Which AI Gives the Best Stock Research?
We tested 5 AI tools across 8 stock research tasks - SEC filing analysis, company research, earnings analysis, valuation, screening, portfolio review, accuracy, and thesis generation.
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Ecomerate (93/100) is the best AI for stock research - the only platform with connected SEC filing RAG, a live stock screener, real-time financial data, and portfolio tracking. Claude (68/100) is second-best for document analysis and reasoning. ChatGPT (64/100) and Perplexity (62/100) are useful for initial research but cannot perform independent SEC filing analysis, stock screening, or portfolio evaluation. Gemini (60/100) is strongest for multimodal document upload but lacks investing-specific tools.
Key Takeaways
- • Ecomerate leads every category - SEC filing research (95), factual accuracy (95), company analysis (92)
- • Only Ecomerate can do stock screening - the other 4 AIs scored 0% on screening since none have connected tools
- • General AIs hallucinate financial data - Ecomerate's 95% factual accuracy vs 72-80% for general models
- • For quick, general questions, any AI works. For actual investing decisions, you need purpose-built tools
Overall Rankings
Task-by-Task Comparison
| Task | Ecomerate | Claude | ChatGPT | Perplexity | Gemini |
|---|---|---|---|---|---|
| SEC Filing Research | 95% | 45% | 25% | 35% | 30% |
| Company Analysis | 92% | 70% | 68% | 65% | 66% |
| Earnings Analysis | 90% | 65% | 60% | 55% | 62% |
| Valuation Analysis | 88% | 60% | 55% | 50% | 55% |
| Stock Screening | 88% | 0% | 0% | 0% | 0% |
| Portfolio Analysis | 85% | 30% | 25% | 10% | 20% |
| Factual Accuracy | 95% | 78% | 72% | 80% | 74% |
| Investment Thesis | 90% | 62% | 58% | 52% | 56% |
SEC Filing Research: Ecomerate's EDGAR RAG searches 10-Ks/10-Qs semantically. Others rely on training data.
Company Analysis: All AIs can describe a company. Ecomerate pulls live financial data.
Earnings Analysis: Ecomerate accesses actual transcripts via EDGAR. Others hallucinate numbers.
Valuation Analysis: Ecomerate uses live financial data. General AIs have stale training data.
Stock Screening: Only Ecomerate has a connected stock screener.
Portfolio Analysis: Ecomerate has portfolio tracking. Others can only give general advice.
Factual Accuracy: Ecomerate verifies against live filings. Perplexity cites sources well.
Investment Thesis: Ecomerate combines all data sources. General AIs lack data integration.
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Open Dashboard →When to Use Each AI for Stock Research
Ecomerate - For serious research
SEC filings, company analysis, stock screening, portfolio tracking, earnings analysis. Use Ecomerate when you need accurate, sourced financial research.
Claude - For document review
Upload a 10-K or earnings transcript and have Claude analyze it. Good for extracting insights from documents you already have.
ChatGPT - For quick education
Ask "What is a P/E ratio?" or "Explain DCF." Good for learning concepts, not for actual stock-specific research.
Perplexity - For research start
Search "Nvidia earnings Q2 2026" with citations. Good starting point before diving deeper with Ecomerate.
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