AI Chat
Smarter Investment Research, Powered by AI
Instant Insights for Faster Decisions
AI Chat streamlines investment research by delivering real-time insights from YCharts data, SEC filings, and financial news. Access AI Chat instantly by entering a prompt in the search bar from any page or opening the chat directly. Simply ask a question, and AI Chat provides clear, actionable answers—helping you make informed decisions in seconds.
Enhance Research & Portfolio Analysis
Quickly generate fundamental charts, tables, and stock screens to analyze securities, compare investments, and track market trends. AI Chat also summarizes financial data and SEC filings, making it easier to extract key insights without sifting through lengthy documents.
Improve Client Communication & Proposals
Use AI-generated insights to create compelling reports, simplify complex data, and strengthen client conversations. AI Chat helps advisors and asset managers quickly respond to client questions, provide portfolio comparisons, and illustrate investment strategies with clear, data-backed visuals.
