Neliva is an AI market research tool that analyzes stocks, SEC filings, and financials to generate structured research summaries. It helps self-directed investors make informed decisions with confidence.
Neliva is an AI-powered market research tool designed specifically for self-directed investors. It leverages artificial intelligence to analyze stocks, SEC filings, and financial data, providing users with structured research summaries. The platform aims to democratize institutional-quality market research, enabling individual investors to make more informed decisions. Key capabilities include proactive portfolio coverage, in-depth research, and personalized decision support. Neliva offers a free tier to track stocks manually and explore basic AI research, with paid plans providing unlimited structured research, proactive monitoring, and portfolio-aware deep analysis.
Best used for
Ideal for self-directed investors who need to conduct in-depth stock research, analyze SEC filings, and monitor their portfolio proactively. Especially valuable for those seeking structured research summaries and personalized decision support to make confident investment choices.
Common actions
research stocks
analyze financials
monitor portfolio
generate research summaries
artificial intelligenceSaaSfintech
Capabilities
Key features
AI stock research
SEC filing analysis
Financial data analysis
Structured research summaries
Portfolio monitoring
Broker sync
Target Audience
investor
Integrations
snaptrade
Pricing & Plans
Freemium · Paid · Starting at USD 0.00
Free $0, Pro Monthly $40 /month
FAQs
Is there a free trial available for Neliva?
Yes, Neliva offers a free account that includes 200 credits to start and allows for manual watchlist tracking. You can explore the tool and basic AI research capabilities before deciding to upgrade or connect a brokerage account.
Does Neliva have access to my brokerage account for trading?
No, Neliva connects to brokerage accounts via SnapTrade in a read-only mode. This allows the tool to see holdings and cost basis for context, but it cannot place trades or move funds on your behalf, ensuring security.
What is the difference between the Analyst and Pro plans?
The Analyst plan provides 3,000 credits/month, unlimited structured research, and proactive monitoring. The Pro plan includes everything in Analyst, plus priority access to new portfolio workflows and is billed annually for best value, ideal for serious investors.
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