10 Things You Can Do With FinanceWizard (That Would Take Hours by Hand)

FinanceWizard is an AI-powered financial analyst you can talk to in plain English. Behind the scenes it pulls live data from market feeds, financial databases, the Federal Reserve, and SEC EDGAR — but all you have to do is ask a question.

Here are ten patterns that cover most of what our users ask for, from simple stock checks to deep research workflows.

1. Quick Stock Check

The simplest and most common pattern. Just name the ticker.

How is NVDA doing today?

You will get the current price, daily change, volume, and whether the market is open or closed. If you ask about multiple tickers at once — Get me quotes for AAPL, MSFT, and GOOG — FinanceWizard pulls them all in a single batch and presents them side by side.

2. Price Charts With One Sentence

Want to see how a stock has performed? Just describe the time frame.

Show TSLA price history over the last 6 months

FinanceWizard generates an interactive chart right in the chat. You can hover over any data point, zoom into a date range, and pan around. For candlestick charts, ask for candles specifically: Show NVDA 6-month candlestick chart.

You can also compare multiple tickers on the same chart: Plot NVDA, AMD, and AVGO over the last year.

3. Full Technical Analysis

If you want to know whether a stock is overbought, in a trend, or showing reversal signals:

Run a full technical analysis on AAPL

This pulls RSI, MACD, Bollinger Bands, moving averages (20/50/200-day SMA), momentum indicators, and candlestick pattern detection. FinanceWizard synthesizes the signals into a readable summary — you do not need to interpret raw indicator values yourself.

For quick comparisons: Compare the technicals of NVDA vs AMD vs AVGO.

4. Earnings and Fundamentals Deep Dive

This is where FinanceWizard really shines. Instead of opening five browser tabs, ask one question.

Show me NVDA’s latest earnings results

You get EPS actual vs. estimate, surprise percentage, and revenue — all formatted in a clean table. But you can go deeper:

• How do analyst estimates look for AAPL? — forward EPS and revenue consensus, growth rates, revision trends
• Show me Apple’s quarterly financials — full income statement, balance sheet, and cash flow
• What is the Piotroski F-Score for Tesla? — financial health scoring with Altman Z-Score, Rule of 40, liquidity ratios
• Run a DCF valuation on Microsoft — multi-model intrinsic value (DCF, Graham Number, Peter Lynch, Reverse DCF, Owner Earnings)

The key insight: you can chain these. Ask about earnings first, then follow up with Now show me their growth rates or How does that compare to AMD? — FinanceWizard remembers the conversation context.

5. Company Intelligence

Beyond the numbers, you often want to know what is happening around a company.

Any insider buying or selling at Apple lately?

Other intelligence queries:

• What are analysts saying about NVDA? — price targets (low/mean/high), recommendation distribution, recent upgrades and downgrades
• Who are the top institutional holders of MSFT? — ownership breakdown by institution and mutual fund
• What is trending on WallStreetBets? — Reddit sentiment with bullish/bearish ratios for trending tickers
• Show me recent Apple news — news articles within a date range

6. Peer Comparison

When you are evaluating a stock, context matters. How does it stack up against competitors?

Compare NVDA, AMD, and AVGO side by side

This runs a comprehensive comparison across valuation multiples (P/E, P/S, EV/EBITDA), growth rates, profitability margins, financial health metrics, and relative rankings. The output is a structured table that makes it easy to spot which stock is cheap, which is growing fastest, and which has the strongest balance sheet.

7. Macro and Economy

FinanceWizard is not just about stocks. It connects to the Federal Reserve and FRED (Federal Reserve Economic Data) for macroeconomic analysis.

What does the yield curve look like?

Other macro queries:

• Show me the latest CPI data for the US — Consumer Price Index with trend
• Pull the unemployment rate from FRED — any FRED series (GDP, UNRATE, CPIAUCSL, M2SL, and thousands more)
• Summarize the latest Fed Beige Book — with optional FinBERT sentiment analysis
• Show sector performance — Finviz sector and industry group heat map

These are especially useful when you want to understand the macro backdrop before making investment decisions.

8. SEC Filings

Reading SEC filings is tedious. FinanceWizard can search, list, and read them for you.

Read Apple’s latest 10-K and summarize it

The filing tool pulls structured XBRL financials and the full section index. You can also:

• List NVDA’s recent 10-K filings — chronological filing history
• Search SEC filings mentioning “artificial intelligence” — full-text search across all EDGAR filings since 2001
• Add sentiment analysis: Read the Tesla 10-K with sentiment analysis

9. Crypto

Crypto coverage includes quotes, technical analysis, and market movers.

What is Bitcoin trading at?

You get price, market cap, volume, supply, and 24-hour change. For deeper analysis: Run a technical analysis on ETH. To see what is moving: What are the top crypto movers today?

10. The Reasoning Toggle

Notice the lightbulb icon next to the send button? That toggles reasoning mode. When enabled, FinanceWizard shows its thinking process — the internal reasoning chain before it answers.

This is useful when you ask complex or multi-step questions like Should I add NVDA to my portfolio given current valuations and the macro environment? You can see exactly how it weighed different factors before arriving at its conclusion.

Tips for Getting the Most Out of FinanceWizard

• Be specific — Show me Apple’s quarterly revenue growth for the last 2 years gets a better answer than Tell me about Apple
• Use follow-ups — the conversation has memory. Start with a quote, then ask for technicals, then valuation. Each builds on the last.
• Ask for charts — any time you are looking at historical data or comparisons, ask for a chart. The interactive visualizations make patterns obvious.
• Try the example questions — the welcome screen has 30+ categorized examples. Click any one to start.
• Chain your research — if you want a full stock review, just say Give me the complete picture on NVDA — quote, fundamentals, technicals, analyst consensus, and valuation. FinanceWizard will chain multiple data calls to build a comprehensive briefing.

Ready to try it? Open FinanceWizard and ask your first question.