← ← Back to AI Agents DirectoryImportant disclaimer: These research and signal tools are designed to inform investment decisions — they do NOT execute trades, do NOT guarantee returns, and do NOT eliminate investment risk. They are research and analysis tools, not automated trading bots. No AI tool can predict market movements with certainty. Past performance does not guarantee future results. Score and signal performance statistics are vendor-reported and cannot be independently verified. Always conduct your own due diligence and consult a qualified financial advisor before making investment decisions. Finatune is not a licensed investment advisor and does not provide personalized financial advice.
FinChat
Developer: FinChat (Fiscal AI)
AssistantGenerally Available
Quick Answer — What are AI agents for finance?FinChat is an AI-powered financial data Q&A platform that answers natural language questions against 100,000+ public companies' financial statements, SEC filings, and earnings transcripts. It is also available as a data connector in Perplexity Finance mode. Best for fundamental investors and equity researchers who need instant access to structured financial data. FinChat does NOT provide stock scores, trading signals, or recommendations — it is a data Q&A engine. It does NOT execute trades.
This AI research tool provides information and signals to inform investment decisions — it does not guarantee returns, predict market movements with certainty, or eliminate risk of loss. Past score and signal performance does not predict future results. All investment decisions carry risk. Invest only what you can afford to lose.
AI-powered financial data Q&A platform that answers natural language questions against 100,000+ public companies' financial statements, SEC filings, and earnings transcripts — designed for fundamental investors and equity researchers who need instant access to structured financial data without manual document reading.
Pricing Model: free
Institutional
Contact vendor
Pricing figures mentioned are sourced from public third-party sources — always verify current pricing directly with the vendor. AI investment tools do not guarantee returns. Invest only what you can afford to lose.
FinChat (by Fiscal AI) is an AI-powered financial data Q&A platform that lets users ask natural language questions against 100,000+ public companies' financial statements, SEC filings, earnings transcripts, and KPIs. Users can query specific financial metrics, growth rates, and operating KPIs in plain English and receive structured answers instantly — compressing hours of manual 10-K reading into seconds. FinChat covers company data Q&A, earnings transcript analysis, peer comparisons, segment and geographic revenue decomposition, historical trend analysis, and direct filings Q&A against 10-K, 10-Q, and proxy statement content. It supports structured financial data export into spreadsheet-compatible format for financial model building. FinChat is also available as a data connector within Perplexity Finance mode — FinChat powers the financial data Q&A capabilities inside Perplexity's research interface. CRITICAL: FinChat is a research tool only — it does not provide stock scores, trading signals, or recommendations. It does NOT execute trades. It is a data Q&A engine for fundamental research, not a signal generation or portfolio management tool.
Key Use Cases
Company data Q&A — natural language questions against financial statements, filings, and earnings transcripts for any public companyKPI and metric lookup — instantly surface specific financial metrics, growth rates, and operating KPIs from company filingsEarnings transcript analysis — query specific statements, themes, and guidance from earnings calls using natural languagePeer comparison — compare financial metrics across competitor sets with natural language queriesFinancial model data export — pull structured financial data directly into spreadsheet-compatible formatSegment and geographic revenue analysis — decompose revenue by business segment and geography using natural languageHistorical trend analysis — query multi-year financial trends and identify inflection pointsFilings Q&A — ask questions directly against 10-K, 10-Q, and proxy statement content
Data Connectors
SEC/EDGAR filings (global coverage)earnings transcriptsfinancial statements (100,000+ companies)KPI databasesanalyst estimates
These data connectors to financial databases and global exchanges may require separate subscriptions or licenses.
Best For
fundamental investorequity researcherself-directed investorfinancial analystvalue investor
Integrations
Perplexity Finance (data connector)Excel exportAPI access (institutional)
AI Model: FinChat AI — LLM-based financial data Q&A engine trained on structured and unstructured financial data. Also available as a connector in Perplexity Finance mode.Deployment: cloud