What is FinanceWizard?
FinanceWizard is a chat-based financial analysis tool powered by AI. Ask any question about the markets — from real-time stock quotes and technical analysis to SEC filings and macroeconomic data — and get an institutional-grade answer in seconds, complete with interactive charts.
Why we built this
Getting a quick, comprehensive view of a stock used to mean juggling multiple terminals, websites, and spreadsheets. We wanted one place where you could just ask a question and get an answer backed by live data — the way a senior analyst would brief you.
What you can do
- Real-time market data — Quotes, price history, options chains, and crypto prices
- Deep fundamentals — Earnings, financials, analyst estimates, DCF valuations, and financial health scoring
- Technical analysis — RSI, MACD, Bollinger Bands, candlestick patterns, and momentum indicators
- Company intelligence — Insider trading, institutional holdings, analyst ratings, and WallStreetBets sentiment
- Macro and economy — Treasury yield curve, CPI, FRED data series, Fed Beige Book analysis
- SEC filings — Search and read 10-K, 10-Q, 8-K filings with optional sentiment analysis
- Interactive charts — Every data visualization is interactive with hover, zoom, and pan
What to expect from this blog
We will be sharing:
- Product updates — new features, data sources, and improvements
- Market insights — interesting analyses and market commentary powered by FinanceWizard
- Guides — how to get the most out of the tool for your research workflow
Try it now
Ready to ask your first question? Head to FinanceWizard and start chatting with the markets.
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