Investment Research Chatbot: Ask Stocks, Options, and Financials in Plain English
A company question may require financial statements, options data, ownership disclosures, and news. Keep each source and observation period visible while comparing the evidence.
Describe the ticker, period, and comparison you need. Pineify can select connected financial tools and summarize their results, while you check coverage, dates, and citations.
Five Reasons the Chatbot Changes Your Research Workflow
Use the conversation to organize a question, retrieve supported data, and identify what still needs verification.
Research in One Conversation
Use connected tools to research financial statements, options, ownership, and news in the same conversation.
Follow-Up Questions
Refine a comparison, reporting period, or screening criterion while keeping the relevant context in the conversation.
Structured Research Requests
Specify tickers, exchanges, dates, and the output you need. Review the returned data and ask about any missing fields.
Checkable Data Sources
Financial tools can retrieve external data. Check source timestamps and reconcile material figures with filings or provider records; AI summaries can contain errors.
Plan and Credit Visibility
Review the current plan and AI credit allowances before starting a research session. Data coverage and model usage are not unlimited.
Research Today vs. Research With Pineify
These example workflows describe different interfaces. They are not a measured speed or accuracy comparison.
Separate Research Interfaces
- ❌Open screener, apply filters, export list
- ❌Switch to options platform, enter ticker, check flow
- ❌Visit SEC filing site, search for insider trades
- ❌Open news aggregator, find relevant articles
- ❌Manually connect the dots across 4 different screens
With Pineify Chatbot
- ✓Ask: "Screen for growth tech stocks under P/E 30"
- ✓Ask: "Show options flow on the top 3 results"
- ✓Ask: "Any insider buying in these names recently?"
- ✓Ask: "What is the news sentiment on these stocks?"
- ✓Review the returned data and follow up on missing context
What the Chatbot Can Do for You
Supported research workflows use connected tools. Coverage and available fields vary by source.
Options Research
Request options chains, available Greeks, open interest, max pain, and flow data. Check the contract, expiry, source timestamp, and missing fields before comparing results.
Dark-Pool Reports
Review reported off-exchange activity for supported tickers. Trade size alone does not reveal whether a participant is accumulating a position or hedging.
Company Financials
Retrieve statements and ratios, compare peers, and examine reporting-period trends. Keep currency, fiscal dates, and reported versus adjusted values consistent.
Stock Screening
Describe screening criteria and review the supported filters and returned results. Unsupported criteria may require additional queries or manual review.
Ownership Disclosures
Research available insider transactions, Congress disclosures, and institutional holdings. Filing dates and transaction dates differ; these are not live position feeds.
News and Web Research
Search news and public sources, including supported web and social search tools. Check citations and distinguish reported facts from sentiment interpretation.
Check Plan Access and AI Credits
Access depends on the selected plan and available AI credits. Review the current pricing instead of assuming one purchase covers every tool or unlimited model use.
Plan access
Check which features are included in your current plan.
AI credits
Review available credits and model usage in your account.
Data coverage
Confirm the instrument, fields, and source dates returned.
Current pricing and allowances: View plans.
Frequently Asked Questions
Start a Research Conversation
One conversation for supported screening, options, disclosures, company financials, and news. Check the plan, credits, and source dates before relying on a result.