The source of financial data is a combination of FinChat and S&P Market Intelligence.
However, the financial data on the Excel Add-in is a combination of other sources and the data quality and accuracy may vary. The data quality on the add-in is not institutional like it is on FinChat.io.
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.
All users can access our unique, company-specific KPIs on over 1,000 different companies.
However, the amount of data varies by plan. Free users get up to 3 years, Plus users get 5 years, and Pro users get up to 10 years.
FinChat is free, but free users are limited on their number of features.
We have two different paid plans that allow for more prompts, more data, and more advanced features: FinChat Plus ($29/month, $290/year) and FinChat Pro ($79/month, $790/year).
With FinChat Pro (our most popular plan) subscribers get unlimited monthly AI prompts, 10 years of company specific metrics, up to 20 years of standard financial data, and custom chart colors and logos.
Here are some ideas on what to ask FinChat: Ask for a company's consensus price target from professional analysts. Ask about a specific company's operating segments. Ask for quotes from the company's CEO. Ask how many subscribers Netflix has. Ask for a company's consensus revenue, EPS or EBITDA estimates from professional analysts. Ask what famous investors like Warren Buffett hold in their portfolio. Ask for tables, graphs and data visualizations for companies in the coverage. Ask FinChat to screen for companies that meet certain criteria. Ask FinChat to give you a list of companies reporting earnings this month.
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.
We want our users to spread the word. 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.
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, we use up to date financial data.
For company specific KPIs and segments, they are live within an hour of earnings results.
Other financials, transcripts and filings can take up to 2 days to be updated.
You can ask about 60,000+ global companies from every market. We suggest using company names in your prompts rather than stock tickers.
Free users get 25 monthly AI prompts.
Plus users get 250 monthly AI prompts.
Pro users get unlimited prompts.
Yes, we'll happily work with you so that you can seamlessly integrate and deploy AI into your own product within weeks.