What it does

FinChat is a research platform for investors that pairs a conventional data terminal with AI tools. The core product, called the FinChat Terminal, covers fundamentals for stocks, ETFs and funds around the world. Its Copilot answers questions on top of the platform's own data sets. The site shows example prompts about a company's net revenue retention, its business segments and products, and what executives have said about AI. Other parts of the terminal cover company-specific KPIs, consensus estimates, ownership and 13F data, earnings calls, filings, charting, dashboards and notifications. The site says the service is SOC2 Type II accredited and also offers an API for its data.

Capabilities

Copilot for asking research questions over the platform's data
Fundamental data for global stocks, ETFs and funds
Company-specific business segment and KPI data
Investor relations material such as earnings calls, transcripts and filings in one place
Customizable dashboards for portfolios and watchlists, with notifications
Charting for comparing companies

When to use it

Researching a public company's financials, segments and KPIs
Screening for new investment ideas and comparing companies side by side
Tracking a portfolio or watchlist and getting notified of updates
Catching up on earnings calls and filings without visiting each company's investor relations site