Choose Fintool if…
Your workflow is conversational and transcript-heavy — you want to chat across SEC filings, earnings calls, and conference presentations at scale, and you're comfortable verifying AI-generated figures yourself.
AnalystBook vs Fintool
Fintool is an AI chat over SEC filings and earnings transcripts for professional investors. AnalystBook gives you grounded AI too — plus deterministic numbers, sector-calibrated forensic scores, a structured dossier, and a research workspace — from $69/month, self-serve. Here's an honest look at where each one wins.
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The difference
AnalystBook's Intelligence brief reads the official filing and writes the analysis in plain language, grounded in the source. The numbers are computed, not generated, so the same filing always returns the same answer, and every claim links to the paragraph it came from. And you can ask Ana, our in-app AI research analyst, anything about a company: she answers from AnalystBook's own structured, industry-aware data — the source-linked filings we normalize for every public company — citing every claim and declining whatever she can't ground. Because we structure and own that data, she reasons over clean, comparable facts, not loose document text. Like any AI it can still make mistakes — which is exactly why every claim links back to the source for you to verify. Intelligence you can verify, not a chatbot you second-guess.
At a glance
| Fintool | AnalystBook | |
|---|---|---|
| Built for | Professional public-equity investors | Individual analysts, small funds & family offices |
| Pricing | Professional plans · contact sales | From $69/month · 14-day free trial · self-serve · Enterprise available |
| AI Intelligence brief | Conversational answers over filings & transcripts | Reads the actual filings and writes the analysis in plain English — bound to the source, so it states only what the filing supports |
| AI research assistant | AI chat over filings & earnings calls | Ana, our in-app AI analyst — reasons only over our structured, industry-aware company data, cites every claim, and refuses anything she can't ground |
| The numbers | AI-generated from documents | Computed straight from the filing, never generated — deterministic, the same every time, each figure linked to its source |
| Verify a claim | Answers carry citations | One click to the exact source paragraph |
| Forensic scores | Not a forensic tool | Altman Z, Beneish M & earnings quality — sector-calibrated |
| Structured dossier | Chat-first — ask for the data | Pre-built dossier: business, financials, governance, ownership |
| Research workspace | Saved chats & notes | A complete research workspace — build and track your thesis, take notes, manage to-dos, watchlist & quarterly reviews; everything persists per company |
| Coverage | SEC filings & earnings transcripts | U.S. & international public companies — from official filings only |
Which one is right for you
Your workflow is conversational and transcript-heavy — you want to chat across SEC filings, earnings calls, and conference presentations at scale, and you're comfortable verifying AI-generated figures yourself.
You want grounded AI plus numbers you can trust without re-checking — computed, not generated — alongside sector-calibrated forensic scores, a structured dossier, and Ana, an analyst that won't answer beyond the filing, for $69/month self-serve.
FAQ
Yes, if you want grounded AI plus numbers you don't have to re-check. Fintool is a conversational AI chat over SEC filings and earnings transcripts; AnalystBook adds deterministic figures (computed, not generated), sector-calibrated forensic scores, a structured dossier, and a research workspace, from $69/month self-serve. Fintool is the better fit if your workflow is chat-first and transcript-heavy.
Ana answers only from AnalystBook's own structured, industry-aware data — the official filings we normalize and index for every public company — cites every claim, and is fail-closed: if she can't ground an answer in the source, she declines rather than guessing. She uses no open web or outside knowledge and gives no buy, sell, or hold verdicts, and she's pre-scoped to the company you're viewing. Because we own and structure that data, she reasons over clean, comparable facts, not loose document text. Like any AI she can still err, so every claim links back to the source for you to verify.
The numbers are deterministic — computed from the filing rather than generated by a language model — so the same filing always yields the same figures, and every figure links back to the exact paragraph it came from. The written analysis is AI, held to the source and built to surface only what's in the filing. Like any AI it can still make mistakes, which is why every line links back to the source for you to verify. For research only; not investment advice.
Both. Beyond the dossier and the AI Intelligence brief, AnalystBook is a research workspace: follow the companies you cover, keep notes pinned to the filing, track open theses and to-dos, and get quarterly review reminders. Your work persists per company, so you pick up where you left off months later.
14 days free. Every claim sourced, every number computed.
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