Your AI Assistantfor Financial Reports

Ask, analyze, and navigate financial reports instantly with AI-powered insights

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Why Choose Chat2Report?

Financial Report Analysis

Financial statements offer audited insights into a company's health and operations. Essential for investors seeking thorough company understanding.

Financial Report Q&A (10K/10Q/8K/20F).

Quickly find data and facts in your lengthy financial documents.

Financial Insights, Instantly!

Straight to financial insights via intelligent Q&A.

  • Instant answers to any financial report question.
  • Smart follow-up questions guide your research journey.
  • Search reports across 5,151 US companies.
  • Source-Backed Insights, Instantly Verified.

    Every insight backed by source documentation.

  • One-click access to original filing sources.
  • View highlighted evidence in referenced sections.
  • Trace responses to exact document sources.
  • Jump directly to specific paragraphs.
  • Your Research, Your Rules.

    Personalize your financial research experience.

  • Input and output in your preferred language.
  • Save favorites for quick future reference.
  • Export discussions as PNG or HTML.
  • Download PDF reports for offline use.
  • See What People Say

    Chat2Report has been used by many people and they have great feedbacks.

    avatar
    Connie Lin
    Financial Analyst

    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.

    avatar
    Alexander
    Investment Advisor

    ✅ 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.

    avatar
    James Anderson
    Individual Investor

    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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    Robert J.
    Individual Investor

    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.

    avatar
    Brandon Miller
    Forensic Accountant

    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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    Ava Sharma
    Business School Student

    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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    Emily Thompson
    Financial Data Scientist

    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.

    avatar
    Alina Zhang
    Financial Journalist

    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.

    avatar
    Stephen Reynolds
    Academic Researcher

    Chat2Report can quickly extract insights from financial reports in just a few seconds, particularly effective when dealing with Annual Reports or 10-Ks. You can ask it any questions, and it will only respond based on the current financial report, avoiding the hallucinations of large models.

    Plans and Pricing

    Start for free, upgrade for more.

    Monthly
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    Free

    $0
    5 Credits Upon Registration
    Credits do not reset
    Basic Features Access
    View, chat, summary or download reports using credits
    No Access to Upcoming Features
    AI-Powered Financial Report Translation
    Custom document upload & analysis

    Pro
    SAVE 33%

    $6.67 / mo
    Unlimited Financial Report Views
    Access all reports without point restrictions
    Unlimited Download Financial Reports
    Download all reports without point restrictions
    Chat with Financial Reports
    Chat with financial reports to get insights
    AI-generated Financial Report Summaries
    Use AI to generate summaries of financial reports
    AI-generated Financial Report Mind Maps
    Use AI to generate mind maps of financial reports
    Get More Credits
    1000 credits per month
    Early Access to Upcoming Features
    AI-Powered Financial Report Translation
    Custom document upload & analysis

    Frequently Asked Questions

    Everything you need to know about Chat2Report

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