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Fintool v. ChatGPT4-o

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AI EQUITY RESEARCH COPILOT

It's like ChatGPT + EDGAR


TRY FINTOOL NOW



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ASK COMPLEX QUESTIONS EFFORTLESSLY

Fintool scans millions of SEC filings, earnings calls, and conference
transcripts to provide precise answers. It quotes sources and suggests follow-up
questions.


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10-K, 10-Q, 8-K

Earnings calls

Conference transcripts

Form-4, Form N-PORT

Financial Data

Financial News




EXTRACT DATA AND EXPORT IN CSV

Fintool organizes financial metrics, KPIs, and unstructured data from filings
and transcripts into easy-to-use tables.


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KPIs

Balance Sheet

Income Statement

Financial Ratios

Cash flows

Segments




GET ALERTED BY YOUR AI ANALYST

Fintool will work in the background and inform you with real-time alerts on the
content you care about.


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Quantitative insights

Qualitative insights

Financial News

Monitor industry

Monitor executives

Monitor any words




DRAFT MEMOS AND REPORTS

Select a company or an industry and use a list of prompts for Fintool to write a
memo.


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Screening

Industry broad

Prompt templates

Custom prompts

Real-time speed

Auto-update




UPLOAD YOUR OWN DATA

Securely upload your own data with enterprise-grade security. Fintool seamlessly
connects to cloud providers, integrating your information for comprehensive
analysis and insights.


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Enterprise security

Cloud encryption

Real-time

Integrate with cloud providers

Connect to OneDrive

Upload PDFs




INSTITUTIONAL INVESTORS LOVE FINTOOL


MARK CASTILLO

PM at Scout Global

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.


ANA ANDERSON

Investment Manager Dumac

I am impressed with Fintool, a first mover in the financial/investment related
AI chatbot space, far outpacing incumbent behemoths like Bloomberg.


THINKCELL WANG

CIO Guangdong Guojianan

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

Gary Sharpe

@GarySharpe3



Fintool is a very powerful platform that can enhance your productivity if you
ask the right questions. Heartily recommended.

Ryan Carson

@ryancarson



You finally have your own financial analyst ✨ Fintool is a financial copilot for
investment professionals to make better decisions. It uses OpenAI’s APIs + SEC
filing documents to give you very specific answers based on investor calls and
documents. Here’s the detailed and helpful answer I got in response to the
question “TSLA - Question on FSD pricing strategy and adoption rates?” You can
check it out at http://fintool.com

CFA Society of AL

@CFAofAL



Looking for a rabbit hole? Fintool could scratch that itch.

Contrahour

@Contrahour



I love the http://fintool.com AI for investors. Able to summarize and search
transcripts, 10ks and 10qs in an instant. Also priced affordably.

M Wahdy

@MRWahdy



http://fintool.com is best-in-class for equity research workflow, imo.

Chris Brown

@almostcmb



Cool product. Trained on EDGAR + earnings calls. Example of lightweight AI tool
that can drive lots of value to end user via fairly simple experience.

Leo

@liloberto



I think @fintoolx has the power of 10 analysts and management consultants. The
future is scary and exciting.

Bene

@BenedicteH1988



SEC filings + earnings calls + Fintool chatbot = unstoppable insights

Meltem Demirors

@Melt_Dem



chatGPT meets EDGAR filings - query public equities data and filings w
conversational prompts

Investing Without Pain

@NoPainInvesting



Wow. AI and 10-k combined. High nerd alert.

RepeGent

@RepeGent



This is amazing. Great tool!

MasteringMachines AI

@MstrMachines



You want a fun way to analyze SEC filings! lol there is a new AI tool for that
called Fintool.

Richard J Law

@drrichjlaw



Cool. An LLM chat tool for SEC filings and earnings transcripts.


FREQUENTLY ASKED QUESTIONS

Why is Fintool better than ChatGPT?



No Hallucinations: ChatGPT generates incorrect information, such as fictitious
numbers and non-existent companies, and unlike Fintool, it doesn't cite sources,
making it difficult to verify the information.




Freshness of data: ChatGPT has a knowledge cutoff of April 2023 whereas Fintool
has access to real-time financial information.




Proprietary Infrastructure: Fintool has developed an extensive infrastructure
designed to extract pertinent information from numerous companies and decades of
filings. This system verifies all data, cites sources, and generates exportable
CSV tables.

What are your data sources?



Use and re-use tons of responsive sections too a main create the perfect layout.
Sections are firmly of organised into the perfect starting categories. Our
platform is designed with user experience in mind, making it simple and
intuitive for both your team and your customers to use for better cost.

Which LLM model do you use?



Use and re-use tons of responsive sections too a main create the perfect layout.
Sections are firmly of organised into the perfect starting categories. Our
platform is designed with user experience in mind, making it simple and
intuitive for both your team and your customers to use for better cost.

What about hallucinations?



Use and re-use tons of responsive sections too a main create the perfect layout.
Sections are firmly of organised into the perfect starting categories. Our
platform is designed with user experience in mind, making it simple and
intuitive for both your team and your customers to use for better cost.

What about compliance?



Use and re-use tons of responsive sections too a main create the perfect layout.
Sections are firmly of organised into the perfect starting categories. Our
platform is designed with user experience in mind, making it simple and
intuitive for both your team and your customers to use for better cost.



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