Plans and pricing

Finn is an AI research analyst for portfolio managers and analysts at fundamental funds. It knows your positions and your thesis on each name, works on a schedule and on market events, and checks every number against the source. It works over email and calendar, with Slack and WhatsApp if you want them.

The five modules

Portfolio monitoring

Filings, earnings, news and management commentary tracked daily. Alerts filtered for your book, briefings ahead of results dates and calls, and your thesis on each name checked both ways as evidence lands.

Portfolio monitoring

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation, with the case against laid out too and every claim footnoted to source.

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation, with the case against laid out too and every claim footnoted to source.

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation, with the case against laid out too and every claim footnoted to source.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Portfolio analytics

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

Portfolio analytics

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

Portfolio analytics

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

Decision attribution

Every buy, sell, trim, pass and exit saved with its reasoning and priced later, showing what your own decisions made or cost.

Decision attribution

Every buy, sell, trim, pass and exit saved with its reasoning and priced later, showing what your own decisions made or cost.

Pro and Enterprise

FOR PORTFOLIO MANAGERS AND ANALYSTS

Pro

$290/seat/mo

Everything Finn does: monitoring, fundamental research, new ideas found automatically, a knowledge base that builds up over time, financial models, full analytics and decision attribution. Unlimited requests (fair use).

Per seat · professional use · 14-day trial on your own book · priority support, and we check in during your first week

FOR FUNDS AND FIRMS

Enterprise

Annual contract, priced per firm

Everything in Pro, for the whole firm. Plus broker research feeds, connections to your internal systems, your own models kept up to date, and private deployment.

Firm license · scoped pilot, no card, annual invoice · dedicated manager, SLA

Book a pilot

What each plan includes

What Finn does

Pro

$290/seat/mo · professional use

Enterprise

Annual · per firm

PORTFOLIO MONITORING

Names covered

Positions and watchlist combined.

Full book + watchlist

Unlimited · firm-wide

Morning brief and filtered alerts

Before the open: overnight moves read against your thesis. Quiet names get one line. Big moves get their own alert.

✓

Earnings and filings

Release, call and transcript tracked separately. Pre-print note: what confirms your thesis, what breaks it.

✓

Thesis tracking

Your thesis on each name becomes specific claims, checked both ways as evidence lands.

✓

Briefings ahead of calendar events

Add Finn to the invite and prep arrives before results dates, management calls and reviews.

✓

FUNDAMENTAL RESEARCH

In-depth company and segment research

Deep dives footnoted to source: drivers, industry structure, value chain, valuation, with the case against laid out too. Requested by email.

Unlimited (fair use)

Unlimited · priority

Broker notes and newsletters

Forward anything. The relevant parts come back and the rest is filed and searchable.

Unlimited

Unlimited + entitlement feeds connected

Autonomous discovery

Finn originates ideas that fit your mandate and thesis, and moves them through the research pipeline.

✓

Compounding knowledge base

Every report, source and note retained and linked. Conviction on a new name builds across quarters.

✓

✓ firm-wide

FINANCIAL MODELS

Models built and updated

Scenarios, sensitivities and peer comparisons. Excel workbook attached with live formulas, refreshed after the print.

✓

Your firm’s existing models maintained

—

✓

PORTFOLIO ANALYTICS

Factor exposures and contribution ranking

✓

Return attribution and benchmark comparison

Local vs. currency across sector, region and country. Daily returns against your benchmark.

✓

✓ firm-wide roll-up

DECISION ATTRIBUTION

Decision memory

Every buy, sell, trim, pass and exit saved with your reasoning at the time. You cannot add it later.

✓

Decision P&L

What your own decisions made or cost, separately from what your positions did. Each decision is priced, and the patterns show up in basis points.

✓

✓ firm-wide

ENTERPRISE

Internal connections (research repository, PMS/OMS)

—

✓

Custom market coverage builds

—

✓

Deployment

Cloud

Private cloud or dedicated

SSO, audit log, DPA

—

✓

Included in every plan

These apply to every plan.

Licensed data, in the price

Market data, filings and transcripts from licensed providers. Nothing is scraped, every number carries its as-of date, and there is no separate data subscription.

Licensed data, in the price

Market data, filings and transcripts from licensed providers. Nothing is scraped, every number carries its as-of date, and there is no separate data subscription.

Licensed data, in the price

Market data, filings and transcripts from licensed providers. Nothing is scraped, every number carries its as-of date, and there is no separate data subscription.

Every number checked against source

Every number is checked automatically, then a second model reads the draft against its sources before you get it. Where the evidence is thin, Finn says so.

Every number checked against source

Every number is checked automatically, then a second model reads the draft against its sources. Where the evidence is thin, Finn says so.

Every number checked against source

Every number is checked automatically, then a second model reads the draft against its sources before you get it. Where the evidence is thin, Finn says so.

Your data stays yours

Fully segregated, never shared or used to train models for others.

Your data stays yours

Fully segregated, never shared or used to train models for others.

No recommendations

No buy, sell or hold calls, and Finn does not trade. Every deliverable informs your decision, never replaces it.

No recommendations

No buy, sell or hold calls, and Finn does not trade. Every deliverable informs your decision, never replaces it.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Start with a 14-day trial on your own book.

Send us your positions, your watchlist and what matters to you on each name. One 20-minute setup call, then Finn starts. Everything switched on for two weeks, on your own portfolio.

Start trial

Track one stock, free