FinChat Pro is a professional-grade, AI-powered investment research platform included as part of your INTELLIGENT INVESTING membership. It’s built for serious investors who demand high-quality insights and detailed analysis to support disciplined, value-oriented investing strategies.
Key Features of FinChat Pro
AI-Driven Company Research:
Analyze company fundamentals instantly—including earnings, balance sheet strength, cash flow, and more—with powerful AI summarization tools.Peer Comparisons:
Compare a company to its industry peers to evaluate its competitive standing and financial positioning.Valuation Insights:
Access key valuation metrics like P/E, EV/EBITDA, and other ratios to identify potentially undervalued opportunities.Time-Saving Analysis:
Skip the hours of manual research. FinChat Pro distills detailed financial data into actionable insights—fast.Included Free with Your Membership:
While FinChat Pro is valued at $110/month, it’s included at no extra cost with your INTELLIGENT INVESTING membership.
How Does FinChat Pro Fit into INTELLIGENT INVESTING?
FinChat Pro helps you discover and evaluate investment opportunities with depth and precision. Use it to:
Uncover promising companies
Analyze their fundamentals and long-term prospects
Determine if they meet your investment criteria
Once you’ve identified a compelling opportunity using FinChat Pro, you can seamlessly move to Mogo—our self-directed investing platform with zero commissions and no FX fees—to execute your trade. This workflow keeps your investment strategy aligned, informed, and efficient.
How to Access FinChat Pro
You’ll unlock access to FinChat Pro after funding your first investment account in the Mogo app. One business day after funding, you’ll:
Receive an email with your exclusive access code
See the code available in-app
There’s no separate sign-up required—just activate your Mogo account, fund it, and get started with FinChat Pro.