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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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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TJ
GB

Outstanding product This product provides me immense amount of leverage, and it’s incredibly easy to use while covering a massive amount of information.

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Howie Font
GB

A GPT that I use everyday! Gives me my time back. Fintool is just great, it's a GPT that does exactly what it should and is much more user friendly than 99% of what I've seen out there. The team building Fintool seems to be pushing new improvements every week and I have made it a part of my daily workflow. I have pushed it to try and force hallucinations but it always gives me the source with every answer. It took awhile for me to get there but I completely trust Fintool's answers and I am thankful for the hour's it has saves in my day. Appreciate all the work their team has done, thanks guys!

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Steve R
GB

Great Tool for Research I'm a portfolio manager and my team has been successfully using fintool. It's great for qualitative research on companies and coming up to speed quickly. Can also pull out some key information from calls that would otherwise take some digging. I'm excited to continue using it as I can see how it's only going to get more powerful with time.

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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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