If you're looking for a platform that offers AI-powered chat functionality for equity research, Calypso could be an excellent choice. Calypso combines public data with sophisticated AI capabilities, providing features like AI chats, earnings previews, and integration with tools like Street Theses and Key Financials. It caters to a wide range of users, from individual investors to hedge funds and investment banks, with tiered pricing plans that include a Basic plan for $10/month and a Professional plan for $120/month.
Another noteworthy option is Fintool, an AI-powered equity research copilot built on SEC filings, earnings calls, and conference transcripts. It offers precise answers to complex questions and structures financial metrics into tables. Fintool also provides real-time alerts and can help draft memos and reports, making it a valuable tool for both buy-side and sell-side customers. Pricing is tailored for institutional investors, with a Regular plan and an Enterprise plan that includes API access and custom data upload.
For a more comprehensive approach, consider FinChat. This platform combines institutional-quality financial data with conversational AI, offering features like advanced data visualization, DCF modeling, and AI-driven competitor comparisons. With access to financial data on over 100,000 global public companies, FinChat provides a customizable terminal and various pricing tiers designed for individual investors, companies, and financial services firms.