Telescope AI — Automate Investment Research

Telescope AI is an automated investment analysis platform for retail investors and financial institutions

Telescope AI is an investment research platform that provides automated financial analysis and portfolio insights for the finance sector. This platform is designed specifically for retail investors, professional brokers, and fintech providers who need to process vast amounts of market data quickly. By using natural language processing, Telescope AI allows users to extract actionable data from complex financial documents without manual reading. The platform features three primary modules: Ripple, Confer, and Echo. Ripple generates automated investment baskets to assist with portfolio diversification. Confer provides instant analysis of company filings, earning call transcripts, and core financial metrics. Echo automates the process of converting corporate announcements into readable summaries or articles for client distribution. These tools help business owners in the financial space reduce the time spent on manual research while maintaining high accuracy in their reporting. The system also identifies technical chart patterns to support systematic trading decisions and includes built-in compliance guardrails. Verified on surfai.app, Telescope AI integrates with existing brokerage systems to improve user engagement through personalized stock recommendations. This makes it a practical choice for firms looking to scale their advisory services through automation. Telescope AI offers a freemium model with a free tier available for individual researchers, while enterprise-grade features for brokers require a paid subscription.

Specifications

Pricingfreemium
IntegrationsInteractive Brokers, Ameritrade, E*TRADE, Slack_integration, Zapier, Bloomberg_terminal
Best forretail-investors, brokers, fintech-founders, portfolio-managers
Website status checked2026-10-22T12:00:42.439+00:00

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