MoneySense AI

Research & Analysis — Freemium

Web app and Chrome extension that summarizes company filings and financial articles and lets you chat with them.

AI summaries and chat for 10-K and 10-Q filings

Overview

MoneySense AI reads the documents most investors skip. Upload a 10-K, 10-Q or annual report, or paste the SEC link, and it returns a plain-English summary of revenue, margins, risk factors and what management said. It is for self-directed investors who know they should read filings and rarely do.

There are two tools. The filing analyzer extracts financial highlights, flags accounting or legal changes it calls red flags, and opens a chat where you ask follow-up questions and get answers with page citations. The Chrome extension works on news: click it on an article and you get key takeaways, a sentiment read and links to the related filing sections. Coverage spans seven markets, the US, Canada, Australia, the UK, India, Hong Kong and Singapore. Paid plans add year-over-year comparison, ratios, insider summaries, earnings call summaries and watchlist alerts.

The catch is proof. This is a solo-built product with a small user base, the homepage carries a user rating with no source, and its claim to be the world's first of its kind is marketing. Paid prices would not load for us, so check before you sign up. The first filing analysis is free. AI summaries can miss or misread details, so traders who need verified numbers should read the filing itself.

Pros

• Chat with a filing, get page citations
• Covers filings in seven markets
• First filing analysis is free, no card

Cons

• Paid plan prices could not be confirmed
• Tiny user base, no outside reviews

Is MoneySense AI Legit? FAQ

Is MoneySense AI legit?

MoneySense AI is a working product, but it is new. It has fewer than 10 reviews on Trustpilot, G2, the App Store and Product Hunt, so there is no public track record yet. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: Paid plan prices could not be confirmed.

How much does MoneySense AI cost?

MoneySense AI is listed at Free / Pro not published. There is a free tier, with paid plans above it. Prices are not published on its site, so get a quote before you commit. Prices change, so confirm on the official site before you pay.

Does MoneySense AI have a free trial?

There is no time-limited trial listed, but the free plan lets you test MoneySense AI before paying.