7 AI stock research assistants that show their sources, compared
AI assistants now answer questions about stocks in seconds. The question worth asking of any of them is where the answer came from, because a fluent paragraph with an invented figure costs more than no answer at all. This list compares seven assistants on how well they show their sources, what they draw on and what they cost. earnings.chat is our own product, which is why it comes first; every other entry is described from the vendor's own pages, linked under each one, and we say plainly where another tool is the better choice. Prices are public list prices in US dollars at the time of writing.
Three levels of showing the work
- Passage level: every claim links to the exact passage or page it came from. This is the standard to look for.
- Document level: the answer lists the documents it used, and finding the sentence is up to you.
- None: the answer is fluent and unsourced. Useful for brainstorming, not for research.
At a glance
| Assistant | Draws on | Sources shown | Price |
|---|---|---|---|
| earnings.chat | 252,000+ earnings calls | Verbatim quotes with speaker, figures from queries | $24.99 / month |
| Fiscal.ai | Transcripts, KPIs and financial data | Citations to the transcript | Paid plans, 7-day trial |
| Perplexity Finance | The web, market pages, call transcripts | Cited sources | Pro $20 / month |
| Quartr | Company transcripts, filings and slides | Links to exact pages | Free in the app |
| AlphaSense | 500M+ documents incl. broker research | Deep-linked citations in call summaries | Sales quote |
| Bloomberg Terminal | Company documents in the Terminal | Links back to the source | Not published |
| ChatGPT | Web search and your uploads | Cited sources in deep research | Plus $20 / month |
1. earnings.chat
earnings.chat is narrower than most assistants on this list, and deliberately so: it answers questions about earnings calls, drawing on 252,000+ calls from 12,000+ companies back to 2020. Every answer shows the verbatim quotes it rests on, labelled by company, date and speaker. Figures never come from the model; each one is the result of a database query, and the answer states how many passages it drew on.
What that buys you is an assistant that says so when the calls do not answer a question, instead of filling the gap from general knowledge. What it costs you is breadth: no filings, no broker research, no news. For questions like which companies raised guidance this quarter or what an industry said about pricing, that trade is the point. Plans start at $24.99 a month.
2. Fiscal.ai
Fiscal.ai, formerly FinChat, combines an AI assistant with a research terminal: earnings call transcripts with recordings, segment and KPI data for 2,500+ companies, and AI summaries with citations back to the transcript.
Best for: self-directed investors who want sourced AI answers next to fundamental data. Access to events is capped on the lower plans; paid plans come with a seven-day free trial.
3. Perplexity Finance
Perplexity's answers cite the sources they draw on, and its finance section adds market pages and, through a partnership with Quartr, live and past earnings call transcripts.
Best for: fast orientation on a company or a market move, with links to follow. It is a general answer engine, so its sources are mostly web pages rather than a licensed research library. Perplexity Pro costs $20 a month.
4. Quartr
Quartr's AI chat answers only from first-party investor relations material, meaning transcripts, filings and slides, and every answer includes direct links to the exact pages it used. It is free in Quartr's mobile app.
Best for: checking an answer against what the company itself published. By design it does not draw on third-party research or news. Quartr Pro adds more tools on desktop and is priced through sales.
5. AlphaSense
AlphaSense offers generative search, deep research and an agent called SuperAnalyst across more than 500 million documents, including broker research and expert call transcripts, and its earnings call summaries carry deep-linked citations to the source text.
Best for: institutions whose questions need licensed research, not just public documents. Pricing is not published and subscriptions are annual.
6. Bloomberg Terminal
Bloomberg's Document Insights answers plain-language questions about earnings calls and other company documents inside the Terminal, with links back to the source and audio replays of calls.
Best for: Terminal users who want answers tied to the documents Bloomberg already carries. Bloomberg does not publish a price; trade press has reported roughly $32,000 a year for a single Terminal.
7. ChatGPT
ChatGPT's deep research searches the web, your uploaded files and connected apps, and cites what it found. Its consumer plans have no built-in library of earnings calls, so research on a specific call starts with finding and uploading the transcript. OpenAI also sells a financial services edition with licensed data to institutions through ChatGPT Enterprise.
Best for: open-ended questions where web sources are good enough, or a single document you supply. ChatGPT Plus costs $20 a month.
help.openai.com · fortune.com (2026-09-10) · chatgpt.com/pricing
How to test an assistant in five minutes
An assistant that passes all four is one you can put in front of a decision.
- Ask about something you already know the answer to.
- Follow the source of one number and one quote all the way to the passage.
- Ask a question the sources cannot answer, and see whether the assistant says so.
- Ask the same question twice and compare the answers.
252,000+ earnings calls in the knowledge base, answers with verbatim quotes and sources, new calls within minutes.
Open earnings.chat