Microsoft acquired Fintool, an AI agent company to aid finance professionals with qualitative analysis.
Fintool builds AI-powered research tools for finance professionals. They specifically have a set of AI agents that specifically analyze company filing, do company research & read earnings call transcripts. Popular amongst investors & analysts, the company just announced a set of autonomous agents that builds earnings PowerPoint presentations, builds cash flow models in Excel, etc.
How does it work?
Fintool’s interface is just like any other AI & previously provided users with 5 free questions a month. Beyond that, it was a subscription service that cost $100/mo that among other things, would scrape the SEC.gov Edgar database for answers to your prompts, making it useful to track performance of publicly traded companies. For example, here are some example prompts that a user could use with Fintool: (taken from Journalist’s Toolbox)
- $GSK – How did GSK’s stock price perform in Q3 in 2023?
- $NVS – What was NVS price earnings ratio during Q1 2024?
- $PFE – How much has Pfizer’s stock price increased since the start of the COVID-19 pandemic?
How does this differ from general AI? Yes, part of this is crafting the logic to accurately accomplish the things that all qualitative analysts do, however, much of the time, the data posted to the web & ingested by the model is garbage or non-verifiable. We’ve all seen numbers & charts shown in traditional AI conversation that are completely wrong or fabricated. Fintool addresses this.
How can this impact investors? Listen to Nicolas Bustamante’s interview on YAV Podcast about how AI is transforming investment workflows, from memo creation to screening and qualitative analysis.
Where’s the announcement? Read more about the acquisition here:
- Microsoft has acquired Fintool – Nicolas Bustamante, Founder, Fintool
- Sumit Chauhan – President Office Group – Microsoft | Feed | LinkedIn
- Fintool.com (@fintoolx) / X
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