Fintool

1885 mission st, 94103, San Francisco, United States
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4.88
Based on 16 Reviews

5

87.50%

4

12.50%

3

0.00%

2

0.00%

1

0.00%
About Fintool

Fintool is a financial copilot for public equity investors. It's ChatGPT on top of financial documents, starting with SEC filings and transcripts. Fintool is engineered to discover financial insights beyond the reach of timely human analysis. Fintool helps summarizing long annual reports, compute numbers and find new insights by comparing years of filings.

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Simons Chase
GB

I've observed remarkable development of… I've observed remarkable development of this tool over the last six months. The team is super focused on execution and making the tool relevant. Perfect for analysts and bankers looking for a force multiplier in their process.

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Roger
GB

Solid AI tool adding new capabilities quickly Solid AI tool (think: smart, question prompt-based search) that is modestly useful in some applications and extremely useful in others. Fast product cycle from company means new features / data sources are being added. Product functionality isn't yet great for requesting time series data, longer-term historical results, or pulling time series data from transcripts, but confident the product will evolve to improve there rapidly

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Mark
GB

I found fintool to be superior to other… I found fintool to be superior to other AI offerings for SEC filings. Easy to use and a meaningful time saver for those who read annual reports and other filings on a daily basis.

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Thinkcell Wang
GB

Fintool is an exceptional and reliable tool Fintool is an exceptional tool that assists me in retrieving, summarizing, and organizing massive amounts of EDGAR data, enabling me to make informed decisions more swiftly. A crucial aspect that sets Fintool apart from other AI tools is that all of its information is verifiable and originates from reliable sources, rather than being fabricated. This point is incredibly important because if every piece of information provided required individual verification for its authenticity, the value of the tool would be significantly diminished.

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Ana A
GB

Trustworthy data, points directly to sources. Fintool has been helpful to my equity research process for US listed companies (including ADRs). The tool pulls from a number of reliable sources (SEC Edgar filings, earnings call transcripts) that I used to fetch and go through manually. Fintool's answers show you the exact document(s) it draws from for answers, and it's very easy to pull up the primary document within the platform. I've found that earnings releases and call transcripts are uploaded within 24-36 hours as they are released. I also really appreciate the question bank that Fintool suggests as you dig further into a company, these are helpful for idea generation and covering blind spots. I have shared constructive feedback with the team as I use the tool and they've been responsive, helpful, and quick to implement improvements. I am impressed with Fintool, a first mover in the financial/investment related AI chatbot space, far outpacing incumbent behemoths like Bloomberg.

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