FinChat
The complete AI-powered stock research platform
About FinChat
FinChat is an AI-powered investment research platform that combines institutional-grade financial data, analytics, and conversational AI to help investors analyze public companies. It covers over 100,000 global stocks, ETFs, and funds, offering financial statements, segment data, analyst estimates, earnings transcripts, and interactive dashboards.
Pros & Cons
Pros
- Institutional-quality data at retail price via S&P Market Intelligence
- Powerful AI Copilot for complex financial questions and visualizations
- Exceptional segment and KPI data for 2,000+ companies
- Generous free tier for evaluation
- Clean, intuitive interface with customizable dashboards
- Broad global coverage of 100,000+ public companies
Cons
- Performance lag when adding metrics to charts
- Data depth varies — smaller companies may have sparse coverage
- AI requires careful prompting for best results
- AI accuracy not guaranteed — critical data should be verified
Key Features
AI Copilot
Conversational AI that answers financial questions, summarizes earnings calls, and generates data visualizations
Financial Data Terminal
Up to 20 years of financial statements, ratios, and quarterly data for 100,000+ global companies
Segment & KPI Data
Granular revenue and profit breakdowns by business segment for 2,000+ companies
AI Stock Screener
Screen stocks using ~335 financial metrics with plain-English filter descriptions
Interactive Dashboards
Customizable dashboards with charts and shareable visualizations
Company Comparisons
Side-by-side comparison of financials, ratios, and performance metrics
DCF Model Builder
Build and edit Discounted Cash Flow models for 30,000+ companies
Earnings & Filings Library
Searchable archive of earnings transcripts, press releases, and SEC filings
Pricing
- 10 AI prompts/month
- 5 years annual data
- 1 dashboard
- Limited earnings calls
- 250 AI prompts/month
- 10 years financial data
- Unlimited dashboards
- Company comparisons
- Full analyst estimates
- Unlimited AI prompts
- 20 years financial data
- 30 years transcripts
- Excel Add-in
- Custom chart branding
Best For
Individual Stock Research
Deep-dive analysis of company financials, segment performance, and growth drivers
Earnings Call Analysis
Quickly summarize and extract key insights from earnings call transcripts
Stock Screening & Discovery
Find investment opportunities using natural-language criteria across 335 metrics
Competitive Analysis
Compare multiple companies side-by-side on financials, margins, and growth rates
Valuation Modeling
Build DCF models to estimate intrinsic value of public companies
