FinChat

FinChat is an investment research platform that combines institutional-quality financial data and advanced analytics with conversational AI. It's designed to revolutionize the way investment research is done, making it faster and more accurate.

FinChat offers trusted, detailed financial data vetted by human equity analysts. That includes financials and estimates from S&P Market Intelligence and other segments and KPIs from FinChat Verified Data. The platform also offers a suite of tools, including an AI assistant that can be used to analyze companies in detail, offering consistent rigor and detail.

Among other features, it has a customizable terminal to monitor and organize research, with flexibility and automatic saving of data. The platform also has powerful data visualization, DCF modeling, portfolio and watchlist dashboarding and AI-powered competitor comparisons. It also allows users to upload documents, access an earnings calendar and get alerts based on their own needs.

FinChat is geared for investors and organizations, offering financial data for more than 100,000 publicly traded companies around the world. Other features include company revenue and profit breakdowns, analyst estimates, price targets and ratings, as well as access to transcripts, filings and dividend history.

FinChat offers a free plan with limited use, as well as three paid plans:

• Free: $0/month, includes 5 years of financial data, 2 years of segments and KPI data, 10 Copilot prompts, 1 dashboard and 30 dashboard items.
• Plus: $29/month, adds 10 years of financial data, 5 years of segments and KPI data, 100 Copilot prompts, 5 dashboards and 50 dashboard items.
• Pro: $79/month, includes 20 years of financial data, 10+ years of segments and KPI data, 250 Copilot prompts, unlimited dashboards and 100 dashboard items.

FinChat also is available for enterprise use, which is designed for customers who want to embed the AI technology into their own financial applications in a matter of weeks. This is geared for institutional investors and investing platforms.

With the power of advanced AI, FinChat can help you save time and increase the productivity of your investment research, making it a compelling option for individual investors, organizations and financial institutions.

Published on June 14, 2024