Finchat.io

Finchat.io is an AI financial research platform providing access to structured company financial data — including income statements, balance sheets, cash flow statements, KPIs, earnings call transcripts, and equity research — through a conversational query interface. The free plan includes 10 years and 6 quarters of financials, 2 years and 2 quarters of KPI data, 1 dashboard with 30 rows, 1 earnings event, and 1 year of estimates. The Pro plan at $39 per month adds 15 years and 20 quarters of financials, 10 dashboards, 10 events, 2 years of estimates, adjusted figures, and equity research. The Max plan at $79 per month provides 20-plus years of financials, unlimited dashboards and events, data export, as-reported and standardized financials, and full auditability to original filings. A two-week Pro trial is available. Retail investors query multi-year financial trends and compare competitor margins without building spreadsheets manually. Portfolio managers use KPI dashboards to monitor performance indicators across holdings each quarter. Equity researchers use the adjusted figures and data auditability on the Max plan to conduct precise historical analysis aligned with filing sources. Teams evaluating sector investments use peer comparison queries to benchmark financial metrics across comparable companies efficiently. Finchat.io's core value is combining natural language querying with filing-sourced financial data that is more verifiable than general AI assistants using training data alone. The free plan's 10-year financial history provides a useful starting point for individual investors. The Max plan's export and auditability features are relevant for professional researchers who need to document data sourcing. As with all financial data tools, users should verify critical figures against primary sources before making investment decisions. Explore more.