FinChat.io

Introduction to FinChat.io

FinChat.io is an advanced investment research platform designed for fundamental investors seeking comprehensive, AI-enhanced tools to analyze global equities, ETFs, and funds. Trusted by over 300,000 investors worldwide, FinChat combines institutional-grade data with intuitive AI features to streamline the investment research process.

Key Features

• Global Financial Data: Access up to 20 years of financial statements, including annual and quarterly reports, for over 100,000 companies worldwide.
• AI Copilot: Utilize the conversational AI assistant to generate summaries, reports, and analyses from investor relations content, earnings calls, and more.
• Custom Metrics: Create personalized metrics using a formula builder to track specific business segments or KPIs, such as AWS operating margin or Tesla’s cars produced per day.
• Dashboards: Build and customize multiple dashboards to monitor portfolios, watchlists, and key financial metrics with real-time notifications.
• Data Visualization: Visualize financial data through interactive charts, compare companies side-by-side, and export visuals for presentations or reports.
• Stock Screener: Filter and discover investment opportunities using over 300 metrics, including revenue growth, P/E ratio, and return on invested capital.
• Investor Relations Content: Access earnings calls, transcripts, slide decks, press releases, and SEC filings for in-depth company analysis.
• Ownership Data: View insider transactions, institutional holdings, and hedge fund activities to gauge investor sentiment.

How to Use FinChat

1. Set Up Your Dashboard: Upon logging in, add companies or ETFs to your dashboard by typing their names or tickers. Customize the dashboard by selecting relevant financial metrics and setting up notifications for key events like earnings releases or SEC filings.
2. Analyze a Company: Search for a company to view its financial overview, including up to 10 years of financial statements and company-specific KPIs. Utilize the “Segments & KPIs” tab to explore detailed metrics, such as Amazon’s AWS revenue performance over the last decade.
3. Engage with AI Copilot: Click the “Copilot” icon or type your query into the search bar to ask FinChat questions like, “Summarize Microsoft’s latest quarterly conference call” or “Show me all US stocks with a dividend yield above 7%.”
4. Visualize and Share Data: Select a metric to visualize, then customize the chart’s title, size, and resolution before exporting it for sharing or inclusion in reports.
5. Compare Companies: Use the fundamental charting tool to compare financial performances of different companies, such as comparing Home Depot’s same-store sales with Lowe’s over the past 12 quarters.
6. Utilize the Stock Screener: Apply filters using over 300 metrics to identify investment opportunities that meet specific criteria, such as companies with a 10-year revenue CAGR above 15% and a P/E ratio under 30x.

Pricing Plans

FinChat offers several subscription tiers to cater to different investment needs:

• Free Plan: Includes access to 5 years of financial data, 2 years of KPI data, 10 AI Copilot prompts per month, 1 dashboard, and 3 events (calls, transcripts, slides).
• Plus Plan: Priced at $24/month, it offers 10 years of financial data, 5 years of KPI data, 100 AI Copilot prompts per month, 5 dashboards, and 10 events.
• Pro Plan: At $64/month, this plan includes 20+ years of financial data, 12+ years of KPI data, 500 AI Copilot prompts per month, unlimited dashboards, and 30+ events.
• Enterprise Plan: Tailored for high-performing teams with custom contracts, team billing, and additional features available upon request.

Note: A 20% discount is available when billed annually, offering two months free.

Frequently Asked Questions

• Is there a free trial? Yes, FinChat offers a 14-day free trial of the Pro plan, allowing users to explore premium features without commitment.
• Can I access FinChat on mobile? Absolutely. FinChat’s mobile interface has been redesigned for improved usability, featuring dropdown menus and expandable selectors for easy navigation on smartphones.
• How do I create custom metrics? Use the formula builder to combine existing data points and create personalized metrics. For example, calculate operating margins for specific business segments like Amazon’s AWS.
• What data sources does FinChat use? FinChat aggregates first-party investor relations content, including earnings calls, transcripts, slide decks, press releases, and SEC filings, to provide comprehensive company insights.
• Is FinChat suitable for individual investors? Yes, FinChat is designed for both individual investors and institutions, offering tools that cater to various investment strategies and levels of expertise.