AI Chat Documentation

Your intelligent financial co-pilot with natural language querying, web search, and document analysis.

Overview

The Financial AI Chat is a conversational interface that combines advanced reasoning AI with real-time web search and document retrieval. Ask questions in natural language, upload documents for analysis, and get data-driven answers with citations.

Capabilities

Natural language financial queries
Real-time web search for current data
Document upload and analysis
Multi-step research automation
Audit-ready citations and sources

Usage

Free plan: 5 chat messages per day
Features: Web search, document analysis, conversation history
Models: Advanced reasoning AI with real-time data access