Category Hub
Financial Research apps and integrations
Financial Research apps provide access to SEC and other regulatory filings, financial statements, earnings transcripts, market data, analyst research, company and private-market information, and economic indicators. They support workflows such as comparing companies, screening public markets, analyzing credit risk, tracking metrics and funding, and preparing investment or diligence memos.
32 apps
Top financial research apps
Open full directory →Finance
Longbridge
By Longbridge
Longbridge helps users research US/HK markets through ChatGPT with read-only access to quotes, charts, order book data, fundamentals, analyst research, finance calendars, news, filings, stock screeners, market movers, ranking lists, short interest.
Tools: 127
Finance
TipRanks
By TipRanks Ltd.
TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.
Tools: 62
Financial-Services
Quartr
By Quartr
Access structured first-party IR data from over 14,500+ public companies across 65 markets. Quartr delivers live and recorded earnings calls, real-time and historical transcripts with speaker identification, slide presentations, filings, reports, and event summaries. Best-in-class reliability and timeliness. Ideal for financial research, investment analysis, and building data-driven workflows on top of institutional-grade public company data.
Tools: 0 · Prompts: 1
2026-04-11Finance
S&P Global
By Kensho Technologies
Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, S&P Capital IQ Estimates, Company Intelligence, Private Company Financials, transactions, transcripts, and more. Designed for professionals such as investment bankers, equity analysts, consultants, and other data-driven roles, this connector enables fast, reliable financial data retrieval unlocking S&P Global's trusted data and insights.
Tools: 34 · Prompts: 3
2026-02-10Financial-Services
S&P Global
By S&P Global
Use natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, S&P Capital IQ Estimates, Company Intelligence, Private Company Financials, transactions, transcripts, and more. Designed for professionals such as investment bankers, equity analysts, consultants, and other data-driven roles, this connector enables fast, reliable financial data retrieval unlocking S&P Global's trusted data and insights.
Tools: 0 · Prompts: 1
2026-02-10Financial-Services
Moody's Credit MCP
By Moody's Analytics
Moody's Credit MCP powers AI applications and analytics workflows with GenAI-ready data and research needed for comprehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP enables faster data-to-insight workflows, supporting more rigorous, consistent credit assessment and continuous monitoring of entities, markets, and portfolios. Data includes: - Global entity firmographics and identifiers - Entity hierarchies and ownership structures - Detailed global entity financials - Moody's Ratings credit ratings and research - Expected default frequency - Economic data and research - News and media - Annual reports Use Moody's Credit MCP for: - Credit Analysis – access comprehensive credit risk data and research to assess creditworthiness and compare risk across issuers and instruments - Risk Management – monitor credit risk through forward-looking measures and scenario analysis - Relationship Management – quickly evaluate credit health to support informed engagement and credit structuring - Ratings Advisory – align issuer details with ratings methodologies and peer benchmarks - Investment Research – get data-driven assessments to evaluate relative value and risk - Market Analysis – analyze sector trends and credit risk signals to assess broader market conditions
Tools: 19
Finance
MetricDuck
By Jujube Technologies Inc.
Answers about U.S. public companies grounded in primary SEC filings, with every figure linked back to its source on SEC EDGAR. Pull exact as-filed XBRL facts and multi-period financial statements, track a metric across fiscal periods, screen and rank 5,500+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments), 8-K, 20-F/40-F/6-K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: insider/ownership filings (Forms 3/4/5, 13D/G), institutional holdings (13F), or registration/offering prospectuses (S-1, 424B). Updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed. Informational research tool, not investment advice. Free up to 500 queries/day.
Tools: 19
Financial-Services
Aiera
By Aiera, Inc.
Access to Aiera's financial data APIs, including live events, filings, company publications, and much more.
Tools: 0 · Prompts: 2
2026-04-20Financial-Services
FactSet AI-Ready Data
By FactSet Research Systems
Access, comprehensive financial data and analytics through AI-powered tools. Connect to FactSet global prices, fundamental analysis, earnings estimates, and research insights into Claude, to enhance your financial analysis, earning estimates and investment research with trusted, institutional-quality data.
Tools: 0 · Prompts: 3
2026-04-28Financial-Services
PitchBook
By PitchBook
Bring the depth of PitchBook's industry-leading private capital market intelligence into Claude. Powered by our MCP server, PitchBook clients can seamlessly search and analyze firms, deals, funds, and key players—unlocking trusted insights for confident decisions, actionable intelligence, and market benchmarking, all within their AI workflows.
Tools: 0 · Prompts: 0
2025-12-22Financial-Services
CB Insights
By CB Insights
Unleash Claude as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights' predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding-edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.
Tools: 0 · Prompts: 1
2026-04-11Finance
FinancialReports
By FINANCIALREPORTS PTE. LTD.
FinancialReports gives ChatGPT access to regulatory filings, normalized financial statements, and corporate reference data for listed companies worldwide, sourced from official regulators like the SEC and ESMA. Ask for a company's latest annual report, pull a specific financial line item with its currency and fiscal period, search the full text of a filing, or compare metrics across peers. Sign in with your free FinancialReports account using OAuth, no API key needed. Built on the open Model Context Protocol.
Tools: 15
Finance
Theia Insights
By Theia Insights, Ltd.
Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is built on the Theia Insights Industry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions. What you can do in ChatGPT: Profile any company by ticker, ISIN, FIGI, or ticker — see its full thematic exposure from sector down to micro-theme. Screen for thematic exposure across public markets — find the companies most exposed to a given theme, sub-industry, or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.
Tools: 14 · Prompts: 3
Finance
Octus
By Octus
Access Octus' verified credit intelligence directly in Claude and other LLMs. The Octus MCP Connector™ delivers proprietary intel, issuer fundamentals, private data room documents and covenant analysis across 95%+ of the sub-investment grade credit universe. Query permissioned content in real time using natural language, power autonomous agent workflows and ground your AI systems in a trusted, standardized data source. Built for investment managers, banks, law firms and advisors who need research-grade answers at the speed of the market.
Tools: 12
Finance
AlphaStocks
By Pyxl
Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.
Tools: 10 · Prompts: 1
Financial-Services
Clarity AI
By Clarity AI
Assess how investment funds may be classified under the European Commission's proposed SFDR 2.0 framework — directly from Claude. Search funds by name, ISIN, or CUSIP and get simulated Article classifications based on Clarity AI's regulatory disclosure data and proprietary modelling of the November 2025 proposal. Ideal for ESG analysts, portfolio managers, and compliance teams preparing for the regulatory transition before final rules are published. This is a live tool that will evolve as we learn more from ongoing EU discussions and guidance.
Tools: 5 · Prompts: 4
2026-03-08Financial-Services
MT Newswires
By MT Newswires
MT Newswires' MCP server delivers real-time, low-latency financial news across equities, fixed income, commodities, FX, and macroeconomics. Structured and machine-readable, it integrates seamlessly into AI, trading, and analytics systems, providing scalable, reliable, event-driven intelligence from MT Newswires' global newsroom trusted by leading banks, brokerages, and data providers.
Tools: 0 · Prompts: 1
2026-04-09Financial-Services
Bigdata.com
By RavenPack
Bigdata.com brings institutional research infrastructure to Claude: SEC filings, earnings transcripts, broker research, financial statements and estimates, sentiment signals, macro data, and premium news. RavenPack's financial knowledge graph resolves entities and grounds every claim in a source citation. Ask in plain language — build an initiation report, compare two 10-Ks, run a pre-FOMC briefing. Built for analysts at hedge funds, asset managers, and investment banks.
Tools: 0 · Prompts: 0
2026-05-20Finance
Trata
By Trata
Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdown bull and bear cases, compare analyst sentiment across time, and deep dive into stock analysis. We compress what would take hours of analyst research into a single question.
Tools: 4
Finance
AIR Credit Intelligence
By AIR Platforms, Inc.
AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, uncover emerging credit risks before they become obvious, understand the drivers behind every rating, and test future scenarios in seconds. Whether you're evaluating counterparties, investments, suppliers, or borrowers, AIR helps you make faster, more informed decisions without leaving the conversation.
Tools: 4
Finance
Economic Mind
By Economic Mind AS
Gain access to Economic Mind’s comprehensive market intelligence database, covering market sizing, forecasting, trends and competitive landscape across 10,000 markets. Every number is fully traceable to the underlying sources and assumptions, based on Economic Mind’s bottom-up methodology.
Tools: 4
Finance
Financial Summarizer Pro
By Perceptive Analytics Private Limited
Reading SEC filings is time-consuming. Financial Summarizer Pro does it for you. Type any US ticker symbol and the app retrieves the company's latest annual and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.
Tools: 3 · Prompts: 3
Financial-Services
Daloopa
By Daloopa, Inc.
Daloopa supplies high quality fundamental data sourced from SEC Filings, investor presentations and any public financial documents, with hyperlinks to source document overlaying each data point. Provides a zero-hallucination foundation for any quantitative financial analysis in Claude.
Tools: 0 · Prompts: 2
2025-12-22Financial-Services
Fiscal.ai
By Fiscal.ai
Access institutional-grade financial data directly within Claude. Fiscal.ai delivers fundamental metrics and ratios minutes after earnings are reported, with every figure verifiable via direct links to the source filing. Beyond core financials, the server provides company-specific KPIs, revenue segments, and adjusted metrics. Combined with historical and current market quotes, it enables grounded, audit-ready equity research with unmatched speed.
Tools: 2 · Prompts: 5
2026-04-01Need a custom financial research integration built?