Hey everyone,
I'm curious to know what tools everyone uses for doing their investment research? I'm sure not everyone is crazy as me to be manually reading every SEC filing for each security I'm looking at?
Heard about [fiscal.ai](http://fiscal.ai) and tried that out, seemed to be decent -- but still a product that needs a lot of refinement to be a highly competitve player in the space, in my opinion.
Yahoo Financial analysis enjoys far more credibility than it deserves. I am more so looking for an AI based research agent that adapts to the user's investment philosophy.
I obviously use Gemini Deep Research and Perplexity Finance to aid in research, but find them to be inadequate in terms of getting through to the bigger picture.
I think I'm looking for a Bloomberg Terminal level of insight (or close) but without having to pay $25k a year. I think that's more than attainable in a world with democratized information.
None of the tools provide the degree of certitude that I have been able to achieve just with manually analyzing securities.
FYI, I am not a trader. I only research investments with a minimum 5yr horizon. Trading View charts have not provided me with much value for that investment thesis, other than perhaps the occasional indulgence in short term analysis.