The 10 Best AI Tools for Stock Trading Research in 2027
By Kory White · Updated Oct 2026 · 6 min read
Direct answer
TradingView is the best AI tool for stock trading research: charting, screeners and AI screener requests, free to start and from $12.95 a month billed annually. Koyfin is #2 for financial data from $39/month on its Annual option, and TrendSpider is #3 for its AI chart assistant. These are research tools, not investment advice.
Member $0; Beginner $80 a month with the AI Screener; Swing Trader $90 a month with the AI Trend Prediction Engine and AI Pattern Search Engine; 14-day free trial
Pattern-based AI signals and screeners for active traders
Asking an AI questions about your own portfolio and holdings
Pick by what you want
Best overall
TradingView
Best financial data
Koyfin
Best AI chart assistant
TrendSpider
Best free AI scores
Danelfin
Best for earnings calls
Quartr
The ranking
1
TradingView
Answrs VerdictThe most complete charting and screening platform to start with.
Price: Free $0 forever; Essential $12.95 a month, Plus $29.95, Premium $59.95 and Ultimate $199.95, all billed annuallyAI screener: AI screener requests are a listed screener feature, with limits of 100, 150, 250 and 500 across the paid plansScreeners: Stock, ETF, DEX and crypto screeners covering 150+ exchanges from 50+ countries with 500+ fundamental and technical fieldsPlatform: Pitched as the platform used by 100 million traders, on web, desktop and mobile apps
TradingView pairs charting with screeners for stocks, ETFs and crypto across 150+ exchanges from 50+ countries and 500+ fundamental and technical fields. The pricing page lists AI screener requests with limits of 100, 150, 250 and 500 across the paid plans. Free is $0 forever; Essential is $12.95 a month, Plus $29.95, Premium $59.95 and Ultimate $199.95, all billed annually.
Go ifCharting, screening and market-wide research in one familiar platform
Skip ifYou want fundamentals-heavy company research more than charts
Why #1 over #2: Its $12.95 Essential plan opens charts, screeners and AI requests in one place, where Koyfin’s screener starts at $39.
2
Koyfin
Answrs VerdictThe best financial-data terminal for individual investors.
Price: Free $0; Plus $39/month and Premium $79/month as shown under the page’s Annual option (the monthly option is not discounted)Free plan: 2Y financials and 1Y estimates, advanced charting, 2 watchlists and 2 screensPlus: 10Y financials and 10Y estimates, a stock and ETF screener, unlimited watchlists and screens, plus press releases, filings and transcriptsPremium: Unlimited custom data and custom formulas, custom financial templates and ETF valuation
Koyfin is a financial data terminal for individual investors. The free plan includes 2Y financials, 1Y estimates and advanced charting; Plus is $39/month and Premium $79/month under the Annual option, with 10Y financials and 10Y estimates, a stock and ETF screener, and press releases, filings and transcripts.
Go ifInvestors who want terminal-style financials, charts and dashboards at a modest price
Price: Standard, Premium, Enhanced and Advanced plans; 14 days of full access for $1, then up to 40% off for the first 12 monthsAI assistant: Sidekick chats about charts and surfaces insights; free for 25 messages a month, paid Sidekick plans are $49, $129 and $349 a monthAutomation: Strategy Tester with no coding, ML Quant Lab to train machine learning, and no-code bots and alertsCustomers: 20,000+ customers
TrendSpider automates technical analysis with a Strategy Tester that needs no coding, ML Quant Lab and no-code bots and alerts. Its Sidekick AI assistant is free for 25 messages a month, with paid Sidekick plans at $49, $129 and $349 a month. Any plan starts with 14 days of full access for $1, and 20,000+ customers use it.
Go ifTechnical analysts who want automated charting, backtests and an AI chart assistant
Skip ifYou only need a simple screener
Why #3 over #4: Its Sidekick chat answers questions about charts, which Danelfin’s scores do not.
4
Danelfin
Answrs VerdictThe clearest AI scoring tool, with a real free tier.
Price: Free $0 forever; Plus $22/month ($264/year); Pro $59/month ($708/year); Elite $134/month ($1,608/year), as shown under the Yearly optionFree plan: Top 10 stocks daily newsletter, 10 stock and ETF reports a month, and 1 portfolio with 5 stocks or ETFsAI Scores: Technical, Fundamental, Sentiment and Low Risk scores for each stock, with historical AI Score evolutionTrial: 14-day free trial on paid plans and a 30-day money-back guarantee
Danelfin gives each stock Technical, Fundamental, Sentiment and Low Risk scores with historical score evolution. Free is $0 forever with a Top 10 stocks daily newsletter and 10 stock and ETF reports a month; Plus is $22/month, Pro $59 and Elite $134 under the Yearly option. Paid plans have a 14-day free trial and a 30-day money-back guarantee.
Go ifLooking at a stock through one explainable AI Score and its sub-scores
Skip ifYou want a charting platform rather than ranked scores
Why #4 over #5: Its free plan includes scored reports and a daily newsletter, where AlphaSense’s price is only given by its sales team.
5
AlphaSense
Answrs VerdictThe deepest AI research engine, built for professional teams.
Price: Not published; the pricing page says to connect with the sales team for scalable pricing, from enterprise-wide to per-seatMarket Intelligence: Generative AI that delivers tailored insights from an exclusive library of contentContent: Equity research covering global sector themes from 1,000+ sell-side and independent firms, plus an expert transcript library, news and regulatory filingsEnterprise Intelligence: Adds AI search and summarization on your company’s internal content
AlphaSense runs generative AI over equity research from 1,000+ sell-side and independent firms, an expert transcript library, news and regulatory filings. Enterprise Intelligence adds AI search and summarization on internal content. Pricing is not published; the page says to connect with the sales team.
Go ifProfessional research teams who need AI across broker research, transcripts and filings
Skip ifYou need a published, self-serve price
Why #5 over #6: It searches broker research and filings together, which Quartr’s earnings-call focus does not.
6
Quartr
Answrs VerdictThe best AI tool for earnings-call research.
Price: Mobile app is free on the App Store; Quartr Pro price is not published (contact sales)AI chat: All IR material in one AI chat, with searchable transcripts even during live eventsCoverage: Live and recorded earnings calls, reports, slides and press releases, with keyword alertsEstimates: Analyst consensus estimates, valuation multiples and revenue segments
Quartr is built around company events: live and recorded earnings calls, searchable transcripts, reports, slides and press releases, with all IR material in one AI chat. It adds analyst consensus estimates, valuation multiples and keyword alerts. The mobile app is free on the App Store; Quartr Pro price is not published.
Go ifFollowing earnings calls, transcripts and slides with an AI chat on top
Skip ifYou want price charts and screeners first
Why #6 over #7: Its free app puts transcripts and an AI chat in your pocket, where Finviz has no AI chat.
7
Perplexity Finance
Answrs VerdictThe best general AI assistant for market questions.
Price: Pro $17 a month billed annually; Max $167 a month billed annually; Perplexity Finance itself opens without signing inAI research: Pro adds deep research and access to top AI modelsFinance page: Tabs for US Markets, Crypto, Earnings, Predictions, Screener, Watchlist, Portfolio and Workflows, with an Ask anything about US markets boxMarket Summary: AI-written market headlines, one of them citing 53 sources
Perplexity Finance is a markets page inside Perplexity, with tabs for US Markets, Crypto, Earnings, Predictions, Screener, Watchlist, Portfolio and Workflows and an Ask anything about US markets box. Its Market Summary headlines are AI-written, one citing 53 sources. Perplexity Pro is $17 a month billed annually and adds deep research and top AI models; Max is $167 a month billed annually.
Go ifAsking questions about markets and earnings and getting sourced answers
Skip ifYou want a dedicated charting or backtesting platform
Why #7 over #8: Its cited answers cover any market question, where Kavout’s agents run on research credits.
8
Kavout
Answrs VerdictThe most agent-driven research assistant of the group.
Price: Free $0 with 10 research credits a month; Pro $16 a month, billed as $192 every 12 months; Premium $39 a month, billed as $468 every 12 monthsAI agents: InvestGPT AI chat and 7 expert AI agents, plus an AI Stock PickerCredits: Pro includes 1,000 research credits a month and Premium 3,000Smart Signals: 100+ technical signals across stocks, ETFs, crypto and forex, with a Run Research button on scan results
Kavout offers InvestGPT AI chat, 7 expert AI agents and an AI Stock Picker. Free is $0 with 10 research credits a month; Pro is $16 a month, billed as $192 every 12 months, with 1,000 credits; Premium is $39 a month, billed as $468 every 12 months, with 3,000 credits. Smart Signals scans 100+ technical signals across stocks, ETFs, crypto and forex.
Go ifAI agents that research a stock, plus scans for technical setups
Skip ifYou do not want a credits-based usage limit
Why #8 over #9: It bundles AI agents with signal scans, which Tickeron’s plans split across tiers.
9
Tickeron
Answrs VerdictA broad AI toolkit aimed at active traders.
Price: Member $0; Beginner $80 a month with the AI Screener; Swing Trader $90 a month with the AI Trend Prediction Engine and AI Pattern Search Engine; 14-day free trialAI Real Time Patterns: AI discovers chart patterns and evaluates past performance as well as calculates potential odds of successAI Robots: Machine-learning systems that generate several trade ideas per dayRisk: The site warns trading is risky and investors may lose all or more than the initial investment amount
Tickeron is a set of AI trading tools: AI Real Time Patterns finds chart patterns and evaluates past performance, and AI Robots generate several trade ideas per day. Member is $0; Beginner is $80 a month with the AI Screener and Swing Trader is $90 a month with the AI Trend Prediction Engine and AI Pattern Search Engine, with a 14-day free trial. The site warns that investors may lose all or more than the initial investment.
Go ifPattern-based AI signals and screeners for active traders
Skip ifYou want fundamentals-first research
Why #9 over #10: It offers several AI engines at $80 to $90 a month, where Magnifi focuses on your own portfolio.
10
Magnifi
Answrs VerdictAn AI portfolio helper rather than a research workbench.
Price: Free $0; Premium $99 a yearFree plan: Portfolio performance analysis, risk and exposure analysis, and virtual portfolios and simulationsPremium: Adds scenario analysis, portfolio forecasting with predictive modeling, and premium licensed and proprietary research integrationsHealth check: Weekly summaries with smart health-check score follow-ups
Magnifi is an AI helper for your own portfolio. Free is $0 with portfolio performance and risk and exposure analysis plus virtual portfolios; Premium is $99 a year and adds scenario analysis, portfolio forecasting with predictive modeling and premium licensed and proprietary research integrations.
Go ifAsking an AI questions about your own portfolio and holdings
Skip ifYou want charts or a stock screener
How we ranked these
We ranked tools that help you research stocks with AI, screeners and data first, using each vendor’s own published features and prices; where a price is not published we say so. Every pick has an AI feature we could cite from its own pages, and TradingView and Koyfin lead because they pair that with broad data and a free plan. Old-list picks Bloomberg Terminal, Trade Ideas, Boosted.ai and Fiscal.ai were replaced because we could not source a current published price and a clean product image for them. All 10 are research tools, not investment advice: nothing here recommends buying or selling any security or promises any return. Facts are taken from each maker's own published information; check the official site before you buy.
Questions people ask
What is the best AI tool for stock trading research?
TradingView is our top pick: charting, screeners and AI screener requests (limits of 100, 150, 250 and 500 across paid plans), with a free plan and paid plans from $12.95 a month billed annually. This is a research tool, not investment advice.
Is there a free AI stock research tool?
Yes. Danelfin has a free plan with a Top 10 stocks daily newsletter and 10 stock and ETF reports a month, TradingView and Koyfin have free plans, and the Quartr mobile app is free.
Can these tools tell me what to buy or sell?
No. They are research tools that organize data, scores and news; none of this page is investment advice, and you should decide with your own research or a licensed advisor.
Which tool is best for earnings calls?
Quartr: its app has live and recorded earnings calls, searchable transcripts and an AI chat across all IR material, and the mobile app is free.
Monthly price of the cheapest paid plan, as shown under each vendor’s annual option on its pricing page at a glance
TradingView12.95 USD
Kavout16 USD
Perplexity Pro17 USD
Danelfin22 USD
Koyfin39 USD
Monthly price of the cheapest paid plan, as shown under each vendor’s annual option on its pricing page, as published by each maker. Picks without a published figure are left off.
