AI Equity Research Copilot

It's like ChatGPT + EDGAR

AI Equity Research Copilot

It's like ChatGPT + EDGAR

AI Equity Research Copilot

It's like ChatGPT + EDGAR

AI Equity Research Copilot

It's like ChatGPT + EDGAR

Ask complex questions effortlessly

Fintool scans millions of SEC filings, earnings calls, and conference transcripts to provide precise answers. It quotes sources and suggests follow-up questions.

Try for free today

10-K, 10-Q, 8-K

Earnings calls

Conference transcripts

Form-4, Form N-PORT

Financial Data

Financial News

Extract data and export in CSV

Fintool organizes financial metrics, KPIs, and unstructured data from filings and transcripts into easy-to-use tables.

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KPIs

Balance Sheet

Income Statement

Financial Ratios

Cash flows

Segments

Get alerted by your AI analyst

Fintool will work in the background and inform you with real-time alerts on the content you care about.

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Quantitative insights

Qualitative insights

Financial News

Monitor industry

Monitor executives

Monitor any words

Draft memos and reports

Select a company or an industry and use a list of prompts for Fintool to write a memo.

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Screening

Industry broad

Prompt templates

Custom prompts

Real-time speed

Auto-update

Upload your own data

Securely upload your own data with enterprise-grade security. Fintool seamlessly connects to cloud providers, integrating your information for comprehensive analysis and insights.

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Enterprise security

Cloud encryption

Real-time

Integrate with cloud providers

Connect to OneDrive

Upload PDFs

Institutional investors love Fintool

Mark Castillo

PM at Scout Global

I found fintool to be superior to other AI offerings for SEC filings. Easy to use and a meaningful time saver for those who read annual reports and other filings on a daily basis.

Ana Anderson

Investment Manager Dumac

I am impressed with Fintool, a first mover in the financial/investment related AI chatbot space, far outpacing incumbent behemoths like Bloomberg.

Thinkcell Wang

CIO Guangdong Guojianan

A crucial aspect that sets Fintool apart from other AI tools is that all of its information is verifiable and originates from reliable sources, rather than being fabricated

Gary Sharpe

@GarySharpe3

Fintool is a very powerful platform that can enhance your productivity if you ask the right questions. Heartily recommended.

Ryan Carson

@ryancarson

You finally have your own financial analyst ✨ Fintool is a financial copilot for investment professionals to make better decisions. It uses OpenAI’s APIs + SEC filing documents to give you very specific answers based on investor calls and documents. Here’s the detailed and helpful answer I got in response to the question “TSLA - Question on FSD pricing strategy and adoption rates?” You can check it out at http://fintool.com

CFA Society of AL

@CFAofAL

Looking for a rabbit hole? Fintool could scratch that itch.

Contrahour

I love the http://fintool.com AI for investors. Able to summarize and search transcripts, 10ks and 10qs in an instant. Also priced affordably.

http://fintool.com is best-in-class for equity research workflow, imo.

Chris Brown

@almostcmb

Cool product. Trained on EDGAR + earnings calls. Example of lightweight AI tool that can drive lots of value to end user via fairly simple experience.

Leo

@liloberto

I think @fintoolx has the power of 10 analysts and management consultants. The future is scary and exciting.

Bene

@BenedicteH1988

SEC filings + earnings calls + Fintool chatbot = unstoppable insights

chatGPT meets EDGAR filings - query public equities data and filings w conversational prompts

Investing Without Pain

@NoPainInvesting

Wow. AI and 10-k combined. High nerd alert.

RepeGent

@RepeGent

This is amazing. Great tool!

You want a fun way to analyze SEC filings! lol there is a new AI tool for that called Fintool.

Richard J Law

@drrichjlaw

Cool. An LLM chat tool for SEC filings and earnings transcripts.

Frequently Asked Questions

Why is Fintool better than ChatGPT?

No Hallucinations: ChatGPT generates incorrect information, such as fictitious numbers and non-existent companies, and unlike Fintool, it doesn't cite sources, making it difficult to verify the information.


Freshness of data: ChatGPT has a knowledge cutoff of April 2023 whereas Fintool has access to real-time financial information.


Proprietary Infrastructure: Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings. This system verifies all data, cites sources, and generates exportable CSV tables.

What are your data sources?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

Which LLM model do you use?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about hallucinations?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about compliance?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

Why is Fintool better than ChatGPT?

No Hallucinations: ChatGPT generates incorrect information, such as fictitious numbers and non-existent companies, and unlike Fintool, it doesn't cite sources, making it difficult to verify the information.


Freshness of data: ChatGPT has a knowledge cutoff of April 2023 whereas Fintool has access to real-time financial information.


Proprietary Infrastructure: Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings. This system verifies all data, cites sources, and generates exportable CSV tables.

What are your data sources?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

Which LLM model do you use?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about hallucinations?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about compliance?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

Why is Fintool better than ChatGPT?

No Hallucinations: ChatGPT generates incorrect information, such as fictitious numbers and non-existent companies, and unlike Fintool, it doesn't cite sources, making it difficult to verify the information.


Freshness of data: ChatGPT has a knowledge cutoff of April 2023 whereas Fintool has access to real-time financial information.


Proprietary Infrastructure: Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings. This system verifies all data, cites sources, and generates exportable CSV tables.

What are your data sources?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

Which LLM model do you use?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about hallucinations?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.

What about compliance?

Use and re-use tons of responsive sections too a main create the perfect layout. Sections are firmly of organised into the perfect starting categories. Our platform is designed with user experience in mind, making it simple and intuitive for both your team and your customers to use for better cost.