Finpilot
4.67
0
Finpilot streamlines financial analysis for equity analysts with AI-driven research, data visualization, and report generation.
What is Finpilot?
Finpilot is an artificial intelligence tool tailored for equity analysts to streamline financial analysis workflows. It accelerates investment research, assists in company analysis, and facilitates report writing by sourcing information from verifiable sources like documents and the web. Finpilot's AI agents, based on foundational GPTs and proprietary models, efficiently retrieve and interpret financial data, providing answers, figures, and visualizations. The tool offers features like interactive document chat, company comparison, Excel-compatible data compilation, and trend visualization to enhance the analysis process for professional equity analysts.
Who created Finpilot?
Finpilot was created with the aim of accelerating private equity analysis by providing purpose-built AI tools to professionals. The AI tool was launched on September 22, 2023, with a focus on leveraging AI to read and understand critical financial documents swiftly. The company behind Finpilot is dedicated to helping analysts find, extract, organize, and summarize information from CIMs, data rooms, and other deal documents efficiently, ultimately enabling faster decision-making in the private equity domain.
What is Finpilot used for?
- Accelerates investment research
- Saves users from document sifting
- Frees users for more analysis
- Direct information delivery
- Allows one-click source verification
- Supports finance document chat
- Scours financial data
- Craft reports
- Tailored for equity analysts
- Enables comparison sets creation
- Chat with SEC filings
- Chat with user-uploaded documents
Who is Finpilot for?
- Financial Analysts
- Equity analysts
- Professional equity analysts
How to use Finpilot?
To use Finpilot effectively, follow these steps:
- Utilize the interactive document chat feature to engage with the tool and retrieve financial data efficiently.
- Leverage the tool to assist in report writing by extracting required data and compiling it into organized Excel-compatible tables.
- Communicate with Finpilot through its chat feature to accelerate data retrieval and streamline financial analysis workflows.
- Take advantage of the AI agents underpinning Finpilot, built on foundational GPTs and proprietary models, to source information and visualize trends accurately.
- Benefit from the tool's ability to handle company comparisons, build comparison sets with key metrics, and track trends across various companies and time periods.
- Verify the answers and figures provided by Finpilot, which are linked to their original source documents for credibility and authenticity.
- Integrate Finpilot with Excel for seamless data analysis and presentation, allowing you to transition from data extraction to in-depth analysis efficiently.
- Tailor your usage for investment research, company analysis, report writing, and data visualization, primarily benefiting professional equity analysts.
Pros
- Assists in investment research
- Tracks trends across time periods
- Tracks trends across different companies
- Key metrics visualisation
- Company comparison feature
- Compiles data into Excel-compatible tables
- Reliable query responder
- Handles repetitive data collection
- Efficient retrieval of financial data
- Communication via chat feature
Cons
- Limited to financial analysis
- Primarily for professional equity analysts
- Dependant on verifiable sources
- Possible errors in data retrieval
- Reliance on document chat feature
- Lack of multi-platform support
Finpilot FAQs
-
What are the AI agents underpinning Finpilot?
- The AI agents underpinning Finpilot are built on foundational GPTs and proprietary models developed by the Finpilot team.
-
How can Finpilot assist in investment research?
- Finpilot assists in investment research by providing accurate, verifiable data sourced from various documents, SEC filings, transcripts, presentations, and the web.
-
Can Finpilot analyse multiple companies at once?
- Yes, Finpilot can analyze multiple companies at once through its comparison feature.
-
What type of financial documents can Finpilot handle?
- Finpilot is capable of handling various types of financial documents, including SEC filings, call transcripts, presentations, documents from the web, and custom user documents.
-
Can Finpilot be integrated with Excel?
- Yes, Finpilot is compatible with Excel and can compile data into organized, Excel-compatible tables.
-
How does Finpilot handle financial data collection tasks?
- Finpilot handles financial data collection tasks through its AI agents by sourcing and providing relevant data efficiently.
Get started with Finpilot
Finpilot reviews
Luca Martelli
January 29, 2025
What do you like most about using Finpilot?
I love the interactive document chat feature. It allows me to ask specific questions about financial documents in real-time, which saves me a lot of time and enhances my understanding of complex data.
What do you dislike most about using Finpilot?
Sometimes the AI could be a bit more precise in its data retrieval. There are instances where I had to double-check the information it provided, but overall, it's very reliable.
What problems does Finpilot help you solve, and how does this benefit you?
Finpilot streamlines my research process significantly. I can quickly gather and analyze data for company comparisons, which helps me make informed investment decisions faster.
How would you rate Finpilot?
What’s your thought?
Are you sure you want to delete this item?
Report review
Helpful (0)
Haruto Takahashi
February 3, 2025
What do you like most about using Finpilot?
The trend visualization feature is exceptional. It allows me to easily identify market patterns, which is essential in my analysis as an equity analyst.
What do you dislike most about using Finpilot?
I wish there were more customization options for the visualizations, as I sometimes need specific formats to fit my reports.
What problems does Finpilot help you solve, and how does this benefit you?
Finpilot accelerates my investment research process. It compiles data into Excel seamlessly, allowing me to spend more time on strategic thinking rather than data collection.
How would you rate Finpilot?
What’s your thought?
Are you sure you want to delete this item?
Report review
Helpful (0)
Sofia Petrov
February 28, 2025
What do you like most about using Finpilot?
I appreciate the AI's ability to interpret financial data accurately. It gives me confidence in the analyses I present to my clients.
What do you dislike most about using Finpilot?
Sometimes the initial setup can be a bit overwhelming, but once I got accustomed to the interface, it became much easier to navigate.
What problems does Finpilot help you solve, and how does this benefit you?
Finpilot helps me quickly analyze company performances against their competitors. This capability significantly enhances my consulting services for clients seeking investment opportunities.
How would you rate Finpilot?
What’s your thought?
Are you sure you want to delete this item?
Report review
Helpful (0)
Finpilot alternatives
Alpha by Public is an AI tool for real-time and historical investment data on various assets.
4.38
0
StockInvest.us provides AI-powered stock analysis, risk evaluation, and financial assessment with a 14-day trial.
4.66
0
Finchat.io provides verified data on over 50,000 public companies to help investors make informed decisions.
4.75
0
