FinChat is an all-in-one AI-powered investment research platform that combines accurate global equity data with automation and real-time insights. It serves as a modern terminal for investors, providing access to public company fundamentals, KPIs, ownership details, investor relations content, and more. FinChat leverages artificial intelligence to summarize earnings calls, automate repetitive research tasks, and organize data visually to enhance decision-making speed and clarity. With tools like personalized dashboards, copilot-style search, data visualization, and earnings calendars, FinChat replaces fragmented workflows with a seamless, centralized experience. Built by investors for investors, FinChat is trusted by professionals globally and offers a free version for immediate use.
Performance Score
A+
Content/Output
Global Investment Research Terminal
Interface
Modern, Intuitive UI
AI Technology
- Financial Data AI
- KPI Detection
- Research Automation
Purpose of Tool
Accelerate equity research and investment decisions with AI
Compatibility
Web-Based Platform
Pricing
Free Plan Available + Paid Terminal (Contact Sales)
Who is Best for Using FinChat?
- Equity Analysts: Access institutional-level financials, KPIs, and analyst estimates with a faster, modern interface powered by AI tools.
- Portfolio Managers: Organize watchlists, monitor fundamentals, and track ownership trends with personalized dashboards and smart notifications.
- Retail Investors: Summarize earnings calls, screen global equities, and gain insights without needing professional terminals or expensive data feeds.
- Finance Students & Educators: Learn to analyze companies using a user-friendly research terminal with real-world global data and investor materials.
- Fintech Developers: Leverage FinChat APIs to integrate real-time data, ownership info, and IR content into custom investment apps or models.
Accurate Global Financial Data
AI Copilot for Research Summarization
KPI-Level Business Segment Analysis
Earnings Calendar & Notifications
Custom Dashboards and Visualizations
Ownership & 13F Filing Data
Investor Relations Transcripts & Audio
Hedge Fund Letter Aggregation
Forward Analyst Estimates
Is FinChat Free?
Yes, FinChat offers a free version of its research terminal, which provides access to core features including global financial data, AI Copilot, and customizable dashboards. For advanced usage�including higher data limits, priority access, and API integration�FinChat offers a premium version available via contact-based pricing. Enterprise teams and institutional users can reach out to sales for custom solutions.
FinChat Pricing Plans
- Free Plan: Access core features including global financial data, AI Copilot, and customizable dashboards.
- Paid Terminal: Advanced features such as higher data limits, priority access, and API integration. Contact sales for pricing.
FinChat Pros & Cons
AI-powered research automation and summarization
High-quality global data and KPIs
Free version available to all users
Streamlined UX built for speed and depth
Trusted by top-tier investors and asset managers
No public pricing for premium features
Requires sign-up for full access to tools
Lacks mobile app (currently web-only)
Focuses on public equities (no crypto/private assets)
Earnings call AI summaries may vary in nuance
