AI Tools for Financial Analysts
AI tools for analysts to research market data, build financial models, analyze trends, and accelerate investment analysis.
Works in Chat, Cowork and Code
Company financial analysis
Analyze company financials, earnings, and investment potential.
Compiled analysis: revenue CAGR 15%, margins improving, free cash flow positive, debt manageable, strong market position.
Competitive industry analysis
Compare companies within an industry and assess competitive dynamics.
Analysis: market leader with 35% share, competitors differentiated by features/pricing/service, growth 20-40% annually.
Accounting standards and regulatory research
Look up GAAP, IFRS, and financial reporting requirements.
Found official standards: ASC 606 revenue principles, lease capitalization rules, annual impairment testing requirements.
Financial reporting and presentation
Create financial analysis reports and investment presentations.
Created professional report: financial highlights, 5-year trends, valuation multiples, peer comparison, investment recommendation.
Economic and macro research
Research macroeconomic trends, industry cycles, and market dynamics.
Found research: GDP forecasts, rate sensitivity analysis, foreign exchange impacts, supplier concentration risks.
Ready-to-use prompts
Analyze company financials: revenue trends, profitability, cash flow, debt, and growth prospects for [company]
Compare 5 competitors in [industry]: market share, growth rates, profitability, and competitive positioning
Look up accounting standards for [topic]: revenue recognition, lease accounting, impairment testing, and disclosures
Generate investment analysis report: company summary, financials, valuation, thesis, and recommendation for [company]
Research macroeconomic trends affecting [industry]: growth drivers, interest rates, supply chain, and market cycles
Build a discounted cash flow model: revenue forecast, margins, capital expenditure, and terminal value for [company]
Tools to power your best work
165+ tools.
One conversation.
Everything financial analysts need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
Investment research process
Analyze company, assess industry, compare competitors, and create investment recommendation.
Financial modeling and valuation
Build models, calculate valuations, and support investment decisions.
Market and industry analysis
Track market trends, industry cycles, and competitive dynamics.
Frequently Asked Questions
What insights can Deep Research provide for investment analysis?
Deep Research helps you research company financials, analyze trends, understand industry dynamics, and assess investment opportunities. It compiles publicly available information to inform your analysis.
How can competitor research improve investment decisions?
Competitor Research helps you understand market positioning, competitive advantages/disadvantages, and relative valuations. It supports your assessment of company prospects relative to alternatives.
Where should I find accounting standards?
Library Docs contains GAAP (ASC) and IFRS standards. Search for specific topics: revenue recognition (ASC 606), lease accounting (ASC 842), impairment testing, and consolidation rules.
What should a financial analysis report include?
Include: company overview, financial metrics (revenue, EBITDA, margins), growth trends, valuation (DCF, multiples), peer comparison, investment thesis, risks, and recommendation with price target.
How do I build a financial model?
Start with historical financials, forecast 5-10 years of revenues (based on growth assumptions), apply operating margins, calculate free cash flow, apply discount rate, and determine terminal value. Sensitivity analysis on key assumptions.
Give your AI superpowers.
Works in Chat, Cowork and Code