If you’re looking for AI stock analysis features combined with S&P Global Intelligence data, then FinChat is a compelling choice. 

Who is Finchat suitable for? 

If you’re a retail investor looking for access to some of the institutional-grade tools used by finance professionals, FinChat delivers. You will be able to access: 

• FinChat AI: A large language model like ChatGPT built to answer your investment research questions. It’s connected to FinChat’s stock and KPI data for accurate and up to date responses. 
• Segment and KPI data: Discover key revenue segments (Premium versus Ad Supported), revenue by geography, number of premium subscribers, monthly active users, and other key company data. 
• Data depth and filtering: Access up to 12+ years of historical financial information. Refine your stock search using over 300 filters. This is complemented by up to 3 years of forward estimates to inform your investing decisions.

If you’re interesting in building your own stock research workflows, a white-label solution, or anything in between, FinChat has several features of interest: 

• API: The FinChat API can be used to connect directly to FinChat’s AI features. Use it to build custom research workflows, automated processes, etc. 
• White label solution: Embed FinChat’s AI copilot into your own solution or application. Access FinChat’s leading LLM and data feed infrastructure. 

1. Best FinChat Alternative – Gainify.io 

Gainify is a user-friendly and AI-powered stock research platform sure to impress. Its clean interface with clear charting is a welcome break from terminal-like and text-heavy interfaces. Gainify’s AI chat & summaries combined with visual analysis tools enable you to work faster, find more top investing opportunities, and be more confident in your investment decisions. 

Key Gainify features include: 

• AI chat: Connected to real-time Wall Street data, it’s like having your very own stock research analyst available 24/7 to answer your important analysis questions. 
• Focus on future value: Invest confidently and avoid portfolio shocks with proprietary Gainify metrics focused on helping you understand a stock’s true intrinsic value. 
• Analyst estimate database: You’ll be able to access the world’s largest database of analyst estimates for retail investors. Examine historical trends in analyst estimates and their accuracy, and receive 3 year forecasts to inform your investing. 
• Top investor tracking: Whether you want to track investing greats like Warren Buffer, or Congress insiders, Gainify has up-to-date information on what top investors are buying or selling. 

You’ll also benefit from pre-built strategy screeners that help you find attractive investment opportunities the moment you sign up. Discover top performing stocks by segment, underlying fundamentals, investment philosophy, top investor trading activity, and more. 

If you’re inclined to build your own stock screeners, Gainify enables you to customize using hundreds of metrics to filter for stocks in dozens of industries across 29+ global exchanges. 

AI Stock Analysis 

The best way to speed up your stock research today is with AI tools. But you can’t trust information from tools like chatGPT because they are trained on old data. That’s why Gainify launched its breakthrough AI chatbot connected to real-time Wall Street data. Get investment insights you can trust in a matter of seconds. 

With Gainify AI you can: 

• Deep dive into company fundamentals: Ask “Explore Verizon’s fundamentals with a focus on EPS, revenue, and net income.” 
• Analyze earnings calls: Ask “Analyze Apple’s latest earnings call.” 
• Find dividend stocks: Ask “Find top dividend stocks in the oil and gas industry in the US.”
• Compare competitors: Ask “How does Amazon compare to Walmart?” 
• Research industries: Ask “Who are the top players in the electric vehicle market?”

Top Investor Tracking 

They say the best artists steal, and the same might be true for investing. Gainify enables you to view top investors’ latest trades, compare portfolios head to head, and copy winning portfolios directly to your watchlist. 

Discover latest trades from Warren Buffet of Berkshire Hathaway, Chase Colemen of Tiger Global Management, John Armitage of Egerton Capital, and more.

You’ll also be able to find Congress insider’s biggest buys and sells in the trending stocks section. Know which stocks they’re loading up on or dumping to get ahead of key market trends. 

Analyst Estimate Database

Be the best informed investor in your circle with access to the world’s largest database of analyst-verified valuation estimates available to retail investors. 

Up to 20 years of historical data enables you to quickly visualize estimated versus reported values for key metrics and spot vital trends in how valuations have developed over time. Use this knowledge to provide added context for the 3-year projections Gainify provides to predict future stock value. 

You can access estimate history and forward projections for: 

• Operating cash flow 
• Book value / share 
• EBITDA and EBIT 
• Net income 
• Revenue 
• EPS
• And more 

Advantages 

The main advantages Gainify provides your stock research process are its AI chatbot for stock analysis, AI earnings call summaries for strategic insights, and top investor tracking. 

You’ll also gain access to proprietary Gainify metrics not found anywhere else. These narrow in on what truly drives a stock’s future value to give you an edge in the stock market. 

✅ Institutional-grade forecasts & expert-validated valuations
✅ Advanced screeners with forward-looking valuation filters
✅ AI-powered real-time market insights
✅ Free access to pro-level features
✅ Proprietary scoring system

Limitations 

If you want to trade directly from the platform, you will find Gainify limiting. While some platforms enable syncing with your brokerage account, Gainify focuses on helping you understand a stock’s intrinsic value. 

Pricing 

Gainify provides all users (even free accounts) with access to its full suite of features, including AI stock analysis & earnings call summaries, top investor tracking, and full stock breakdowns. 

Below is a quick breakdown of your Gainify plan options: 

• Starter (FREE) – Access all core features with 10 AI queries/month, 1 year of estimates, and 1 year of forward valuation multiple development – no credit card needed.
• Investor ($10.99/mo or $7.99/mo annually) – Includes Gainify Rating, 50 AI queries/month, 3 years of estimates, and 10 years of forward valuation multiple development, plus priority support.
• Gainer Pro ($36.99/mo or $26.99/mo annually) – Includes Gainify Rating, 500 AI queries/month, 3 years of estimates, 15 years of forward valuation multiple development, and VIP support.

Gainify is the most affordable stock research platform you will find if AI chat & summaries, top investor tracking, and S&P Global Intelligence data are must-features for you. 

Alternatives for Fundamental Analysis 

If you want to understand the intrinsic value of a company, but don’t necessarily need the power of AI stock analysis and summaries, then a platform focused on fundamental analysis is for you. 

Fundamental analysis platforms provide all the basic features you need to assess the overall health and future growth potential of a company. 

2. TIKR – Best for Bloomberg Style Terminal 

TIKR positions itself as a Bloomberg alternative. It has a terminal-like interface (which is text heavy, low on visual charts) that provides data on over 100,000 global stocks. 

You will get access to key basic features like analyst estimates and the ability to track institutional portfolio holdings. 

If you prefer to read a lot of text and numbers (rather than get insights at a glance from charts and graphs), and take a lot of research notes, then TIKR provides a professional-grade experience for a fraction of the price (compared to Bloomberg). 

Advantages

TIKR has all the basic features needed to get started with stock research. 

✅ Global exchange coverage
✅ Institutional holdings data
✅ Stock screeners
✅ Analyst estimates 

Limitations 

TIKR unfortunately lacks many features that make today’s stock research platforms so powerful. While Gainify and FinChat have added AI features that rival the big players like Bloomberg and AlphaSense, TIKR is yet to fully enhance the stock research experience with this technology. 

❌ Key features limited to Plus and Pro plans
❌ User interface could be better
❌ US data only on free plan 

Pricing 

Plans range from $0 to $39.95 per month, making TIKR a very affordable, but less technologically advanced platform for your stock research needs. 

3. Simply Wall St – Best for Basic Feature Coverage & Visualizations

Simply Wall St offers impressive data breadth. You’ll find coverage for over 120,000 global stocks (90 global markets), with up to 10 years of historical data depth. 

You can analyze stocks at a glance using Simply Wall St’s unique ‘Snowflake’ analysis, built upon 30 key metrics covering 5 main areas:

• Past 
• Future 
• Health 
• Value 
• Dividend 

If you want to know which stocks are undervalued or overvalued, or get forecast earnings projections, Simply Wall St provides them in clear and easy to interpret visualization. 

Management profiles help you move beyond price and revenue data to understand the people behind the company, their compensation, tenure, and share ownership. Each company also comes with insider transaction information so you can see when board members, C-suite leadership, or board members buy or sell stock.

Advantages 

Simply Wall St’s key advantage is that it covers all bases with inside transactions, management profiles, dividend analysis, growth forecasts, stock screeners, and more. Much of this is provided in easy to interpret visualizations. 

✅ All the basic features you need
✅ “Snowflake” visualization
✅ Brokerage sync

Limitations 

Simply Wall St’s major limitation is its lack of AI features. You will suffer from the lack of AI earnings call summaries and the inability to quickly answer your most important investing questions with the help of an AI chatbot. 

❌ Paid plans only available on an annual subscription, no monthly payment plans
❌ No AI tools to streamline and speed up stock research 

Pricing 

Simply Wall St pricing ranges from $0 (no brokerage sync or support) to $240 billed annually. 

Alternatives for Technical Analysis 

If you’re seeking technical indicators like moving averages, various indices, bollinger bands, and charting then you may want to explore platforms other than FinChat. We’ve found three top options for you. 

4. TradingView – Best for Pine Script and Technical Traders

TradingView’s advanced charting capabilities and technical analysis indicators will suit your research style if you prefer to focus on price movements, rather than intrinsic value. 

The platform’s proprietary Pine Script is a strong advantage if you’re a more technically minded trader. Coding ability is required, however. If you can code, you will be able to build your own indicators & strategies, and backtest them on TradingView’s stock price data. –

With TradingView, you’ll also be able to access: 

• Over 400 built in indicators 
• More than 110 smart drawing tools 
• Multiple candlestick pattern & analysis methods 
• Auto generated chart patterns (no need to draw yourself, TradingView will overlay them if found)

Advantages 

If you want to trade frequently and utilize direct broker integrations, test your skills with paper trading, or access crypto market data – then TradingView delivers. 

✅ Crypto price data
✅ Broker integrations
✅ Simulated trading on historical data
✅ PineScript for technical traders who can code
✅ Paper trading (simulated trading with “fake’ money)
✅ A strong community of traders to chat and share strategies with 

Limitations 

TradingView packs many features into the platform. If you’re a more experienced trader, this won’t be a problem. But if you’re just getting started, it’s possible you will find it overwhelming. 

❌ Expensive compared to other stock research platforms available to retail investors
❌ Steep learning curve if you’re not familiar with technical analysis
❌ Features available in cheaper plans are heavily restricted
❌ The sheer number of features can be overwhelming
❌ Display Ads in platform 

Pricing

Pricing ranges from $0 to $239.96/month making it the most expensive platform in this comparison.  

5. Stocklytics – Best for Basic Technical Analysis Screeners

While not as comprehensive as TradingView, if you want a more entry level technical analysis platform, you will find Stocklytics’ automated technical analysis screeners helpful. 

Like TradingView, it can automatically detect when a stock has experienced a ‘Golden Cross’, ‘Death Cross’, ‘Triangle Pattern’, or other “technical analysis” indicators. Stocks that fit this criteria are grouped via Screeners, so you can easily see every stock meeting this criteria. But you’ll have to be on a paid plan to access this feature. 

If you’re on a free plan, you’ll only be able to access screeners for AI stocks, 52-week highs, and 52 week lows. This functionality is quite limited, which is why Stocklytics is suitable for entry level investors interested in simple screeners. 

Advantages

Stocklytics’ advantage is its (limited) range of screeners that help you quickly find stocks meeting technical analysis criteria. 

Limitations 

Stocklytics doesn’t have much to offer you except screeners. You won’t find all the features needed to research stocks and uncover their intrinsic value. 

❌ No top investor tracking
❌ No AI chatbot or summaries
❌ Limited functionality on free plan
❌ No key metrics like EPS, book value / share, EBITDA, EBIT, etc.
❌ No focus on future value (simple price and current performance data)

Pricing 

Pricing ranges from $0 for the limited free plan, to $25/month to access more screener types (technical analysis indicators).

6. FinViz – Best for Stock Screening 

FinViz displays a wealth of raw price and price movement data for technical traders. 

If your main focus is screening and charting, and you only want data for the 3 main US exchanges – then Finviz may be suitable for you. 

You won’t find any AI tools or summaries, but you will find insider trading and crypto market movements. 

Finviz’s futures data provides you with insights into: 

• Meats
• Grains
• Bonds
• Metals
• Indices
• Energy
• Currencies 

Finviz Elite members can also conduct backtesting, access some key fundamental metrics like EPS, and export data to excel.

However, you won’t find the same data depth as is available on Finchat or Gainify. Paid members can only access 8 years of historical price data (and limited fundamental metrics). Free users can only access 3-years worth.

Advantages 

FinViz provides lots of raw data in a terminal-like interface. It’s mostly text-based (can be hard to interpret or uncover insights at a glance) and lacks visualisations. But if raw data is all you’re looking for, FinViz may suit your needs. 

✅ Stock screeners (customizable)
✅ FOREX and Futures data
✅ Technical analysis tools
✅ Backtesting features
✅ Crypto data 

Limitations 

When you first visit FinViz you’re greeted with a large amount of data across a range of industries and security types. But FinViz’s complex interface doesn’t mean it contains all the advanced features you need for stock research. 

❌ US only data
❌ Lack of AI-powered tools
❌ Interface is complex and overwhelming
❌ Free plan features are limited and no real-time data
❌ Little fundamental stock data to help you uncover true intrinsic value
❌ Lacks analyst estimates and future projections to inform your stock trading 

Pricing 

Free plans are available (but they lack many features and only provide delayed data). Paid plans (including real-time data) can be accessed for $39.50/month. 

Alternatives for Value Investing 

If you’re a value investor on the hunt for stocks trading under their intrinsic value, Gainify is probably the best value for money platform you can find. But there are other alternatives. 

7. Alpha Spread – Best for Value Investing

Pre-built stock screeners help you uncover stocks that meet value investing principles and key indicators. Including:

• “Sensibly Priced Quality”: High quality companies at a reasonable price point (provides value to potential investors)
• “Significantly Undervalued”: Companies with a market price of 40% (or less) of their intrinsic value. 
•  “Magic Formula”: Companies earning a high return on invested capital, and at the same time trading at a low EV/EBIT multiple. 
•  “High Growth”: Fast growing companies with significant past revenue expansion expected to continue.  

Having only four pre-built stock groups is quite limited compared to other platforms such as Gainify – however if you’re only interested in simple value investing principles, it’s enough to get started with investing. 

You can also manually create your own, more complex customized screeners. 

When it comes to investigating individual stocks, you will be able to access useful charts for:

• Balance sheet decomposition
• Revenue & expenses breakdown
• Undervaluation/overvaluation
• and more 

Text-based information such as Bull & Bear theses, economic moat analysis, and earnings call summaries helps you understand a company at a deeper strategic level. 

One unique feature that you won’t come across in many other stock research platforms is Alpha Spread’s “Investment Journal”. With it, you can take notes, learn from previous actions, and become a better investor.  

Advantages 

Alpha Spread is one of the simpler platforms you can get started with. It doesn’t have a steep learning curve, and helps you understand intrinsic value quite quickly compared to other platforms such as FinViz. 

✅ Simple and straightforward interface
✅ Some insider trading information and tracking
✅ Investment journal note taking
✅ Price target alerts
✅ AI chatbot 

Limitations 

Unfortunately it’s not clear where Alpha Spread gets its data. While you can trust platforms like Gainify because it uses real-time S&P Global Intelligence data (the gold standard in the industry), Alpha Spread may provide old data. Be sure to check against a real-time data source before making investing decisions.  

❌ Not real time data
❌ Primary focus on US stocks
❌ Reliability of their data source is uncertain

Pricing 

You can access Alpha Spread on a free plan. But you will only be able to research 3 stocks per week. To access unlimited stock research, it will cost you $20/month.

Alternatives for Brokers and Advisors 

The above mentioned stock research tools will serve your needs as a retail investor well. But what about a platform that satisfies both the stock research needs of individual investors and the portfolio management requirements of finance professionals? One platform, Koyfin, finds a strong middle ground, enabling both user types to achieve their goals. 

8. Koyfin – Best for Financial Advisors and Brokers

Koyfin offers everything you need to analyze stocks. Although its interface is text and data heavy, you may find it’s not as user friendly as platforms such as Gainify. 

You’ll find earnings transcripts, 10 years of statement history for over 9000 public companies. ETF holding (US) and Mutual Fund holding (US & Canada) data is also available so you can assess assets and sectors exposure.  

If you require a platform with client management tools, Koyfin is likely to be a good fit for your needs. Unlike other platforms mentioned in this blog, Koyfin offers client portfolio management and professional reports to users of its Advisor Pro plan. 

Advantages

Koyfin’s major advantage is that it offers similar features to major players like Bloomberg terminal at a fraction of the price. 

✅ News feed
✅ Mobile app
✅ Press release data
✅ Client relationship management
✅ Schwab integration for pulling in client portfolios

Limitations 

Koyfin will cover most of your investment research needs but it does have some limitations – mainly the lack of AI stock analysis present in FinChat, Gainify, and Alpha Spread. 

❌ No AI chatbot or summaries
❌ Slightly complex and steeper learning curve
❌ Only S&P 500 data available on the free plan
❌ More expensive than other retail investor stock research platforms 

Pricing 

Koyfin plans for retail investors range from free (with very limited data and features) to $110/month. If you need to manage client portfolios then you will need the Advisor Pro plan at $199/month.

Final Thoughts: Which FinChat Alternative is Best for You?

Choosing the right stock research platform for you requires understanding your investing style, research needs, and budget. 

If you’re a retail investor seeking everything the modern trader needs to build a winning portfolio, including an AI chatbot connected to real-time Wall Street data – Gainify is the best choice for you. 

Your technical analysis needs are best covered by TradingView, especially if you can code and make the most of its proprietary Pine Script. But if TradingView is out of your price range, Stocklytics offers similar (though limited in comparison) features at a more accessible price point. 

To follow in the footsteps of value investors such as Warren Buffet, Alpha Spread has everything you need and more. 

Lastly, if you need to manage multiple client portfolios then Koyfin is the platform for you. 

FAQ

What is the best FinChat alternative for retail investors?

Gainify.io will serve you best if you’re a retail investor. You’ll speed up stock research and improve the quality of insights you uncover with its AI-powered stock analysis. Access to the world’s largest database of analyst estimates for retail investors helps you make informed and confident investment decisions. Top investor tracking helps you uncover what insiders are buying and selling to manage your own winning portfolio.

Which FinChat alternative has the most powerful AI features?

Gainify, with its AI chatbot connected to real-time Wall Street data and AI-powered earnings call summaries, is the most powerful FinChat alternative. Alpha Spread also offers AI chat features.

What is the cheapest alternative to FinChat that’s still effective?

Gainify offers the most value-for-money with its free tier that includes access to all core features, including AI analysis, top investor tracking, and analyst estimates. TIKR and other platforms also offer free plans, though with limited functionality and delayed data.

Which platform is best for technical analysis instead of FinChat?

FinChat isn’t built for technical analysis, so it’s not difficult to beat FinChat on TA features. TradingView is the strongest technical analysis platform covered in this review – it offers advanced charting, over 400 built-in indicators, Pine Script for custom indicators, and backtesting capabilities. FinViz and Stocklytics also offer technical analysis tools but with fewer features.

Can I track what professional investors are buying with these FinChat alternatives?

Yes, Gainify offers comprehensive tracking of top investors like Warren Buffett and Congress members’ trades. You will be able to view latest transactions, compare portfolios, and copy holdings to your watchlist. Other platforms covered also offer investor trade tracking.

Which platform has the most global stock coverage?

Simply Wall St covers over 120,000 stocks across 90 global markets, while TIKR provides data on approximately 100,000 global stocks. More isn’t always better though. Gainify provides the most focused data selection – focusing only on the top global stocks to remove any noise from your research results. 

Do any of these platforms integrate directly with brokerages?

Yes, Simply Wall St and TradingView offer brokerage integrations that enable you to connect your investment accounts. Koyfin offers Schwab integration specifically for financial advisors on its Advisor Pro plan.

Which FinChat alternative is best for fundamental analysis?

Gainify and Simply Wall St are best suited to handle your fundamental analysis needs. Gainify provides access to analyst estimates and proprietary metrics focused on intrinsic value, while Simply Wall St’s Snowflake visualization makes it easy to interpret a company’s fundamental strengths and weaknesses at a glance.

Are there any free alternatives to FinChat that are worth using?

Yes, several platforms offer valuable free tiers. Gainify’s free plan provides access to all core features with limited monthly usage. It’s hard to go past it as the best value for money platform covered in this blog. FinViz and TIKR also offer free plans, though with delayed data and restricted functionality.