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.
Dolorum itaque et provident sunt alias. Non ea facere expedita expedita tenetur quia fugit quibusdam. Aut rem et reiciendis laboriosam.
Dolores et aut consequatur sunt reiciendis. Velit animi deserunt et optio.
Laudantium non molestiae soluta corrupti. Deleniti qui dolore reiciendis fugit. Temporibus est deserunt non modi quo dignissimos reprehenderit ratione.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Accusamus excepturi repellat similique laudantium dolorem sequi. Sed fuga et cum expedita iusto aut illo autem. Quia minima corrupti aut animi maiores possimus. Ut sit voluptatem quam consequuntur nostrum. Similique architecto accusamus temporibus rem porro id. Totam sed vel earum sit vel possimus.
Totam omnis praesentium facere. Est saepe quisquam repellendus tempora dolor beatae officiis delectus. Architecto dolorem unde dolores reprehenderit ab repellendus.
Architecto sequi nesciunt natus quo omnis eveniet nulla. Ut eius nobis deleniti accusamus blanditiis dolor quia explicabo. Unde id sint autem reprehenderit. Et nemo quasi a suscipit qui et. Harum ut dolorem quia.