General Introduction
FinChat is an AI-powered stock research platform that specializes in providing investors with high-quality financial data and analytical tools. By integrating data from more than 750 companies and investment information from more than 100 super investors, FinChat helps users quickly gain market insights and make smarter investment decisions. The platform utilizes advanced machine learning technology to provide an interactive chat interface that allows users to easily access the information they need as if they were talking to a financial analyst.
Function List
- Real-time financial data: Provide up-to-date financial statements, earnings call logs, quarterly and annual reports.
- Investor Information: Covers the portfolios and strategies of more than 100 super investors.
- market analysis: Analyzing market trends and providing investment advice through AI technology.
- Interactive Chat: Users can ask questions and get detailed financial analysis and data through the chat interface.
- Customized terminals: Users can customize their research terminals to suit their individual needs and save their research automatically.
- data validation: All data is verified by professional analysts to ensure accuracy.
Using Help
Installation and Registration
- Access to the website: Open your browser and enter the URL https://finchat.io/The
- register an account: Click the "Register" button in the upper right corner and fill in the necessary personal information to complete the registration.
- Log in to your account: Login to the platform using the registered email and password.
Function Operation Guide
Real-time financial data
- View Financial Statements: Enter the company name or stock code in the search box of the main interface, click on the company name in the search results to enter the company details page to view the latest financial statements.
- Earnings call logs: Click on the "Earnings Calls" tab on the Company Details page to view the most recent earnings call minutes.
Investor Information
- View Portfolio: Enter the investor's name in the search box on the main screen and click on the investor's name in the search results to view their latest portfolio and strategy.
- Investment Strategy Analysis: On the investor details page, click on the "Strategy Analysis" tab to view the investor's investment strategy and historical performance.
market analysis
- Access to market trends: Click on the "Market Analysis" tab on the main screen to view the latest market trend analysis report.
- investment advice: Click on the "Investment Recommendations" button in the market analysis report to get AI-generated investment recommendations.
Interactive Chat
- ask questions: Click on the chat icon in the bottom right corner of the main interface and type in a question such as "What is the annual growth rate of Company X's revenue?" to get detailed financial analysis and data.
- View History: In the chat screen, click on the "History" tab to view previous questions and answers.
Customized terminals
- Setting up a terminalClick the "Customize Terminal" button in the main interface, select the modules and data to be displayed, and save the settings.
- Automatic saving of studies: All research on the platform is automatically saved and can be viewed and edited by the user at any time.
data validation
- Data sources: All data comes from a team of professional analysts at S&P Market Intelligence and FinChat.
- Data accuracy: Each piece of data is rigorously verified to ensure that the information obtained by the user is accurate.
