What is
FinChat
?
FinChat is the Modern Financial Data Terminal designed to help investors research public companies through AI-powered tools and comprehensive global financial data. The platform provides clean global financial data with customizable dashboards, AI Copilot research assistance, and company-specific KPI tracking to help users go from idea to confidence in their investment decisions. With SOC2 Type II security accreditation and trust from 300,000+ global investors, FinChat offers advanced features including analyst estimates, ownership data, 13F filings, and hedge fund letters. The platform combines traditional financial analysis with modern AI capabilities to streamline the investment research process.
- AI Copilot Research for investment analysis
- Global financial data and company metrics
- Customizable dashboards and visualizations
- Company-specific KPI tracking
- Analyst estimates and ownership data
- 13F data and hedge fund letters
- Earnings calendar and IR content
- Personalized notifications and alerts
- Free tier: Basic access available
- Paid plans: Advanced features and data
- Contact for enterprise pricing
- SOC2 Type II accredited for security
- Trusted by 300,000+ global investors
- AI-powered research capabilities
- Comprehensive data coverage globally
- Modern interface vs traditional terminals
- Speed to insights in research process
- SOC2 Type II accredited for security
- Trusted by 300,000+ global investors
- AI-powered research capabilities
- Comprehensive data coverage globally
- Modern interface vs traditional terminals
- Speed to insights in research process
- Individual investors researching stocks
- Professional investors and analysts
- Asset managers managing portfolios
- Research analysts conducting market analysis
- Financial institutions requiring data
- Hedge funds and investment firms
- Public company research and analysis
- Investment decision support
- Portfolio management and tracking
- Financial data analysis and visualization
- Market research and screening
- Due diligence processes
https://docs.finchat.io
- SOC2 Type II security accreditation
- Data encryption and privacy protection
- Secure API access
- Setup takes 1-2 hours for account creation and basic configuration, with 1-2 days for full dashboard customization and workflow optimization.
- Bloomberg Terminal - Professional financial data
- Refinitiv - Financial market data
- FactSet - Investment research platform
Cassidy AI
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