For analysts comparing an ai equity research tool, the question is not whether a system can answer questions in chat. It is whether the answer is tied to the filing, whether peers can be compared in one view, and whether the output can move into a working note or report without being rebuilt. We built Clarifo around that workflow: source-backed company research, comparison tables, screening, workspaces, and MCP access for AI assistants.12
What an AI equity research tool should do for analysts
A useful research tool has to support the way analysts verify facts. In Clarifo, analysts can search annual reports, interim reports and SEC filings, inspect citations to the underlying report pages, and trace figures back to their original sources.1
That matters because a generic stock chat assistant can summarise public information without always preserving the audit trail a research team needs. We designed the Clarifo workflow around verification: ask a question, inspect the cited page, compare companies side by side, and reuse the result in a workspace or report.12
Clarifo covers more than 7,000 public companies across the United States, Finland and Sweden. Annual reports, interim reports and SEC filings can be turned into cited answers, tables and company comparisons.1
Where Clarifo fits in the equity research workflow
The workflow can start with search or chat and then move into company pages, comparisons, analyses, workspaces and reports. Company pages bring together business profiles, financial statements, filings, segments and links to original reports. The comparison view is designed for side-by-side analysis of companies and reporting periods in one table.1
For an analyst, that sequence is practical. A question about revenue mix can start with a filings search, move to the company page for the full financial view, and then place the issuer next to a peer in a comparison table. Clarifo also supports Finnish, Swedish and English reports within the same research workflow, which is useful for Nordic coverage teams working across multiple reporting languages.1
Clarifo can also sit directly inside ChatGPT, Claude and other compatible AI tools through MCP, so research does not have to happen in a separate tab or separate product. The same filings dataset can be accessed through Model Context Protocol tools for search, financials, comparisons, screening and source-backed outputs.2
Source-backed company research, comparisons, and screening
Source-backed output is one of the core principles behind Clarifo. Search results and company pages are not intended to be standalone summaries: the underlying report pages and original documents remain part of the research chain. We provide income statement, balance sheet and cash flow data in a consistent format, with key metrics covering 10+ years for US companies and 5+ years for most Nordic companies.1
That consistency becomes especially useful when analysts need to compare companies and periods without rebuilding the data for every issuer. Companies and reporting periods can be placed in one table, sector peer groups are available, and screens can be run using financial metrics and multi-year trends. The same data model covers US and Nordic companies, making cross-market comparisons possible within the same workflow.1
A basic peer review can therefore move through one continuous process: open a company page, inspect the linked original reports, compare the issuer with two or three peers, and save the relevant findings into a workspace. Workspaces support a document editor with tables and charts, can be shared with a team, and can be exported to PDF, Word and Excel.1
We built Clarifo less like a generic stock chat assistant and more like a research environment: trace the filing, compare the peers, then reuse the work in a report.
Using Clarifo with ChatGPT and Claude through MCP
For teams already using LLM tools, our MCP integration brings the research infrastructure directly into the assistant workflow. The Clarifo MCP server exposes the same Nordic and US filings dataset through MCP tools rather than requiring analysts to work through REST endpoints. It can search filings, retrieve financials, compare companies, screen the universe and keep source references attached to the output.2
The integration works with ChatGPT, Claude Desktop, Claude on the web, Cursor and other compatible MCP clients.2 For analysts, that means the research assistant can stay in the conversation while the underlying evidence comes from a dedicated filings dataset. Source verification remains part of the research chain rather than becoming a separate manual step.
Our MCP toolset covers companies, filings, financials, segments, screening, geography, valuation and analytics, signals, documents and standards, output, and workspace functions. Read tools return page_id values, and get_filing_snapshot can resolve them into a viewable page render for Nordic filings or an EDGAR link for US filings.2
For teams comparing an ai equity research tool free option with paid research workflows, the relevant question is not only whether a trial exists. It is whether citations remain intact as research moves from a question to an analysis and ultimately into a report. MCP access is included with paid plans, and we offer a 7-day Pro trial with a cap of 20,000 calls.2
Turning research into reports, tables, and shareable outputs
Research rarely ends with a search result. Clarifo workspaces are designed to collect findings, analyses and notes and turn them into a working report. VisualCards can turn figures and findings into shareable visual outputs while keeping the source visible on the card.1
For teams preparing material for internal review, workspaces include a document editor with tables and charts, sharing functionality, and export to PDF, Word and Excel.1 We also provide analysis templates, including company and industry analysis workflows where the underlying data remains traceable to its source.1
A reporting workflow can therefore start with cited figures from a company page, continue with a peer comparison, and end with the resulting table and conclusions inside a workspace note or meeting memo. If the team works in ChatGPT or Claude, the same source-backed research can also be accessed through MCP without rebuilding the analysis in another system.12
Who Clarifo is built for
We built Clarifo for equity analysts, research teams and finance professionals who prioritise verified filings, comparable company data and repeatable research outputs over a generic conversational interface. The platform is particularly useful for teams covering Nordic and US issuers that want filings search, financial statements, screening, comparisons and report assembly in one research workflow.1
Clarifo is deliberately focused. Teams primarily looking for broker research, expert-network transcripts or other premium third-party content categories may need a broader market-intelligence platform alongside it. Our focus is on filings, structured company data, financial analysis, comparisons, screening, workspaces and access to the same research infrastructure through AI assistants.12
If you are evaluating the best ai equity research tool for a filings-led workflow, a useful test is straightforward: can you inspect the underlying report page, compare issuers in one table, and move the analysis into a report without losing the citation trail? Those are the steps we designed Clarifo around.1
Frequently asked questions
Is Clarifo a generic stock chat assistant?
No. Clarifo is a filings-based research platform built around cited company research, comparison tables, company pages, screening, workspaces and MCP access. The focus is source-backed analysis rather than open-ended market chat.12
Does Clarifo support cited company filings?
Yes. Answers and figures can be traced back to the relevant report pages. Through MCP, read tools also return page_id values that can be resolved into a viewable page render for Nordic filings or an EDGAR link for US filings.12
Can I compare companies side by side?
Yes. Companies and reporting periods can be compared in one table, with sector peer groups and screening across financial metrics and multi-year trends.1
Can Clarifo outputs be used in reports?
Yes. Workspaces can collect research findings and turn them into reports, with export options for PDF, Word and Excel. VisualCards and analysis templates provide additional ways to turn source-backed findings into shareable outputs.1
Can Clarifo be used inside ChatGPT or Claude?
Yes. Our MCP server works with ChatGPT, Claude Desktop, Claude on the web, Cursor and other compatible MCP clients, allowing the same filings dataset and research tools to be used directly inside those environments.2
If you want to evaluate the workflow in practice, start with a company you already cover. Open its filings and financials, compare it with a peer, and follow the source links behind the figures. That makes it easier to judge whether an AI research tool actually improves the analyst workflow rather than simply adding another chat interface.
Search company filings, compare peers and trace figures back to their original source pages in Clarifo.