What's The Best AI Tool for Investment Research?
We put 5 AI models to the test. Here's how they performed.
It's no secret that AI saves people time.
But certain AI models are better equipped to handle more specific prompts.
That's why we went through the leading AI models to see which is best suited for investment research.
To compare the AI models, we gave each one 3 simple prompts:
- Summarize Amazon's latest conference call
- Summarize Adyen's business model and provide profit margins
- Show me stocks in Brazil with the highest dividend yield above a $1 billion market cap
And we measured each answer by assigning a good ( ✅ ), bad ( ❌ ), or okay ( 🟡 ) score to the following 4 criteria:
- Usefulness
- Data accuracy
- Organization
- Supporting materials (charts, metrics, sources, etc.)
Prompt #1: "Summarize Amazon's latest conference call"
ChatGPT
Scoring
🟡 Usefulness: Decent summary of developments at Amazon but the response lacks important financial context.
❌ Data Accuracy: No data provided.
❌ Organization: Lacks segments. Not optimized for readability.
❌ Supporting Materials: 1 generic source but no charts or financial metrics.
Gemini
Scoring
🟡 Usefulness: Answer contains some useful and accurate information but is not very thorough.
✅ Data Accuracy: All financial data reported is accurate and up to date.
🟡 Organization: Bullet points make the answer more readable, but the answer leaves out important parts of the conference call.
❌ Supporting Materials: No charts and no links to the conference call.
TigerGPT
Scoring
❌ Usefulness: Doesn't provide any commentary from the actual conference call.
✅ Data Accuracy: The numbers that TigerGPT chose to provide were all accurate.
🟡 Organization: Segmented well for readability, but lacks important topics.
❌ Supporting Materials: No charts and no sources.
Alpha by Public
Scoring
❌ Usefulness: Doesn't provide any information about the actual business.
❌ Data Accuracy: No data provided.
❌ Organization: Not broken into segments or important aspects of the earnings call.
❌ Supporting Materials: No charts, metrics, or sources.
Scoring
✅ Usefulness: Properly answers the prompt with metrics to support it.
✅ Data Accuracy: All numbers provided are accurate and up to date.
✅ Organization: Segmented in an easy-to-read way and prioritized information based on importance.
✅ Supporting Materials: Provides useful metrics and links directly to specific moments from the conference call.
Prompt #2: "Summarize Adyen's business model and provide profit margins"
ChatGPT
Scoring
🟡 Usefulness: Provides a vague description of the business, but lacks any high-level details or financial support.
❌ Data Accuracy: No data being shown. It could not generate the profit margins.
🟡 Organization: Calls out the "key aspects" of Adyen's business but doesn't really mention the details.
❌ Supporting Materials: No charts, sources, or metrics.
Gemini
Scoring
✅ Usefulness: Does a good job explaining the business model and addressing the profit margin part of the prompt.
✅ Data Accuracy: All profit margin data is accurate and up to date.
✅ Organization: Explains how Adyen makes money by segment.
❌ Supporting Materials: Does not provide any charts or sources which would be very useful here.
TigerGPT
Scoring
🟡 Usefulness: Decent summary of the business model, but isn't able to pull financial data.
❌ Data Accuracy: Unable to pull financial data.
✅ Organization: Answer is very readable.
❌ Supporting Materials: No sources or charts.
Alpha by Public
Scoring
🟡 Usefulness: Slightly addresses Adyen's business model but not very thorough.
❌ Data Accuracy: Provides the EBITDA figure but does not provide the profit margin that was asked for.
❌ Organization: Breaking out the important business segments would have helped for readability.
❌ Supporting Materials: No sources, charts, or relevant links.
FinChat Copilot
Scoring
✅ Usefulness: Gives a thorough answer with useful charts to back it up.
✅ Data Accuracy: All financial metrics are accurate and up to date.
✅ Organization: Business model description is nicely split into the various painpoints Adyen solves for its customers.
✅ Supporting Materials: Provides charts and sources to see the historical profit margins.
Prompt #3: "Show me stocks in Brazil with the highest dividend yield above a $1 billion market cap"
ChatGPT
Scoring
❌ Usefulness: Misleading data makes for an inaccurate list.
❌ Data Accuracy: #1 on this list cut its dividend to zero 3 months ago. The dividend yields for #2 and #4 are off.
❌ Organization: Only lists 5 and does not include several others that have higher dividend yields.
🟡 Supporting Materials: Provides a list of sources, but the screener is not adjustable within ChatGPT.
Gemini
Scoring
❌ Usefulness: Redirects you to different sites.
❌ Data Accuracy: Lacks real time stock prices.
❌ Organization: Not enough data to even organize.
🟡 Supporting Materials: Provides some alternatives.
TigerGPT
Scoring
❌ Usefulness: This list provides companies from the US, not Brazil.
🟡 Data Accuracy: The data is accurate for the companies selected, but the companies aren't helpful to the prompt.
🟡 Organization: Presented well but the data isn't helpful for the prompt.
❌ Supporting Materials: No way to edit the screener or see more financial data for these companies.
Alpha by Public
Scoring
❌ Usefulness: Couldn't answer the prompt at all.
❌ Data Accuracy: No data provided.
❌ Organization: N/A.
❌ Supporting Materials: No sources provided.
FinChat Copilot
Scoring
✅ Usefulness: Comprehensive list with an easy to edit screening tool embedded in the answer.
✅ Data Accuracy: All dividend yield and market cap data are up to date.
✅ Organization: Presents the list of companies in a simple and logical way.
✅ Supporting Materials: Includes additional screening materials so the criteria can be easily adjusted.
Summary:
After assessing each AI model's responses to the various prompts, here's how they rank based on the number of criteria that received a ✅.
- FinChat.io (12 out of 12)
- Gemini (4 out of 12)
- TigerGPT (2 out of 12)
- ChatGPT (0 out of 12)
- Alpha by Public (0 out of 12)
FinChat.io is head and shoulders above the competition for investment prompts.
FinChat's answers are thorough, easy to read, and backed up by an institutional quality database.