AI for financial analysts
Editorial picks for "ai for finance".
6 tools
OpenBB
Agents · Multi-model (Agent Rita is model-agnostic)
7.3
Open-source financial workspace where analysts and AI agents share the same governed data.
Freemium· Community: Free · Lite: $100 · Pro: Custom pricing · Snowflake: $41.67financial-researchinvestment-workflows
RowSpeak
Agents · Gemini
7.0
AI spreadsheet analyst that turns messy Excel, CSV, and PDF tables into dashboards and management-ready reports.
Freemium· Essential: $8.3/mo · Professional: $24.9/mo · Premium: $49.9/mospreadsheet-analysisdata-visualization
FinChat (Fiscal.ai)
RAG · Multi-model (proprietary finance-tuned copilot)
7.2
AI copilot for equity research that reads filings, transcripts, and KPI tables across 100,000+ public companies.
Freemium· Free; Pro $39/mo (annual) or $49/mo; Max and Enterprise API tiers aboveequity-researchearnings-call-analysis
MinusX
Agents · Claude (BYO LLM key supported)
7.2
Agentic BI platform that turns natural-language questions into dashboards, SQL, and boardroom slides.
Freemium· Open Source: Free · Founders: $40/user/mo · Team: $600/mo · Enterprise: Customtext-to-sqlauto-dashboards
Vectara
RAG · In-house Boomerang (retrieval) and Mockingbird (generation) plus BYOM for GPT, Claude, Gemini, and open-weight LLMs
Enterprise agent platform with built-in retrieval, grounding, and hallucination controls
Enterprise· SaaS: $100K/ year · VPC: $250K/ year · On-prem: $500K/ yearEnterprise knowledge-base searchGrounded customer-support chatbots
Voyage AI
RAG · in-house (voyage-3.5, voyage-4 series, voyage-code-3, voyage-finance-2, voyage-law-2, voyage-multimodal-3.5, voyage-context-3, rerank-2.5)
State-of-the-art embedding models and rerankers purpose-built for retrieval and RAG.
Freemium· Free tier: 200M free text tokens per account for current models (50M for older specialized). Text embeddings $0.00002–$0.00018 per 1K tokens depending on model tier. Rerankers $0.00002–$0.00005 per 1K tokens after 200M free. Multimodal $0.12 per 1M text tokens + $0.60 per 1B pixels. Batch API 33% discount. File storage $0.05/GB/month.Production RAG chatbot over proprietary docsTwo-stage retrieval with embed + rerank