FinChat
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About
FinChat is a modern financial data terminal designed to streamline investment research by providing clean and accurate global financial data for public equities, ETFs, and funds. Trusted by over 300,000 investors and organizations worldwide, FinChat offers institutional data quality to help users go from idea to confidence. Its features include accurate global financial data, efficient research flows, and tools to understand company-specific business segments and KPIs. The platform leverages FinChat AI to automate repetitive tasks, summarize investor relations content, and quickly grasp complex ideas. Core features encompass global financial data, an AI-powered Copilot, KPI data, customizable dashboards, data visualization, notifications, analyst estimates, ownership data, investor relations content (earnings calls, transcripts, slide decks, press releases, filings), 13F data, earnings calendars, and hedge fund letters. FinChat is SOC2 Type II security accredited, ensuring robust data security for investors.
Platform
Features
• market intelligence (13f data, earnings calendar, hedge fund letters)
• comprehensive investor relations content (earnings calls, filings, etc.)
• analyst estimates, price targets, and ratings
• state-of-the-art data visualization and charting
• customizable dashboards for portfolio and watchlist tracking
• detailed company-specific kpi data
• ai-powered research copilot for data analysis and content summarization
• accurate global financial data for stocks, etfs, and funds
Pricing Plans
Plus
USD24.00 / per month• Global Stocks, ETFs & Funds Data (100,000+ companies)
• 2,000+ Company Segments & KPIs (5 years/6 quarters)
• 10 Years & 12 Quarters Financials & Ratios (Table & Charts)
• 100 Monthly AI Copilot Prompts
• 5 Dashboards (50 Rows)
• 10 Investor Relations Events/Filings
• 2 Years & 3 Quarters Forward Analyst Estimates
• Portfolio Statistics & Notifications
• Equity Research (Morningstar, AI)
• All Core Research Tools
Pro
USD64.00 / per month• Global Stocks, ETFs & Funds Data (100,000+ companies)
• 2,000+ Company Segments & KPIs (12+ years/16+ quarters)
• 10+ Years & 12+ Quarters Financials & Ratios (Table & Charts)
• 500 Monthly AI Copilot Prompts
• Unlimited Dashboards (250 Rows)
• Unlimited Investor Relations Events/Filings
• 3 Years & 5 Quarters Forward Analyst Estimates
• Analyst Estimate Revisions, Price Targets, Ratings
• Custom AI Summaries
• All Plus Features, Business Owner Mode, Brand Kit, Request Coverage, Premium Support
Enterprise
Unknown Price• All Pro Plan Features
• Team Billing
• Custom Contracts
• Additional features tailored to team needs
Free
Free Plan• Global Stocks, ETFs & Funds Data (100,000+ companies)
• 2,000+ Company Segments & KPIs (2 years/quarters)
• 5 Years & 6 Quarters Financials & Ratios (Table & Charts)
• 10 Monthly AI Copilot Prompts
• 1 Dashboard (30 Rows)
• 1 Investor Relations Event/Filing
• 1 Year & 1 Quarter Forward Analyst Estimates
• Limited Ownership Data
• Core Research Tools (Screener, DCF, Dividends, Industry Comparison, Holdings)
• Earnings Calendar, Hedge Fund Letters, AI Summaries
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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