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Fintool
Stocks
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Fintool

AI-powered financial co-pilot for equity research. Analyzes SEC filings, transcripts, and market data with a conversational interface and automated alerts for institutional investors.

Rating
0
Reviews
0
Upvotes
4 months ago
Listed
Stocks
Financial Analysis
Equity Research
SEC Filings
Investment Tools
Earnings Transcripts
AI Agent
Fintech
Market Intelligence
Portfolio Management
Tool information
Provider
Microsoft (formerly Fintool Inc.)
Platforms
Web
macOS
Windows
Languages
English
API Available
Yes
Added to directory
4 months ago
Last updated
about 2 months ago
Rating
Not available
Pricing
Contact

About Fintool

What the tool does and who it's for

Fintool is an AI-powered equity research assistant designed for institutional investors, hedge funds, and analysts. Recently acquired by Microsoft in April 2026, it leverages large language models (LLMs) to scan and analyze millions of financial documents, including SEC filings, earnings call transcripts, and real-time market data. The platform features a conversational interface and a "Feed" that provides Twitter-style alerts and summaries of key document sections. By integrating search capabilities through partners like Perplexity, Fintool ensures access to real-time market intelligence while maintaining a high standard for accuracy to eliminate hallucinations in high-stakes financial environments.

Key capabilities

Conversational AI interface for complex financial queries.
Real-time analysis of SEC filings (10-K, 10-Q, 8-K) and earnings transcripts.
Fintool Feed for automated, prompt-based alerts on specific disclosures.
Integration with Perplexity Sonar for real-time web search and market intelligence.
Multi-agent peer-evaluation system to minimize AI hallucinations.
Seamless integration with Microsoft Excel and Google Sheets.
Direct extraction of structured data from unstructured financial documents.
Search across decades of historical filings for longitudinal analysis.
Research management tools for team-based collaboration.
API access for custom application development and automated workflows.

Pricing

Contact — plans below

Enterprise / Institutional

Most popular

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  • Full access to Fintool Feed and alerts
  • Unlimited conversational queries
  • Historical SEC filing search
  • API access
  • Excel and Google Sheets integrations
  • 24/7 priority support

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