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Comparison · 2026

13F Insight vs Endex AI Agent

13F Insight vs Endex AI Agent: side-by-side comparison of pricing, ratings, and features on SoftwareVital (2026).

Pricing models differ: 13F Insight is freemium, Endex AI Agent is enterprise. Feature lists share 0 overlapping items across the two listings.

freemium

Monitor what institutional investors are buying and selling through AI analysis of SEC filings with alerts for major portfolio moves.

enterprise

Excel add-in AI agent that automates financial modeling and data analysis, with cell-level citations so results can be checked.

Side-by-side

Attribute13F InsightEndex AI Agent
Rating——
Reviews——
Pricingfreemium · $100enterprise
Votes00
CategoryAI For FinanceAI Agent

Features checklist

Feature13F InsightEndex AI Agent
Free tier available
no credit ca
Significantly accelerates financial modeling and data analysis workflows
Excel-native add-in
seamlessly integrated without needing a separate web application
Outputs are fully auditable with direct citations to sources and cells
Utilizes custom-built LLMs specifically designed to understand financial intricacies
Unifies diverse data sources (internal
external
trusted) for comprehensive analysis
Provides actionable insights and reasoning
not just summaries

FAQ