TJ
Outstanding product
This product provides me immense amount of leverage, and it’s incredibly easy to use while covering a massive amount of information.

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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Showing 17 reviews with 5 stars · Clear filters
TJ
This product provides me immense amount of leverage, and it’s incredibly easy to use while covering a massive amount of information.
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.
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.
Chris
In just the first week using Fintool I have found it very helpful and a time saver. It makes searching for buried information quick and simple, does a good job summarizing answers to questions that are more open-ended, and the pre-populated suggested questions are also helpful. It is like having a research assistant.
Mark
I found fintool to be superior to other AI offerings for SEC filings. Easy to use and a meaningful time saver for those who read annual reports and other filings on a daily basis.
Stephen
The quickest and easiest way to get up to speed on new ideas.