Equibles review: Cited SEC filing, earnings call and ownership data for investors and AI assistants
Cited SEC filing, earnings call and ownership data for investors and AI assistants
Starts at $9.99/mo, free plan: yes, prices checked on October 25, 2026.
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What Equibles does
Equibles is a stock research service that reads primary sources such as SEC filings, earnings releases and call transcripts, then returns answers with the original source attached.
You can work in two ways. ALVIS is the built-in AI analyst that answers in plain English and cites each figure. Alternatively, you can connect Equibles to Claude, ChatGPT or Gemini through an MCP server, or call the same tools over a REST API. The platform lists 136 research tools, plus a stock screener with 127 columns that exports CSV.
Pricing is freemium. The Free plan costs $0.00 per month and includes 100 requests a day and 20 weekly ALVIS credits. Plus is $9.99 per month, with 100 weekly credits and 10,000 daily requests. Pro is $49.99 per month, with an intro price of $19.99 for the first month for first-time customers. It adds real-time prices, 1000 weekly credits, 100,000 daily requests, supply chain data and up to 50 Pro Trackers. Enterprise is custom-priced. The pricing page states there are no overage charges: requests pause at the cap until the reset.
- Source-cited answers from the ALVIS AI analyst
- MCP connector for Claude, ChatGPT and Gemini
- REST API sharing the same daily quota
- Stock screener with saved screens and CSV export
- Earnings call transcripts, briefs and tone analysis
- SEC filing search with linked passages
- Insider and congressional trade data
- Short-interest estimates ahead of FINRA releases
- Supply chain mapping including private companies (Pro)
- Pro Trackers that turn websites into datasets
Pros and cons
Pros
- Free plan with 100 requests a day and no credit card needed to start
- Every extracted figure is tied to a cited source filing
- Works with Claude, ChatGPT and Gemini through an MCP server, plus a REST API
- No overage charges; requests simply pause at the daily cap
Cons
- Free API stock prices arrive 4 hours after the market close
- Real-time stock and option prices require the $49.99 per month Pro plan
- Pro is $49.99 per month after a $19.99 first month for first-time customers only
- No annual billing prices are shown on the pricing page
- Pro for teams requires a minimum of two paid seats
Our take
Equibles fits investors, analysts and people who already use an AI assistant and want it to answer from filings and ownership data with sources attached. The free tier lets you try ALVIS and the connector before paying anything. The pages show no annual billing discount, and no native mobile or desktop apps are mentioned. Teams should note that Pro needs at least two paid seats.
Comparisons and lists with Equibles
Coming soon
Coming soon — we are writing comparisons that include Equibles.
Equibles pricing
| Plan | Monthly billing | Annual billing (per month) | Limits / what’s included |
|---|---|---|---|
| Free | Free | — | 100 API requests/day (MCP + REST); 20 ALVIS credits per week; 5 fund-letter analysis unlocks each month |
| Plus | $9.99 | — | 100 ALVIS credits every week; 10,000 API requests/day (MCP + REST); no overage charges |
| Pro per month after a first-month intro price of $19.99 (first-t | $49.99 | — | 1000 ALVIS credits every week; 100,000 API requests/day (MCP + REST); up to 50 Pro Trackers |
Free trial: none listed. Free plan: yes.
Prices checked on on the official Equibles pricing page. “—” = not published.
All Equibles plans, limits and annual prices →
Frequently asked questions
Does Equibles have a free plan?
Yes. Free is $0.00 per month and includes 100 requests a day, 20 ALVIS credits each week, and the stock screener. No credit card is needed to start.
How much do the paid plans cost?
Plus is $9.99 per month. Pro is $49.99 per month, with a first-month intro price of $19.99 for first-time customers. Enterprise is custom. The pages show no annual prices.
Can I use Equibles with Claude or ChatGPT?
Yes. The pricing page describes a connector for ChatGPT or Claude that uses OAuth, so there is no API key to copy. The homepage also lists Gemini.
Is there an API?
Yes. The same research tools are available over MCP and a REST API at api.equibles.com/v1. Both share one daily request quota.
What happens if I exceed my daily limit?
Requests are declined until the counter resets. The pricing page says there are no overage charges.
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