Stay on Capital IQ if…
You need standardized financial data, consensus estimates, screening, comps, and M&A/transaction data across a team, with institutional budget.
Capital IQ alternative
An AI alternative to Capital IQ.
For fundamental company research.
S&P Capital IQ is an institutional data platform — financials, estimates, screening, and deal data, priced for teams. AnalystBook replaces the fundamental filing-research slice: grounded AI, forensic signals, source-linked filings, and Ana, from $69/month. Here's an honest look at where each one wins.
14-day free trial. Cancel anytime.
The difference
AI Intelligence you can verify.
AnalystBook's Intelligence brief reads the official filing and writes the analysis in plain language, grounded in the source. The numbers are computed, not generated, so the same filing always returns the same answer, and every claim links to the paragraph it came from. And you can ask Ana, our in-app AI research analyst, anything about a company — she answers strictly from the filings, cites every claim, and is designed to decline whatever she can't ground. Like any AI it can still make mistakes — which is exactly why every claim links back to the source for you to verify. Intelligence you can verify, not a chatbot you second-guess.
At a glance
AnalystBook vs Capital IQ, side by side.
| Capital IQ | AnalystBook | |
|---|---|---|
| Built for | Institutions, bankers & buy-side teams | Fundamental analysts, small funds & family offices |
| Pricing | Enterprise, custom — five-figure / year | From $69/month · 14-day free trial · self-serve |
| Focus | Financials, estimates, screening & deal data | Fundamental company research, from the filings |
| AI Intelligence brief | Data platform + AI features | Reads the official filings and writes the analysis — never claims what isn't in the source |
| AI research assistant | — | Ana — answers only from the filings, cites every claim, declines what she can't ground |
| The numbers | Standardized data & estimates | Computed deterministically from the filing — every figure source-linked |
| Forensic scores | Data & functions | Altman Z, Beneish M & earnings quality — sector-calibrated, on every company |
| Screening & deal data | Yes — screening, comps & transactions | No — primary-source filings & forensic signals |
| Research workspace | Office plugin & models | Watchlist, notes, theses, to-dos & quarterly reviews — persist per company |
| Getting started | Sales & onboarding | Self-serve in minutes |
Which one is right for you
Pick the tool that fits the work.
Choose AnalystBook if…
Your job is reading the filing and forming a fundamental view — grounded AI, sector-calibrated forensic signals, source-linked filings, and Ana — without a five-figure platform contract.
FAQ
Common questions.
Is AnalystBook a Capital IQ alternative?
For fundamental, filing-driven research, yes — and far cheaper. It does not replace Capital IQ's standardized estimates, screening, comps, or deal data. If those are core to your workflow, keep Capital IQ; if you mainly read filings and build a view, AnalystBook fits with grounded AI, forensic signals, and Ana.
What is Ana, AnalystBook's AI analyst?
Ana is AnalystBook's in-app AI research analyst. You can ask her questions about a company and she answers strictly from our stored official filings and structured data, citing every claim. She's designed to decline anything she can't ground in the source — no outside world knowledge, no web search, and no buy, sell, or hold verdicts. Like any AI she isn't infallible, so every claim links back to the filing for you to verify. For research only; not investment advice.
How much cheaper is AnalystBook than Capital IQ?
S&P Capital IQ is an enterprise platform that typically costs five figures per seat per year. AnalystBook is $69/month — about $690/year — self-serve, with a 14-day free trial. It's a focused fundamental-research tool, not a full data platform.
Is AnalystBook just for reading filings, or does it organize my research too?
Both. Beyond the dossier and the AI Intelligence brief, AnalystBook is a research workspace: follow the companies you cover, keep notes pinned to the filing, track open theses and to-dos, and get quarterly review reminders. Your work persists per company, so you pick up where you left off months later.
Read the filing without reading the filing.
14 days free. Every claim sourced, every number computed.
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