Sixty-two percent of Americans report owning stock, according to Gallup's 2025 survey. Seventeen percent say they have invested in, traded or used crypto, per a Pew Research Center survey.

Plenty of self-directed investors hold both asset classes. Yet their research still sprawls across a stock screener, a crypto dashboard, a news feed and a chatbot tab. Each switch costs time and context.

This guide covers six AI platforms that research stocks and crypto in one place. We judged each on asset coverage, AI depth, price clarity and how much control you keep. Some are brokerages, some are research tools, and one connects the two.

Top AI platforms for stocks and crypto at a glance

StableJack pairs scored AI briefs with research across stocks and crypto, plus optional trading. Public is a multi-asset broker with AI agents and a research assistant. eToro combines social investing with an AI companion called Tori.

Perplexity Finance is a cited answer engine with a dedicated crypto tab. Yahoo Finance offers a huge crypto screener and a paid AI research canvas. Webull wraps commission-free stock trading, crypto and a free AI assistant into one app.

What we looked for

Four questions shaped this list. Coverage came first. A platform had to handle stocks and crypto without sending you to a second product.

AI depth came next. A chatbot that answers any question is not the same as research with structure, sources and scores.

We also checked price clarity and control. Our AI investing tools guide explains why those two criteria matter once real money is involved.

1. StableJack: Scored AI Research Across Stocks and Crypto

Fair warning: StableJack is our product, so we can't claim to be neutral. We scored it against the same checklist as every other platform here.

StableJack is an AI investment copilot for self-directed investors and active traders. It researches stocks and crypto, plus forex, commodities, indices and ETFs. Research, monitoring and optional trading sit in one workflow.

The difference is structure. Instead of an open-ended chat, you get scored briefs, repeatable workflows and a written plan. Nothing trades without your approval.

That suits investors who want a view on both asset classes, not just a price. It will feel heavier than a quote page.

How it works

Navigator is the conversational analyst. Ask about any asset and it blends fundamentals, technical structure, order book conditions and sentiment into one view.

AI Insights refresh on their own roughly every four hours for stocks and crypto. Each brief carries a confidence score out of 100 and a Strong Sell to Strong Buy verdict. Bullish and bearish cases and risk flags come with it.

Skills package repeat jobs such as valuation checks, peer comparisons and news impact analysis. Copilots run longer workflows. Strategy Builder turns a thesis into entry, stop, take-profit and invalidation levels.

Position Management then tracks the trade against your original thesis. An MCP integration also lets you reach StableJack from the AI assistants you already use.

Trading works two ways. You can trade natively inside the terminal, or connect your own exchange or broker API keys. StableJack never holds your funds, and you set size, leverage and order type on every order.

Trading availability varies by asset and integration. The supported assets and markets page lists what is covered.

What you'll pay

Plans are priced per month and billed annually.

• Free: $0, with 1,500 credits a month plus AI Insights, Copilots and MCP access.

• Basic: $16, with 15,000 credits and limited exchange connections.

• Pro: $40, with 100,000 credits, full exchange connections and direct access to the team.

• Elite: $80, with 300,000 credits and early access to new features.

• Enterprise: available now on a contact-for-quote basis.

Trading fees are separate from the subscription. They follow a published volume-tier schedule.

The upside and the catch

The upside: Scored briefs put two asset classes on one scale. Research, monitoring and action stay in one place. You approve every order, and funds stay in your own account.

The catch: Dedicated AI Insights cover stocks and crypto only. Other markets can be searched and analyzed but lack a scored brief. Credits also cap usage on lower tiers.

Who it suits

StableJack suits serious self-directed investors, active traders and small finance teams. It names day traders, researchers, long-term investors, fund managers and institutions as core users. Investors who want one workspace for stocks and crypto get the most from it.

. Public: A Multi-Asset Broker With AI Built In

Public is a brokerage first and a research tool second. Its site lists more than 9,000 stocks and a growing collection of 60-plus crypto assets. ETFs, options, bonds and Treasuries sit in the same account.

Public calls itself an agentic brokerage. The pitch is AI that works inside the account, not beside it.

That makes it a strong pick if you want to hold and research everything in one place.

How it works

Public's AI toolkit covers the daily research routine. A market briefing summarizes what moved. Key Moments adds context to big price swings on the chart.

Generated Assets turns a prompt into a custom index and backtests it against the S&P 500. Earnings call summaries and a research assistant handle the reading. Agents can also manage a portfolio or automate investing on your behalf.

Its disclosures describe Alpha as an experimental AI research tool. Treat experimental output as a starting point, not a verdict.

What you'll pay

Public's site lists no subscription price for its AI features. Costs show up in per-product fees instead. Options traders earn rebates of $0.06 to $0.18 per contract, based on monthly volume.

Margin starts at a base rate of 5.15%. Crypto trading costs are not stated on the main page, so read the fee schedule before you fund an account.

The upside and the catch

The upside: One account holds stocks, crypto and fixed income. The AI features sit next to the charts and positions you already watch.

The catch: Brokerage protection has limits. SIPC says it does not protect any digital or crypto asset that does not qualify as a security. It also does not protect against a decline in value.

The features we reviewed summarize and explain rather than score each asset. That is useful, but it leaves the verdict to you.

Who it suits

Public suits investors who want one brokerage account for stocks, crypto and bonds. It also suits anyone who wants AI inside the account they already use. Heavy crypto traders should review the fee schedule first.

3. eToro: Social Investing Meets an AI Companion

eToro describes itself as a multi-asset platform enhanced by social investing and AI-powered tools. Its trading menu lists stocks, crypto, ETFs, indices, commodities and currencies. Launch coverage cites 40 million registered users across 75 countries.

The AI layer is Tori, a companion you can talk to about the platform and your holdings. eToro introduced it in 2025 and has expanded it since.

How it works

An April 2026 relaunch gave Tori memory of your portfolio details across sessions. It also added live market sentiment from X, powered by Grok 4.2.

Users can launch Agent Portfolios in plain language. These isolate AI trades, so your main portfolio stays under your control.

At a London event covered in July 2026, eToro unveiled an AI-first app. Launch coverage adds that insights reach you through WhatsApp and Apple Watch. Self-custody wallets can also be created through Tori.

What you'll pay

We found no separate Tori price in the coverage we reviewed. Costs come from trading fees instead. The fee page lists a $1 or $2 commission on some stock positions, depending on country and exchange.

ETFs, CopyTrader and Smart Portfolios carry no such commission. Crypto costs a flat 1% per manual position for Bronze, Silver and Gold members. Higher tiers pay reduced rates based on monthly volume.

The upside and the catch

The upside: Social investing adds a second research signal, which is what other investors hold and copy. Tori remembers your portfolio, and Agent Portfolios keep AI trades separate.

The catch: eToro states that Tori is informational only and its responses may be inaccurate or incomplete. A 1% crypto fee adds up for active traders. USD withdrawals to external accounts also carry a $5 fee.

Who it suits

eToro suits investors who like learning from other people's portfolios. It also suits anyone who wants stocks and crypto in one app. Pure research seekers may find the social layer a distraction.

4. Perplexity Finance: A Cited Answer Engine With a Crypto Tab

Perplexity Finance is a research terminal built on an answer engine. One detailed guide describes coverage of stocks, crypto, SEC filings and earnings. You ask a question in plain English and get a cited reply.

The guide frames it as a research terminal, not a broker. That keeps the product simple and the risk low.

How it works

The dashboard has tabs for the US market, a market summary, crypto and earnings. A market heatmap shows sector performance at a glance. Filings include 10-K, 10-Q and 8-K documents.

Earnings pages carry a calendar and live transcripts. The guide names SEC EDGAR, FactSet, S&P Global, Morningstar and LSEG among its data sources. A crypto exchange data partnership supplies live crypto market data.

What you'll pay

The free tier is capable for casual research. Pro costs about $20 a month, according to the same guide. A Max tier targets power users, but the guide did not state its price.

The upside and the catch

The upside: Answers cite their sources, so you can open the filing behind a claim. The free tier and low Pro price make it cheap to test. Stocks and crypto share one search box.

The catch: General-purpose models can still misread a document. A cited answer is not a verified one. The guide describes cited answers, not scored verdicts or trade plans.

Who it suits

Perplexity Finance suits investors who already think in questions. It also suits anyone who wants cheap, sourced research across both asset classes. It is a weaker fit if you want structured scores or execution.

5. Yahoo Finance: A Free Crypto Screener and a Paid AI Canvas

Yahoo Finance is the familiar quote page with a growing AI layer. Its crypto screener lists 9,843 cryptocurrencies with price, market cap, volume and circulating supply. Stocks, news and watchlists sit one click away.

In May 2026 it launched AlphaSpace, a customizable research dashboard. AlphaSpace launch coverage contrasts its price with a professional terminal.

How it works

AlphaSpace is a canvas of linked panels. Selecting a ticker in a watchlist updates the chart and news feed. Pre-built themes, such as one for the Magnificent Seven, speed up setup.

An AI assistant called Yahoo Scout summarizes market developments and answers questions. It can also build a research view on request, such as a side-by-side company comparison.

Coverage described at launch centered on stocks. The crypto screener is a separate page, and it showed no AI summaries on the page we reviewed.

What you'll pay

The crypto screener is open to browse. AlphaSpace is included with the Gold plan at $39.95 a month or $479.40 a year. Fortune reported that a professional terminal costs about $27,000 a year, which frames that price.

The upside and the catch

The upside: A huge crypto universe sits beside stock data in a familiar interface. The AI canvas costs far less than a professional terminal, though Yahoo says the two serve different audiences.

The catch: The canvas is paywalled and was described for stocks rather than crypto. It is research only, with no trading and no portfolio rebalancing.

Who it suits

Yahoo Finance suits investors who want broad market data without leaving a familiar site. It fits crypto holders who want a screener and stock watchers who want a paid canvas. It is not for anyone who wants execution.

6. Webull: Commission-Free Stocks, Crypto and a Free AI Assistant

Webull is a brokerage app built for active traders. Its site advertises commission-free stocks, ETFs and options. Its crypto page lists more than 70 coins with no custody fees.

Its AI assistant, Vega, carries no subscription fee. That makes Webull the cheapest way on this list to try AI inside a brokerage.

How it works

Webull upgraded Vega on November 10, 2025, Finance Magnates reported. Vega flags gaps between your stated goals and your actual positions. It also alerts you when your trading drifts from your original strategy.

Voice-activated orders let you describe a trade in plain English. The system shows the interpreted order before execution. Vega also pulls market data, earnings and news into one watchlist feed.

Launch reporting described Vega around stocks and options. It did not say whether Vega covers crypto, so test that before you rely on it.

What you'll pay

Webull advertises commission-free trading for stocks, ETFs and options. Regulatory, exchange and option contract fees may apply. Vega costs nothing extra.

Crypto trading fees do not appear on the crypto page we reviewed. Check them in the app before you trade.

The upside and the catch

The upside: One app covers stocks, options and crypto. Vega is free and double-checks voice orders before they go through.

The catch: Vega's rollout was limited to US customers at launch. Crypto details are thinner than stock details. Webull's page says crypto services may use third-party providers, which brings third-party custody risks.

Who it suits

Webull suits active traders who want stocks, options and crypto in one app. It also suits investors who want a free AI helper. Research-first investors may want a deeper tool alongside it.

Questions investors ask

Why research stocks and crypto on one platform?

One workspace removes tab-hopping and keeps your process consistent. You can compare risk across both asset classes on the same scale. It also shows how much of your portfolio leans on a single theme.

Do these platforms trade for me?

Not by default. StableJack asks you to approve every order. Public offers agents that can automate investing, and eToro's Agent Portfolios isolate AI trades.

Perplexity Finance is described as a research terminal, and AlphaSpace is research only. Webull's Vega shows the interpreted order before a voice trade executes.

How reliable is AI research?

Treat it as a draft. In a survey of 938 investors, 39% worried about incorrect recommendations. The publisher sells AI products, so weigh that context.

FINRA also warns that investment fraud involving AI is on the rise. Verify any claim against a filing or exchange data before you act.

Is crypto protected like stocks at a brokerage?

Often not. Protection schemes built for securities may not extend to crypto, and custody models differ. Ask who holds your keys and what happens if the provider fails.

Can I start for free?

StableJack has a free plan, and Perplexity Finance has a free tier. Webull's Vega assistant carries no subscription fee. Yahoo Finance's crypto screener is open to browse.

How should I choose?

Match the platform to the job. Brokers such as Public, eToro and Webull suit investors who want everything in one account. Research tools such as Perplexity Finance and Yahoo Finance suit investors who trade elsewhere.

StableJack sits between the two. It gives scored research on both asset classes and keeps trading optional.

Which platform should you pick?

If you want scored research on both asset classes: StableJack gives each supported stock and coin a score. Trading stays optional, and you approve every order.

If you want everything in one brokerage account: Public, eToro and Webull each bundle trading with AI helpers. Compare crypto fees and custody terms before you fund any of them.

If you want cheap, cited answers: Perplexity Finance is the lowest-cost way to test AI research. Yahoo Finance is the better pick if you want broad data and a polished canvas.

Want one workspace for stocks and crypto research? Try the free StableJack plan and run your first AI Insight on a stock and a coin. Compare it with your current routine, then decide.