FinChat.io

FinChat Terminal: The Complete AI-Powered Stock Research Platform is an all-in-one research terminal designed for investors and institutions. It combines global financial data, AI-assisted analysis, and integrated workflows to accelerate fundamental research, idea generation, and decision-making. The platform emphasizes fast access to accurate data, AI copilots to summarize content and automate repetitive tasks, and customizable dashboards to track portfolios and ideas. FinChat is trusted by hundreds of thousands of investors and supported by SOC2 security to safeguard data.

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How to Use FinChat Terminal

1. Access the FinChat Terminal to view global financial data across public equities, ETFs, and funds.
2. Leverage AI Copilot to summarize first-party investor relations content, visualize data, and automate repetitive research tasks.
3. Build Dashboards & Alerts to monitor portfolios, watchlists, earnings calendars, ownership data, and KPIs.
4. Explore Company Fundamentals with segments, KPIs, and investor relations content in a single interface.
5. Integrate with FinChat APIs if you’re a platform builder or institution to embed AI-powered research into your own tools.

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Core Benefits

• Centralized global financial data for stocks, ETFs, and funds.
• AI-powered research to save time and improve insights.
• Unified view of business fundamentals, investor relations content, and company-specific information.
• Fast, dashboard-based workflows for screening, summarization, visualization, and idea validation.
• Secure data handling with SOC2 Type II compliance.

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Features

• Global financial data for public equities, ETFs, and funds
• AI Copilot for research automation and content summarization
• KPI and company-specific segment data
• Dashboards for portfolios and watchlists with customizable tables and notifications
• Data visualization with advanced charting for quick comparisons
• Earnings estimates, ownership data, and investor relations content (earnings calls, transcripts, slides, press releases, filings)
• 13F data and hedge fund letters feeds for institutional insights
• Earnings calendar and tracking of upcoming releases
• SOC2 Type II security accreditation for data protection
• Accessible for both individual investors and institutions

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How It Works

• Access global financial data and AI-assisted analytics in a single terminal.
• Use the Copilot AI to automate repetitive tasks, summarize first-party investor relations content, and amplify insight generation.
• Visualize data, compare ideas, and organize dashboards to reach investment decisions efficiently.
• Integrate with FinChat APIs for custom builds and platform integration.

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Safety & Privacy Considerations

• Data handling emphasizes secure storage and governance; ensure compliance with your organization’s policies when sharing or exporting data.

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Core Features Summary

• Accurate global financial data for equities, ETFs, and funds
• AI-powered Copilot for research support and content summarization
• KPI data and company-specific segments for granular insights
• Dashboards with notifications and customizable views
• Rich investor relations content library (IR calls, transcripts, slides, press releases, filings)
• 13F data and hedge fund letters for institutional context
• Earnings calendar and tracking
• SOC2 Type II security accreditation
• API access for platform builders and institutions
• Wide adoption by 300k+ investors and organizations