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, filing-extracted financials, and Ana, from $49/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 you can ask Ana, our in-app AI research analyst, anything about a company: she answers from AnalystBook's own structured, industry-aware data — the filings we organize for every U.S. public company — citing her sources and declining whatever she can't ground. Because we structure and own that data, she reasons over clean, comparable facts, not loose document text. Like any AI it can still make mistakes — which is exactly why her answers cite their sources 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 $49/month · 14-day free trial · self-serve |
| Focus | Financials, estimates, screening & deal data | Fundamental company research, from the filings |
| Intelligence Brief | Data platform + AI features | Reads the actual filings and writes the analysis in plain English — bound to the source, so it states only what the filing supports |
| AI research assistant | — | Ana, our in-app AI research analyst — reasons only over our structured, industry-aware company data, cites her sources, and refuses anything she can't ground |
| The numbers | Standardized data & estimates | Computed straight from the filing, never generated — the same filing gives the same numbers |
| Forensic scores | Data & functions | Altman Z, Beneish M & earnings quality — sector-calibrated, on every company |
| Screening & deal data | Yes — screening, comps & transactions | Not a screener — deep, source-based research on the companies you choose |
| Research workspace | Office plugin & models | A complete research workspace — build and track your thesis, take notes, manage to-dos, watchlist & quarterly reviews; everything persists 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, filing-extracted financials, 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 research analyst?
Ana is AnalystBook's in-app AI research analyst. Ask her anything about a company and she answers only from AnalystBook's own structured data — the official filings we organize and index, industry-aware, for every U.S. public company — citing her sources. She doesn't use the open web or outside knowledge and gives no buy, sell, or hold verdicts, and she's designed to decline whatever she can't ground. Because we own and structure that data, Ana reasons over clean, comparable facts, not loose document text. Like any AI she isn't infallible, so her answers cite their sources 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 starts at $49/month — about $490/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 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. Sources cited, every number computed.
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