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FinBot Insights

Get Market Insights at Your Fingertips.

FinBot Insights is your intelligent financial companion, designed to simplify the way you interact with market data. Whether you're a busy professional, a novice investor, or a part-time trader, our AI-powered chatbot provides real-time insights, sentiment analysis, and news summaries about publicly listed companies.

With intuitive NLP (natural language processing), you can ask questions like 'Why did the market go down today?' or 'What’s the sentiment around Google stock?' and receive instant, accurate responses. Experience hassle-free investment research and make informed decisions with confidence—anytime, anywhere.

Featured Showcase

We learned our customers' biggest pain point is that

"There is too much information to sift through, and I do not have the time to summarize key market trends or prepare for my investment decisions effectively."

"I'm overwhelmed by the sheer volume of news articles and data; I just want straightforward, reliable insights that I can understand quickly without the hassle."

"I feel stressed because I can't keep up with the market movements and need a reliable source to help me make informed investment choices in real-time."

Problem & Solution

Information Overload

FinBot Insights aggregates and summarizes key market data, providing users with concise, relevant insights without the clutter.

Time Constraints

The chatbot delivers real-time updates and answers to user queries instantly, saving users valuable time in their research.

Frustration with Complex Data

FinBot Insights presents data in user-friendly formats, such as charts and summaries, making complex financial information more digestible.

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User Stories & Acceptance Criteria

  • The chatbot provides instant answers to user queries related to market trends and stock prices.

  • Users can ask specific questions, such as "What is the current price of Apple stock?" and receive accurate, relevant responses.

  • The chatbot response time should be under 2 seconds for all queries.

As a busy professional, I want to quickly get market insights through the chatbot so that I can make informed investment decisions without spending too much time.

  • Users can request news summaries by asking questions like "Tell me about Tesla news this year."

  • The chatbot aggregates news from at least three reliable sources and presents a concise summary.

  • The news summary should include the date of the articles and a brief description of each article's content.

As a novice investor, I want to receive summaries of recent news articles related to specific stocks so that I can understand market sentiments.

  • Users can set up alerts for specific stocks or market indices based on percentage changes (e.g., 5% increase or decrease).

  • The system sends notifications to users via email or app notifications when the specified conditions are met.

  • Users can easily manage and modify their alert settings through their account dashboard.

As an investor, I want to set alerts for significant market changes so that I can react quickly to market movements.

Risks and Remediations

Schedule risk

Product launch delay due to scheduling conflict with other teams

Align with stakeholders about the timeline and resource allocation

Operational Risk

Failed to prioritize

Review project progress regularly and adjust when necessary 

Budget Risk

Due to potential scope change, the cost could change unexpectedly

Implement project budget buffer and make sure extra budget is planned

Programmatic Risk

Potential legal issues, copyrights, communication issues

Partner with system architecture and understand the potential difficulty

Business Risk

The product is subject to low customer adoptions or running out of the fund

Conduct user research and understand user needs and pain points.

Pricing Strategy

Freemium Model

Basic access for free, premium features available via subscription.

Tiered Pricing

Multiple subscription levels with varying features and benefits.

Prototype & Content

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Lightning-Fast Analysis

Get instant insights on any stock or market trend.

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Market Indices in Real-time

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