AI ANALYST FOR FUNDAMENTAL INVESTORS

Finn monitors your positions and watchlist against your thesis.

You get a brief before the open, a note before each print on what would confirm or break your thesis, an alert when a name moves, and the research and models you ask for. Every number is checked against source. It all arrives by email. Nothing to build, nothing to log into.

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Track one stock, free

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Track one stock, free

“55 hours of manual research compressed to 19.” Analyst, UK fund

Finn

Catalyst identified. Sending full analysis now.

Portfolio manager

What's driving the Adobe selloff?

Finn

Catalyst identified. Sending full analysis now.

Portfolio manager

What's driving the Adobe selloff?

Used by portfolio managers at CARMIGNAC · JP MORGAN · AQUAMARINE FUNDS · BALYASNY · MOTILAL OSWAL

WHAT FINN IS

A team of AI research agents that works like a junior analyst.

Finn holds your positions and your thesis on each name, works on schedules and on market events, and checks every number against source before it reaches you. It works through your email and calendar, with WhatsApp and Slack optional. You don't log into anything.

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Why fundamental investors use Finn.

Save hours every day on keeping up with news

Finn reads filings, earnings calls, news, management commentary, and broker reports continuously. It filters everything through your portfolio and sends you only what's relevant.

Save hours every day on keeping up with news

Finn reads filings, earnings calls, news, management commentary, and broker reports continuously. It filters everything through your portfolio and sends you only what's relevant.

Save hours every day on keeping up with news

Finn reads filings, earnings calls, news, management commentary, and broker reports continuously. It filters everything through your portfolio and sends you only what's relevant.

Expand your coverage universe

Every PM has names worth researching that never make it to the top of the pile. Finn monitors, screens, and flags them so you can follow more companies without adding headcount.

Expand your coverage universe

Every PM has names worth researching that never make it to the top of the pile. Finn monitors, screens, and flags them so you can follow more companies without adding headcount.

Expand your coverage universe

Every PM has names worth researching that never make it to the top of the pile. Finn monitors, screens, and flags them so you can follow more companies without adding headcount.

Deep fundamental research, on demand

Ask Finn to research any company, sector, or thesis and it delivers a full fundamental analysis. Key drivers, competitive position, recent developments, all tracked against your investment thesis.

Deep fundamental research, on demand

Ask Finn to research any company, sector, or thesis and it delivers a full fundamental analysis. Key drivers, competitive position, recent developments, all tracked against your investment thesis.

Deep fundamental research, on demand

Ask Finn to research any company, sector, or thesis and it delivers a full fundamental analysis. Key drivers, competitive position, recent developments, all tracked against your investment thesis.

WHAT FINN DOES

The recurring work of a research analyst, in five modules.

Take the whole set, or add one to the process you already have.

A brief lands before the open with what happened on your names overnight, read against your thesis. In reporting season a note arrives before each print: what would confirm your thesis, what would break it. Your thesis becomes specific claims, checked both ways as evidence lands.

Finn thesis board across a monitored book

Portfolio monitoring

Filings, earnings, news and management commentary tracked daily.

Fundamental research

In-depth research on any company or segment, every claim footnoted to source.

Drivers, industry structure, unit economics and valuation context, with counterarguments addressed. Finn starts its own research when something fits your mandate, and takes your requests the rest of the time. Forward a broker note or newsletter and the relevant parts come back, the rest is filed searchable.

Finn research pipeline from watchlist through to decision

Financial models

Models built and updated with scenarios and sensitivities.

A scenario, sensitivity or peer comparison comes back as a report with the Excel workbook attached, live formulas intact, so you can change the assumptions yourself. After the print, the workbook is updated and re-sent.

A Finn scenario and sensitivity workbook with live formulas

Portfolio analytics

Factor exposures, benchmark comparison, contribution ranking and return attribution, built from your book.

Attribution, factor exposures and contribution ranking come straight out of the file, with no data project first. Returns are split into local and currency across sector, region and country.

Finn portfolio analytics showing return by source and factor exposures

Decision attribution

Every buy, sell, trim, pass and exit saved with its reasoning and priced later.

After a few months that becomes a ledger of the patterns in your own decisions, each one priced. The record cannot be backfilled. It only exists if your reasoning and the research shared one memory from the start.

A Finn decision ledger listing four patterns found in your own record

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WHAT’S UNDERNEATH

The four layers around the model.

A general chat model waits to be asked, cannot see your positions, and cannot tell a real figure from an invented one. Four layers close that gap.

VALIDATED DATA

Licensed market data, filings and transcripts, connected and paid for. Every figure in a report comes from these rather than from a model’s memory.

VALIDATED DATA

Licensed market data, filings and transcripts, connected and paid for. Every figure in a report comes from these rather than from a model’s memory.

AUTONOMOUS AGENTS

Research agents that carry the recurring work. They start on a schedule, or when something happens on one of your names.

VERIFICATION LAYER

Automated checks on every citation and every table, plus a second model reading the draft against its sources.

LONG-TERM MEMORY

One maintained file on your book: positions, watchlist, your thesis and KPIs on each name, and your standards. Every agent reads from it and writes back to it.

HOW TO GET STARTED

Up and running in one email.

No software to install. No dashboard to learn. A 20-minute setup call, then Finn works by email.

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Share your portfolio

Send Finn your current positions, your watchlist, and your thesis on the names you care about most. One email. That's the entire setup.

Share your portfolio

Send Finn your current positions, your watchlist, and your thesis on the names you care about most. One email. That's the entire setup.

Finn starts monitoring

Finn begins reading filings, earnings calls, news, management commentary, and any research you forward.

Finn starts monitoring

Finn begins reading filings, earnings calls, news, management commentary, and any research you forward.

First insights within hours

Finn emails you when something happens that affects your portfolio, with the source, the analysis, and what it means for your thesis. You reply like you would to an analyst.

First insights within hours

Finn emails you when something happens that affects your portfolio, with the source, the analysis, and what it means for your thesis. You reply like you would to an analyst.

First insights within hours

Finn emails you when something happens that affects your portfolio, with the source, the analysis, and what it means for your thesis.

Finn works through your email and calendar, just like any other analyst on your team. No settings to configure, no dashboards to learn. You explain your portfolio, your thesis, and what you care about, the same way you would brief a new analyst. Finn gets to work immediately, and gets sharper the longer you use it.

Finn, this was excellent. Thank you.
Prem Manjooran, Tantallion Capital
It's looking at a broader set of data than a human can, and it has an independent, unbiased view.
Portfolio Manager
Finn reports are very different to just normal ChatGPT output.
Portfolio Manager, Aquamarine Funds
55 hours of manual research compressed to 19. The time saved isn't just efficiency, it's more names covered, more theses revisited.
Analyst, UK Fund

Finn, this was excellent. Thank you.
Prem Manjooran, Tantallion Capital
The biggest value is that it's looking at a broader set of data than a human can, and it has an independent, unbiased view.
Portfolio Manager
Finn reports are very different to just normal ChatGPT output.
Portfolio Manager, Aquamarine Funds

Plans for individual investors, professionals and firms.

Lite and Pro start with a 14-day free trial on your own portfolio, with every module on. Every trial starts with a 20-minute setup call. Nothing is charged until the trial ends. Enterprise starts with a scoped pilot.

FOR INDIVIDUAL INVESTORS

Lite

$79/mo

Portfolio monitoring with thesis tracking, plus exposure and contribution analytics, on up to 30 names.

Frequently asked questions

Everything you need to know before getting started

How is Finn different from ChatGPT or other AI tools?

ChatGPT resets after every conversation. It has no memory of your portfolio, no knowledge of your thesis, and no ability to reach out without being asked. Finn is persistent — it holds your full investment context, works continuously, and contacts you when something changes. It is the difference between a search engine and an analyst who already knows your book.

What sources does Finn actually monitor?

SEC filings, earnings transcripts, management commentary, exchange disclosures, financial news, and industry publications. Finn also ingests any research newsletters or broker reports you forward directly. Everything it surfaces is filtered to what you specifically own or are watching — it does not produce generic market summaries.

How do I get started?

Every trial starts with a 20-minute setup call with one of the founders. We set Finn up on your positions and watchlist during the call, and your first brief lands before the next open. There is no app to install, no dashboard to configure, no integration to set up. Finn communicates entirely through email, the same way you would work with a junior analyst. Every trial runs 14 days on your own portfolio, with every module on.

How do I know the output is accurate?

Finn is designed to function like a junior analyst, not a decision-maker. Every output includes the source it drew from. It flags and surfaces — the judgment stays with you. Where it cannot find reliable grounding for a claim, it says so rather than filling the gap with inference. It shows its work. You verify the calls that matter.

How often will Finn contact me?

That's up to you. You tell Finn how often you want to hear from it, what format works best, and under what conditions it should reach out. Some users want a daily briefing every morning. Others only want to hear from Finn when something material happens to a position they hold. You set the rules, and you can adjust them at any time. Finn adapts to how you want to work, not the other way around.

How is my data protected?

Your portfolio, positions, and investment thesis are stored securely and used solely to personalise Finn's monitoring and research for you. Your data is never shared, sold, or used to train models for other users. Each user's context is entirely separate. If you have specific data security requirements, as many institutional investors do, raise them during onboarding and they will be addressed before you share anything sensitive. What we store, where it lives and how to run Finn inside your own perimeter is set out in Data, privacy and security at Finn.