FinChat is an all-in-one investment research platform that combines institutional-grade financial data, analytics, and conversational AI to support fundamental investors. The platform provides access to up to 20 years of historical financial statements, company-specific key performance indicators, and segment data for thousands of publicly listed companies globally.

At the core of FinChat is its AI Copilot, which allows users to ask natural-language questions about any public company and receive data-backed answers instantly. Investors can investigate business models, generate financial summaries, build models, and create visualizations without leaving the platform. The conversational interface is backed by verified financial data, making it suitable for both individual investors and professional teams.

The platform includes a customizable dashboard where users can track portfolios, monitor watchlists, and view real-time price data across more than 100 selectable metrics. FinChat also offers advanced charting with 20-plus years of historical price and return data, a stock screener, DCF modeling tools, analyst estimates, consensus ratings, earnings call transcripts, and an earnings calendar. An Excel Add-in is available on higher-tier plans for users who prefer spreadsheet-based workflows.

FinChat serves over 150,000 investors and organizations and is positioned as a modern alternative to traditional institutional terminals at a significantly lower price point.