Massari vs. Capital IQ

Capital IQ discipline, built for how you work now.

Capital IQ is deep and well-sourced — and it's an enterprise contract, an Excel plugin, and a learning curve. Massari brings the same discipline into a platform you drive by asking.

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The depth, minus the friction.

Capital IQ helped set the standard for sourced fundamentals — every figure tied back to a document — and we hold ourselves to that same bar. We do the same core work: financials, valuation, filings, transcripts, screening, ownership. So this isn't a lighter tool.

The difference is how you use it. Massari is driven by asking in plain English — no Excel plugin, no enterprise sales cycle — and it adds the market, options, and portfolio side in one place, connected to the AI you already use.

MassariS&P Capital IQ
Everything you’d expect
Company financials & valuation
Filings & transcripts
Market-wide screening
Ownership & holdings data
Every figure traceable to its filing
Works with Claude & ChatGPT (MCP)
Where Massari goes further
Custom AI agents that run the analysis in-platformQ&A + doc analysis; agents are build-your-own (API)
Self-serve — no enterprise contractEnterprise sales only
Options positioning & dealer gammaNot covered
Portfolio construction & robustnessSeparate / limited
Drive the whole workflow by askingChat IQ, Excel plug-in & screens
Productive in minutesOnboarding & training

Same discipline

SEC-grounded numbers, every figure traceable to the document behind it — the standard, met.

Drive it by asking

Plain-English questions instead of Excel screens and formula strings.

No enterprise contract

Self-serve access — start today, no sales cycle, no seat minimums.

Strategize. Analyze. Capitalize.

Request early access