FinChat Help Center

Free users get:

• 5 Years & 6 Quarters of Financials

• 2 Years & 2 Quarters of KPI Data

• 10 Copilot Prompts/mo

• Global Stocks, ETFs & Fund Coverage

• 1 Dashboard & 30 Rows

• 3 Events (Calls, Transcripts & Slides)

• 1 Year & 1 Quarter of Estimates

You may copy/export the data from your Dashboard.

Otherwise, data exporting is prohibited.

To learn more about exporting data using the dashboard, have a look at our recent article covering the topic.

From the dashboard tab, all users can set up a list of stocks by hitting the dark grey "Edit Dashboard" button in the top left corner of the screen.

From there, you can add new companies to your dashboard and sort by your preferred metrics.

To add a new metric, simply browse or search for your metric of choice in the dashboard search bar.

Our unique, company-specific segments & KPIs are available to all users, covering over 1,700+ global at the moment and still growing!

The amount of data varies by plan as seen below

• Free: 2 annual periods & 2 quarterly periods

• Plus: 5 annual periods & 6 quarterly periods

• Pro: 10+ annual periods & 15+ quarterly periods

At the moment, FinChat does not offer an Excel Add-on.

With our dashboard feature, we’ve allowed users to build a customizable list of equities, and choose appropriate metrics/ratios for their use case.

The data is of institutional quality, and updated in real-time.

FinChat is a free platform, allowing users to explore the platform before choosing to upgrade to a paid tier.

Paid plans allow for more Copilot prompts, more data, and more advanced features. 

FinChat Plus ($29/month, $290/year) and FinChat Pro ($79/month, $790/year).

Annual subscriptions come with a discount compared to purchasing a subscription on a month by month basis, and you can see the full breakdown of both tiers here.

FinChat Copilot is an AI tool built specifically to handle complex financial questions.

Can we add more info about foundational models or is that overboard? 

What type of questions can I ask FinChat Copilot? 

Our Copilot is built to handle complex financial questions, and we’ve written a whole article about this subject found here.

Company Segments and KPIs are provided by our own proprietary FinChat terminal and taken directly from public company filings.

Global equity fundamentals, ratios and estimates are provided by S&P Market Intelligence. No S&P data is used to generate AI summaries or responses.

Yes! 

We want to encourage users to share the platform with their peers!

For every email referral a user generates, they'll get one month of FinChat Pro for free.

To refer a user, go to the FinChat.io landing page and hit the "Share URL" button in the top right.

Once a user has signed up through your personalized URL, you will see your account has been upgraded.

Refunds are ONLY applicable for annual subscriptions within 30 days of purchase or renewal.

Annual Billing Plans:

Refunds are available for annual billing plans within 30 days of subscribing or renewing your subscription. If you are not satisfied with our services and wish to request a refund, you must submit a refund request within 30 days of the initial subscription or renewal date. We reserve the right to evaluate each refund request on a case-by-case basis.

Monthly Billing Plans:

All monthly billing plans are non-refundable. Once you have subscribed to a monthly billing plan, you will be billed on a recurring basis for each billing period. We do not offer refunds for any unused portion of the monthly subscription period. If you choose to cancel your subscription, you will not be eligible for a refund for the remaining days of that billing period.

Data for companies on FinChat are updated to the latest quarter. Unlike ChatGPT, this means that we use up to date financial data.

Company specific segments & KPIs are live within an hour of earnings results.

Other financials, transcripts and fillings can take up to 2 days.

FinChat covers over 100,000+ total companies around the globe, from every market.

When searching for companies, we recommend using the companies names rather than a ticker symbol.

At the moment, we do not let users bring their own API keys to go beyond the prompt limit.

Due to licensing agreements with our data providers, 20yrs of financial data is not available in the dashboard at this moment.

At the moment, we offer FinChat segments & KPI data via API.

To inquire about the above, please contact us through the form found here.

You can find our complete formulas list here.  

If you require further assistance, or have questions regarding a formula, please submit a support ticket.

Yes!

You can try asking the Copilot questions in any language. We are also working towards making the platform as a whole accessible in other languages.