Overview
- Wake up to a complete portfolio snapshot with overnight moves and macro calendar, delivered by the Morning Briefing agent before market open.
- Stay ahead of earnings season with a live scorecard of beat/miss, CEO quotes, and guidance changes for every tracked company, powered by the Earnings Monitor agent.
- Protect your investment thesis by receiving automatic alerts on supporting and contradicting evidence each week, enabled by the Thesis Tracker agent.
- Detect macro regime shifts instantly with rate expectations, yield curves, VIX, and economic release tracking, handled by the Macro Watchdog agent.
- Cut hours of manual research by converting SEC filings, earnings transcripts, and news into cited research briefings, using live data from Polygon.io and SEC EDGAR.
- Eliminate stale data risk through autonomous AI agents that query real-time market data, fundamentals, and filings instead of outdated training sets.
- Custom-build AI agents in plain English to monitor any market element on your preferred schedule, without any coding or complex setup.
Pros & Cons
Pros
- Delivers timely briefings
- Analyzes SEC filings
- Live chart interaction
- Earnings alert notifications
- Autonomous portfolio management
- Structured workflow
- Operates with real-time data
- Diverse agent functionalities
- Plain English customization
- Interacts with live data
- Semantic retrieval across documents
- Real-time curated financial news
- Real-time market data
- Transcript analysis
- Polygon.io and SEC EDGAR sources
- Pre-market portfolio snapshots
- Macroeconomic indicators tracking
- Customizable agent schedules
- User data ownership
- Privacy emphasized
- Cited research outputs
- Attached sources to briefings
- Earnings monitor feature
- Thesis tracker feature
- Monitors supporting/contradicting investment evidence
- Tracks macro release alerts
- Sector scanning with fundamentals
- Real-time prices, volumes, fundamentals
- Macro indicators updated daily
- 10-K, 10-Q, earnings calendar data
- User can retain data
- Personalized morning briefings
- Surfaces vital information tracking
- Database built on real sources
- Not a chatbot model
- Autonomous decision-making agents
Cons
- Lacks chatbot functionality
- No mobile app mentioned
- Reliant on external data sources
- Personalization limited to English
- Privacy policies unclear
- No multi-language support
- Dependent on market operation times
- Lacks retrospective data analysis
- Potential data ownership issues
- Scheduled operation, not on-demand
Reviews
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❓ Frequently Asked Questions
FN2 serves as an AI tool for autonomous research in public markets. It provides users regular briefings, SEC filing analysis, live charts, and alert notifications about earnings while focusing on portfolio management, delivering vital information, and tracking earnings etc.
FN2 operates with real-time market data, earnings transcripts, SEC filings, and macro indicators. This includes data such as prices, volume, and fundamentals via Polygon.io, semantic retrieval across all documents, and curated financial news.
FN2 is fully autonomous. Once the user sets a schedule for an AI agent, it operates independently with real data. The autonomous agents are designed to watch the user's portfolio, monitor earnings, and surface details that matter to the user.
What sets FN2 apart from similar tools is its unique 'Autonomous AI Research Agents'. These are not chatbots, instead, they are structured workflows designed to serve diverse user needs. FN2 also allows users to dictate what they want the agent to do in plain English.
In FN2, the autonomous agents are categorized as 'Morning Briefing', 'Earnings Monitor', 'Thesis Tracker', 'Macro Watchdog', 'Sector Scanner', and 'Custom Agent'. These agents operate using real-time data to deliver varying functions.
The 'Morning Briefing' in FN2 provides users with an overview of their portfolio, overnight moves, macro calendar, and alerts before the market opens. This is scheduled on weekdays from 7:00 AM.
The 'Earnings Monitor' feature in FN2 is an agent that provides a scorecard of earnings beat/miss, CEO quotes, guidance changes, and signal tags for every company the user tracks. It operates at the market close.
The 'Thesis Tracker' monitors supporting and contradicting evidence for your investment theses, flagging any changes that occur throughout the week. It is scheduled to run on Fridays at 9:00 AM.
Yes, users can customize the agents in FN2. There is a 'Custom Agent' feature where users can instruct what they want the agent to do in plain English, and the tool tailors the agent accordingly.
FN2 uses data sources like Polygon.io and SEC EDGAR to power its software. Every agent query uses live data directly from these sources rather than relying on stale training sets.
FN2 uses Polygon.io to provide real-time market data, including prices, volume, and fundamentals. This ensures that FN2 can deliver the most accurate and up-to-date financial information.
FN2 interacts with live data. Each agent query hits live data, ensuring that the information FN2 delivers is accurate and current, rather than using old or stale training sets.
FN2 employs semantic retrieval by searching for meaning across all documents. This enables the tool to locate and present highly relevant information, even when the user query is in natural, everyday language.
FN2 delivers a wide variety of market data, including real-time prices, volume, and fundamentals. It also provides curated financial news and real-time analysis of SEC filings.
Yes, users can instruct the FN2 agents on what tasks to carry out. FN2 has a unique feature where users can describe the task they want the agent to perform in plain English, and the tool crafts the agent accordingly.
FN2 manages users' portfolios by keeping track of their holdings, observing earnings and other significant factors, and surfacing vital information needed for sound decision-making. The AI tool starts the day with concise briefings, allowing users to focus on decision making.
FN2 provides alert notifications about earnings, surface elements that matter, and other related factors that could impact the user's portfolio. These alerts allow users to stay updated with crucial aspects of their holdings.
The 'Macro Watchdog' function in FN2 tracks rate expectations, yield curves, VIX, and macro releases. It alerts users on any regime shifts that may affect their holdings and it operates weekdays at 8:00 AM.
FN2 analyzes SEC filings by accessing real-time information from the SEC EDGAR database. This involves going through 10-K, 10-Q, and earnings calendar data, among others, to provide quality analysis and alerts.
The interaction with live data is a unique feature of FN2 because it ensures the information provided by the AI tool is current and accurate. While other tools may rely on static or outdated training sets, FN2 uses fresh, real-time data to offer reliable analysis and briefings.
Pricing
Pricing model
Freemium
Paid options from
$29/month
Billing frequency
Monthly
