FinChat.io is an AI-powered chatbot specifically designed for the finance industry, enabling users to ask questions about public companies and investors. With its extensive coverage of over 750 companies and 100 super investors, FinChat.io provides accurate and up-to-date information, making it a powerful tool for finance professionals and investors.
Quick Facts and Specs
| Basic Details | Availability |
|---|---|
| Starting Price | $24.65 |
| Pricing Model | Monthly and Annually |
| Special Discount | No |
| Free Tier | Free to Use |
| Gross Profit | ✔ |
| Stacked & Grouped Bar Graphs | ✔ |
| custom screens | ✔ |
| Earnings Analysis | ✔ |
| Portfolio Insights | ✔ |
| Market Trends | ✔ |
What is FinChat.io?
FinChat.io is an AI-powered investment research platform that provides users with real-time, verified data from public companies globally. It combines institutional-grade financial data, analytics, and conversational AI to deliver insights through an interactive chat interface. Users can ask complex financial questions and receive accurate answers with data visualizations.
FinChat.io Key Features
- Real-Time Data: FinChat.io provides users with real-time, verified data on over 60,000 public companies globally. It enables users to stay up-to-date with the latest industry trends and indicators.
- Extensive Coverage: The platform offers access to data on over 750 companies, including notable corporations like Apple, Microsoft, Amazon, and Alphabet. Its database covers up to 20 years of historical financial data, company-specific KPIs, and segments.
- Conversational AI Interface: FinChat.io uses an AI-powered chatbot interface that allows users to ask questions in natural language. The conversational interface makes vast amounts of financial information easily accessible.
- In-Depth Insights: FinChat.io provides granular data on gross profit margins, production, delivery, and specific metrics for companies. It offers analyst estimates, consensus ratings, price targets, earnings call transcripts, SEC filings, and more.
- Customizable Dashboards: Users can create personalized dashboards to track the companies and metrics that matter most to them. The platform enables users to build custom screens, DCF models, and industry peer comparisons through text prompts.
- Data Visualization: FinChat.io presents complex financial data visually through stacked and grouped bar graphs. It generates charts and visualizations to support the AI-generated insights and summaries.
- Transparency and Accuracy: The platform focuses on providing data sourcing and reasoning to ensure transparency and accuracy. It delivers information at an institutional-grade level of accuracy.
- Macroeconomic Indicators: FinChat.io provides users with access to macroeconomic indicators. This allows investors to understand the broader economic context when making investment decisions.
- ETF Holdings: The platform offers information on ETF holdings. This enables users to analyze the composition and performance of various exchange-traded funds.
- Earnings Calendar: FinChat.io features an earnings calendar. Users can stay informed about upcoming earnings reports and track the financial performance of companies.
- Super Investor Holdings: The platform provides data on the holdings of super investors. This allows users to gain insights from the investment strategies of successful investors.
- Collaborative Research: FinChat.io enables seamless collaboration among investment teams. Users can share charts, models, and insights with colleagues to make better investment decisions together.
Pricing Plans
| Plan | Price | Features |
|---|---|---|
| Free | $0/month | - 5 years of financial data - 2 years of Segments & KPIs - 25 AI prompts per month - Basic tools - 1 dashboard |
| Plus | $24.65/month $246.50/year | - 10 years of financial data - 5 years of Segments & KPIs - 250 AI prompts per month - Unlimited dashboards - Advanced features |
| Pro | $67.15/month $671.50/year | - Up to 20 years of financial data - Unlimited Segments & KPIs - Unlimited AI prompts -Excel Add-in - Premium support |
| Platform | Custom pricing | - Tailored for platform builders - API Access- Website widgets - Pricing available upon contact |
Alternatives
1. Yahoo! Finance
Yahoo! Finance is a free, web-based platform that offers stock quotes, news, portfolio management resources, and international market data.
It is the most popular free alternative to FinChat.io.
2. wallmine
wallmine is a paid, proprietary stock trading and research application with SEC filings analysis, portfolio management, alerts, and visualizations.
It is the most popular commercial alternative to FinChat.io.
3. Google Finance
Google Finance provides a wide range of information about stocks, mutual funds, public and private companies, interactive charts, news, and fundamental data.
It is a free, web-based alternative to FinChat.io.
| Feature | FinChat.io | Yahoo! Finance | wallmine | Google Finance |
|---|---|---|---|---|
| Pricing | Freemium | Free | Paid | Free |
| Platform | Web-based | Web, Android, iOS | Web-based | Web-based |
| Real-time Data | Yes | Yes | Yes | Yes |
| Fundamental Data | Extensive, up to 20 years | Basic | Extensive | Basic |
| Company-specific KPIs | Yes | No | No | No |
| AI Assistant | Yes | No | No | No |
| Portfolio Management | Yes | Yes | Yes | No |
| Customizable Dashboards | Yes | No | No | No |
| SEC Filings | Yes | No | Yes | No |
| Collaborative Research | Yes | No | No | No |
Our Verdict
After spending some time with FinChat.io, I can confidently say that FinChat.io is a revolutionary tool for investors looking for a robust, AI-powered investment research platform. FinChat uses advanced machine learning to analyze massive amounts of data, including 20+ years of historical financial data, company-specific Key Performance Indicators (KPI), analyst estimates, earnings call transcripts, SEC filings, and more.
The platform does have some drawbacks, such as not working for active day traders, not working on daily results, no intraday chart, and a difficult interface for beginners who are just starting out in Investing. FinChat requires financial literacy to fully understand the tool, but its transparency and accuracy, flexible pricing plans, and collaborative features make it a valuable tool.
- Extensive historical financial data.
- Company-specific KPIs and segment data.
- AI assistant for investing queries.
- Intuitive and easy-to-use interface.
- Modern UI for the web-based terminal.
- Best source of fundamental data.
- Free version with basic features.
- No mobile app is available currently.
- Price data from yesterday's close.
