AI tools to add to process
Alright so I guess me posting a referral link got my prev post deleted so I’ll try this again.
Ive been a bamsec power user since it came out and it’s great for what it is but I get why they’re likely gonna smash it with alphasense. I started using edmundsec and I’m not sure if I’d say it’s full on better but at least has some (basic) AI summaries. Have also used alphasense and its terrible for my coverage because the NLP doesn’t understand that some specific things up are bad and others down are good, but it’s a good research aggregator/search platform.
Been into finchat.io recently though. AI chat gives real answers and takes a little effort but can rip financials/KPIs better than other platforms. There’s a bunch of charting and holding info that I haven’t even got into yet but did some light benchmarking and it was super useful/easy.
Now I’m on the hunt for similar tools - any you guys would recommend? Feels like there's yet to be a good solution to downloading bulk financials (BBG fine enough I guess)
Based on the most helpful WSO content, here are some AI tools and platforms that you might find useful for your financial research and analysis needs:
Bamsec:
Edmundsec:
Alphasense:
Finchat.io:
Recommendations for Similar Tools:
Memofi:
Audit Tracker:
Standardized Financial Reports:
PE/Banking CRM:
Additional Insights:
Excel Modeling:
WSO Elite Modeling Package:
These tools and recommendations should help you streamline your research and analysis processes, making your work more efficient and effective.
Sources: What kind of tools / apps do you wish existed in the industry?, https://www.wallstreetoasis.com/forum/consulting/any-advice-on-tools-for-researching-info-collection-distilling-reports-managing?customgpt=1, NEW/OLD tools for IB Analysts
Table explorer in alphasense is pretty good for bulk downloads.
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