FinChat.io

FinChat.io is an AI-powered investment research terminal built to simplify and elevate the investment decision-making journey. It merges real-time, human-verified financial data with sophisticated artificial intelligence, offering users in-depth access to company financials, KPIs, earnings call transcripts, analyst forecasts, and ownership details. The integrated AI assistant, Copilot, delivers accurate, cited responses and visual representations, transforming intricate financial analysis into a straightforward and productive task. With features like personalized dashboards, portfolio monitoring, and advanced screening capabilities, the platform serves individual and institutional investors across the globe.

Key Features

Professional-Grade Financial Data: Explore up to two decades of precise worldwide financial information, covering income statements, balance sheets, cash flow reports, and key performance indicators for specific companies.

Intelligent Research Assistant: FinChat Copilot responds to sophisticated financial questions by providing current data summaries, illustrative charts, and well-referenced insights designed for stock analysis.

Tailored Dashboards and Notifications: Create custom watchlists and investment portfolios equipped with alert systems and adaptable table displays for effective investment oversight.

Advanced Visual Analytics: Visually contrast companies and financial measures using tools like stacked bar charts, detailed revenue segmentation, and dynamic graphical interfaces.

Extensive Market Utilities: Features include earnings schedules, analyst projections, ownership intelligence, competitor assessments, and direct links to investor relations materials.

Safe and Expandable Infrastructure: Certified with SOC2 Type II compliance and featuring encrypted data management, it supports individual users, finance professionals, and third-party integrations through its API.

Use Cases

In-Depth Investment Analysis: Conduct thorough financial evaluations using certified data and AI-generated insights to assess stocks, ETFs, and funds around the world.

Investment Portfolio Oversight: Monitor and adjust investment portfolios with live updates, custom alerts, and personalized dashboard views.

Support for Financial Analysts: Utilize AI to condense earnings calls, regulatory filings, and financial statements, speeding up research processes.

Market Filtering and Opportunity Discovery: Employ screening functions and AI-guided queries to spot potential investments and benchmark against industry competitors.

Investor Learning and Informed Choices: Benefit from intuitive graphics and AI clarifications to grasp complicated financial information and market dynamics more effectively.