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 \u2014 but all you have to do is ask a question.<\/p>\n
Here are ten patterns that cover most of what our users ask for, from simple stock checks to deep research workflows.<\/p>\n
The simplest and most common pattern. Just name the ticker.<\/p>\n
\nHow is NVDA doing today?<\/strong><\/p>\n<\/blockquote>\n
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 \u2014 Get me quotes for AAPL, MSFT, and GOOG<\/em> \u2014 FinanceWizard pulls them all in a single batch and presents them side by side.<\/p>\n
2. Price Charts With One Sentence<\/h2>\n
Want to see how a stock has performed? Just describe the time frame.<\/p>\n
\nShow TSLA price history over the last 6 months<\/strong><\/p>\n<\/blockquote>\n
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<\/em>.<\/p>\n
You can also compare multiple tickers on the same chart: Plot NVDA, AMD, and AVGO over the last year<\/em>.<\/p>\n
3. Full Technical Analysis<\/h2>\n
If you want to know whether a stock is overbought, in a trend, or showing reversal signals:<\/p>\n
\nRun a full technical analysis on AAPL<\/strong><\/p>\n<\/blockquote>\n
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 \u2014 you do not need to interpret raw indicator values yourself.<\/p>\n
For quick comparisons: Compare the technicals of NVDA vs AMD vs AVGO<\/em>.<\/p>\n
4. Earnings and Fundamentals Deep Dive<\/h2>\n
This is where FinanceWizard really shines. Instead of opening five browser tabs, ask one question.<\/p>\n
\nShow me NVDA’s latest earnings results<\/strong><\/p>\n<\/blockquote>\n
You get EPS actual vs. estimate, surprise percentage, and revenue \u2014 all formatted in a clean table. But you can go deeper:<\/p>\n
\n
- How do analyst estimates look for AAPL?<\/em> \u2014 forward EPS and revenue consensus, growth rates, revision trends<\/li>\n
- Show me Apple’s quarterly financials<\/em> \u2014 full income statement, balance sheet, and cash flow<\/li>\n
- What is the Piotroski F-Score for Tesla?<\/em> \u2014 financial health scoring with Altman Z-Score, Rule of 40, liquidity ratios<\/li>\n
- Run a DCF valuation on Microsoft<\/em> \u2014 multi-model intrinsic value (DCF, Graham Number, Peter Lynch, Reverse DCF, Owner Earnings)<\/li>\n<\/ul>\n
The key insight: you can chain these. Ask about earnings first, then follow up with Now show me their growth rates<\/em> or How does that compare to AMD?<\/em> \u2014 FinanceWizard remembers the conversation context.<\/p>\n
5. Company Intelligence<\/h2>\n
Beyond the numbers, you often want to know what is happening around a company.<\/p>\n
\nAny insider buying or selling at Apple lately?<\/strong><\/p>\n<\/blockquote>\n
Other intelligence queries:<\/p>\n
\n
- What are analysts saying about NVDA?<\/em> \u2014 price targets (low\/mean\/high), recommendation distribution, recent upgrades and downgrades<\/li>\n
- Who are the top institutional holders of MSFT?<\/em> \u2014 ownership breakdown by institution and mutual fund<\/li>\n
- What is trending on WallStreetBets?<\/em> \u2014 Reddit sentiment with bullish\/bearish ratios for trending tickers<\/li>\n
- Show me recent Apple news<\/em> \u2014 news articles within a date range<\/li>\n<\/ul>\n
6. Peer Comparison<\/h2>\n
When you are evaluating a stock, context matters. How does it stack up against competitors?<\/p>\n
\nCompare NVDA, AMD, and AVGO side by side<\/strong><\/p>\n<\/blockquote>\n
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.<\/p>\n
7. Macro and Economy<\/h2>\n
FinanceWizard is not just about stocks. It connects to the Federal Reserve and FRED (Federal Reserve Economic Data) for macroeconomic analysis.<\/p>\n
\nWhat does the yield curve look like?<\/strong><\/p>\n<\/blockquote>\n
Other macro queries:<\/p>\n
\n
- Show me the latest CPI data for the US<\/em> \u2014 Consumer Price Index with trend<\/li>\n
- Pull the unemployment rate from FRED<\/em> \u2014 any FRED series (GDP, UNRATE, CPIAUCSL, M2SL, and thousands more)<\/li>\n
- Summarize the latest Fed Beige Book<\/em> \u2014 with optional FinBERT sentiment analysis<\/li>\n
- Show sector performance<\/em> \u2014 Finviz sector and industry group heat map<\/li>\n<\/ul>\n
These are especially useful when you want to understand the macro backdrop before making investment decisions.<\/p>\n
8. SEC Filings<\/h2>\n
Reading SEC filings is tedious. FinanceWizard can search, list, and read them for you.<\/p>\n
\nRead Apple’s latest 10-K and summarize it<\/strong><\/p>\n<\/blockquote>\n
The filing tool pulls structured XBRL financials and the full section index. You can also:<\/p>\n
\n
- List NVDA’s recent 10-K filings<\/em> \u2014 chronological filing history<\/li>\n
- Search SEC filings mentioning “artificial intelligence”<\/em> \u2014 full-text search across all EDGAR filings since 2001<\/li>\n
- Add sentiment analysis: Read the Tesla 10-K with sentiment analysis<\/em><\/li>\n<\/ul>\n
9. Crypto<\/h2>\n
Crypto coverage includes quotes, technical analysis, and market movers.<\/p>\n
\nWhat is Bitcoin trading at?<\/strong><\/p>\n<\/blockquote>\n
You get price, market cap, volume, supply, and 24-hour change. For deeper analysis: Run a technical analysis on ETH<\/em>. To see what is moving: What are the top crypto movers today?<\/em><\/p>\n
10. The Reasoning Toggle<\/h2>\n
Notice the lightbulb icon next to the send button? That toggles reasoning mode<\/strong>. When enabled, FinanceWizard shows its thinking process \u2014 the internal reasoning chain before it answers.<\/p>\n
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?<\/em> You can see exactly how it weighed different factors before arriving at its conclusion.<\/p>\n
Tips for Getting the Most Out of FinanceWizard<\/h2>\n