Best AI Tools for Financial Modeling
Wall Street Prep tested AI agents on a realistic financial modeling task. We added Primer, then used AI judges to score the actual workbook artifacts side by side.
Blog.
A collection of our thoughts on AI, equity research, and the analyst job.
Primer vs AlphaSense: Which Platform Is Better for Institutional Equity Research?
For fundamental analysts and PMs deciding where to spend time and tooling budget, this comparison matters because Step 1 and Step 2 are different jobs. If you are comparing Primer and AlphaSense, the practical split is simple: AlphaSense is strongest at Step 1, finding and scanning information across a broad universe, while Primer is strongest at Step 2, developing, testing, and maintaining an investment idea until it is actionable.
From 90% to 100%: This is the Moment AI Agents Start Replacing Financial Data Stores
The first test for any financial AI system is straightforward: can it retrieve the exact number from source disclosures, with the correct period and unit? Daloopa’s published FinRetrieval results placed the public frontier around ~90% retrieval accuracy; on our covered UK/US/EU subset, we reached 100% retrieval accuracy. As a result, the debate and evaluation framework should now shift from raw accuracy to how useful agents are in real workflows.
Financial AI is Stuck at Step One
We are drowning in AI tools that can read, but starving for AI that can actually reason.
What AI changes in fundamental investing (and what it doesn’t)
How to use it without fooling yourself
The Modular Analyst
Most Equity “Research” Is Table-Stakes Work. Edge Is Choosing What to Do Next. Alistair Smallwood