AI Index / AI tools for financial analysts / History

AI tools for financial analysts — AI Recommendation History

What AI assistants recommended for ai tools for financial analysts, date by date. Every ranking we publish is frozen the day it publishes, so this is a record of what was said — not a re-computation of what today's data would say about the past.

Record: 26 dated snapshots · Aug 14, 2026 – Sep 8, 2026

Answer archive Methodology Data studies JSON

What changed

Computed by comparing each dated snapshot with the one before it. Share moves smaller than 1pp are treated as noise and left out — the same threshold that suppresses trend arrows on the ranking.

Sep 8, 2026vs Sep 7, 2026

No change above the noise floor.

Sep 7, 2026vs Sep 6, 2026

No change above the noise floor.

Sep 6, 2026vs Sep 5, 2026

No change above the noise floor.

Sep 5, 2026vs Sep 4, 2026

No change above the noise floor.

Sep 4, 2026vs Sep 3, 2026

▲Cube moved #10 → #8
▲AlphaSense moved #3 → #2
▼Shortcut moved #2 → #3
▲Hebbia moved #6 → #5
▼Python moved #5 → #6
▼Daloopa moved #8 → #9
▼FinChat moved #9 → #10
▼Microsoft -3.1pp (57.1% → 54%)
▼Python -2.8pp (25% → 22.2%)
▼Shortcut -1.2pp (39.3% → 38.1%)
▲Cube +1.1pp (17.9% → 19%)

Sep 3, 2026vs Sep 2, 2026

▲ INDaloopa entered the top 10 (#11 → #8)
▼ OUTFactSet left the top 10 (#10 → #11)
▲Daloopa moved #11 → #8
▼Cube moved #7 → #10
▲Datarails moved #6 → #4
▲Shortcut moved #3 → #2
▼AlphaSense moved #2 → #3
▼Python moved #4 → #5
▼Hebbia moved #5 → #6
▲Google Sheets moved #8 → #7
▼FactSet moved #10 → #11
▼Cube -7.8pp (25.7% → 17.9%)
▼AlphaSense -5.4pp (42.9% → 37.5%)
▼Hebbia -5.4pp (28.6% → 23.2%)
▼Shortcut -3.6pp (42.9% → 39.3%)
▼Python -3.6pp (28.6% → 25%)
▼FinChat -2.1pp (20% → 17.9%)
▼FactSet -2.1pp (20% → 17.9%)
▼Datarails -1.8pp (28.6% → 26.8%)
▼Google Sheets -1.5pp (22.9% → 21.4%)

Sep 2, 2026vs Sep 1, 2026

Methodology change: extraction rules 4-7 → 7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

▲ INFactSet entered the top 10 (#11 → #10)
▼ OUTDaloopa left the top 10 (#8 → #11)
▼Daloopa moved #8 → #11
▲Python moved #6 → #4
▲AlphaSense moved #3 → #2
▼Shortcut moved #2 → #3
▼Hebbia moved #4 → #5
▼Datarails moved #5 → #6
▲Google Sheets moved #9 → #8
▲FinChat moved #10 → #9
▲FactSet moved #11 → #10
▲AlphaSense +8pp (34.9% → 42.9%)
▲Shortcut +6.4pp (36.5% → 42.9%)
▲Python +6.4pp (22.2% → 28.6%)
▲Google Sheets +5.4pp (17.5% → 22.9%)
▲Cube +5.1pp (20.6% → 25.7%)
▲FinChat +2.5pp (17.5% → 20%)
▲FactSet +2.5pp (17.5% → 20%)
▼Daloopa -1.9pp (19% → 17.1%)
▲Datarails +1.6pp (27% → 28.6%)
▲Microsoft +1.5pp (55.6% → 57.1%)

Sep 1, 2026vs Aug 31, 2026

No change above the noise floor.

Aug 31, 2026vs Aug 30, 2026

No change above the noise floor.

Aug 30, 2026vs Aug 29, 2026

No change above the noise floor.

Aug 29, 2026vs Aug 28, 2026

No change above the noise floor.

Aug 28, 2026vs Aug 27, 2026

No change above the noise floor.

Aug 27, 2026vs Aug 26, 2026

No change above the noise floor.

Aug 26, 2026vs Aug 25, 2026

▲Google Sheets moved #10 → #9
▼FinChat moved #9 → #10
▲Microsoft +10.1pp (45.5% → 55.6%)
▼Datarails -2.9pp (29.9% → 27%)
▲Python +1.4pp (20.8% → 22.2%)
▼Hebbia -1.3pp (29.9% → 28.6%)
▲AlphaSense +1.1pp (33.8% → 34.9%)

Aug 25, 2026vs Aug 24, 2026

No change above the noise floor.

Aug 24, 2026vs Aug 23, 2026

No change above the noise floor.

Aug 23, 2026vs Aug 22, 2026

No change above the noise floor.

Aug 22, 2026vs Aug 21, 2026

▲ INFinChat entered the top 10 (#11 → #9)
▼ OUTAnaplan left the top 10 (#9 → #11)
▲Daloopa moved #10 → #8
▲FinChat moved #11 → #9
▼Google Sheets moved #8 → #10
▼Anaplan moved #9 → #11
▲Hebbia moved #5 → #4
▼Datarails moved #4 → #5
▲Python moved #7 → #6
▼Cube moved #6 → #7
▲Microsoft +5.9pp (39.6% → 45.5%)
▼Cube -2.3pp (23.1% → 20.8%)
▼Datarails -2pp (31.9% → 29.9%)
▼Google Sheets -1.8pp (18.7% → 16.9%)
▼Anaplan -1.8pp (18.7% → 16.9%)
▲FinChat +1.7pp (16.5% → 18.2%)
▼Shortcut -1pp (37.4% → 36.4%)
▲Python +1pp (19.8% → 20.8%)

Aug 21, 2026vs Aug 20, 2026

No change above the noise floor.

Aug 20, 2026vs Aug 19, 2026

No change above the noise floor.

Aug 19, 2026vs Aug 18, 2026

No change above the noise floor.

Aug 18, 2026vs Aug 17, 2026

No change above the noise floor.

Aug 17, 2026vs Aug 16, 2026

No change above the noise floor.

Aug 16, 2026vs Aug 15, 2026

▲Python moved #10 → #7
▲Microsoft moved #3 → #1
▼Anaplan moved #7 → #9
▼Daloopa moved #8 → #10
▼Shortcut moved #1 → #2
▼AlphaSense moved #2 → #3
▲Datarails moved #5 → #4
▼Hebbia moved #4 → #5
▲Google Sheets moved #9 → #8
▲Microsoft +4.4pp (35.2% → 39.6%)
▼Daloopa -2.4pp (20% → 17.6%)
▼Anaplan -2.3pp (21% → 18.7%)
▼Hebbia -1.7pp (31.4% → 29.7%)
▲Python +1.7pp (18.1% → 19.8%)
▼Shortcut -1.6pp (39% → 37.4%)
▲Cube +1.2pp (21.9% → 23.1%)
▼AlphaSense -1.1pp (35.2% → 34.1%)

Aug 15, 2026vs Aug 14, 2026

No change above the noise floor.

The ranking, date by date

Top 10 on each archived date, exactly as published. Cite a date and it stays true: snapshots are append-only, and a correction appends a new revision rather than overwriting the original.

Sep 8, 202663 sampled answers · window 2026-08-11 – 2026-09-08 · rules v7

#1Microsoft54%
#2AlphaSense38.1%
#3Shortcut38.1%
#4Datarails27%
#5Hebbia23.8%
#6Python22.2%
#7Google Sheets20.6%
#8Cube19%
#9Daloopa17.5%
#10FinChat17.5%

Sep 7, 202663 sampled answers · window 2026-08-10 – 2026-09-07 · rules v7

#1Microsoft54%
#2AlphaSense38.1%
#3Shortcut38.1%
#4Datarails27%
#5Hebbia23.8%
#6Python22.2%
#7Google Sheets20.6%
#8Cube19%
#9Daloopa17.5%
#10FinChat17.5%

Sep 6, 202663 sampled answers · window 2026-08-09 – 2026-09-06 · rules v7

#1Microsoft54%
#2AlphaSense38.1%
#3Shortcut38.1%
#4Datarails27%
#5Hebbia23.8%
#6Python22.2%
#7Google Sheets20.6%
#8Cube19%
#9Daloopa17.5%
#10FinChat17.5%

Sep 5, 202663 sampled answers · window 2026-08-08 – 2026-09-05 · rules v7

#1Microsoft54%
#2AlphaSense38.1%
#3Shortcut38.1%
#4Datarails27%
#5Hebbia23.8%
#6Python22.2%
#7Google Sheets20.6%
#8Cube19%
#9Daloopa17.5%
#10FinChat17.5%

Sep 4, 202663 sampled answers · window 2026-08-07 – 2026-09-04 · rules v7

#1Microsoft54%
#2AlphaSense38.1%
#3Shortcut38.1%
#4Datarails27%
#5Hebbia23.8%
#6Python22.2%
#7Google Sheets20.6%
#8Cube19%
#9Daloopa17.5%
#10FinChat17.5%

Sep 3, 202656 sampled answers · window 2026-08-06 – 2026-09-03 · rules v7

#1Microsoft57.1%
#2Shortcut39.3%
#3AlphaSense37.5%
#4Datarails26.8%
#5Python25%
#6Hebbia23.2%
#7Google Sheets21.4%
#8Daloopa17.9%
#9FinChat17.9%
#10Cube17.9%

Sep 2, 202635 sampled answers · window 2026-08-05 – 2026-09-02 · rules v7

#1Microsoft57.1%
#2AlphaSense42.9%
#3Shortcut42.9%
#4Python28.6%
#5Hebbia28.6%
#6Datarails28.6%
#7Cube25.7%
#8Google Sheets22.9%
#9FinChat20%
#10FactSet20%

Sep 1, 202663 sampled answers · window 2026-08-04 – 2026-09-01 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 31, 202663 sampled answers · window 2026-08-03 – 2026-08-31 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 30, 202663 sampled answers · window 2026-08-02 – 2026-08-30 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 29, 202663 sampled answers · window 2026-08-01 – 2026-08-29 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 28, 202663 sampled answers · window 2026-07-31 – 2026-08-28 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 27, 202663 sampled answers · window 2026-07-30 – 2026-08-27 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 26, 202663 sampled answers · window 2026-07-29 – 2026-08-26 · rules v4-7

#1Microsoft55.6%
#2Shortcut36.5%
#3AlphaSense34.9%
#4Hebbia28.6%
#5Datarails27%
#6Python22.2%
#7Cube20.6%
#8Daloopa19%
#9Google Sheets17.5%
#10FinChat17.5%

Aug 25, 202677 sampled answers · window 2026-07-28 – 2026-08-25 · rules v4-7

#1Microsoft45.5%
#2Shortcut36.4%
#3AlphaSense33.8%
#4Hebbia29.9%
#5Datarails29.9%
#6Python20.8%
#7Cube20.8%
#8Daloopa18.2%
#9FinChat18.2%
#10Google Sheets16.9%

Aug 24, 202677 sampled answers · window 2026-07-27 – 2026-08-24 · rules v4-7

#1Microsoft45.5%
#2Shortcut36.4%
#3AlphaSense33.8%
#4Hebbia29.9%
#5Datarails29.9%
#6Python20.8%
#7Cube20.8%
#8Daloopa18.2%
#9FinChat18.2%
#10Google Sheets16.9%

Aug 23, 202677 sampled answers · window 2026-07-26 – 2026-08-23 · rules v4-7

#1Microsoft45.5%
#2Shortcut36.4%
#3AlphaSense33.8%
#4Hebbia29.9%
#5Datarails29.9%
#6Python20.8%
#7Cube20.8%
#8Daloopa18.2%
#9FinChat18.2%
#10Google Sheets16.9%

Aug 22, 202677 sampled answers · window 2026-07-25 – 2026-08-22 · rules v4-7

#1Microsoft45.5%
#2Shortcut36.4%
#3AlphaSense33.8%
#4Hebbia29.9%
#5Datarails29.9%
#6Python20.8%
#7Cube20.8%
#8Daloopa18.2%
#9FinChat18.2%
#10Google Sheets16.9%

Aug 21, 202691 sampled answers · window 2026-07-24 – 2026-08-21 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 20, 202691 sampled answers · window 2026-07-23 – 2026-08-20 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 19, 202691 sampled answers · window 2026-07-22 – 2026-08-19 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 18, 202691 sampled answers · window 2026-07-21 – 2026-08-18 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 17, 202691 sampled answers · window 2026-07-20 – 2026-08-17 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 16, 202691 sampled answers · window 2026-07-19 – 2026-08-16 · rules v4-7

#1Microsoft39.6%
#2Shortcut37.4%
#3AlphaSense34.1%
#4Datarails31.9%
#5Hebbia29.7%
#6Cube23.1%
#7Python19.8%
#8Google Sheets18.7%
#9Anaplan18.7%
#10Daloopa17.6%

Aug 15, 2026105 sampled answers · window 2026-07-18 – 2026-08-15 · rules v4-7

#1Shortcut39%
#2AlphaSense35.2%
#3Microsoft35.2%
#4Hebbia31.4%
#5Datarails31.4%
#6Cube21.9%
#7Anaplan21%
#8Daloopa20%
#9Google Sheets18.1%
#10Python18.1%

Aug 14, 2026105 sampled answers · window 2026-07-17 – 2026-08-14 · rules v4-7

#1Shortcut39%
#2AlphaSense35.2%
#3Microsoft35.2%
#4Hebbia31.4%
#5Datarails31.4%
#6Cube21.9%
#7Anaplan21%
#8Daloopa20%
#9Google Sheets18.1%
#10Python18.1%

Read any date directly

Every archived date is machine-readable at /api/index/ai-tools-for-financial-analysts/as-of/<YYYY-MM-DD>, which returns the ranking as it stood, with the extraction version and revision it was published under. Dates before the record begins return no_record rather than a recomputation — we do not reconstruct history on demand and present it as what we said. See what the engines actually said.

[ORBATOR]