US stock screener and research workspace for self-directed investors
Track earnings calendars, calls, transcripts and financial reports for public companies
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Free plan includes one complete introductory AI Mode run with six one-time credits. Premium includes two hundred credits per calendar month. Final subscription prices and billing terms are shown before payment.
Free plan: $0/month with 3 research credits per month. Plus plan: $14.9/month billed annually ($178.8 total, save 22%) with 300 research credits per month. Pro plan: $24.9/month billed annually ($298.8 total, save 14%) with 650 research credits per month.
Key features
Stock screening with customizable filters
Inspect financial statements and company filings
Valuation analysis with explicit assumptions
AI-assisted analysis and research support
Portfolio tools and saved workspaces
Dated price history and market data
Ownership records and fund holdings
Alerts and export functionality
Thesis workspace for documenting investment cases
Stock Sense MCP connector integration
Live and archived earnings call audio playback
Interactive transcript notes with timestamps and inline research annotations
8-language AI translation of earnings transcripts
Historical earnings data spanning nearly two decades
Official SEC filings including 10-K, 10-Q, and 8-K documents
Real-time keyword and symbol tracking with push notifications
One-click download of investor presentations and PDF filings
What makes it different
Combines dated public filings with current market prices and transparent calculations in one workspace
Emphasizes maintaining transparency about data freshness and source attribution
Designed specifically to help test investment theses with evidence-based research
Supports challenging investment assumptions with AI assistance checked against underlying sources
Public company research is open and accessible without requiring an account
Multi-language AI translation supporting 8 languages including Chinese, Japanese, Korean, German, French, Spanish, Portuguese and English
Access to nearly two decades of historical quarterly earnings data
Official SEC filings delivered alongside streamlined summaries
Interactive live transcripts with timestamped notes during earnings calls
US Stock Sense