Frequently Asked Questions

Learn how to use Finlister to research stocks, track watchlists, and manage portfolios

Getting Started

What is Finlister?

Finlister is an AI-powered stock market assistant that helps you research stocks, analyze companies, track watchlists, and manage simulated portfolios through natural conversation. Just type your questions like you would ask a financial advisor.
Finlister provides data for 3,000+ US stocks and 500+ US ETFs with real-time prices, financial metrics, and AI-powered insights.

How do I start?

Simply type your question in the chat. Here are some examples to get you started:

"What's Apple stock trading at?"
"Show me Tesla's financials"
"Create a watchlist called Tech Stocks"
"Compare AAPL and MSFT performance"

Stock Price & Data Queries

Current Stock Prices

Ask for real-time prices with day changes:

"What's AAPL trading at?"
"Current price of Microsoft"
"How's Tesla doing today?"

Returns: Current price, day change ($), day change (%), volume, and market cap

Historical Price Data

Get price history for any time period:

"Show TSLA price history for last month"
"NVDA chart for the past 6 months"
"Apple stock performance this year"
"Compare TSLA vs SPY returns over 3 months"

Returns: Daily open, high, low, close, and volume data with visual charts

Financial Metrics & Ratios

Analyze company financials:

"What's Microsoft's P/E ratio?"
"Show me Amazon's profit margins"
"Apple's financial metrics"

Returns: P/E, P/B, P/S ratios, margins, ROE, ROA, debt ratios, and growth metrics

Stock Comparisons

Compare multiple stocks visually:

"Compare AAPL and MSFT"
"Show TSLA vs SPY returns"
"How did NVDA perform compared to AMD?"

Returns: Interactive charts showing percentage returns from start date for easy comparison

Company Research & Analysis

Company Information

Get basic company details:

"Tell me about Tesla"
"What does Nvidia do?"
"Apple company profile"

Returns: Company name, sector, industry, description, website, and employee count

AI-Powered Company Q&A

Ask specific questions about companies:

"Why is Tesla stock down today?"
"What is Apple's AI strategy?"
"How is Amazon doing in cloud computing?"
"What are Nvidia's growth prospects?"

Returns: AI-synthesized answers with citations from recent news and analysis

Financial Statements

Access detailed financial statements:

"Show Apple's income statement"
"Tesla's balance sheet"
"Microsoft's cash flow statement"

Returns: Quarterly or annual income statements, balance sheets, and cash flow data

Financial Metrics Comparison & Ranking

Simple Metric Rankings

Rank companies by any financial metric:

"Show 20 companies with highest ROE"
"Top 10 P/E ratios in the market"
"Companies with best profit margins"
"Lowest debt to equity ratios"

Available metrics: P/E, PEG, ROE, ROA, profit margins, debt ratios, market cap, and 30+ more

Multi-Step Comparisons NEW

First filter by one criterion, then rank by another:

"Top 20 largest companies, rank by operating margin"
"50 biggest S&P 500 companies, sorted by P/E ratio"
"20 largest tech companies ranked by profitability"
"Top 30 market cap companies, show by dividend yield"

How it works: First selects companies by size/filter, then ranks that subset by your chosen metric

ETF-Based Comparisons

Compare metrics within specific ETFs:

"Top 5 FCF margin in QQQ"
"Rank all SPY companies by debt to equity"
"Most profitable companies in QQQ"
"XLK holdings ranked by revenue growth"

Note: Analyzes ALL companies in the ETF, not just top holdings

Complex Searches

Find companies meeting multiple criteria:

"Companies with PE < 20 AND ROE > 15%"
"Find profitable companies with low debt"
"High growth companies with strong margins"
"Value stocks with good fundamentals"

Returns: Companies matching all criteria, ranked by relevance or specified metric

Watchlist Management

Creating Watchlists

Track stocks without simulated trading:

"Create a watchlist called 'Tech Stocks'"
"Make a new watchlist for dividend stocks"
"List all my watchlists"
"Switch to my growth stocks watchlist"

Note: Sign in to save watchlists across sessions. Guest watchlists are temporary.

Adding Stocks to Watchlists

Add single or multiple stocks:

"Add AAPL to my watchlist"
"Add 10 AAPL and 20 MSFT to watchlist"
"Create equal weight watchlist with top 10 SPY stocks"

Watchlist Performance

Track watchlist returns over time:

"Show my watchlist"
"How's my watchlist doing today?"
"Show 1-week returns for my watchlist"
"Compare my watchlists' 3-month returns"

Returns: Current values, period returns (1D, 1W, 1M, 3M, YTD), and performance metrics

Portfolio Management (Simulated)

Simulated Trading

Practice trading with simulated portfolios:

"Buy 10 shares of Apple"
"Sell 5 shares of Tesla"
"Show my portfolio"
"What are my biggest winners?"

Note: All trading is simulated. No real money involved. Data stored locally.

ETF Analysis

ETF Search & Discovery

Find ETFs containing specific stocks:

"Which ETFs have AAPL?"
"Show ETFs containing NVDA"
"Find Vanguard ETFs under 0.1% expense ratio"
"List technology sector ETFs"

ETF Holdings & Analysis

View ETF composition and compare holdings:

"Show QQQ holdings"
"What's in SPY?"
"Compare SPY and VOO overlap"
"Analyze holdings overlap between QQQ and VGT"

Returns: Top holdings, weights, sector allocation, and overlap analysis

Account & Features

Sign In Benefits

Create a free account to unlock:

  • Save watchlists across devices and sessions
  • Create custom command shortcuts
  • Access your data from any device
  • Secure authentication with Google or GitHub

Custom Commands - use -new to create a new command

Create shortcuts for frequently used queries (requires sign in):

Creating a command:

"-new -tech 'Show my tech stocks watchlist'"
"-new -daily for 'Show 1-day returns for all watchlists'"
"-new -port as 'How is my portfolio doing?'"

Using commands:

"-tech" → Executes "Show my tech stocks watchlist"
"-daily" → Executes "Show 1-day returns for all watchlists"
"-commands" → Lists all your custom commands

Tips: Use short, memorable names. Commands sync across all your devices.

Data Sources & Accuracy

Where does the data come from?

We use professional financial data providers for real-time prices and financial data, and AI-powered research services for company analysis and news insights. All data is sourced from reliable financial institutions and market data providers.
Coverage includes 3,000+ US stocks and 500+ US ETFs.

Is portfolio tracking real money?

No, all portfolio tracking is simulated for educational and research purposes only. No real money or actual trading is involved. Portfolios are stored locally in your browser, while watchlists are saved to your account if you're signed in.

How current is the data?

Stock prices and financial data are updated in real-time during market hours. Company research and news analysis reflect the most recent available information at the time of your query.

Contact & Support

How to reach us

Have questions, feedback, or need support? Connect with us on social media: