The FinChat has access to an extensive collection of financial datasets, enabling rich, informed interactions with financial data. Below is a breakdown of the data available through the FinChat copilot:

• Fundamentals

  • Covers 100,000+ stocks globally.

  • Provided by S&P Global.

• Market Data

  • Real-time and historical data for 50,000+ stocks.

  • Provided by S&P Global.

• Estimates

  • Forward-looking financial estimates for 50,000+ stocks.

  • Provided by S&P Global.

• Reports & Press Releases

  • Comprehensive coverage of U.S. stocks.

  • Data sourced from SEC filings.

• Transcripts

  • Earnings call and investor meeting transcripts for U.S. stocks.

  • Data sourced from FMP.

• Segments & KPIs

  • Key performance indicators and segment information for 2,000+ stocks.

  • Data sourced from FinChat Datafeed.

Filtering DataCopied!

You can control how much/little of the above data you wish to provide within your FinChat copilot solution, as well as filter the data geographically using filters. To maintain control over the data accessible through your FinChat Copilot solution and to tailor the experience to your specific needs, you can filter data in the following ways:

• Geographic Filtering

  • Filter data based on the country of origin for stocks. This is particularly useful for region-specific financial analyses or applications.

• Exchange-Based Filtering

  • Limit data to specific stock exchanges, enabling you to focus on exchanges that are most relevant to your users.