Vantafin AI Chat is a research assistant grounded in Vantafin data: SEC filings, financials, quotes, earnings transcripts, news, and optional uploaded files. It is not a generic chatbot reciting training memory as if it were last quarter's 10-Q.
Open it at /app/chat. Pro includes 200 questions per billing period. Ultimate includes 500. Free and signed - out users hit a gate. Treat every answer as a first pass. Click citations. Open the filing.
How to ask a question that retrieves data
| Weaker | Stronger | | - - - | - - - | | How is Apple doing? | Summarize AAAPL latest 10-Q revenue and margin trend with citations. | | Is NVDA cheap? | Compare NNVDA and AAMD on revenue growth and gross margin as a table. | | What happened? | What did management say about guidance on the latest earnings call? |
Name the ticker. Name the document or metric. Ask for a table or bullets when you will paste the result.
How to attach sources
- Open AI Chat.
- In the composer, attach a ticker, watchlist, filing, transcript, or file.
- Ask the question.
- Follow up in the same thread so context stays put.
- Use projects to group threads and saved prompts at /app/chat/prompts for repeats.
If you connected a brokerage and left AI access on, you can ask about your holdings. If the toggle is off, Chat will say so.
How to trust an answer
- Prefer answers with sentence - level citations.
- Open the 10-Q span before you put the number in a memo. - Ask "Where in the 10-K does it say that?" - Thumbs up/down exist; they do not replace your reading.
The same 23 tools power the MCP server for Claude and Cursor. Chat is the browser door. MCP is the agent door. REST is the pipeline door.