Quick Answer
FinChat is an AI research assistant for investors covering 100000 public companies. Ask natural language questions and get answers grounded in financial data earnings transcripts and SEC filings. Free tier available with Plus from $19/month.
What It Does
FinChat allows investors to ask natural language questions about public companies and receive answers grounded in financial data, summarize earnings calls and SEC filings, compare financial metrics across companies, generate investment research memos, analyze historical financial trends, screen stocks based on financial criteria, and access standardized financial data for over 100,000 companies globally.
What It Cannot Do
FinChat covers public companies only — it cannot research private companies. It provides information and analysis but not personalized investment advice. The depth of coverage varies by company and region. Full access to premium data and features requires a paid subscription.
Who Is It For
Fundamental investors including individual investors, analysts, and portfolio managers who need to research and analyze public companies efficiently. Particularly valuable for those who spend significant time reading earnings calls and SEC filings.
About FinChat
FinChat is purpose-built as the AI research assistant for fundamental investors. It combines a large language model with a comprehensive financial database covering over 100,000 public companies worldwide to enable investors to ask natural language questions and get answers grounded in actual financial data. Users can ask FinChat to compare financial metrics across companies, summarize earnings call transcripts, analyze revenue trends, and generate investment research memos. The platform is designed for serious investors who need to process large amounts of financial information efficiently rather than casual retail investors.
Pricing and Access
Free tier includes limited queries per month. Plus $19/month for expanded access. Team and Enterprise plans available for professional investors.
Platforms
How AI Works
LLM PoweredFounded
2022
Headquarters
Toronto, Canada