Soradeo is an AI-powered research assistant designed for investors, analysts, and financial professionals. It streamlines investment research by delivering real-time, AI-generated insights from earnings calls, SEC filings, investor documents, and industry news. Built to accelerate the due diligence process, Soradeo enables users to ask questions in plain language and receive accurate, context-aware answers based on thousands of sources. Whether tracking a public company’s performance, comparing market competitors, or monitoring industry developments, Soradeo combines AI intelligence with verified financial data to enhance investment decision-making.
Features
Soradeo includes a range of powerful features specifically tailored for investors and finance professionals.
AI Research Assistant
Users can ask natural language questions like “What are Microsoft’s growth drivers?” or “Summarize Amazon’s Q2 earnings call,” and receive instant AI-generated answers sourced from real documents.
Access to Financial Documents
The platform pulls data from a wide range of reliable sources, including 10-Ks, 10-Qs, earnings transcripts, press releases, and investor presentations.
Live Company Search
Soradeo supports real-time search across thousands of public companies, providing quick summaries, performance highlights, and competitor comparisons.
Key Quote Extraction
The tool surfaces key quotes from executives during earnings calls and other events, allowing investors to assess sentiment and company positioning without reading full transcripts.
Side-by-Side Comparisons
Users can compare multiple companies on key metrics, strategic initiatives, and financial highlights in a structured, AI-summarized format.
Citation-Based Responses
All AI answers are accompanied by citations and source links, helping users verify facts and maintain research transparency.
Watchlists and Alerts
Investors can follow specific companies and receive alerts on new filings, call transcripts, or significant company developments.
Secure and Private
Soradeo emphasizes user data security and ensures private queries remain confidential, making it suitable for professional use.
How It Works
Soradeo simplifies investment research by combining AI with verified financial data in an intuitive, chat-based interface.
Users begin by creating a free account on the platform. Once logged in, they can search for a company, upload a document, or ask a question in natural language.
The AI processes the request, pulling information from structured sources like SEC filings, earnings calls, or uploaded files. It delivers a clear, concise summary or answer within seconds, along with citations for every fact mentioned.
The platform continuously updates its database with new public filings and documents, ensuring real-time access to the latest insights. Users can build watchlists to monitor specific companies and receive prompt notifications of new data.
Whether conducting fundamental research or preparing for an investment meeting, Soradeo provides the tools needed to gather and interpret complex financial data in a fraction of the usual time.
Use Cases
Soradeo is built for various users within the finance, investing, and research ecosystem.
Equity Research
Analysts can use Soradeo to quickly review company earnings, compare performance across peers, and summarize key takeaways from long documents.
Buy-Side Investment Teams
Portfolio managers and institutional investors can streamline due diligence by asking complex investment questions and receiving source-backed AI insights.
Financial Advisors
Advisors can keep up with client portfolios, earnings developments, and industry trends through fast, AI-curated summaries.
Investor Relations
IR professionals can monitor how their company is being presented in earnings calls, transcripts, and external investor communication.
Venture Capital
VCs can scan startup competitors, industry trends, and public market movements as part of market research and deal flow analysis.
Independent Investors
Retail investors can ask detailed questions and get investment insights without having to read dozens of reports manually.
Pricing
As of the latest update from the official website, Soradeo offers a free tier and is currently in early access.
Free Plan
The free version allows users to create an account, ask questions, and explore the AI assistant with limited access to documents and queries.
Pro Access
Soradeo mentions that paid plans with expanded capabilities are launching soon. These may include unlimited queries, more company coverage, enhanced document access, and premium features like alerts and comparisons.
Users are encouraged to sign up for early access or join the waitlist to receive updates on pricing and full feature availability.
To get started, visit https://www.soradeo.com.
Strengths
Soradeo offers significant advantages for investment research and financial analysis.
Real-Time AI Insights
The platform delivers immediate answers sourced from real financial documents, dramatically reducing research time.
Verified Sources
Unlike generic chatbots, Soradeo provides citations with each answer, maintaining a high level of trust and transparency.
Focused on Finance
The tool is built specifically for investment and company research, ensuring relevance and domain expertise in its AI output.
User-Friendly Interface
The chat-like experience makes financial data more accessible, especially for users without advanced finance backgrounds.
Multiple Use Cases
From equity research to investor relations, Soradeo supports a wide range of finance roles and responsibilities.
Time-Saving
Soradeo helps users digest long documents like 10-Ks and earnings calls in seconds rather than hours.
Drawbacks
While Soradeo is promising, there are a few limitations to consider.
Still in Early Access
The platform is under active development, and some features like custom uploads or in-depth comparisons may be limited.
Limited Coverage for Private Companies
Soradeo focuses on public companies, so those researching private firms or early-stage startups may find limited data.
Query Limits on Free Plan
The free tier may restrict the number of questions or document views, which could affect heavy users.
Dependence on Available Data
Soradeo relies on publicly available documents. In cases where disclosures are vague or incomplete, responses may be limited.
No Mobile App Yet
As of now, Soradeo is available via web only, which may be less convenient for on-the-go investors.
Comparison with Other Tools
Soradeo competes in a growing space of AI financial tools, but it offers unique value in its real-time summarization and source-backed answers.
Compared to general AI tools like ChatGPT, Soradeo is tailored specifically for financial research, making its responses more focused and trustworthy.
Platforms like AlphaSense and Sentieo offer document search and financial intelligence, but often come with enterprise-level pricing. Soradeo provides a simpler, more affordable alternative for individuals and small teams.
Compared to Koyfin or Seeking Alpha, Soradeo offers a more conversational and AI-driven approach, turning raw documents into actionable insights in seconds.
Its direct competitor class includes AI-driven research tools emerging in the fintech space, but Soradeo distinguishes itself with user-friendly design and fast onboarding.
Customer Reviews and Testimonials
As of now, Soradeo does not publicly display customer reviews or testimonials on its website. However, the platform is in early access, and initial user feedback from private beta testers has reportedly shaped recent improvements.
Early adopters are invited to sign up and share feedback directly with the team to help influence product development.
Users interested in reviewing or exploring the platform can join via https://www.soradeo.com.
Conclusion
Soradeo is a smart, efficient, and investor-focused AI research assistant that redefines how financial data is accessed and understood. By delivering real-time summaries, extracting key quotes, and providing source-based answers, it helps professionals save time and make better-informed decisions.
Although still in early development, Soradeo’s focus on verified financial documents, ease of use, and transparency set it apart from both generic AI tools and legacy research platforms. As it continues to grow and add features, Soradeo is well-positioned to become an essential part of the modern investor’s toolkit.
