Live web search · every answer
Sourced citations · Bloomberg, Reuters, SEC
Real-time prices · Bavest data
What makes the smartest stock chatbot
Live Web Search on Every Answer
No training-data lag. The chatbot crawls the web in real time for every question — today's news, today's prices, today's filings.
Inline Source Citations
Every claim links to its source — Bloomberg, Reuters, SEC, Yahoo Finance, company filings. One click to verify any number.
Real-Time Market Data
Live prices, fundamentals, analyst ratings, earnings, options flow. Pulled from the same Bavest API used by hedge funds.
Deep Research Mode
Complex questions trigger multi-step research — the agent plans, searches, compares and reasons across dozens of sources before answering.
Charts Inside the Chat
Ask 'show me NVDA vs AMD over 5 years' and get an interactive chart inline. Price, ratios, fundamentals — all chartable in the conversation.
Follow-Up Branching
Drill down without losing context. Ask 'why', 'compare to', 'simulate if' — the chatbot keeps the full thread context across every turn.
Turn Any Chat Into a Dashboard
One click upgrades a conversation into a structured stock-analysis dashboard with chart, fundamentals, risks, fair value and analyst consensus.
Persistent Chat History
Every conversation is saved, named and searchable. Pick up a thesis from 3 weeks ago exactly where you left off.
Multi-Lingual & Multi-Market
Ask in English or German, about US, EU, Asian or emerging-market stocks. The chatbot replies in your language with local context.
Model-Agnostic Routing
Each turn is routed to the best LLM for the job — Gemini 3 for speed, GPT-5 for reasoning, Perplexity Sonar for web. You always get the best answer.
More Features Coming Soon
Voice mode, watchlist alerts, custom personas (value, growth, dividend), exportable reports and Slack integration. Roadmap is public.
Which AI models power your answers
Model-agnostic: every turn is routed to the best engine. No single-vendor lock-in.
We swap models as better ones ship — you automatically get the best available reasoning.
How It Works
Ask Anything
Natural language — 'Is AAPL a buy?', 'Compare NVDA vs AMD', 'Stress test SP500 if Fed cuts 50bps'. No syntax to learn.
AI Researches Live
Multi-agent stack searches the web, pulls live prices and fundamentals from Bavest, and synthesizes a sourced answer in seconds.
Verify, Branch, Upgrade
Click any citation to verify. Ask follow-ups without losing context. Turn the chat into a full stock-analysis dashboard with one click.
Peakwise vs. ChatGPT vs. Perplexity vs. Bloomberg vs. Finchat
Where the Peakwise stock chatbot delivers institutional depth at a retail price.
| Feature | Peakwise | ChatGPT | Perplexity | Bloomberg | Finchat |
|---|---|---|---|---|---|
| Live web search every turn | partial | partial | |||
| Inline source citations | |||||
| Real-time stock prices | partial | ||||
| Interactive charts in chat | partial | ||||
| Fundamentals & analyst ratings | partial | ||||
| Multi-model routing | |||||
| Deep research mode | partial | partial | |||
| Turn chat into dashboard | partial | ||||
| Bilingual EN / DE answers | |||||
| EU-hosted · GDPR-native | |||||
| Monthly price | €19.99 / €49.99 | $20 | $20 | $2,000+ | $29+ |
What the chatbot researches live
No marketing bullets — the real data categories backing every answer.
- 100k+ Tickers Worldwide
- US, EU, Asia, EM
- Real-Time Prices
- Pre / After-Hours
- Options Flow
- Short Interest
- Insider Trades
- Float & Borrow
- P/E, PEG, P/B, P/S
- ROE, ROIC, ROA
- FCF Yield
- Debt / Equity
- EPS Growth 5Y
- Revenue Growth 5Y
- Margin Trends
- 10-K / 10-Q Filings
- News Sentiment
- Analyst Ratings
- Price Targets
- Earnings Calendar
- Macro Calendar
- Fed / ECB Decisions
- Geopolitical Score
- FX & Yields
- Web Citations
- SEC Filings
- Earnings Transcripts
- Sell-Side Notes
- Peer Comparisons
- Industry Reports
- Macro Commentary
- Sector Rotation
Who the AI stock chatbot is built for
DIY Stock Pickers
Replace 12 browser tabs and 4 paid subscriptions with one chat that has live data, sourced research and chart-grade context.
Research Analysts
Use deep-research mode to write coverage drafts in minutes. Every claim is sourced and copy-paste ready for your memo.
Dividend Investors
Ask about payout sustainability, dividend history, ex-div dates and yield-on-cost — answered with live data and source links.
Active Traders
Run live scenarios: 'what if CPI prints hot?', 'how did NVDA react to last 8 earnings?'. Answers in seconds with charts.
ETF & Index Investors
Look through ETFs to underlying holdings, detect overlap, compare expense ratios and tracking error — conversationally.
Advisors & Wealth Managers
Use it as a research multiplier for client meetings. Every answer is sourced — defensible in front of any client.
What you can ask
From fast Q&A to deep research — all in natural language.
Ready for your first AI stock chat?
Your conversations are yours
Encryption at rest & in transit
AES-256 on storage, TLS 1.3 on every request. Conversations are encrypted before they hit disk.
Row-level security (RLS)
Database policies make it physically impossible for any user to read another user's chats — enforced at the database layer.
EU hosting · GDPR-native
Servers in Frankfurt. Full GDPR compliance, DPA on request, conversation export and deletion one click away.
No training on your data
Your chats, holdings and questions are never used to train any AI model. Provider contracts explicitly forbid it.
AI chat terms in one sentence
Basic and Pro. Upgrade anytime.
100 AI tokens / month. Full chat access.
Unlimited chats, Deep Research, all features.

