SimFin Review 2026 — Best Finance & Trading AI for US

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Finance & Trading AI Insurance AI

About this Tool

SimFin

SimFin provides free financial data and tools for investors, researchers, and students.

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Pros & Cons

✓ Pros

✓Free access to comprehensive financial data
✓Structured and standardized datasets
✓Developer-friendly API and Python library

✗ Cons

✗Limited advanced analytics on free tier
✗Web-only platform with no mobile app
✗Smaller dataset compared to premium providers

Key Features

📊

Free access to financial statements for thousands of public companies

📋

Stock screener with customizable financial ratio filters

📊

Standardized and structured income statements, balance sheets, and cash flow data

🔧

Portfolio analysis and comparison tools

🔗

REST API for developers and quantitative analysts

📊

Historical financial data spanning multiple years

📊

Python library for easy data integration

📱

Fundamental analysis ratios pre-calculated (P/E, ROE, debt-to-equity, etc.)

📊

Data sourced from SEC filings and public disclosures

📤

Export capabilities for spreadsheet-based analysis

📋 Scripts & Prompts for SimFin +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for SimFin +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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osaurus

Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev

Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.

GitHub

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Alpha Vantage MCP Server

Low 📱 macos, linux, windows

MCP for Alpha Vantage time-series and fundamentals data.

🔓 Sign Up Free to Install

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Alpaca's Trading API

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)

🔓 Sign Up Free to Install

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Finnhub MCP Server

Low 📱 macos, linux, windows

MCP for Finnhub stock and crypto data with news.

🔓 Sign Up Free to Install

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🤖 AI Agents for SimFin +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Code Financial Analyst Skill

▶ On-demand

Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

🤖 CREWAI

CrewAI Portfolio Rebalancer Crew

⏰ Scheduled

CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🔗 LANGCHAIN

LangChain Earnings-Call Analyzer

⚡ Event

LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.

https://github.com/langchain-ai/langchain

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →