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What does it do?

  • Stock Research
  • Investment Research
  • Financial Data
  • Company Research
  • Data Visualization

How is it used?

  • Web app for querying financial data and generating AI summaries.
  • 1. Access web app
  • 2. Ask AI questions
  • 3. Customize dashboard
  • 4. Create data visuals

Who is it good for?

  • Financial Analysts
  • Portfolio Managers
  • Institutional Investors
  • Individual Investors
  • Equity Research Professionals

What does it cost?

  • Pricing model : Subscription
  • Free version : Yes
  • Starting monthly price : If billed monthly $29.00
  • Starting annual price : If billed yearly $24.16

Details & Features

  • Made By

    FinChat
  • Released On

    2021-10-24

FinChat is an advanced AI-powered stock research platform that revolutionizes fundamental research on global equities. This tool provides investors with in-depth financial data and analytics by leveraging generative artificial intelligence, offering a comprehensive solution for modern investment research needs.

Key features:
- AI-Powered Company Research Tools: Access to accurate financial data on over 100,000 global public companies, including revenue, profit segments, key performance indicators (KPIs), analyst estimates, price targets, and ratings.
- Generative AI Assistant: Engage in discussions with an AI assistant to delve deeper into company-specific data, build summaries, financial models, and visualizations with rigorously detailed and verified data.
- Customizable Research Terminal: An intuitive platform that allows users to customize their research experience, track specific metrics, and auto-save their work, enhancing research efficiency.
- Verified Data: Financials and estimates are sourced from S&P Market Intelligence, with segments and KPIs verified by FinChat, ensuring institutional-quality data accuracy.
- Comprehensive Coverage: Includes transcripts, filings, dividend history, and insights into insider and institutional ownership.

How it works:
1. Users access FinChat through a web application.
2. Users can interact with the AI assistant by asking specific questions about companies.
3. The platform allows customization of the research dashboard to focus on specific metrics and companies.
4. Users can utilize AI to create tables, charts, and models for data visualization.

Integrations:
S&P Market Intelligence (for financial data)

Use of AI:
FinChat uses generative AI to provide in-depth financial data and analytics. The AI assistant can engage in discussions, build summaries, create financial models, and generate visualizations based on verified data.

AI foundation model:
The platform's generative AI features are built on advanced AI models, combining AI-generated insights with human analyst verification. The specific foundation model or LLM used is not specified.

Target users:
- Individual investors
- Financial analysts
- Institutional investors

How to access:
FinChat is accessible as a web application, making it available from any device with internet access. It is developed and maintained by Stratosphere Technology Inc. as a proprietary platform offering premium investment research tools and data.

  • Supported ecosystems
    Unknown
  • What does it do?
    Stock Research, Investment Research, Financial Data, Company Research, Data Visualization
  • Who is it good for?
    Financial Analysts, Portfolio Managers, Institutional Investors, Individual Investors, Equity Research Professionals

PRICING

Visit site
Pricing model: Subscription
Free version: Yes
Starting monthly price: If billed monthly $29.00
Starting annual price: If billed yearly $24.16

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