What is Finpilot?
Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data — all from verifiable sources.
Features of Finpilot
Analyze Companies Faster
Find the information you need without searching through hundreds of documents. Just chat with Finpilot instead.
Save Hours Everyday
Instead of spending hours sifting through SEC filings, transcripts, presentations and the web, let Finpilot do the work for you.
Focus On What Matters
Spend time analyzing information, not collecting it. Let AI do the repetitive tasks so you can focus on more important things.
How Finpilot Works
Just Ask Questions
Get direct answers to your questions. No more keyword hits or CTRL-F. Our AI finds the answers from all related documents and the web to get exactly what you need.
Easily Compare Companies
Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods.
Outputs You Can Trust
All answers and numbers are linked to original source documents for instant verification. With one click you can check the source data yourself.
Helpful Tips
- Use Finpilot to chat with documents including SEC filings, call transcripts, or upload your own documents.
- Perform financial analysis and write reports faster with Finpilot.
Frequently Asked Questions
Is my information safe with Finpilot?
We highly value user privacy, and your data will not be used for any training purposes. If needed, you can delete your account at any time, and all your data will be removed as well.
How does Finpilot's AI technology work?
Finpilot utilizes advanced in-house AI, built on foundational GPTs and our proprietary models, to learn the tasks professional equity analysts need done – and then execute them quickly and correctly.
What is the goal of Finpilot?
Our goal is to provide an ever-present expert for every analyst, seamlessly integrating into daily tasks and workflows.