What is It?
FinChat is an AI-driven investment research platform that combines institutional-grade financial data, analytics, and conversational AI to streamline the investment research process. It allows users to interact with financial data conversationally, generating equity research, documents, charts, and presentations efficiently.
Key Features
Conversational AI Assistant: Engage with an AI assistant capable of answering investment-related queries, summarizing earnings calls, and providing sourced data with visualizations.
Comprehensive Financial Data: Access detailed financial metrics, including company-specific KPIs, financials, ratios, and earnings call transcripts for over 60,000 global companies.
Customizable Dashboards: Create personalized dashboards to track portfolios and watchlists, selecting from over 100 different metrics.
AI-Generated Reports: Automatically generate detailed company reports, including business models, financial metrics, revenue breakdowns, and analyst estimates.
Screeners and Modeling Tools: Utilize AI-powered screeners to identify investment opportunities and build custom discounted cash flow (DCF) models through text prompts.
Individual Investors: Those seeking detailed financial data and AI assistance for personal investment decisions.
Professional Investors: Analysts and fund managers requiring comprehensive data and efficient research tools.
Financial Advisors: Professionals offering investment advice who need accurate and up-to-date financial information.
Educators and Students: Academic individuals interested in financial analysis and investment research.
Earnings Call Summaries: Quickly obtain summaries of companies' earnings calls and investment conferences.
Company Analysis: Generate detailed reports on companies' business models, financial performance, and analyst expectations
Investment Screening: Identify potential investment opportunities using AI-powered screeners based on specific criteria
Financial Modeling: Build custom DCF models and perform valuation analyses through conversational prompts
Competitor Comparison: Analyze and compare financial metrics and performance between competing companies
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Visit finchat.io and sign up for an account.
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Navigate the Dashboard: Familiarize yourself with the interface, including financial data access and AI assistant features
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Access Financial Data: Search for companies to view detailed financial information and key performance indicators
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Use the AI Assistant: Ask questions or request summaries related to investment research, such as "Summarize Microsoft's latest quarterly conference call.
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Customize Your Dashboard: Add companies to your watchlist and select relevant metrics to monitor.
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Explore Advanced Features: Utilize screeners, modeling tools, and AI-generated prompts to deepen your analysis
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Share Insights: Download and share charts, reports, and analyses with colleagues or clients
Free Plan: Access to 5 years of financial data on global stocks, 1 dashboard, basic financial tools, and 2 years of Segments & KPIs
Plus Plan: $24/month (billed annually) or $29/month (billed monthly); includes 10 years of financial data, unlimited dashboards, analyst estimates and ratings, and 5 years of Segments & KPIs
Pro Plan: $66/month (billed annually) or $79/month (billed monthly); offers 20 years of financial data, segments and KPIs, Excel add-in, and premium support
Platform Plan: Custom pricing; tailored for platform builders with API access and website widgets
Comparision with Competitors
FinChat distinguishes itself with its conversational AI assistant, providing real-time, sourced data and visualizations in a user-friendly manner. Unlike general-purpose AI chatbots, FinChat is specifically tailored for investment research, offering detailed financial metrics, company KPIs, and earnings summaries in a clean, accessible format. Compared to Tikr, FinChat offers a more interactive, AI-first experience. Bloomberg Terminal offers deeper institutional features but at a much higher cost. FinChat bridges the gap by providing a modern, affordable, and AI-enhanced experience tailored for both individual investors and professionals.
Conversational AI tailored for investing
Up to 20 years of company financial data
Segmented KPIs and business model breakdowns
Custom dashboards and screeners
Cheaper alternative to traditional research platforms
No mobile app yet (web-based only)
Free version limited in depth and KPIs
May lack some institutional features found in Bloomberg or Morningstar
FinChat is revolutionizing how investors conduct equity research by blending AI efficiency with financial data precision. Whether you’re an individual looking to dig into earnings reports or a professional analyst building custom dashboards and models, FinChat saves time and simplifies complexity. If you're seeking a powerful, modern, and affordable alternative to legacy financial terminals, FinChat offers the perfect blend of technology and insights for smarter investing.
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