Fintool

Fintool is an AI Equity Research Copilot designed for institutional investors. It uses SEC filings, earnings calls and conference transcripts to answer complex financial questions with pinpoint accuracy. By combining the power of ChatGPT and EDGAR, Fintool is a powerful tool for equity research.

Fintool can help with many aspects of financial analysis:

• Data Extraction: Organizes financial metrics, KPIs, and unstructured data from filings and transcripts into tables that are easy to analyze.
• Alerts: Sends real-time alerts on relevant content, including quantitative and qualitative insights, financial news, and executive tracking.
• Memo Drafting: Creates memos and reports based on prompts you define or custom requests for specific companies or industries.
• Data Security: Includes enterprise-grade security for data upload, including cloud encryption and real-time integration with cloud providers.

Data sources include:

• 10-K, 10-Q and 8-K SEC filings
• Earnings calls
• Conference transcripts
• Form-4 and Form N-PORT
• Financial data and news

Fintool's pricing is designed for both buy-side and sell-side customers, with two main tiers:

• Starter: Includes access to all SEC filings, earnings and conference transcripts, unlimited questions, and tools for extracting KPIs and screening.
• Enterprise: Includes API access, custom models and the ability to bring your own data, and is geared for larger organizations.

Customer feedback indicates that Fintool is easy to use, accurate and saves time for those who spend a lot of time reading annual reports and other filings. Institutional investors have also praised Fintool for verifiable information and for outperforming other AI tools in the financial services space.

Fintool is constantly evolving with new features and capabilities to improve the user experience and deliver reliable financial insights. By providing accurate and timely information, Fintool empowers informed investment decisions and workflow efficiency.

Published on June 14, 2024