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Side-by-side features, use cases and pricing — because the right pick depends on your job and budget, not just the ranking.
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StockStory
✓ verified
Provides earnings reports and financial news with heavy traffic; real finance resource.
577K visits/mo
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Harvey
✓ verifiedPaid
Domain-specific AI for law firms and in-house legal teams to research, draft, review, and run legal workflows securely.
1.1M visits/mo20K saves
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PortfolioPilot
✓ verifiedFreemium
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
124K visits/mo14K saves
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AltIndex
✓ verifiedFreemium
Alternative-data investing app that AI-scores portfolios and stocks using Reddit buzz, web traffic and hiring signals.
106K visits/mo
Pricing
No public pricing
No public pricing
Free: $0/month (net worth tracking, retirement planning, portfolio assessment)
Gold: $20-29/month (adds personalized investing recommendations, hidden fee detection)
Platinum: $49-99/month (adds fee optimization, unlimited AI assistant, custom simulations)
Pro: $99-149/month (adds quarterly expert call, private equity modeling)
Free trial available
Free: $0
Starter: $29/mo (10 stocks in portfolio)
Pro: $99/mo (100 stocks in portfolio)
Core features
- ✦Earnings reports summary
- ✦Domain-specific legal AI assistant
- ✦Vault for secure document storage and bulk analysis
- ✦Legal/regulatory/tax research (Knowledge)
- ✦Purpose-built legal agents
- ✦Contract intelligence and review
- ✦Analytics and admin (Command Center)
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- ✦Portfolio scoring from a brokerage screenshot
- ✦Per-stock 0-100 AI scores from alternative data
- ✦AI stock picks with tracked win rate
- ✦Real-time alerts on sentiment and activity
- ✦AltIndex AI chatbot grounded in its data
- ✦Autopilot AI-built portfolios and stock screener
Use cases
- →Stay informed about the financial performance of publicly traded companies.
- →Legal research
- →Due diligence and contract analysis
- →Drafting legal documents
- →Litigation support
- →In-house legal workflows
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts
- →Scoring and stress-testing a stock portfolio
- →Finding early signals before the crowd
- →Getting AI-driven buy/sell ideas
- →Monitoring Reddit, insider and traffic trends
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