01Worked example
Finance
Live prices, financials, AI forecasts, and portfolio tools in one terminal for global markets.
Use case · For accountants
AI for accountants
A global markets terminal with live prices, company financials, AI forecasts, and alerts for easy market monitoring. It can screen, watchlists, and alerts that fire on the moves you care about. Portfolio and risk tools show exposure and drawdown in plain numbers.
AnalysisFinance
01
In access today
04
Moves
02
Workflows
Desk · accountantslive status
financeAvailable
dataComing soon
chartsComing soon
docsComing soon
01Monitor market trends
02Retrieve financial data
03Create a dashboard
Example workflows
What it looks like end to end.
Finance
Live prices and deep data on stocks, ETFs, crypto, indices, and options worldwide, with AI forecasts and research, all explained in plain English. It can: Live prices and pro-grade charts for stocks, ETFs, crypto, indices, and options across 50+ countries — one terminal for global markets; Company financials, valuation, growth, and per-share ratios, earnings-call transcripts, and regulatory filings — the full picture on any name; AI price forecasts with honest confidence ranges, plus options analytics and where to set a stop — read the risk before you act; Screeners, watchlists, and alerts that fire on the moves you care about — the market watches itself for you; Portfolio and risk tools that show exposure and drawdown in plain numbers — know what you actually own.
What you can do
Four moves, one workspace.
The concrete work behind "ai for accountants: reconciliation and reporting" — not a feature list.
/01
Monitor market trends
Track real-time stock prices and AI-generated forecasts to adjust investment strategies.
/02
Retrieve financial data
Drop a file, ask a question, get a chart.
/03
Create a dashboard
Connect your data, drag fields onto a canvas, build charts and share them.
/04
Read the manual
Follow the instructions in Docs: The manual, but readable, to learn how to use askFinz effectively.
The stack under the work
The workspaces this job runs on.
Listed in the order the work moves through them, each carrying its live status.
Starts hereAvailable
Finance
A global markets terminal — live prices and deep data on stocks, ETFs, crypto, indices and options worldwide, with AI forecasts and research, all explained in plain English.
Open FinanceWhat it reads against
Finance work is only as good as its sources.
The reference collections this job draws on. Each is a page you can open and read before you trust a single answer.
Collections are libraries the workspaces read from, kept as what they are rather than flattened into one pile. See the full collection breakdown.
Not available yet
Part of this job is still in build.
Coming soon
Data
Drop a file, ask a question, get a chart. No formulas required.
Coming soon
Charts
A self-serve dashboard and reporting workspace — connect your data, drag fields onto a canvas, build charts and share them. Like Power BI, native to askFinz.
Coming soon
Docs
How to use askFinz well, for the people who want to go deeper.
- —The workspaces above marked as roadmap are not in private access. Everything else on this page is.
Questions
Frequently asked.
Different job? Browse every use case or start from your industry.
What can a accountant do with askFinz?
Finance: The whole market, made clear. A global markets terminal — live prices and deep data on stocks, ETFs, crypto, indices and options worldwide, with AI forecasts and research, all explained in plain English. It can: Live prices and pro-grade charts for stocks, ETFs, crypto, indices and options across 50+ countries — one terminal for global markets; Company financials, valuation, growth and per-share ratios, earnings-call transcripts and regulatory filings — the full picture on any name; AI price forecasts with honest confidence ranges, plus options analytics and where to set a stop — read the risk before you act; Screeners, watchlists and alerts that fire on the moves you care about — the market watches itself for you; Portfolio and risk tools that show exposure and drawdown in plain numbers — know what you actually own.
How does askFinz help with analysis?
Finance: The whole market, made clear. A global markets terminal — live prices and deep data on stocks, ETFs, crypto, indices and options worldwide, with AI forecasts and research, all explained in plain English. It can: Live prices and pro-grade charts for stocks, ETFs, crypto, indices and options across 50+ countries — one terminal for global markets; Company financials, valuation, growth and per-share ratios, earnings-call transcripts and regulatory filings — the full picture on any name; AI price forecasts with honest confidence ranges, plus options analytics and where to set a stop — read the risk before you act; Screeners, watchlists and alerts that fire on the moves you care about — the market watches itself for you; Portfolio and risk tools that show exposure and drawdown in plain numbers — know what you actually own.
Are the results reliable enough to act on?
Every figure links back to the filing or call it came from, so you can verify each one in a click.
For accountants
Put it to work.
Request private access and we will walk through what is in access today and what is still in build.
What you walk out with
per session- Finance — The whole market, made clear.
AI-assisted page. This use case was drafted by askFinz's own models from real product data, then checked against what each workspace actually does — every workspace and capability named here is real and shipping.
Browse the rest of the catalog at /apps.
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