FinChat - AI-powered investment research made easy

Faster, smarter investment research at your fingertips. With FinChat, cut through the clutter and access accurate global financial data for public equities, ETFs, and funds. Using institutional data quality, our platform is trusted by over 300,000 investors and organizations, making it the perfect choice for both professionals and individuals keen on informed decision-making.

How It Works

FinChat Terminal operates on the premise of combining advanced AI tools with a comprehensive data platform to streamline the research process. Here’s how it works:

• Data Aggregation: FinChat compiles global financial data on public equities, ETFs, and funds, providing high-quality datasets that investors can trust.
• AI Integration: The Copilot feature leverages AI to generate research prompts and insights based on user queries, saving time and increasing efficiency.
• Dynamic Dashboards: Customizable dashboards allow users to track their investment portfolios and watchlists in real-time, ensuring they can monitor market movements and company valuations without hassle.
• Notifications: Users receive alerts and updates directly related to their interests, ensuring they never miss critical information.
• Investor Relations Hub: Access to earnings calls, transcripts, and other essential documents helps investors understand the business fundamentals without extensive digging through corporate websites.
• Visual Analytics: Users can easily visualize data and compare financial metrics, enabling them to make informed decisions at a glance. These elements work harmoniously to make the research process more efficient and effective, allowing investors to focus on strategy rather than data collection.

Usage

Getting started with FinChat is simple and user-friendly:

1. Create an Account: Sign up for free on our website to start exploring the powerful features offered by the FinChat Terminal. Simply provide your email and create a password.
2. Choose Your Plan: Select from the Free, Plus, Pro, or Enterprise plans based on your research needs. Consider starting with the Free plan to test the waters.
3. Explore the Dashboard: Once logged in, familiarize yourself with the FinChat dashboard. Navigate to different sections to access global financial data, investor relations content, and analytic tools.
4. Use the Copilot: Start utilizing the AI-powered Copilot feature. Input specific queries or ask for insights, and the AI will generate valuable information to inform your investment strategies.
5. Set Up Notifications: Customize your notifications to stay updated on essential earnings calls, changes in ownership data, and any specific events related to companies you are following.
6. Visualize and Compare: Take advantage of our visualization tools to analyze data. Create charts and graphs for a clearer comparison of financial metrics over time.
7. Build Portfolios: Use the portfolio feature to track your investments and performance. Customize your watchlist with ease, keeping your investment strategy front and center.
8. Engage with Resources: Make sure to utilize other resources available in the Help Center or our blog to enhance your use of the FinChat Terminal further.

Professional Investment Research

Utilize FinChat to perform in-depth research on companies, leveraging AI tools to save time on data collection and analysis.

Individual Investment Tracking

Individuals can easily track their investments in the stock market, while receiving tailored alerts on their preferred companies.

Team Collaboration in Financial Firms

Enhance teamwork by sharing customizable dashboards and insights within the FinChat platform.

Educational Purpose for New Investors

Employ FinChat as a learning tool to better understand market data and investment strategies.

Portfolio Management

Create and manage diversified portfolios, tracking performance with in-depth financial analytics.

Automated Research Processes

Automate repetitive research tasks, allowing finance professionals to focus on analysis rather than data gathering.

Investor Relations Deep Dive

Access kitchen-sink level insights into competitor business segments using aggregated investor relations content.

Features

• Global Financial Data: Accurate fundamental data on global stocks, ETFs, and funds, providing deep insights.
• Copilot: AI-powered research tools on top of our extensive datasets, enhancing user experience.
• KPI Data: Detailed exploration of company-specific business segments, along with relevant KPIs.
• Dashboards: Customizable dashboards to easily track your portfolio and watchlists.
• Data Visualization: Advanced charting infrastructure for easy data comparison and analysis.
• Notifications: Personalized updates to ensure you never miss important financial news.
• Estimates: Consensus analyst forward estimates and recommendations on key financial figures.
• Ownership Data: Comprehensive insights into ownership data and transactions among company insiders.
• Investor Relations Content: Full access to earnings calls, transcripts, investor presentations, and regulatory filings.
• Earnings Calendar: Simple tracking of upcoming earnings releases to facilitate timely investment decisions.

Free (/Month): $0

• 5 Years & 6 Quarters of Financials
• 2 Years & 2 Quarters of KPI Data
• 10 Copilot Prompts/mo
• 1 Dashboard & 30 Rows
• 3 Events (Calls, Transcripts & Slides)

Plus (/Month): $24

• 10 Years & 12 Quarters of Financials
• 5 Years & 6 Quarters of KPI Data
• 100 Copilot Prompts/mo
• 5 Dashboards & 50 Rows
• 10 Events (Calls, Transcripts & Slides)

Pro (/Month): $64

• 10+ Years & 12+ Quarters of Financials
• 12+ Years & 16+ Quarters of KPI Data
• 500 Copilot Prompts/mo
• Unlimited Dashboards & Rows
• 30+ Events (Calls, Transcripts & Slides)

Enterprise (N/A): Contact Sales

• Team Billing
• Custom Contracts
• • More coming Soon

FAQ

1. What is FinChat?

FinChat is a powerful all-in-one investment research terminal providing accurate financial data and AI tools.

2. How can I start using FinChat?

You can start using FinChat by signing up for a free account on our website.

3. Does FinChat offer a free trial?

Yes, FinChat offers a free tier with limited features and a two-week pro trial for deeper access.

4. Is my data safe with FinChat?

Yes, FinChat is SOC2 Type II security accredited, ensuring your data is safe and secure.

5. What features are included in the Free plan?

The Free plan includes 5 years of financials, 2 years of KPI data, and limited dashboard capabilities.

6. Can I upgrade my plan anytime?

Absolutely! You can upgrade your plan anytime through your account settings.

7. What types of notifications does FinChat provide?

FinChat offers personalized notifications for key updates, earnings calls, and more based on your preferences.

8. How does the Copilot feature work?

The Copilot feature utilizes AI to generate research prompts and insights based on your queries.