Finbar
Agentic investment research
156 followers
Agentic investment research
156 followers
Finbar is investment research designed for AI, used by several of the world's largest hedge funds. It combines it's own leading worldwide financial dataset with the complete AI toolkit for making intelligent investment decisions - agentic MCP, search, spreadsheets, report-writing, and more.
This is the 2nd launch from Finbar. View more
Finbar
Launching today
Finbar is launching public availability of its data and research platform to all investors (and their agents) - already used by several of the world's largest hedge funds.
Services include: worldwide fundamental data via API/MCP; prebuilt company models and primers; and a complete AI suite for research and modelling (on web and in Excel).
Free Options
Launch Team / Built With
Hi! Ed and Robin here, super excited to launch the first general availability of Finbar. Our mission is to give every investor (and agent) the best data and tools to conduct high-quality financial research.
A brief recap of our journey. We started with a single product - reliably updating any financial model within 5 minutes of market release, without any mistakes. Seems niche? It was - but it meant we could truly stand out to customers, solving a real burning problem that those who haven't worked in hedge funds just don't really 'get'. Over Q2 earnings season, we handled 150,000 model updates, meaning our clients (including several of the world's largest hedge funds) could go into every market-open with all of their models ready.
Developing this product turned out to be a problem that seemed simple but actually was fiendishly difficult (not least for the data reasons I discuss below). Solving it, however, has meant building some truly unique financial data and infrastructure, which we've since deployed in many other products - and now available to all investors.
Two key parts to what we do:
I. We're building the best fundamental financial dataset
Underlying everything is our proprietary data. We collect and ingest millions of documents across thousands of companies worldwide: reports, presentations, transcripts. You might be surprised this is not a solved problem already. But almost all providers lack at least one of: a) breadth, b) quality, and/or c) speed. All three have been necessary to serve our clients, hence the need to build our own. And yes, we're including players like Factset, S&P and Bloomberg in this (we're often explicitly evaluated against them by our institutional clients).
Some snippets to illustrate the point:
The most important fundamental datapoints are often not in 10Qs/10Ks, and rarely in a fully-structured format. Think segment organic growth in presentation charts, conference call remarks on forward guidance, Pillar 3 banking disclosures, and a million other company-specific datapoints.
>1/2 of our customers invest outside of the US. International markets have much less structured data availability than the US, often not even a central repository, and it is where arguably there is more edge from strong fundamental data (these two facts may well be corollary)
Financial data is exceptionally messy on the tail end - which is often also where the insights live. Understanding nuances around restatements, accounting regime changes, mergers and divestments, and all the other insane things companies do to produce messy data (sometimes on purpose) is bread-and-butter in our design. It causes many nights of hair-pulling but is the only way to actually produce great data that investors trust.
II. We're building the best financial toolkit for the AI age
Upon this data foundation is a whole range of Finbar products, built on the knowledge and experience of what professional investors actually need. This includes:
Machine-readable versions of millions of worldwide company documents
Fundamental time-series and datapoints on thousands of line items
Company primers and financial metadata
Prebuilt public company model XLSXs
A web platform for AI-automated financial data analysis, modelling, and report-writing
An Excel add-in to update any analyst model in seconds, and build any custom model in minutes
MCP and APIs to expose our fundamental data to programmatic and agentic users
And we already have a long list of items in development with institutional partners, including macro data, supply chains, newsflow, privates and more.
There’s still so much more we’ve got planned, but we’re genuinely so excited to start giving every investor the tools they need to make intelligent decisions in the AI age. So thanks for reading, and head to https://finbar.com to try us out. We’re looking forward to your thoughts!
So excited to bring this product to the market, and there's so much more to show !!
Just tried Finbar really interesting idea! Quick question: what’s the one thing you’d say Finbar does better than a traditional financial research workflow? Congratulations on the launch though!
@suryansh_tiwari2 Thanks for trying us out! We're really, truly genuinely obsessed with building for the agentic future of investing, which we're already quickly seeing become reality even at our big institutional clients. The 'old' layer of research is about human workflows - terminals, manual spreadsheets, charts and reports for human consumption. Even the data layer is slow as it's traditionally relied on humans for the gritty details beyond the headline figures.
We're rebuilding all of that ourselves. Our data is AI collected, ingested and parsed, which means we can have enterprise-quality fundamental data in seconds rather than hours. Our software is designed for AI first - MCPs, agentic workloads, automated analysis/modelling. There's still so much we want to do but we see a massive generational opportunity to transform investment research into something so much better for users.