FinChat

About FinChat

Investment Research, Reimagined

FinChat is a comprehensive research terminal designed for professional and individual investors. It centralizes global financial data, investor relations content, and AI-powered tools into a single, intuitive platform. Built by investors for investors, FinChat helps users move from idea to decision faster and with greater confidence.

Trusted by Leading Firms

Used by top financial institutions, asset managers, and analysts worldwide, FinChat delivers institutional-grade data and cutting-edge features trusted by over 300,000 investors.

Global Data and Research Tools

Institutional-Grade Financial Data

Access accurate fundamental data on global stocks, ETFs, and funds. FinChat supports deep dives into business segments and key performance indicators, enabling investors to understand what truly drives performance.

AI-Powered Copilot

The FinChat Copilot leverages AI to summarize investor documents, automate repetitive tasks, and answer financial queries in real time. It enhances speed and clarity in the research process—turning hours of digging into minutes of insight.

Company-Specific Insights

KPI Tracking and Segmentation

Move beyond the income statement. FinChat offers detailed breakdowns of company-specific business segments and KPIs, making it easier to analyze core performance drivers across industries.

Ownership and Estimates

View insider activity and ownership trends, along with consensus analyst estimates for forward-looking metrics. Understand how leading investors are positioning and what market expectations look like.

Research Content Without the Noise

Investor Relations Content in One Place

Access a full archive of earnings call transcripts, press releases, slide decks, investor day presentations, and filings—without switching between IR websites.

Hedge Fund Letters and 13 °F Filings

FinChat aggregates key insights from high-profile hedge funds and institutional investors, including 13 °F disclosures and thought leadership through published letters.

Visual Dashboards and Alerts

Customizable Dashboards

Track watchlists, portfolios, and key metrics with dashboards built for investors. Customize tables and visualizations to organize your research flow the way you work best.

Alerts and Earnings Calendar

Stay ahead of market events with real-time alerts and a built-in earnings calendar. Monitor changes in company fundamentals or investor behavior without missing a beat.

Designed for Speed and Security

Fast, Insightful Analysis

FinChat streamlines workflows with built-in AI tools, smart search, and powerful visualizations. It's designed for efficiency—so you can go from idea to execution without delays.

SOC 2 Type II Compliant

With robust security and privacy protections, FinChat ensures your data remains secure. It's compliant with the highest standards, making it enterprise-ready.

Why Investors Choose FinChat

Built by Investors

Every feature is crafted with the investor's workflow in mind. From institutional research to retail analysis, FinChat offers powerful tools that scale across experience levels.

Unified Platform

Eliminate the need for multiple tools. With financial data, AI insights, dashboards, and investor resources in one place, FinChat serves as your central research hub.

Accessible and Powerful

Get started for free and explore all the features without the complexity of legacy systems. FinChat combines accessibility with professional-grade depth.