Milton S.
Excellent AI tool
Excellent AI tool - speeds up the research process very fast!

Fintool is a financial copilot for public equity investors. It's ChatGPT on top of financial documents, starting with SEC filings and transcripts. Fintool is engineered to discover financial insights beyond the reach of timely human analysis. Fintool helps summarizing long annual reports, compute numbers and find new insights by comparing years of filings.
Fintool (fintool.com) has 20 customer reviews on Five Star Index, with an average rating of 4.7 out of 5.
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Claim this listingInternet & Software · El Monte, California
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20 approved reviews, newest moderated first
Milton S.
Excellent AI tool - speeds up the research process very fast!
TJ
This product provides me immense amount of leverage, and it’s incredibly easy to use while covering a massive amount of information.
Roger
Solid AI tool (think: smart, question prompt-based search) that is modestly useful in some applications and extremely useful in others. Fast product cycle from company means new features / data sources are being added. Product functionality isn't yet great for requesting time series data, longer-term historical results, or pulling time series data from transcripts, but confident the product will evolve to improve there rapidly
Ana A.
Fintool has been helpful to my equity research process for US listed companies (including ADRs). The tool pulls from a number of reliable sources (SEC Edgar filings, earnings call transcripts) that I used to fetch and go through manually. Fintool's answers show you the exact document(s) it draws from for answers, and it's very easy to pull up the primary document within the platform. I've found that earnings releases and call transcripts are uploaded within 24-36 hours as they are released. I also really appreciate the question bank that Fintool suggests as you dig further into a company, these are helpful for idea generation and covering blind spots. I have shared constructive feedback with the team as I use the tool and they've been responsive, helpful, and quick to implement improvements. I am impressed with Fintool, a first mover in the financial/investment related AI chatbot space, far outpacing incumbent behemoths like Bloomberg.
Simons C.
I've observed remarkable development of this tool over the last six months. The team is super focused on execution and making the tool relevant. Perfect for analysts and bankers looking for a force multiplier in their process.
Cremebrulee
The UI is simple/clean and this product is easy to use. Chat is the medium that makes the most sense now. It will take some time for me to get comfortable with the data I am receiving being "correct" but once that hurdle is cleared I could see this product taking off. This will change the game for junior analysts/retail army.
Thinkcell W.
Fintool is an exceptional tool that assists me in retrieving, summarizing, and organizing massive amounts of EDGAR data, enabling me to make informed decisions more swiftly. A crucial aspect that sets Fintool apart from other AI tools is that all of its information is verifiable and originates from reliable sources, rather than being fabricated. This point is incredibly important because if every piece of information provided required individual verification for its authenticity, the value of the tool would be significantly diminished.
McAfee B.
Fantastic product that saves you time and makes you more efficient. Highly recommend for both professional and hobbyist investors alike.