurring schedule is met. Waitlist, web only. Read 1 Nov 2026; sources on the product page | Partial. App push price alerts exist (4.5% stocks, 5% crypto; Premium sets custom targets). Not set from the Alpha chat. Read 1 Nov 2026; sources on the product page | Yes. Stocks, bonds, ETFs, crypto (help centre); options, Treasuries, prediction markets on the site. US regulated; non-US markets not stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Help centre: Alpha on the mobile app (swipe down on any stock page) and on web. Read 1 Nov 2026; sources on the product page | Yes. Trading API available to all Public members plus a hosted MCP for Claude, ChatGPT and Perplexity. Separate from the Alpha chat. Read 1 Nov 2026; sources on the product page | Public Premium, $10/month |
| Robinhood Cortex | Partial. Agreement: the Assistant may access real-time market data for certain queries; delays may occur. No fetch time stated. Read 1 Nov 2026; sources on the product page | Partial. Sources are company fundamentals and analyst ratings plus restricted search of investor-relations and government sites. Reading 10-K text not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. In-app holdings: analyses the portfolio across one or more accounts, holdings and allocations. Read 1 Nov 2026; sources on the product page | Yes. Pre-filled market, limit and stop orders for equities, order linking for crypto and event contracts; nothing executes without explicit confirmation. Read 1 Nov 2026; sources on the product page | Partial. Portfolio Digests refresh multiple times a day or when news breaks; user-defined scheduled research marked coming soon. Read 1 Nov 2026; sources on the product page | Yes. Assistant supports setting up price and other alerts delivered as push notifications. Read 1 Nov 2026; sources on the product page | Yes. Orders: US equities, crypto, event contracts; options data read only. Limited data for mutual funds, bonds and some ADRs. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Assistant is in the Robinhood app on iOS; not on Android, web, Legend or international apps. Read 1 Nov 2026; sources on the product page | Yes. Trading MCP for external agents (trades in a dedicated account) plus a crypto trading API. Separate from Cortex. Read 1 Nov 2026; sources on the product page | Robinhood Gold, $5/month |
| Bloomberg Terminal (AI features) | Not stated | Not stated | Partial. ASKB page: responses grounded in Bloomberg data with transparent attribution to original sources. Per-claim link format not stated. Read 1 Nov 2026; sources on the product page | Not stated | Partial. ASKB answers natural-language questions about saved watchlists and worksheets; ASKB over PORT holdings not stated. Read 1 Nov 2026; sources on the product page | Partial. Orders are staged and executed in Terminal trading functions (EMSX, FXGO, fixed income), not via ASKB. Read 1 Nov 2026; sources on the product page | Partial. ASKB: set up and schedule agentic AI workflows, save to a library and share. Reporting back not stated. Read 1 Nov 2026; sources on the product page | Partial. Terminal page: Launchpad delivers multi-asset security monitors and alerting tools. Delivery by push or email not stated. Read 1 Nov 2026; sources on the product page | Not stated | Partial. ASKB: firms bring in their own research and proprietary content and analyse it alongside Bloomberg data. File types not stated. Read 1 Nov 2026; sources on the product page | Yes. Bloomberg Professional app on iPhone, iPad and Android with ASKB; Terminal account needed. Read 1 Nov 2026; sources on the product page | Yes. BLPAPI SDKs for Terminal users (Desktop API); Data License adds a REST API and Enterprise MCP under enterprise contracts. Read 1 Nov 2026; sources on the product page | Not stated |
| Barebone | Partial. Names real-time global market feeds as a data source; fetch time not stated. Read 2 Nov 2026; sources on the product page | Yes. SEC filings listed as a data source for answers. Read 2 Nov 2026; sources on the product page | No. FAQ: we don't disclose our data providers. Read 2 Nov 2026; sources on the product page | Yes. Earnings transcripts listed as a data source. Read 2 Nov 2026; sources on the product page | Yes. Read-only brokerage connection; live holdings, P&L, risk metrics and a weekly portfolio health report. Read 2 Nov 2026; sources on the product page | No. Read-only access: can see holdings but cannot place trades. Read 2 Nov 2026; sources on the product page | Partial. Fixed weekly portfolio health report generated automatically; no user-defined schedules. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Stocks, ETFs, crypto, forex, commodities and major indices across 30+ global markets. Read 2 Nov 2026; sources on the product page | Not stated | Yes. iOS app (App Store listing); site also links Google Play. No web app stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Seeking Alpha (Ask SA) | Not stated | Not stated | Not stated | Partial. Searches Seeking Alpha's earnings call insights and analysis; reading the transcript itself not stated. Read 2 Nov 2026; sources on the product page | No. Help centre: analyzing your portfolio for next-best-action suggestions is not supported. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Premium, $24.92/month |
| TipRanks (Samuel AI Chat) | Not stated | Not stated | Not stated | Not stated | Yes. Answers questions about the user's TipRanks portfolios: holdings, performance, risk and diversification. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. Hosted MCP connector for Claude, ChatGPT, Cursor; OAuth (including portfolios) or API key. Read 2 Nov 2026; sources on the product page | Not stated |
| Yahoo Finance (Yahoo Scout) | Not stated | Not stated | Partial. Designed to highlight and link to original sources; not stated for every claim. Read 2 Nov 2026; sources on the product page | Not stated | Partial. MyScout can show a stock watchlist tile; reasoning over holdings not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. Available in the Yahoo Search App, plus desktop and mobile web. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Google Finance (AI-powered) | Not stated | Partial. Retrieves official financial filings under Documents and forms; AI reading them not stated. Read 2 Nov 2026; sources on the product page | Partial. Deep Search responses are fully cited; standard AI summaries are synthesized from third-party sources without stated citations. Read 2 Nov 2026; sources on the product page | Yes. Live audio stream with real-time transcript; AI insights update before, during and after the call. Read 2 Nov 2026; sources on the product page | Partial. Custom watchlists and portfolios with allocation and concentration insights; AI reasoning over them not stated; not in mobile app. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Scheduled tasks deliver market updates, with notifications in the mobile app or Research panel. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Available in a long list of countries across the Americas, Asia-Pacific, Europe, Middle East and Africa; Deep Search and earnings features first in the US. Read 2 Nov 2026; sources on the product page | Not stated | Partial. Mobile app lacks some web features such as portfolios; iOS support coming soon. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Simply Wall St (Charlie) | Not stated | Partial. Draws on fundamentals, news and filings; reading the filing itself not stated. Read 2 Nov 2026; sources on the product page | Yes. Every figure links back to its source, with the calculation behind it. Read 2 Nov 2026; sources on the product page | Yes. Opens a company's latest earnings call with full transcript and answers questions on it. Read 2 Nov 2026; sources on the product page | Yes. Reviews the user's holdings and saved companies, with user-controlled access permissions. Read 2 Nov 2026; sources on the product page | Not stated | Partial. Works in the background reviewing holdings (demo: reviewed every morning); user-defined schedules not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated |
| Quartr | Not stated | Yes. Read 2 Nov 2026; sources on the product page | Partial. Clickable source traceability to the IR document; page does not say every claim is cited. Read 2 Nov 2026; sources on the product page | Yes. Earnings call transcripts are a stated source of the AI chat. Read 2 Nov 2026; sources on the product page | Partial. Watchlist and personalised dashboard; no statement that the AI reasons over holdings. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Partial. Keyword alerts for companies, products or competitors; no price alerts stated. Read 2 Nov 2026; sources on the product page | Yes. Global coverage: all events from public companies, live and recorded. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Free iOS and Android app with AI chat. Read 2 Nov 2026; sources on the product page | Partial. Quartr API plan exists (contact sales); not stated as agent/MCP access to the AI chat. Read 2 Nov 2026; sources on the product page | Not stated |
| General AI assistants | |||||||||||||
| ChatGPT | Partial. Finances shows daily changes and current value of linked holdings and watchlists; a last-sync time is shown, not a quote time. US only. Read 1 Nov 2026; sources on the product page | Not stated | Partial. Responses that use web search include citations in a Sources panel; answers without search carry none. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Finances links brokerage and bank accounts via Plaid, plus manual accounts, and reviews allocation and daily changes. US only. Read 1 Nov 2026; sources on the product page | No. Help page: ChatGPT cannot move money or make trades. Read 1 Nov 2026; sources on the product page | Yes. Scheduled tasks run one-time or recurring work and notify by push or email; 3 active on Free and Go, 5 on Plus, 15 on Pro. Read 1 Nov 2026; sources on the product page | Partial. Scheduled tasks can send push or email notifications; no dedicated price-threshold alert stated. Read 1 Nov 2026; sources on the product page | Yes. Finances covers equities, bonds, ETFs, cash and crypto held in US accounts linked via Plaid; other markets not stated. Read 1 Nov 2026; sources on the product page | Yes. PDF, DOCX, XLSX, XLS, CSV, TSV, PPTX and images on Free and paid plans; Free limited to 3 uploads a day. Read 1 Nov 2026; sources on the product page | Yes. Pricing table lists web, iOS and Android access for all plans. Read 1 Nov 2026; sources on the product page | Partial. Developer mode (beta) lets Plus and Pro add MCP connectors into ChatGPT; the OpenAI developer API is a separate product. Read 1 Nov 2026; sources on the product page | Go, €8 / $8 a month |
| Claude | Not stated | Not stated | Partial. Every web-search response includes citations; answers that do not search carry none. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Scheduled tasks on Pro, Max and Ultra run remotely on a cadence from hourly to weekly; results on the Scheduled page. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. PDF, DOCX, CSV, TXT, HTML, ODT, RTF, EPUB, JSON and XLSX; up to 500 MB per file, 20 files per chat. Read 1 Nov 2026; sources on the product page | Yes. Native iOS app; Android install article linked; pricing page lists iOS and Android on all plans. Read 1 Nov 2026; sources on the product page | Partial. Custom MCP connectors on all plans let Claude call outside tools; Max and Ultra bundle API credits for the separate Claude Platform. Read 1 Nov 2026; sources on the product page | Pro, $20/month |
| Gemini | Not stated | Not stated | Partial. A Sources button or in-line links appear only sometimes; help page: not all responses include related links or sources. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Scheduled actions run prompts at set times or on a recurring basis, up to 10 active; results on the Scheduled page and as mobile notifications. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. Most file types including spreadsheets; up to 10 files per prompt, 100 MB each; higher limits on AI Pro and Ultra. Read 1 Nov 2026; sources on the product page | Yes. Gemini app on Android and iOS in more than 150 countries. Read 1 Nov 2026; sources on the product page | Partial. Gemini API at ai.google.dev has free and paid developer tiers; a separate developer product, not headless access to the Gemini app. Read 1 Nov 2026; sources on the product page | Google AI Plus, £4.49 / $4.99 a month |
| Perplexity | Partial. Changelog: live stock and crypto prices appear inline in answers on web; no fetch time stated. Read 1 Nov 2026; sources on the product page | Yes. Finance answers in Computer and Deep Research draw on tools covering SEC filings, FactSet and Nasdaq; licensed 10-K connectors need the user's own licence. Read 1 Nov 2026; sources on the product page | Yes. Pricing page: every answer includes inline citations that show exactly where each claim comes from. Read 1 Nov 2026; sources on the product page | Yes. Earnings hub: instant synthesis of earnings calls while they are happening; API finance search returns the last earnings call transcript. Read 1 Nov 2026; sources on the product page | Yes. Connected brokerage via Plaid, read-only; US and Canada, desktop; advanced analysis on Pro and Max. Read 1 Nov 2026; sources on the product page | No. Blog: the Plaid integration provides read-only access; no order placement described. Read 1 Nov 2026; sources on the product page | Yes. Scheduled Tasks run recurring work in the background, as often as every 15 minutes, and notify in-app, by push or by email. Read 1 Nov 2026; sources on the product page | Yes. Price alerts on a target price or intraday move, sent by email or push notification. Read 1 Nov 2026; sources on the product page | Yes. API finance search: public equities and ETFs where a symbol resolves; crypto and Coinbase data stated elsewhere; Europe and Asia not stated. Read 1 Nov 2026; sources on the product page | Yes. Uploads: text, code, PDFs, images, audio, video; 40 MB limit; weekly allowance on Free, Pro, Max. Spreadsheets not stated. Read 1 Nov 2026; sources on the product page | Yes. iOS App Store listing by Perplexity AI Inc.; help centre has Android app articles. Read 1 Nov 2026; sources on the product page | Yes. Computer MCP server with OAuth against the user's account, billed to account credits; separate pay-as-you-go API platform. Read 1 Nov 2026; sources on the product page | Pro, $20/month |
| Grok | Not stated | Partial. Use-case page: Grok continuously scans X posts, news articles and public filings for monitoring; reading 10-K text as an answer source not described. Read 1 Nov 2026; sources on the product page | Partial. Release note: citations added for search-grounded answers; not stated that every claim is cited. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Automations run once, daily, weekdays, weekly, monthly or yearly and report back by email or app notification. Read 1 Nov 2026; sources on the product page | Partial. Scheduled automations report by email or app notification; no price-threshold alert stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. FAQ: PDF, DOCX, TXT, CSV, XLSX, PPTX plus images, audio and video; up to 150 MB per file. Read 1 Nov 2026; sources on the product page | Yes. Docs: available on the web at grok.com and in the iOS and Android apps. Read 1 Nov 2026; sources on the product page | Yes. Pricing FAQ: paid plans include Grok API access, billed separately at standard model rates; custom MCP connectors also offered. Read 1 Nov 2026; sources on the product page | Plus, $8/month |
| Copilot | Partial. August 2026 release notes: finance answer cards in Chat for Microsoft account users; no fetch time stated. Read 1 Nov 2026; sources on the product page | Not stated | Partial. Transparency note: web-grounded responses carry hyperlinked citations listed below the text; web mode only, not per claim. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Copilot Tasks run at a set time or on a recurring schedule, unattended; personal accounts on Microsoft 365 Personal, Family and Premium. Read 1 Nov 2026; sources on the product page | Partial. Tasks example: email a weekly summary of a stock's performance; scheduled email only, no price-threshold alert. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Transparency note: users upload images or supported file types and Copilot can analyse and extract information from them; types not listed. Read 1 Nov 2026; sources on the product page | Yes. Support: install the Copilot app from the Apple App Store or Google Play. Read 1 Nov 2026; sources on the product page | Not stated | Microsoft 365 Personal, $9.99/month |
| Le Chat | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. Up to 5 scheduled tasks on Free, unlimited on Pro. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Yes. PDF, images, CSV, text and Office files; document library storage. Read 2 Nov 2026; sources on the product page | Yes. Web and mobile access (iOS and Android). Read 2 Nov 2026; sources on the product page | Yes. Pro includes USD 15/month API credits; pay-as-you-go API. Read 2 Nov 2026; sources on the product page | Pro, $14.99/month |
| DeepSeek | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. Terms: inputs include text, images and files. Read 2 Nov 2026; sources on the product page | Yes. Homepage offers the DeepSeek App via QR code; platforms not named. Read 2 Nov 2026; sources on the product page | Yes. API platform; API supports web search and fetch. Read 2 Nov 2026; sources on the product page | Not stated |
| Meta AI | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Partial. Document import is in testing on the web, select countries only. Read 2 Nov 2026; sources on the product page | Yes. Meta AI app on iOS and Android. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Kimi | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Partial. Scheduled tasks listed only on the Ultra plan (25 tasks). Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Go, CN¥49 / $19 a month (Plus in USD) |
| Fintech and startup assistants | |||||||||||||
| Magnifi | Not stated | Partial. Intelligence built from FactSet, Morningstar, 10-Qs, 10-Ks and more; the site aggregates SEC filings into a dashboard. Reading filing text not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. Connected accounts: links 401(k)s, IRAs, HSAs and brokerages; the assistant analyses holdings and concentration. Read 1 Nov 2026; sources on the product page | Partial. Commission-free trades directly from the platform via the built-in brokerage. Whether the assistant places the order is not stated. Read 1 Nov 2026; sources on the product page | Partial. Premium: weekly summaries with health-check follow-ups. User-defined scheduled research not stated. Read 1 Nov 2026; sources on the product page | Partial. Own news post lists personalised market alerts; delivery channel not stated. Read 1 Nov 2026; sources on the product page | Yes. Stocks, ETFs, mutual funds, closed-end funds; no options or futures. US-listed; non-US markets not stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. App Store and Google Play badges on the site; statements and tax documents are desktop only. Read 1 Nov 2026; sources on the product page | Not stated | Premium, $8.25/month |
| Composer | Partial. Live trading uses real-time data that represents real quotes on the market. No quote with fetch time in chat stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Yes. Trade with AI builds strategies; the user reviews and confirms before anything trades; Composer Securities executes orders. Read 1 Nov 2026; sources on the product page | Partial. Strategies run automatically during the daily trading period. Scheduled research reports not stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. US stocks and ETFs; options since August 2025; crypto support ended 31 January 2026. Non-US markets not stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. iOS app by Composer Technologies Inc. Android not stated. Read 1 Nov 2026; sources on the product page | Yes. Pro plan: full API access to pull data, run backtests and trade through strategies. Read 1 Nov 2026; sources on the product page | Advanced, $10/month |
| Kavout | Partial. Real-time quotes for US stocks, ETFs, crypto and major forex; others delayed 15 to 20 minutes. Fetch time in chat not stated. Read 1 Nov 2026; sources on the product page | Partial. Agents use financial statement data (20 quarters, 200+ metrics); users can upload earnings reports. Reading 10-K text not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. My Portfolios: connect a US broker (read-only, daily sync) or upload holdings; AI diagnosis and insights on the portfolio (paid). Read 1 Nov 2026; sources on the product page | No. Broker connection is read-only: no trading operations or fund transfers. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Watchlist emails every business day at a chosen time with a Pro-only price alerts category. Push not stated. Read 1 Nov 2026; sources on the product page | Yes. Stocks, ETFs, crypto, forex, commodity futures; Pro covers 30+ global markets (US, Canada, UK, Europe, Australia, Asia); free users US only. Read 1 Nov 2026; sources on the product page | Yes. Pro: upload PDF, XLSX, CSV and images in the InvestGPT dialog, up to 20 MB; the AI answers based on the file. Read 1 Nov 2026; sources on the product page | No. Own blog: mobile apps are coming in 2026; no store links on the site. Read 1 Nov 2026; sources on the product page | Partial. Signal DB API for subscribers returns signal datasets, not agent or chat access. Read 1 Nov 2026; sources on the product page | Pro, $16/month |
| Incite AI | Partial. FAQ: pulls live market data before it answers; US stock charts stream per second. Fetch time shown not stated. Read 1 Nov 2026; sources on the product page | Partial. FAQ lists SEC filings and insider transactions among things you can ask about; ingestion of 10-K text not described. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Partial. FAQ: no brokerage connection, it does not know real positions unless told; paid plans can upload position screenshots. Read 1 Nov 2026; sources on the product page | No. FAQ: Incite never executes, modifies or cancels an order and cannot move money. Read 1 Nov 2026; sources on the product page | Yes. FAQ: paid plans turn a plain-language request into a scheduled task with trigger, work and delivery by chat, email or text. Read 1 Nov 2026; sources on the product page | Yes. FAQ: alerts with asset, condition and threshold, delivered in-app, by email, push notification or text. Read 1 Nov 2026; sources on the product page | Yes. Stocks, ETFs, crypto, forex, indices, commodities, futures (MAX only); real-time streaming for US-listed stocks only. Read 1 Nov 2026; sources on the product page | Yes. Pricing: Pro uploads images and files; FAQ: paid plans can upload files and ask questions about them. Read 1 Nov 2026; sources on the product page | Yes. FAQ links the App Store and Google Play listings; one account across web and mobile. Read 1 Nov 2026; sources on the product page | Not stated | Not stated |
| Danelfin | Not stated | Not stated | Not stated | Not stated | Yes. Portfolio Sync via Plaid or SnapTrade (Plus and above), CSV import or manual; Ask AI can list a portfolio's stocks; daily score alerts on holdings. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Partial. Daily email alerts on AI Score changes of holdings and rankings; no price-threshold alert stated. Read 1 Nov 2026; sources on the product page | Yes. US-listed stocks and ETFs and stocks on 23 European exchanges; no crypto, FX or commodities. Read 1 Nov 2026; sources on the product page | Partial. Imports a broker positions or transactions CSV to build a portfolio; no AI reading of statements or contracts stated. Read 1 Nov 2026; sources on the product page | Yes. Terms: app available on the Apple App Store and Google Play; help centre has a mobile app section. Read 1 Nov 2026; sources on the product page | Yes. REST API plus MCP server at mcp.danelfin.com for Claude Code and Cursor; API Expert included in Elite. Read 1 Nov 2026; sources on the product page | Plus, €29/month≈ $32.53/month |
| Trade Ideas (Holly AI) | Partial. Holly works on real-time data; the AI Assistant reads the same live market data as the scans. No quote timestamp in chat stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Partial. Brokerage Plus shows positions from connected brokers; AI reasoning over those positions not stated. Read 1 Nov 2026; sources on the product page | Yes. One-click order entry sends the order directly to the connected brokerage; in-app trading on Standard, auto trading on Premium. Read 1 Nov 2026; sources on the product page | Partial. Holly strategies are backtested nightly and a roster published each morning; product-scheduled, not a user-defined task. Read 1 Nov 2026; sources on the product page | Partial. Price Alerts window pops up in-app; email and SMS (beta) only for alert-window scans, max one message per strategy per 20 minutes. Read 1 Nov 2026; sources on the product page | Yes. About page: watches every US stock as it trades. Canada, Europe and crypto not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | No. EULA: users agree not to access the services through automated means; no API offered. Read 1 Nov 2026; sources on the product page | TI Standard, $127/month |
| Scalable Capital (AI features) | Partial. Agentic Investing gives connected assistants real-time quotes; time of fetch not stated. In-app Insights says up-to-date data only. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. In-app holdings via Scalable MCP: portfolios, holdings, cash, performance, transactions. In-app Insights has no access to trading data. Read 1 Nov 2026; sources on the product page | Yes. Connected assistant prepares an order preview; the user gives a separate explicit confirmation before it is placed. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Insights creates, lists and removes price alerts in chat, delivered as push notifications; FREE capped at 3 securities. Read 1 Nov 2026; sources on the product page | Yes. 8,000+ stocks, 2,700+ ETFs, funds, bonds, derivatives, crypto ETPs; venues European Investor Exchange, gettex, Xetra. Read 1 Nov 2026; sources on the product page | Not stated | Yes. Registration via the iOS or Android app; Insights reachable from the app's Find tab. Read 1 Nov 2026; sources on the product page | Yes. Scalable MCP and Scalable CLI for ChatGPT, Claude, Grok and compatible agents; read-only, limited or full access. Read 1 Nov 2026; sources on the product page | PRIME+ Broker, €4.99/month≈ $5.60/month |
| Revolut (AIR) | Partial. AIR can check your stock value; the assistant may use live market data from third-party providers. Fetch time not stated. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. In-app holdings: the assistant may use portfolio holdings and transaction history to answer investment queries. Read 1 Nov 2026; sources on the product page | No. Legal notice: you will not be able to place, modify or cancel any order in relation to financial instruments through the assistant. Read 1 Nov 2026; sources on the product page | Not stated | Not stated | Yes. Over 4,000 stocks in-app (UK page); other asset classes via the assistant not stated. Read 1 Nov 2026; sources on the product page | Not stated | Yes. AIR is an in-app assistant: swipe down on any main screen or go to Profile, Chats, AIR. Read 1 Nov 2026; sources on the product page | Not stated | Plus, £3.99/month≈ $5.35/month |
| Erica | Partial. Erica can get quotes and track performance of Merrill investments; fetch time not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Tracks performance of the user's Merrill investments. Read 2 Nov 2026; sources on the product page | Partial. Can place trades only in eligible Merrill investment accounts; approval flow not described. Read 2 Nov 2026; sources on the product page | Partial. Proactive insights and reminders of upcoming bills; no user-defined research schedule. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Available only in the Mobile Banking app (v7.6+), English only; not in Online Banking. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Ask IBKR | Not stated | Not stated | Not stated | Not stated | Yes. Natural-language questions on the user's portfolio: benchmark comparisons, allocation, holdings, trade history, fees, cash flows. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated |
| Tori | Not stated | Not stated | Not stated | Not stated | Yes. Keeps track of the user's portfolio; FAQ says it can review holdings and flag risks. Read 2 Nov 2026; sources on the product page | Partial. Builds Agent Portfolios from a described strategy that the user can pause or stop; placing an individual order from chat not stated. Read 2 Nov 2026; sources on the product page | Partial. Proactively surfaces portfolio insights, market signals and reasons for price moves; no user-defined schedule stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Tori icon on key screens of the eToro platform; app download linked. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Moomoo AI | Not stated | Partial. AI Announcement Summary condenses official company disclosures; reading the full filing not stated. Read 2 Nov 2026; sources on the product page | Partial. Key conclusions link to their data sources; not every claim. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Partial. 'Automated Trading' listed as a benefit with no details of an approval flow from the assistant. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Yes. Available on app (Search > Moomoo AI, stock detail page) and desktop. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Starling Assistant | Not stated | Not stated | Not stated | Not stated | Partial. Answers questions about the user's own bank spending and account; investments not mentioned. Read 2 Nov 2026; sources on the product page | No. Carries out banking tasks (Spaces, saving goals, bill payments); no investment orders mentioned. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Yes. In-app conversational assistant, voice or text. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Walnut | No. Alerts run on delayed prices, checked hourly. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Partial. Flags upcoming earnings dates in alerts and recaps; reading transcripts not stated. Read 2 Nov 2026; sources on the product page | Yes. Reads connected brokerage accounts (33 brokers) and gives a keep, trim or exit read per holding. Read 2 Nov 2026; sources on the product page | Yes. Every order, including recurring ones, needs the user's approval; placed at Public and eight other brokers. Read 2 Nov 2026; sources on the product page | Partial. Fixed schedules: recurring buys, daily email after the close, hourly watches; user-defined research tasks not stated. Read 2 Nov 2026; sources on the product page | Yes. Alerts for price levels, big daily moves, baskets off target and earnings. Read 2 Nov 2026; sources on the product page | Yes. Brokers across the US, Canada, the UK, Europe, Australia and India; benchmark S&P 500. Read 2 Nov 2026; sources on the product page | Partial. Photo upload listed; statements or spreadsheets not stated. Read 2 Nov 2026; sources on the product page | Yes. App Store and Google Play. Read 2 Nov 2026; sources on the product page | Partial. Connector for Claude or ChatGPT (read only, no order or money tools); no public API. Read 2 Nov 2026; sources on the product page | Walnut Unlimited, $9.99/month |
| Finn (bunq) | Not stated | Not stated | Not stated | Not stated | Partial. Answers questions on spending and accounts, including added external bank accounts; investment holdings not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. In-app Support chat, 24/7. Read 2 Nov 2026; sources on the product page | Not stated | bunq Core, €3.99/month≈ $4.48/month |
| Mercury Command | Not stated | Not stated | Not stated | Not stated | Not stated | No. Sends payments, invoices and manages cards from chat; no securities orders stated. Read 2 Nov 2026; sources on the product page | Partial. Schedules recurring transfers and auto-transfers from chat; research tasks not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Yes. APIs, MCP or the CLI to read and act on Mercury data. Read 2 Nov 2026; sources on the product page | Mercury Personal, $20/month |
| Origin | Not stated | Not stated | Not stated | Not stated | Yes. Tracks portfolio and performance; sample insights suggest rebalancing. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Partial. Proactive alerts (statement closing, open enrollment); user-set price alerts not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Yes. App Store, Google Play and a Mac desktop app. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| Copilot Money (Money Assistant) | Not stated | Not stated | Not stated | Not stated | Partial. Assistant answers questions about the user's own data (examples are spending and budgets); investment tracking is an app feature, but the FAQ does not say the assistant reasons over holdings. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Yes. iPhone, Mac, iPad and Web; Money Assistant is described as built into the app (beta). Read 2 Nov 2026; sources on the product page | Not stated | Copilot, $9/month |
| Nino | Not stated | Not stated | Not stated | Not stated | Yes. Read-only account connections; software brings accounts together, answers questions, reviews investments, cash and concentration risk. Read 2 Nov 2026; sources on the product page | No. Account connections are read-only and never authorize transfers or trades. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Software Basic, $20/month |
| Ask Linc | Partial. Checks current rates, rules and market data when relevant; no live quotes or fetch time stated. Read 2 Nov 2026; sources on the product page | Not stated | Partial. Show the Math lists inputs, assumptions, math and sources; not stated that every claim links to a page. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Read-only connections to banks and brokerages (e.g. Fidelity, Schwab, Robinhood); asks run analysis on connected accounts. Read 2 Nov 2026; sources on the product page | No. Read-only connections; Linc can't move your money. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Not stated | Not stated | Linc, $19/month |
| Charles Schwab (Charley) | Partial. Quotes and market information; fetch time not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Balances, recent transactions, positions, statements and tax documents. Read 2 Nov 2026; sources on the product page | Partial. Guidance on trading tasks; placing trades through Charley not stated. Read 2 Nov 2026; sources on the product page | Not stated | Yes. Can set or manage alerts in the app. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Yes. Available in the Schwab Mobile App and on Schwab.com. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
| SoFi Coach | Not stated | Not stated | Not stated | Not stated | Partial. Connect accounts from 12,000+ institutions via Relay; no dedicated investments reasoning stated, and no investment advice. Read 2 Nov 2026; sources on the product page | No. Money moves (transfers, contributions) are planned, not available. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Not stated | Yes. Runs inside the SoFi app (iOS and Android). Read 2 Nov 2026; sources on the product page | Not stated | SoFi Plus (rollout started with Plus members); price not stated on the release |
| Webull (Vega) | Partial. Real-time, personalized insights and analysis; display of fetch time not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. In-app holdings: Portfolio Review breaks down returns by position, sector and period. Read 2 Nov 2026; sources on the product page | Yes. Plain-English instructions become order tickets for review before submission. Read 2 Nov 2026; sources on the product page | Not stated | Partial. Vega Insights sends alerts based on watchlists and portfolios; user-set price conditions not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Yes. Built into the Webull app (iOS, Android and desktop downloads linked). Read 2 Nov 2026; sources on the product page | Yes. Separate Agentic AI lane: MCP + connectors + CLI for ChatGPT, Claude, Grok; plus OpenAPI SDKs. Not Vega itself. Read 2 Nov 2026; sources on the product page | Not stated |
| Mercado Pago (Mago) | Not stated | Not stated | Not stated | Not stated | Partial. Checks returns on your investments and your spending; reasoning over holdings not stated. Read 2 Nov 2026; sources on the product page | No. Makes transfers and creates money reserves; placing investment orders not stated. Read 2 Nov 2026; sources on the product page | Partial. Creates reminders; user-defined research schedules not stated. Read 2 Nov 2026; sources on the product page | Not stated | Not stated | Not stated | Yes. Hablar con Mago links to the app (deep link) and a web chat. Read 2 Nov 2026; sources on the product page | Not stated | Not stated |
Prices
Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (source). Hover a price for the date it was read; sources are on each product page.
46 products
| Product | Free plan | Trial | ||
|---|---|---|---|---|
| Finance-native assistants | ||||
| Moneda | Yes | Premium€9.99/month≈ $11.20/month | Ultra€19.99/month≈ $22.42/month | Not stated |
| Fiscal.ai | Not stated | Pro$49/month | Max$99/month | 7 days |
| Public.com Alpha | Yes | Public Premium$10/month | Public Reserve$20/month | Not stated |
| Robinhood Cortex | Not stated | Robinhood Gold$5/month | Robinhood Gold$5/month | 30 days (one-time Gold trial) |
| Bloomberg Terminal (AI features) | Not stated | Not stated | Not stated | Not stated |
| Barebone | Yes | Not stated | Not stated | Not stated |
| Seeking Alpha (Ask SA) | Not stated | Premium$24.92/month | Not stated | Not stated |
| TipRanks (Samuel AI Chat) | Not stated | Not stated | Not stated | Not stated |
| Yahoo Finance (Yahoo Scout) | Yes | Not stated | Not stated | Not stated |
| Google Finance (AI-powered) | Not stated | Not stated | Not stated | Not stated |
| Simply Wall St (Charlie) | Not stated | Not stated | Not stated | 7 days of full Premium access, no credit card |
| Quartr | Yes | Not stated | Not stated | Not stated |
| General AI assistants | ||||
| ChatGPT | Yes | Go€8 / $8 a month | Pro€103 / $100 a month | Not stated |
| Claude | Yes | Pro$20/month | Ultra$200/month | Not stated |
| Gemini | Yes | Google AI Plus£4.49 / $4.99 a month | Google AI Ultra 20x£189.99 / $199.99 a month | Not stated |
| Perplexity | Yes | Pro$20/month | Max$200/month | Not stated |
| Grok | Yes | Plus$8/month | Ultra$200/month | 14 days (Premium, referral programme only, card required) |
| Copilot | Yes | Microsoft 365 Personal$9.99/month | Microsoft 365 Premium$19.99/month | 1 month |
| Le Chat | Not stated | Pro$14.99/month | Pro$14.99/month | Not stated |
| DeepSeek | Not stated | Not stated | Not stated | Not stated |
| Meta AI | Not stated | Not stated | Not stated | Not stated |
| Kimi | Not stated | GoCN¥49 / $19 a month (Plus in USD) | UltraCN¥1,399 / $199 a month | Not stated |
| Fintech and startup assistants | ||||
| Magnifi | Yes | Premium$8.25/month | Premium$8.25/month | Not stated |
| Composer | Yes | Advanced$10/month | Pro$40/month | None: pricing FAQ says there is no trial of Advanced or Pro |
| Kavout | Yes | Pro$16/month | Premium$39/month | Not stated |
| Incite AI | Yes | Not stated | Not stated | 7 days (new Pro subscribers, card required) |
| Danelfin | Yes | Plus€29/month≈ $32.53/month | Elite€179/month≈ $200.77/month | 14 days (Plus, Pro, Elite), plus a 30-day money-back guarantee |
| Trade Ideas (Holly AI) | Not stated | TI Standard$127/month | TI Premium$254/month | Not stated |
| Scalable Capital (AI features) | Yes | PRIME+ Broker€4.99/month≈ $5.60/month | PRIME+ Broker€4.99/month≈ $5.60/month | Not stated |
| Revolut (AIR) | Not stated | Plus£3.99/month≈ $5.35/month | Ultra£60/month≈ $80.52/month | Not stated |
| Erica | Not stated | Not stated | Not stated | Not stated |
| Ask IBKR | Not stated | Not stated | Not stated | Not stated |
| Tori | Not stated | Not stated | Not stated | Not stated |
| Moomoo AI | Not stated | Not stated | Not stated | Not stated |
| Starling Assistant | Not stated | Not stated | Not stated | Not stated |
| Walnut | Yes | Walnut Unlimited$9.99/month | Walnut Unlimited$9.99/month | Not stated |
| Finn (bunq) | Not stated | bunq Core€3.99/month≈ $4.48/month | bunq Elite€18.99/month≈ $21.30/month | 30 days of bunq Elite free |
| Mercury Command | Not stated | Mercury Personal$20/month | Mercury Personal$20/month | Not stated |
| Origin | Not stated | Not stated | Not stated | Not stated |
| Copilot Money (Money Assistant) | Not stated | Copilot$9/month | Copilot$9/month | 1-month free trial for new users |
| Nino | Not stated | Software Basic$20/month | Software Ultra$200/month | 7-day software trial, no credit card |
| Ask Linc | Not stated | Linc$19/month | Linc$19/month | 30 days free, no credit card |
| Charles Schwab (Charley) | Not stated | Not stated | Not stated | Not stated |
| SoFi Coach | Not stated | Not stated | Not stated | Not stated |
| Webull (Vega) | Yes | Not stated | Not stated | Not stated |
| Mercado Pago (Mago) | Not stated | Not stated | Not stated | Not stated |
Scores are not part of this table. Where a product has product-track scores they are on its page, per benchmark and never combined; today that is Moneda, scored as Numa 1.