Vantafin AI Chat is an AI research assistant that answers questions grounded in real Vantafin data - SEC filings, financial statements, quotes, earnings transcripts, and news - so answers are anchored to sources instead of guesses. You open it from the sidebar at /app/chat. This guide explains how it works, how to ask effective questions, and how to trust the results. AI Chat is available on the Pro and Ultimate plans.
What makes AI Chat different
Generic chatbots answer from memory. Vantafin AI Chat retrieves current data from the platform and reasons over it, which means you can:
- Ask about a specific company's latest results and get answers tied to its filings.
- Attach exactly the sources you want it to use (a ticker, a filing, a transcript, your own file).
- Follow up conversationally while keeping the same context.
How to ask a good question
Clear, specific prompts get better answers. Compare:
| Weaker prompt | Stronger prompt |
|---|---|
| "How is Apple doing?" | "Summarize Apple's latest 10-Q revenue and margin trend." |
| "Is this stock cheap?" | "Compare NVDA and AMD on revenue growth and gross margin." |
| "What happened this quarter?" | "What did management say about guidance on the latest earnings call?" |
Tips:
- Name the company or ticker.
- Specify the document or metric (10-K, cash flow, guidance).
- Ask for a format when useful ("as a table", "in three bullets").
Grounding answers in specific sources
The most reliable way to get precise answers is to attach sources. You can attach a ticker, a watchlist, an SEC filing, an earnings transcript, or your own uploaded file. See the full walkthrough in Attach sources and data.
Reading and verifying answers
Treat AI Chat as a fast research assistant, not a final authority:
- Check the sources it references and open the underlying filing or financials for anything you will act on.
- Ask follow-up questions to drill in ("Where in the 10-K does it say that?").
- Remember that Vantafin provides information, not investment advice.
Keep your work organized
As you research more, organize conversations into projects and save your best prompts as reusable templates.
Usage limits
AI Chat has a per-plan question quota. You can monitor your usage in Settings. Ultimate includes the highest limits.