- The Rollup
- Posts
- AI Assistant for Investors
AI Assistant for Investors
Matt Ober
December 06, 2023
Building the AI Analyst or ChatGPT for Finance
Was this email forwarded to you? Sign up here
There is no argument that there is a huge opportunity to leverage AI in investing. The area that excites me the most is having an AI Analyst or Assistant. Something that augments your workflow. Something you can ask questions to and get back answers, data, charts, summaries and so much more. I am excited by the opportunity to invest in this space.
Finchat.io is building an AI-powered analyst where you can ask financial questions and leverage their rich dataset. The opportunity to make researching public companies more efficient, save time, and share the results with others is exhilarating.
I tried to build something like this 5+ years ago when I was working at Third Point, but the technology, LLM’s, was not available at scale and we never came close, but the demand was clear. All analysts wanted an easier way to do their day job and reduce the endless hours they spent doing research, building powerpoints, modeling, etc. The roadmap that Braden and his team have put together will continue to make Finchat.io better and better. They recently merged all the functionality from their other product, Stratosphere.io, so you have full charting, filings, ownership, modeling & more.
For those of you wondering, Yes, they have an API for Finchat. Reach out to the team for more details. Integrate Finchat into your brokerage, website, financial application, or internally at your asset management firm. Leverage the Segments & KPI data! We at Social Leverage have been looking at a lot of companies building AI for finance and we are excited to invest in the Finchat team.
Reply