Free resources
The best free AI tools, official data sources and ready-to-use templates to start researching investments with AI. No sign-up needed for the links on this page. Education only, not financial advice.
| Tool | Best for | Note |
|---|---|---|
| ChatGPT | Explaining concepts, organising research, calculations | Free plan available. Verify figures |
| Claude | Reading long reports and writing careful analysis | Free plan available |
| Perplexity | Current news with sources | Free plan available. Open the sources |
| Gemini | Explaining and cross-checking | Free plan available |
| Source | What it gives you |
|---|---|
| SEC EDGAR | Annual and quarterly reports for US companies |
| Investor.gov | Free beginner investing education from the US regulator |
| NSE and BSE | Filings and announcements for Indian companies |
| SEBI Investor Education | Free guides on stocks, funds and risks for Indian investors |
| AMFI investor centre | Mutual fund basics and fund information in India |
| Screener.in | Financial statements and ratios for Indian companies |
| Aswath Damodaran's site | Free valuation spreadsheets and data from a finance professor |
| Tool | Best for | Note |
|---|---|---|
| TradingView | Charts, watchlists and alerts | Free plan, some features paid |
| OpenBB | Open-source research platform | Takes setup time |
| Danelfin | AI stock scores with visible drivers | Free tier. Use scores as a starting point |
| Template | Headings to copy |
|---|---|
| Stock research checklist | Company and ticker | Business model | Revenue and profit trend | Debt and cash flow | Valuation | Competitive advantage | Risks | My thesis | What would change my mind |
| Portfolio tracker | Asset | Amount invested | Current value | Target % | Actual % | Purchase date | Reason I invested |
| Research journal | Date | Idea | Why I like it | Evidence and sources | Risks | Decision | Review date | What happened |
AI can make mistakes, use old data and sound sure when it is wrong. Never share passwords, OTPs or account details with an AI tool. This page is education only and is not financial advice. Tool features and free plans change.
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