Documentation

Introduction

FN2 is an AI-powered financial research platform that helps investors make informed decisions through natural language conversations. Ask questions about stocks, analyze earnings transcripts, explore macroeconomic data, deploy autonomous research agents, and get real-time market insights — all through a conversational interface backed by real financial data.

Quick Start

Get up and running with FN2 in a few minutes.

Authentication

FN2 supports multiple authentication methods to keep your account secure.

Sign-in Methods

• Email & Password — Traditional authentication with a verified email address
• Google OAuth — One-click sign-in with your Google account

Session Management

Sessions remain active for 30 days. You can manage your account security from the Settings page.

Chat

The Chat interface is the primary way to interact with FN2. Ask questions in natural language and receive AI-powered analysis backed by real financial data. Responses stream in real-time and can include interactive charts, company profiles, news articles, earnings transcripts, macro data, and more.

Welcome Screen

When you open the chat, you'll see live market index charts (S&P 500, NASDAQ, Dow Jones) with real-time prices and sparklines. A search bar lets you instantly look up any stock by ticker or company name. Below that, your recent agent runs and scheduled agents are shown for quick access.

Response Types

The AI can respond with various rich content types depending on your query:

• Text — Markdown-formatted analysis with headers, lists, and emphasis
• Stock Charts — Interactive price charts with time range selectors and technical indicators
• Company Profiles — Info cards with logo, price, description, and key metrics
• Earnings Transcripts — Full or partial transcripts with highlighted segments
• News Articles — Relevant news with source, date, and sentiment
• Macro Data — FRED economic indicators with historical comparisons
• Data Tables — Tabular data for comparisons and financials
• Web Results — Web search results and webpage content for current events
• Execution Plans — Step-by-step plans showing the AI's research approach

Model Selection

Choose between available AI models using the dropdown in the chat input area. Different models have different strengths — some are faster, others more thorough.

Conversation Context

FN2 maintains conversation context across messages, allowing you to ask follow-up questions naturally. After each response, AI-generated follow-up suggestions help guide your research deeper.

Chat History

Access your previous conversations from the history panel. Search through past chats by keyword, browse by date (today, this week, this month), and resume any previous conversation where you left off.

Keyboard Shortcuts

Example Queries

Agents

Agents are autonomous AI research tasks that run on a schedule or on-demand. They use the same AI and tools as the chat interface, but operate independently — analyzing stocks, monitoring your watchlist, generating reports, and delivering results to you automatically.

Getting Started with Agents

Access the Agents panel from the chat interface. You can start from a pre-built template or create a fully custom agent:

Templates

• Morning Briefing — Daily pre-market summary of overnight moves, news, and watchlist updates
• Earnings Monitor — Tracks upcoming and recent earnings for companies you follow
• Thesis Tracker — Monitors developments that support or contradict your investment thesis
• Sector Scanner — Ranks stocks in a sector by fundamental metrics
• Macro Watchdog — Monitors Fed policy, inflation, yield curve, and other macro indicators

Scheduling

Agents support flexible scheduling options:

• Run Now — Execute immediately, one time
• Recurring — Hourly, daily, weekdays, weekly, or custom cron schedule
• Market-Aware — Run at market open (9:30 AM ET) or market close (4:00 PM ET) with optional offsets (e.g., 15 minutes before close)
• Timezone-Aware — All schedules respect your configured timezone
• End Date — Optionally set a date to stop recurring runs

Agent Configuration

Each agent can be customized with:

• Prompt — The research question or task for the AI to execute
• Model — Choose which AI model powers the agent
• Max Duration — Set a time limit (5 min, 10 min, 30 min, 1 hour, or no limit)
• Tool Permissions — Enable or disable specific tools (e.g., web search, transcript search)
• Labels — Organize agents with custom tags

Output & Delivery

When an agent completes a run, you can receive results in multiple ways:

• Full Transcript — Complete chat history with all reasoning steps
• Summary — Condensed key findings
• Last Message — Final conclusion only
• PDF Report — Formatted document with a custom title

Delivery options include email, webhook (POST to your URL), or triggering another agent to run in sequence.

Agent Dashboard

The Agents panel shows all your recurring schedules and recent runs. Each run preserves its full chat history, so you can review the AI's reasoning at any time. Search and filter by name, status, or label.

Earnings Research

FN2 provides deep access to earnings call transcripts from thousands of public companies, with AI-powered search and analysis tools.

Transcript Search

Search across the full corpus of earnings transcripts using natural language. The search engine combines semantic understanding with keyword matching to find the most relevant passages:

• Semantic Search — Find passages by meaning, not just exact keywords
• Timeline Search — Track how a company's narrative evolves across quarters
• Multi-Query Search — Search for convergence across multiple themes simultaneously
• Context Browsing — Expand around any search result to see surrounding transcript context

Filter results by company symbol, speaker, date range, fiscal quarter, or any combination.

Earnings Calendar

View upcoming and past earnings announcements. The calendar shows report dates, times (before/after market), and analyst estimates.

Direct Earnings Access

Jump directly to any earnings report using URL parameters:

In-Chat Experience

When the AI references an earnings transcript, you'll see a rich card with the company logo, quarter, and a preview. Click "View Full" to open the complete transcript in a modal. The AI automatically generates follow-up question suggestions to help you dig deeper.

Market Data

FN2 provides real-time and historical market data integrated directly into the AI's analysis.

Stock Charts

Interactive charts powered by Highcharts with:

• Zoom, pan, and customizable time ranges (1D, 1W, 1M, 3M, 6M, 1Y, 5Y)
• OHLCV data (open, high, low, close, volume)
• Technical analysis with RSI, MACD, and moving averages
• Multi-stock comparison on the same chart

Market Heatmap

The Market page shows an interactive sector treemap of the S&P 500. Stocks are grouped by sector and industry, sized by market cap, and colored by daily performance. Click into any sector to zoom in, and hover for detailed tooltips with price changes and peer comparisons.

Index Charts

The welcome screen and news page display live charts for major indices with real-time prices and sparklines:

• S&P 500 (SPY)
• NASDAQ Composite (QQQ)
• Dow Jones Industrial Average (DIA)

Direct Stock Lookup

Navigate directly to a stock analysis using URL parameters:

News

The News page provides a curated financial news feed organized by category.

Categories

Browse news filtered by topic: Markets, Economy, Earnings, Crypto, Commodities, Politics, or Tech.

Layout

Choose between grid view (lead story with card grid) or list view. Each story shows the headline, source, timestamp, and category tag. Click any story to read it, or click "Ask AI" to have the AI analyze and discuss that article in your chat.

Ticker Bar

The top of the news page shows live index prices with sparklines and percentage changes. Click any index to ask the AI about its performance.

Macro & Economic Data

FN2 integrates data from the Federal Reserve Economic Data (FRED) system, giving you access to key macroeconomic indicators directly in the chat.

Macro Dashboard

Ask the AI for a macro snapshot and get a comprehensive dashboard showing current values, year-over-year and month-over-month changes, and historical comparisons for key indicators:

• Labor — Unemployment rate, payrolls, initial claims, job openings, labor participation
• Inflation — CPI, Core CPI, PCE, inflation expectations, producer prices
• GDP & Growth — Real GDP, industrial production, retail sales, leading indicators
• Rates & Fed — Fed funds rate, 10-year & 2-year Treasury yields, yield curve, 30-year mortgage rate
• Credit & Risk — High-yield spreads, investment-grade spreads, VIX volatility
• Other — Oil prices, US dollar index, money supply, housing starts, consumer sentiment

Historical Analogs

The macro dashboard includes historical analog matching — it finds past periods with similar economic conditions and shows you how comparable periods played out, helping contextualize the current environment.

FRED Series Data

Ask about any specific indicator to get historical time series data with year-over-year and month-over-month percentage changes, formatted in a table with color-coded trends.

AI Tools

FN2's AI has access to a suite of specialized tools that it uses automatically based on your query. You don't need to invoke these manually — the AI decides which tools to use.

Available Tools

• Stock Quotes — Real-time and historical price data with technical analysis (RSI, MACD, moving averages)
• Transcript Search — Semantic and keyword search across thousands of earnings call transcripts
• FRED Macro Data — Current and historical macroeconomic indicators from the Federal Reserve
• Web Search — Search the web for current news and events not yet in the transcript database
• Web Browsing — Read and extract content from web pages, take screenshots, and extract tables
• Document Parsing — Extract and analyze content from uploaded PDF and text files
• Backtesting — Create and run quantitative backtests with historical market data

Tool Preferences

In Settings, you can enable or disable individual tools to control which capabilities the AI uses. You can also configure tool permissions per-agent when creating scheduled agents.

File Attachments

Upload documents directly into the chat for AI analysis.

Supported Files

• PDF — Research reports, SEC filings, presentations, and any PDF document
• Text — Plain text files (.txt)

How to Upload

Click the attachment button in the chat input, or drag and drop a file directly into the input area. The file appears as a chip showing the filename and size. Add your question about the document and send.

Limits

Maximum file size is 20 MB. One file can be attached per message. The AI extracts and processes the full content of the document to answer your questions.

Sharing & Export

Share your research and export conversations for external use.

Sharing

Share any chat conversation with others using the share button in the toolbar:

• Public Link — Generate a link anyone can view (no account required)
• Email Invite — Send access to specific people by email
• Access Management — See who has access and revoke any share at any time

Export

Download or email your chat conversations in multiple formats:

• PDF — Formatted document suitable for sharing with colleagues or clients
• Markdown — .md file preserving all formatting
• Plain Text — Simple .txt transcript

You can download directly or have the export emailed to you.

Portfolio & Watchlists

Track the stocks you care about with watchlists (called "Collections" in the app).

Managing Collections

• Create multiple collections for different strategies (e.g., "Tech Growth", "Dividend Income")
• Choose from custom icons for each collection
• Add stocks by searching with ticker symbol or company name
• Track shares owned and cost basis per position
• View portfolio summary with total cost basis and allocation

Integration with Other Features

Your collections power other FN2 features:

• Agent templates can reference your watchlist for daily briefings and monitoring
• News digests surface relevant articles for stocks in your collections
• The AI is aware of your holdings and can provide portfolio-specific analysis

Settings

Customize your FN2 experience from the Settings page, accessible from the user menu.

Profile

Manage your personal information, avatar, timezone, locale, and language preferences. FN2 supports 30+ languages and global timezones.

Appearance

Customize the look and feel of the interface.

Notifications

Configure how and when you receive alerts and notifications.

Privacy

Control your privacy and data settings.

Integrations

Connect external services for notifications and agent output delivery.

API Keys

Access FN2's capabilities programmatically through the API. Manage your API keys from the Developer section in Settings.

Key Management

• Create keys with custom names and permission scopes (read, write)
• Set optional expiration dates
• Monitor usage per key — see request counts, token consumption, and last-used time
• Activate, deactivate, or delete keys at any time

Authentication

Include your API key in the Authorization header of all requests:

Streaming Responses

The chat endpoint supports Server-Sent Events (SSE) for real-time streaming responses. Each event includes a content type field indicating whether it's text, a chart, earnings data, news, or another content type.

Plans & Billing

FN2 offers plans to fit different needs, from individual investors to professional teams.

Available Plans

All plans include full access to SEC filings, 10,000+ earnings call transcripts, FRED macroeconomic data, real-time market data, and clickable source citations.

Free Trial

All paid plans come with a 7-day free trial. Cancel anytime before the trial ends and you won't be charged.

Billing

Choose monthly or yearly billing (save 20% with yearly). Payments are processed securely via Stripe. You can update your payment method, view invoices, and cancel your subscription from the Account section in Settings.

Frequently Asked Questions

How accurate is the AI analysis?

FN2 provides analysis based on real financial data from verified sources — SEC filings, earnings call transcripts, FRED economic data, and market data providers. The AI cites its sources so you can verify. However, all outputs should be considered research assistance, not financial advice. Always verify critical information and consult qualified professionals before making investment decisions.

What data sources does FN2 use?

We integrate data from SEC EDGAR filings, earnings call transcripts (10,000+), Federal Reserve Economic Data (FRED), real-time market data providers, financial news sources, and web search. All data comes from official and reputable sources.

Can I upload my own documents for analysis?

Yes. You can attach PDF or text files (up to 20 MB) directly in the chat. The AI will extract the content and answer questions about it. This is useful for analyzing research reports, SEC filings, or any financial document.

How do agents work?

Agents are autonomous AI tasks that run on a schedule you define. They use the same AI and tools as the chat, but execute independently. When an agent finishes, you can view the full transcript, receive a PDF report, get an email summary, or forward results to a webhook. Agent runs are preserved in your history for review.

Can I cancel my subscription anytime?

Yes, you can cancel from your Account settings at any time. You'll retain access until the end of your current billing period.

Is my data secure?

We use industry-standard encryption for all data in transit and at rest. Your research history, watchlists, and agent configurations are private and never shared with third parties. Payment processing is handled securely by Stripe — we never store your payment details.

Is there a mobile app?

Yes, FN2 is available as a native iOS app. It supports the full chat experience, earnings research, portfolio tracking, and real-time market data. Search for "FN2" on the App Store.

Troubleshooting

Chat responses are slow

Complex queries that require analyzing multiple documents or searching across many transcripts may take longer. The AI shows an execution plan so you can see what it's working on. Try breaking down your question into smaller, more specific queries if speed is a priority.

Charts aren't loading

Charts require JavaScript to be enabled. If charts appear blank, try refreshing the page. If the issue persists, check that your browser isn't blocking scripts.

Agent runs aren't completing

Agents have a configurable time limit. If your agent consistently times out, try simplifying the prompt, reducing the scope of research, or increasing the max duration in agent settings.

File upload failed

Ensure your file is a PDF or TXT file under 20 MB. If the upload fails, try refreshing the page and uploading again.

Contact Us

Need help? We're here to assist.

• General Support: support@fn2.ai
• Enterprise Inquiries: enterprise@fn2.ai
• Response Time: Within 24 hours (priority support for Enterprise users)