Chat2Report

Your AI Assistant for Financial Reports

5.0•8 reviews•

15 followers

Your AI Assistant for Financial Reports

5.0•8 reviews•

15 followers

•

•

Chat2Report brings the power of conversational AI to financial analysis, letting you chat with thousands of company reports (130,000+ documents) as easily as using ChatGPT. Whether you're researching investments, analyzing market trends, or studying company performance, our platform helps you extract valuable insights instantly.

Chat2Report Reviews

Name: Chat2Report
Rating: 5.0 (8 reviews)

The community submitted 8 reviews to tell us what they like about Chat2Report, what Chat2Report can do better, and more.

5.0

Based on 8 reviews

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•1 review

Pros: ✅ Time-Saving – Extracts key data (revenue, profit, etc.) in 10 minutes and auto-generates comparison charts—no more late-night report digging. ✅ Beginner-Friendly – Explains financial jargon in real time, even decodes CEO buzzwords like "strategic outlook." ✅ Risk Alerts – Flags anomalies (e.g., sudden spikes in receivables), helping me dodge multiple red-flag stocks. ✅ Deep Analysis – Compares metrics (gross margin, R&D spend) across companies and even cross-references future announcements. Cons: ❌ Occasional Errors – May misinterpret complex accounting policies (e.g., depreciation changes) or mislabel seasonal losses as risks. ❌ Over-Reliance Risk – Once almost fell for a "low P/E = buy" suggestion, missing hidden related-party transaction fraud. Verdict: "Like having a 24/7 financial analyst handling 80% of the grunt work—but final calls still need human judgment." ★★★★☆ (4.5/5)

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2 views10mo ago

•1 review

I have always been very afraid of reading 10-K financial reports because they are too long, sometimes even hundreds of pages. Extracting key financial metrics from such lengthy reports is sometimes challenging for me, and it’s even difficult to stay focused. Chat2Report has helped me a lot, making it easy to interact with financial reports just like using ChatGPT. I can quickly find the data I want, and it can even highlight the sources, so I no longer worry about AI making stuff up. This is the most concerning aspect when conducting research and analysis, as it’s often unclear whether what AI says is true or not. If you are in the habit of studying financial reports, Chat2Report is worth trying.

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1 view11mo ago

•1 review

Chat2Report can download financial reports in PDF format. Just this one feature has solved my pain point—SEC only provides financial reports in htm format, and I always have to convert them to PDF myself, which feels very troublesome. After downloading them myself, I upload the PDFs to ChatPDF for analysis, but managing multiple files becomes inconvenient since it isn’t specifically designed for chatting about financial reports. Thanks to Chat2Report, I no longer have to repeatedly download htm reports and convert them anymore.

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1 view11mo ago

•1 review

Finally found a financial report analysis tool that suits me. I don’t need too many features, just simple analysis of financial reports. It can quickly extract insights from hundreds of pages of annual reports or 10-K reports, really saving me a lot of time. However, I think the final investment decision should still be made by yourself, don’t place all hope on AI.

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10mo ago

•1 review

Chat2Report supports multiple languages and can converse in any language, which is very important for someone like me whose English is not very good. In the past, I used to feel intimidated by the overwhelming amount of English when analyzing US stock financial reports. Now, with Chat2Report, I can ask questions in my native language, and it can respond in my native language.

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10mo ago

•1 review

Chat2Report's built-in quoting feature links answers to the corresponding pages in the PDF, eliminating the need to search page by page. This feature is truly fantastic; it showcases the authenticity of the answers. Current large models often experience hallucinations, making it difficult to determine the truthfulness of the content.

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10mo ago

•1 review

If you are a value investor, then Chat2Report is perfect for you. It includes annual and quarterly reports of thousands of companies from the past ten years. You can ask any questions, and it will only answer based on the current financial report, avoiding falsehoods and fabricated content. It is highly trustworthy.

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10mo ago

•1 review

No need to download financial reports from SEC manually anymore, it has almost all the reports I want. Especially combined with AI, I particularly like this point because it can quickly find the content I want.

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11mo ago