I’ve tested 25 AI tools for investing. Here’s what stood out / impressed:
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@EndexAI. Backed by OpenAI. Founder (
@TarunAmasa) is cracked on AI for excel. Excellent (informed) critic & editor of models you’re reviewing from the sell side, from your analyst, from management (e.g., does this forecast seem aggressive relative to the best public comps for this business) surprisingly powerful modeling capabilities (e.g., build a quarterly P&L for NVIDIA from 2018-2025 Q2 with consensus forecasts for the next 4 quarters; build a table with annual P/E ratios by industry for the S&P500 2000-2025)
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@portraitanalyst. Ex-Baupost founder. Get up to speed on any stock, with incisive & numerically accurate deep research output from custom built prompts, fine tuned models, and cleverly built back end. My first move on any ticker is asking Portrait for bull thesis, bear thesis, market focus & key debates, summarize company’s L3Y.
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@HudsonLabs. Co analyst product is a lifesaver during earnings seasons. Founder wrote the textbook on building AI applications, which is worth reading if you want to understand how to make high precision AI works & where we’re heading.
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@AlphaSenseInc. Self explanatory unless you live under a rock.
Don’t bemoan general purpose chat bot tools sucking for quantitative analysis until you’ve used the above.