Fintool

Equity Research Copilot: ChatGPT + SEC filings + Earnings calls

Loading suggestions...

Amgen Logo
F/M Investments
GettyImages Logo
Janus Logo
Genpact Logo
Raymond James Logo
Soma Capital Logo
UBS Logo
Silverpoint Capital Logo
Vaughan Nelson Logo
Amgen Logo
F/M Investments
GettyImages Logo
Janus Logo
Genpact Logo
Raymond James Logo
Soma Capital Logo
UBS Logo
Silverpoint Capital Logo
Vaughan Nelson Logo

Ask complex questions

Fintool scans millions of SEC filings, earnings calls, and conference transcripts to provide precise answers. It quotes sources and suggests follow-up questions.

What is the impact of rising rates on $BAC loan pricing?

Bank of America (BofA) has experienced positive impacts on its loan pricing due to rising interest rates, as evidenced by improvements in its net interest yield (NII) and loan pricing strategies.1The bank has reported seven consecutive quarters of improving loan pricing, primarily driven by the booking of new loans at higher rates and the reinvestment of securities at higher yields.2This strategy has been effective in enhancing the bank's net interest yield, which is expected to continue benefiting from these higher rates in the upcoming quarters.3

Extract data and export in CSV

Fintool organizes financial metrics, KPIs, and unstructured data from filings and transcripts into easy-to-use tables.

Create a table of $CMG stores openings and closures over 4 quarters

QuarterOpeningsClosuresNet Changes
Q1 2023451233
Q2 202352844
Q3 2023381523
Q4 2023601050

Fintool outperforms the best LLM

FinanceBench is the industry standard for LLM performance on financial questions. Fintool was benchmarked against two state-of-the-art applications and models and outperfoms the leading one by 58%.

Source: FinanceBench, the benchmark for financial LLM questions

Get alerted by your AI analyst

Fintool works in the background reading thousands of filings and inform you with real-time alerts on the information you care about.

AI Notifications

Upload your own data

Securely upload your own data with enterprise-grade security. Fintool seamlessly connects to cloud providers, integrating your information for comprehensive analysis and insights.

  • Enterprise security
  • Cloud encryption
  • Real-time
  • Integrate with cloud
  • Connect to OneDrive
  • Upload PDFs

Drag and drop your file here

52 documents already uploaded

Recently uploaded:

  • $FDS investment memo.pdf
  • Management calls 09.02.doc

Frequently Asked Questions