Flow 01
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.
04
Workspaces
04
Moves
02
Workflows
askFinz · accountants
01Monitor market trends
02Retrieve financial data
03Create a dashboard
04Read the manual
finance·data·charts·docs
one workflowone workspace
What you can do
Four moves, one workspace.
- 01Monitor market trendsTrack real-time stock prices and AI-generated forecasts to adjust investment strategies.
- 02Retrieve financial dataDrop a file, ask a question, get a chart.
- 03Create a dashboardConnect your data, drag fields onto a canvas, build charts and share them.
- 04Read the manualFollow 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.
Example workflows
What it looks like end to end.
Flow 02
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.
Questions
Frequently asked.
- 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.
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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.
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