TerminalValue.io_
>>manually approved · 515 tools indexed·since 2026
index / Research / HeyFinn

>_ HeyFinn

ai research analyst that monitors a portfolio manager's holdings and watchlist continuously, reading filings, earnings transcripts, news, and broker reports against the user's stated thesis on each name. sends briefings and alerts by email when something touches the thesis, plus on-demand fundamental research and financial models, with every number checked against licensed source data.

best for
portfolio managers and analysts at fundamental funds, family offices, and wealth managers who want thesis-aware coverage and research delivered by email without building an in-house ai research team.
typical workflow position
research→monitoring
key featureHeyFinn combines research, monitoring, modeling, and institutional memory into a single AI analyst for professionals
asset classMulti-asset
pricing$$$
modelsubscription
added3mo ago
upvotes0
viaweb
regionsGlobal
audiencepro
user baseHedge Fund, Mutual Fund, Family Office, RIA
pricing
verified Sep 2026
Track one stock, free$0
Pro$290/seat/mo
Enterprisecontact us for pricing
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