Fintool

Fintool: The AI Equity Research Copilot for Investment Professionals

What is Fintool?

Fintool is an AI-powered platform designed to streamline and enhance equity research for investment professionals. By leveraging advanced Natural Language Processing (NLP) and machine learning techniques, Fintool scans millions of SEC filings, earnings calls, and other financial data sources to provide instant answers and insights to complex financial questions. It enables users to automate their earnings season workflow, identify investment opportunities, and conduct in-depth financial analysis with unprecedented speed and accuracy.

How does Fintool work?

Fintool utilizes a sophisticated AI engine that can:

• Process vast amounts of financial data: It efficiently scans through millions of SEC filings, earnings call transcripts, and financial data points quickly.
• Understand natural language queries: Users can ask complex financial questions in plain language, and Fintool will interpret and provide relevant answers.
• Identify patterns and insights: Fintool uncovers hidden patterns and insights that might be missed through traditional analysis methods.
• Generate reports and summaries: It can automatically generate reports and summaries from earnings releases, providing actionable insights in seconds.

Key Features of Fintool

• Instant Answers from Financial Data: Get precise answers to complex financial questions from SEC filings and earnings calls.
• Automated Earnings Season: Transform earnings releases into actionable insights within seconds.
• Natural Language Screening: Find companies that match your investment criteria using natural language queries.
• Complex Multi-Factor Analysis: Combine fundamental metrics, technical indicators, and alternative data to screen investment opportunities.
• Real-Time Opportunity Alerts: Get notified instantly when companies match your criteria.
• Portfolio Risk Analysis: Understand your portfolio's exposure to macro events and regulatory changes.

Use Cases

• Merger Analysis: Quickly analyze merger synergies by asking Fintool what companies said about their deal synergies in past earnings calls.
• Competitive Research: Perform deeper research on businesses and their competitors by going directly to the source quotes.
• Investment Opportunity Screening: Identify companies with specific financial characteristics, such as growing free cash flow trading below book value.
• Portfolio Risk Assessment: Analyze your portfolio's exposure to risks like tariffs or regulatory changes.

Why Choose Fintool?

• Saves Time: Investment professionals can save significant time by automating tasks such as earnings analysis and data gathering.
• Improves Accuracy: Fintool's AI engine ensures access to the most accurate and up-to-date financial information.
• Enhances Insights: Uncover hidden patterns and insights that may be missed through traditional analysis methods.
• Provides a Competitive Edge: Stay ahead of the competition with faster and more insightful financial analysis.
• Superior Performance: Fintool outperforms other LLMs, including GPT-5 and Perplexity, on financial tasks, as demonstrated by FinanceBench benchmarks.

Who is Fintool for?

Fintool is designed for investment professionals, including:

• Hedge Fund Managers
• Portfolio Managers
• Equity Research Analysts
• Investment Bankers

Examples of Fintool in Action

• "Find companies with growing free cash flow but trading below book value."
• "Show me tech stocks with insider buying."
• "What's my exposure to Vietnam tariffs?"
• "Which industrial companies have been increasing capex guidance while maintaining FCF margins above 15%? Focus on automation and robotics exposure."

Testimonials

• Kyle Mowery, Managing Partner at GrizzlyRock Capital: "Prior to using Fintool, integrating AI into our investment process was cumbersome... With Fintool, we now seamlessly harness AI into our daily investment process easily for individual company research."
• Andrew Walker, Portfolio Manager at Rangeley Capital: "Previously, analyzing merger synergies would have been a half-day project... With Fintool, it only takes two seconds."
• MBI Deep Dives, Investment Research Newsletter: "Fintool allows me to do deeper research on businesses... It's easy to go direct to the source quotes and be confident about the accuracy of Fintool!"

Fintool is transforming financial research by providing investment professionals with the tools they need to gain a competitive edge. By automating time-consuming tasks and providing valuable insights, Fintool empowers users to make more informed investment decisions.