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AI Investment Research Agent

NextAlpha transforms how you interact with financial data. Ask questions in plain language, explore sourced analysis, and simulate portfolio decisions through a single chat interface.

Chat-first platform

Investment research, analysis, and portfolio insights through natural language.

Conversational Interface
Access financial data using natural language. No complex dashboards to learn.
Market Data & Charts
Explore available quotes, historical prices, and market trends through chat.
Portfolio Simulation
Test investment strategies with virtual portfolios before risking real capital.
Smart Analysis
Connect financial data, company news, and economic context to deepen your research.
US & Canadian Equities and ETFs
Access stocks and ETFs across the US and Canadian markets.
Screen & Reports
Screen securities and generate clear, professional reports on demand.

Pricing

Every research capability. Choose your usage.

  • Free

    $0

    10 requests in total for your account. They don't reset.

    Start free

  • NextAlpha Plus

    $25/ month

    Billed monthly

    All research capabilities included

    Standard usage

    Get NextAlpha Plus

  • NextAlpha Pro

    $60/ month

    Billed monthly

    All research capabilities included

    3x the usage of Plus

    Get NextAlpha Pro

  • NextAlpha Ultra

    $150/ month

    Billed monthly

    All research capabilities included

    8x the usage of Plus

    Get NextAlpha Ultra

All research capabilities included

Explore markets, compare companies, and build deeper analyses with financial data, company publications, and interactive charts.

  • Natural-language stock screening

    Find and compare companies by growth, profitability, valuation, and financial strength.

  • In-depth company and earnings research

    Understand business models, competitors, financial results, growth drivers, and risks.

  • Valuation and financial modeling

    Explore comparable-company valuations, DCFs, financial forecasts, and scenario analysis.

  • ETF and index analysis

    Compare holdings, concentrations, and exposures, and examine ETF costs and risks.

  • Financial news and market catalysts

    Connect news and company announcements with financial facts and their economic implications.

  • Macroeconomics and economic calendar

    Explore inflation, interest rates, employment, growth, and upcoming economic releases.

  • Interactive charts and quantitative analysis

    Visualize and compare performance, volatility, correlations, and financial trends.

  • Web research and company publications

    Research available financial reports, official publications, and earnings transcripts with source references.

  • Financial prompt library

    Start your research with structured prompts you can adapt to your needs.

  • Simulated portfolio building and tracking

    Build a virtual portfolio, simulate trades, and track positions, performance, and exposures without committing real capital.

  • Personalized watchlistsComing soon

    Organize the securities you want to follow.

  • AI alertsComing soon

    Receive scheduled or event-triggered research briefs, such as post-earnings summaries and notable price moves.

Prices in USD. Stripe shows the final amount before you confirm payment.

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