Fintool

Fintool

Fintool is an AI agent designed for equity research that assists investment professionals in finding ideas, building financial models, and tracking consensus data.

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Overview

Fintool is an AI agent designed for equity research that assists investment professionals in finding ideas, building financial models, and tracking consensus data. It provides self-updating spreadsheets and reports, significantly streamlining the research process. Key features include the ability to automate earnings season analysis by transforming releases into actionable insights within seconds, and querying historical earnings calls to quickly identify data on topics like merger synergies. The tool targets portfolio managers and analysts who need to integrate AI into their daily investment workflows for deeper company analysis. Flexible pricing plans, including Regular and Enterprise options, are available to accommodate different organizational needs.

Key features

  • Automated equity research and financial modeling
  • Self-updating spreadsheets and reports
  • Earnings call analysis and synergy extraction
  • Automated insights from earnings releases

Pricing

PaidStarting price: US$7/mo

Verified on:

Use cases

  • Analyzing merger synergies across historical earnings calls
  • Tracking consensus and building self-updating financial models
  • Automating earnings season analysis for quick insights

Who it is for

Investment professionalsanalysts

Integrations

Microsoft Excel

How we verified this

Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.

Last verified 08/30/2026Verified sources: 1

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