Fiscal.ai

Fiscal.ai, which recently rebranded from FinChat, stands as a premier AI-powered financial data terminal designed to revolutionize the stock research process. Trusted by over 350,000 investors worldwide, from serious individuals to leading asset managers, Fiscal.ai provides a comprehensive, all-in-one platform that combines institutional-quality global financial data with cutting-edge AI technology. The platform's mission is to help investors move from an initial idea to full confidence by offering clean, accurate, and easily accessible data for public equities, ETFs, and funds across the globe.

By integrating AI end-to-end, Fiscal.ai automates repetitive and time-consuming tasks, such as data collection and analysis, allowing users to focus on generating insights. It goes beyond traditional financial statements by providing deep dives into company-specific business segments and Key Performance Indicators (KPIs), eliminating the guesswork involved in understanding what truly drives a business. The platform aggregates a wealth of first-party investor relations content, including earnings call transcripts, audio, slide decks, and filings, all within a beautifully designed and intuitive interface.

How to use Fiscal.ai

Getting started with Fiscal.ai is straightforward. Users can begin by signing up for a free account to explore the platform's capabilities. The core workflow involves:

1. Searching for an Investment: Use the powerful search function to find any global public company, ETF, or fund.
2. Asking AI-Powered Questions: Interact with the platform's AI assistant using natural language. You can ask complex questions like "Why has Snowflake Inc.'s Net Revenue Retention Rate been decreasing?" or "What are Mark Zuckerberg's and Satya Nadella's recent comments about AI?" to get instant, summarized answers.
3. Analyzing Financial Data: Dive into standardized and as-reported financial statements, visualize data with advanced charting tools, and compare multiple companies side-by-side.
4. Tracking KPIs: Access company-specific KPIs and segment data that are often difficult to find, helping you understand the core drivers of a business.
5. Creating Dashboards: Build personalized dashboards to monitor your portfolio and watchlists. Customize tables and set up notifications to stay informed about important updates, such as earnings releases or significant filings.
6. Accessing Data via API: For developers and quantitative analysts, Fiscal.ai offers robust APIs to integrate its institutional-quality data into custom applications and models.

Core Features of Fiscal.ai

• Accurate Global Financial Data: Access to fundamental data on global stocks, ETFs, and funds with institutional-grade quality.
• AI Summaries & Chat: An AI-powered research assistant that can summarize documents, answer complex financial questions, and provide insights directly within the platform.
• Company-Specific KPI Data: Go beyond standard financials with data on business segments and the KPIs that truly matter for each company.
• Customizable Dashboards: Build and personalize dashboards to track portfolios and watchlists with custom tables and notifications.
• Advanced Data Visualization: State-of-the-art charting infrastructure to easily visualize and compare financial data and trends.
• Investor Relations Content Hub: A centralized repository for earnings calls (audio and transcripts), slide decks, press releases, investor day presentations, and SEC filings.
• Ownership and 13F Data: Track the latest moves from company insiders and the world's leading institutional investors.
• Click-thru Auditability: Every data point can be traced back to its source filing, ensuring complete transparency and trust.

Use Cases for Fiscal.ai

Fiscal.ai is versatile and serves a wide range of users. Equity researchers can use it to quickly ramp up on new companies and automate data collection. Portfolio managers can build and monitor watchlists with real-time notifications. Individual investors can gain access to the same quality of data and tools previously only available to institutions, allowing them to make more informed decisions. Financial analysts can leverage the API for building sophisticated financial models and running quantitative analyses.

Advantages of Fiscal.ai

The primary advantage of Fiscal.ai is its seamless integration of high-quality data, an intuitive user interface, and powerful AI. This combination significantly accelerates the research process, allowing users to get to a "yes" or "no" decision faster. The platform's commitment to data quality and auditability builds trust. Furthermore, by consolidating numerous data sources and research tools into one platform, it eliminates the need for multiple subscriptions and the hassle of navigating clunky investor relations websites. Its backing by leading venture capital and asset management firms ensures continuous development and a world-class user experience.

Pricing and Plans

Fiscal.ai operates on a freemium model, making powerful financial data accessible to everyone.

• Free Plan: A generous free tier allows users to get started and access core features for a limited number of queries and companies.
• Paid Plans (Plus/Pro): For professional and serious investors, Fiscal.ai offers paid subscription plans that unlock unlimited access to all features, advanced data sets, higher API usage limits, and priority support.

For the most current and detailed pricing information, users are encouraged to visit the official Fiscal.ai website.