Docs
Run the workflows.
Two investment workflows and one workspace. Start with a guide, or read how the pipeline works under the hood.
Workflow guides
Using the workspace
Ask in plain language
No query syntax. A ticker, a company name, or a universe to screen — describe what you want and send.
Follow up
It is a workspace, not a one-shot query. Ask for a different angle, a deeper cut on a risk, or a re-run with a tighter focus.
Watch it stream
The analysis streams live as it runs, so you see the thesis take shape rather than waiting on a black box.
Open the report & PDF
The report opens alongside the conversation and exports as a PDF you can keep.
Attach context
Add small text files to a non-screener message when you want FinBro to account for your own notes.
Every run is fresh
Each analysis starts from current data and does not recall prior picks or earlier sessions.
Prompt patterns
Company valuation
- Run a full company valuation for ASML.
- Value a bank with extra attention to credit quality and rate sensitivity.
- Stress-test the bear case for a semiconductor name before giving a call.
Stock screening
- Find undervalued European stocks with a balanced concentration setting.
- Screen US defense companies with a strict solid bar and a 25% margin-of-safety floor.
- Build a five-name shortlist from gold-related equities.
Follow-up work
- Go deeper on the balance-sheet risk.
- Compare the thesis against the two closest peers.
- Use the attached notes as extra context for the next pass.
Workspace signals
Plain-language requestsLive progress labelsText-file contextReport drawer + PDFSaved screener defaultsFresh run each time