FinChat - AI-powered investment research made easy

FinChat Terminal operates on the premise of combining advanced AI tools with a comprehensive data platform to streamline the research process. Here’s how it works:

• Data Aggregation: FinChat compiles global financial data on public equities, ETFs, and funds, providing high-quality datasets that investors can trust.
• AI Integration: The Copilot feature leverages AI to generate research prompts and insights based on user queries, saving time and increasing efficiency.
• Dynamic Dashboards: Customizable dashboards allow users to track their investment portfolios and watchlists in real-time, ensuring they can monitor market movements and company valuations without hassle.
• Notifications: Users receive alerts and updates directly related to their interests, ensuring they never miss critical information.
• Investor Relations Hub: Access to earnings calls, transcripts, and other essential documents helps investors understand the business fundamentals without extensive digging through corporate websites.
• Visual Analytics: Users can easily visualize data and compare financial metrics, enabling them to make informed decisions at a glance. These elements work harmoniously to make the research process more efficient and effective, allowing investors to focus on strategy rather than data collection.

Getting started with FinChat is simple and user-friendly:

1. Create an Account: Sign up for free on our website to start exploring the powerful features offered by the FinChat Terminal. Simply provide your email and create a password.
2. Choose Your Plan: Select from the Free, Plus, Pro, or Enterprise plans based on your research needs. Consider starting with the Free plan to test the waters.
3. Explore the Dashboard: Once logged in, familiarize yourself with the FinChat dashboard. Navigate to different sections to access global financial data, investor relations content, and analytic tools.
4. Use the Copilot: Start utilizing the AI-powered Copilot feature. Input specific queries or ask for insights, and the AI will generate valuable information to inform your investment strategies.
5. Set Up Notifications: Customize your notifications to stay updated on essential earnings calls, changes in ownership data, and any specific events related to companies you are following.
6. Visualize and Compare: Take advantage of our visualization tools to analyze data. Create charts and graphs for a clearer comparison of financial metrics over time.
7. Build Portfolios: Use the portfolio feature to track your investments and performance. Customize your watchlist with ease, keeping your investment strategy front and center.
8. Engage with Resources: Make sure to utilize other resources available in the Help Center or our blog to enhance your use of the FinChat Terminal further.

FinChat is revolutionizing the investment research landscape, offering unparalleled access to accurate global financial data and powerful AI tools. Knowing where to focus your attention can spell the difference between profit and loss in today’s fast-paced market. With FinChat, you have a reliable partner in your research journey, combining advanced technologies with user-friendly interfaces to ensure you make informed investment decisions with confidence.