AI ANALYST FOR FUNDAMENTAL INVESTORS

Your portfolio never sleeps.

Neither does Finn.

Finn is an AI junior analyst that already knows your portfolio. It understands your thesis on every position, works continuously in the background, and emails you when something changes, before you think to ask.

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See how it works

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See how it works

Finn

Catalyst identified. Sending full analysis now.

James Harlan - JP Morgan

What's driving the Adobe selloff?

Finn

Catalyst identified. Sending full analysis now.

James Harlan - JP Morgan

What's driving the Adobe selloff?

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

Done!

Done!

Done!

WHAT FINN IS

An autonomous AI agent that works as your personal junior analyst.

Finn learns your portfolio, your thesis, and how you like to work. Then it goes to work, autonomously. It reads, monitors, and researches in the background, and emails you when something matters. You don't log into anything. You don't ask it every morning. It just works, like a good analyst should.

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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 FOR YOU

Everything a junior analyst does. Around the clock.

Finn handles the full range of research tasks, from continuous monitoring to deep fundamental work, on demand or autonomously.

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Portfolio monitoring

Tracks filings, earnings, news, and management commentary across your positions and watchlist. Alerts you when something touches your thesis.

Portfolio monitoring

Tracks filings, earnings, news, and management commentary across your positions and watchlist. Alerts you when something touches your thesis.

Thesis tracking

Holds your investment thesis on every position and watches for anything that confirms, contradicts, or changes it.

Thesis tracking

Holds your investment thesis on every position and watches for anything that confirms, contradicts, or changes it.

Thesis tracking

Holds your investment thesis on every position and watches for anything that confirms, contradicts, or changes it.

Fundamental research

Ask Finn to research a company or sector. It delivers a first-pass analysis, including business model, key drivers, competitive position, valuation context.

Fundamental research

Ask Finn to research a company or sector. It delivers a first-pass analysis, including business model, key drivers, competitive position, valuation context.

Fundamental research

Ask Finn to research a company or sector. It delivers a first-pass analysis, including business model, key drivers, competitive position, valuation context.

Idea generation

Based on your style and what you already own, Finn proactively surfaces new names worth your attention.

Idea generation

Based on your style and what you already own, Finn proactively surfaces new names worth your attention.

Idea generation

Based on your style and what you already own, Finn proactively surfaces new names worth your attention.

Meeting preparation

Tell Finn about an upcoming management meeting. A full briefing arrives before you need it.

Meeting preparation

Tell Finn about an upcoming management meeting. A full briefing arrives before you need it.

Research processing

Forward newsletters and broker reports to Finn. It extracts what's relevant to your portfolio and discards the rest.

Research processing

Forward newsletters and broker reports to Finn. It extracts what's relevant to your portfolio and discards the rest.

Information is everywhere. Knowing what it means for your portfolio is the hard part.

The only AI that understands your thesis.

Every tool on the market tracks news, prices, and filings. Finn tracks whether your reason for owning each stock is still intact. It knows your thesis on every position and filters everything through it. That's the difference between an alert and an insight.

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Filters every signal through your specific investment thesis.

Reaches out when something challenges your conviction.

Learns your style and gets sharper the longer you use it.

WHAT FINN DELIVERS

This is what Finn sends you.

Real outputs from real portfolios, delivered to your inbox.

Proactive monitoring

Finn kept watching Adobe after an earlier conversation. Three days later, it identified the catalyst behind the selloff and emailed unprompted, with a full breakdown attached. You didn't ask. Finn was already on it.

Idea generation

Based on your investment style and existing holdings, Finn screens for mispriced names worth deeper work. It explains why each one is interesting and attaches full research reports, ready to read.

Fundamental research on demand

Ask Finn to build a DCF or research a company and it delivers a complete model with scenario analysis, based on your assumptions. The depth of a junior analyst deliverable, in your inbox the same day.

Finn DCF model email with scenario analysis

HOW TO GET STARTED

Up and running in one email.

No software to install. No dashboard to learn. You send Finn one email and it starts working.

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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.

We finally have a landing page that explains our automation product without overwhelming users.
Founder, AI SaaS
This template helped us position our workflows as a platform, not just a tool.
Head of Engineering
This template made it easy to communicate complex automation without long explanations or demos.
Product Manager
Clean layout, clear messaging, and easy to adapt to our automation use case.
Startup Founder

Finn, this was excellent. Thank you.
rem 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
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

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?

EC 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?

You send Finn one email with your current positions, watchlist, and what you care about on each name. That is the entire onboarding. 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.

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 directly with Shan during onboarding and they will be addressed before you share anything sensitive.