FinanceGPT

FinanceGPT - Unleashing The Power of AI in Financial Analysis

FinanceGPT combines the power of generative AI with financial data, charts, and expert knowledge to empower your financial decision-making. Get started with analytics & research, asset management, financial planning, and data-driven decision tools designed for investors, financial managers, and accountants. The platform helps you turn complex financial data into actionable insights, forecasts, and narratives.

How It Works

Three easy steps

1. Give an instruction: Provide the required information and specify your objective.
2. Receive your analysis: Generate a report ready to be shared, with insights and visuals.
3. Share: Grant access to analysis for teammates or clients.

Example context Market Conditions: Energy Crisis, Interest Rate Hike Cycle Regions: Sub-Saharan Africa, Middle East and North Africa, Asia-Pacific, Latin America Financial Statement: Key metrics, cash flows, and risk indicators

Generative Tools More than 10 AI tools to perform costly and time-consuming finance tasks:

• Balance Sheet Analysis
• Cash Flow Analysis
• Credit Analysis
• Diversification Strategy
• Equity Research
• Exchange Rate Analysis
• Fundraising Strategy
• Hedging Strategy
• Investment Strategy
• Liquidity Analysis
• Liquidity Strategy
• Profit and Loss Analysis
• Stock Price Analysis
• Tax Planning Strategy
• Technical Equity Analysis
• Valuation Analysis

Transforming Complex Data into Actionable Insights FinanceGPT uses large quantitative models to analyze, interpret, and visualize financial data. It turns complex data into easy-to-understand charts and narratives, providing actionable insights and forecasts to support strategic decisions.

Funding & Partnership FinanceGPT Labs (formerly IPOXCap AI) is supported by a strong ecosystem in finance, technology, and data science. It accelerates financial data analytics, investment portfolio optimization, and the adoption of generative AI for finance. The platform champions Large Quantitative Models (LQMs) as a core capability in the quantitative finance space.

Ready to get started? Create an account in seconds.

Features and Capabilities

• Analytics & Research: AI-powered financial analysis to understand markets and company fundamentals
• Asset Management: AI-driven portfolio optimization, tax harvesting, and reporting
• Financial Planning: AI-driven goal management and tailored financial plans
• Data-Driven Decision Making: Customizable forecasting, real-time data aggregation, and health monitoring
• Real-Time Insights: Live data feeds and dashboards for timely decisions
• Extensive Toolset: 10+ AI tools for balance sheets, cash flow, valuations, risk, and more
• Enterprise Ready: Used by finance teams in thousands of enterprises
• Narrative Visualization: Turn financial data into easy-to-understand charts and stories
• Compliance & Privacy: Built-in governance around data handling and reporting