Documentation
Everything you need to get the most out of fn²'s AI-powered stock analysis platform. From quick start guides to advanced automation features.
Introduction
fn² is an AI-powered financial analysis platform that helps investors make informed decisions through natural language conversations. Ask questions about stocks, analyze earnings reports, view interactive charts, and get real-time market insights - all through a conversational interface.
AI Chat Interface
Ask questions in plain English and get responses with charts, company profiles, news, and detailed analysis.
Interactive Charts
View stock price charts with zoom, pan, and customizable time ranges powered by Highcharts.
Earnings Analysis
Access earnings transcripts, chat with earnings content, and get AI-powered summaries of quarterly results.
Smart Notifications
Set up intelligent monitoring alerts that use AI to track conditions and notify you of changes.
Quick Start
Get up and running with fn² in just a few minutes. Follow these steps to start analyzing stocks with AI.
Create your account
Sign up using your email or Google account at the login page. New users get a 7-day free trial with full access to all features.
Explore the Chat interface
After logging in, you'll land on the Chat page with live market index charts. Click one of the quick-start chips like "Stock Analysis" or "Earnings Analysis" to begin.
Ask your first question
Type a question in the input field. Try something like "Show me NVIDIA's stock chart" or "What's happening with Tesla today?" The AI will respond with relevant data, charts, and analysis.
Follow up naturally
Continue the conversation by asking follow-up questions. The AI remembers context from previous messages, so you can say things like "Compare that to AMD" or "What about their earnings?"
Build your watchlist
Add stocks you want to track regularly. Your lists power personalized news digests and enable monitoring alerts (Professional tier and above).
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
We recommend using Google sign-in for the fastest and most secure authentication experience.
Session Management
Sessions remain active for 30 days. You can view and revoke active sessions from your account settings page.
Chat Analysis
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, and detailed analysis.
Welcome Screen
When you first open the chat, you'll see a welcome screen with live market index charts (S&P 500, NASDAQ, Dow Jones) and quick-start query chips:
- Stock Analysis - Deep dive into any stock's fundamentals and technicals
- Portfolio Review - Analyze your holdings and allocation
- Market Insights - Get current market trends and sentiment
- Earnings Analysis - Review recent or upcoming earnings reports
- Technical Signals - Chart patterns and technical indicators
Response Types
The AI can respond with various content types depending on your query:
- Text - Markdown-formatted analysis with headers, lists, and emphasis
- Charts - Interactive Highcharts stock charts with price history
- Company Profiles - Company info cards with logo, price, description, and key metrics
- News - Relevant news articles with sentiment analysis
- Earnings Data - Structured earnings results with beat/miss indicators
- Data Tables - Tabular data for comparisons and financials
Conversation Context
fn² maintains conversation context across messages (up to the last 10 exchanges), allowing you to ask follow-up questions naturally. After each response, you'll see AI-generated follow-up suggestions to help guide your research.
Direct Stock Lookup
You can navigate directly to a stock analysis using URL parameters:
# Quick stock lookup
/chat?ticker=AAPL
# Direct earnings analysis
/chat?ticker=MSFT&quarter=Q3&year=2024
Chat History
Access your previous conversations by clicking the history icon in the header. You can search through past chats and resume any previous conversation.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Enter | Send message |
| Shift + Enter | New line in message |
| Esc | Clear search / close panels |
| Arrow Up/Down | Navigate history search results |
Example Queries
"Show me NVIDIA's stock chart for the last 6 months"
"What were Apple's key metrics from their latest earnings?"
"Compare Microsoft and Google's revenue growth"
"What's the latest news affecting Tesla?"
"Analyze Amazon's technical indicators"
"Give me a summary of the semiconductor sector"
Search
Quickly find any stock using the search bar. Search by ticker symbol or company name and get instant results with key information at a glance.
Search Features
- Ticker lookup - Type a ticker symbol like AAPL, TSLA, or MSFT for instant results
- Company name search - Search by full or partial company name
- Auto-suggestions - Get real-time suggestions as you type
- Quick preview - See current price and change before selecting
Keyboard Navigation
Use arrow keys to navigate through search results and press Enter to select. Press Escape to close the search dropdown.
Earnings Reports
Access and analyze earnings reports from thousands of public companies. The platform provides earnings calendars, full transcripts, AI-powered analysis, and the ability to chat directly with earnings content.
Earnings Calendar
View upcoming and past earnings announcements filtered by date, exchange, or specific companies. The calendar shows expected report dates, times (before/after market), and analyst estimates.
Transcript Analysis
Full earnings call transcripts are available with AI-powered features:
- Snippet interpretation - Highlight any section and ask the AI to explain it
- Key metrics extraction - Automatic identification of revenue, EPS, and guidance figures
- Sentiment analysis - Management tone and confidence indicators
- Q&A breakdown - Analyst questions and management responses organized by topic
Direct Earnings Access
Jump directly to any earnings report using URL parameters:
/chat?ticker=AAPL&quarter=Q4&year=2024
Available Data
- Earnings call transcripts - Full text from quarterly and annual earnings calls
- Earnings forecasts - Analyst estimates and consensus expectations
- Historical results - Beat/miss history and trends
- Exchange filtering - Filter by NYSE, NASDAQ, and other exchanges
Market Data
fn² provides access to real-time and historical market data for comprehensive analysis. Data is displayed through interactive charts and integrated into AI responses.
Stock Quotes
Get current and historical price data for any publicly traded stock:
- Real-time quotes - Current price, change, volume, and key stats
- Historical data - OHLCV data with customizable time ranges
- Relative performance - Compare multiple stocks on the same chart
- Synthetic quotes - Extended hours and pre-market data
Index Charts
The welcome screen displays live charts for major indices:
- S&P 500 (SPY)
- NASDAQ Composite (QQQ)
- Dow Jones Industrial Average (DIA)
Chart Interactions
All charts support interactive features:
- Zoom and pan across time ranges
- Hover for detailed price information
- Time range selectors (1D, 1W, 1M, 3M, 1Y, 5Y)
- Export chart data
Watchlists
Create and manage watchlists (called "Lists" in the app) to track the stocks you care about. Your lists power personalized news digests and enable targeted monitoring alerts.
Managing Lists
Access your lists through the portfolio section. You can:
- Create multiple lists for different strategies (e.g., "Tech Growth", "Dividend Income")
- Add stocks by searching with ticker symbol or company name
- Reorder and organize stocks within lists
- Delete or archive lists you no longer need
News Digests
Your lists automatically generate personalized news digests. The system monitors news sources and surfaces relevant articles for stocks in your lists, with AI-powered relevance scoring.
List Features
- Real-time quotes - Live price updates for all stocks in your list
- Daily digest - Morning summary of news affecting your holdings
- Earnings alerts - Notifications when watched stocks report earnings
- Portfolio analysis - Allocation and performance insights
Monitoring Alerts
Intelligent Monitoring Alerts allow you to set up automated AI queries that run continuously and notify you when specified conditions are met.
How It Works
Unlike simple price alerts, fn² alerts use natural language conditions that the AI interprets and monitors. This allows for complex, context-aware alerting that traditional tools can't provide.
"Alert me if any company in my watchlist announces a dividend cut"
"Notify me when Tesla mentions autonomous driving in any filing or call"
"Send an alert if NVIDIA's data center revenue growth slows below 20%"
"Monitor for any insider selling activity at Apple above $1M"
"Alert me when semiconductor industry sentiment turns negative"
Alert Limits by Plan
| Plan | Active Alerts | Check Frequency |
|---|---|---|
| Essential | - | - |
| Professional | 5 | Every 30 minutes |
| Enterprise | 35 | Every 5 minutes |
Agentic Research
Enterprise users have access to agentic research capabilities, where the AI autonomously executes multi-step research workflows.
Capabilities
- Multi-source synthesis - Combines data from earnings calls, filings, news, and market data
- Iterative refinement - The AI asks clarifying questions and refines its approach
- Citation tracking - Every claim is linked to its source document
- Competitive analysis - Automated comparison across peer companies
Agentic research tasks may take several minutes to complete depending on complexity. You'll receive a notification when results are ready.
Report Generation
Generate professional PDF reports from your research and analysis sessions. Reports can be customized and shared with colleagues or clients.
Report Types
- Earnings Summary - Comprehensive breakdown of a company's quarterly results
- Comparative Analysis - Side-by-side comparison of multiple companies
- Sector Overview - Industry-level trends and performance
- Custom Research - Reports generated from your chat sessions
Generating a Report
- Complete your analysis in the Chat interface
- Click the "Generate Report" button in the toolbar
- Select report type and customize sections
- Click "Generate" and wait for processing
- Download or share the PDF
Automated Workflows
Schedule recurring research tasks that run automatically. Generate weekly reports, monitor earnings calendars, or run custom analysis pipelines.
Workflow Examples
- Weekly portfolio performance summary every Monday
- Daily pre-market briefing for your watchlist
- Automatic earnings analysis within 1 hour of release
- Monthly sector rotation analysis
Combine workflows with email alerts to receive automated research directly in your inbox on a schedule that works for you.
API Overview
Enterprise users can access fn²'s capabilities programmatically through our REST API. The API powers all frontend functionality and can be integrated into your own applications.
Base URLs
# Production
https://api.fn2.com
# Staging
https://staging-api.fn2.com
# Development (relative paths)
/api/v1/...
API Categories
- /api/v1/chat - AI chat and conversation endpoints
- /api/v1/earnings - Earnings calendar, transcripts, and analysis
- /api/v1/market - Stock quotes, tickers, and market data
- /api/v1/news - News feeds, digests, and search
- /api/v1/auth - Authentication and user management
- /api/v1/notifications - Alert management and delivery
Response Format
Most endpoints return JSON. The chat endpoint supports Server-Sent Events (SSE) for streaming responses, with each event containing a content_type field indicating the type of content (text, chart, news, earnings, etc.).
API Authentication
API requests are authenticated using JWT Bearer tokens. After logging in, your token is stored locally and included in all API requests.
Authentication Flow
- User logs in via
/api/v1/auth/auth_useror Google OAuth - Server returns a JWT token
- Token is stored in
localStorageasjwtToken - All subsequent requests include the token in the Authorization header
Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
Token Contents
The JWT payload includes:
- email - User's email address
- exp - Token expiration timestamp
- iat - Token issued-at timestamp
Tokens expire automatically. If you receive a 401 response, redirect the user to the login page to obtain a new token.
Endpoints
Chat
Send a message and receive a streaming AI response with conversation history.
{
"message": "What were Apple's revenue figures last quarter?",
"history": [
{"role": "user", "content": "Tell me about AAPL"},
{"role": "assistant", "content": "Apple Inc is..."}
],
"stream": true
}
Market Quotes
Retrieve current quote data for one or more symbols.
GET /api/v1/market/quotes?symbols=AAPL,MSFT,GOOGL
Company Summary
Get company profile, description, and key metrics.
GET /api/v1/summary?symbol=NVDA
Earnings
Access earnings calendar, transcripts, and analysis.
# Earnings calendar
GET /api/v1/earnings/calendar?from=2024-01-01&to=2024-01-31
# Get transcript
GET /api/v1/earnings/transcript?symbol=AAPL&quarter=Q4&year=2024
# Earnings forecasts
GET /api/v1/earnings/forecasts?symbol=MSFT
# AI analysis of earnings
POST /api/v1/earnings/interpret-snippet
{
"symbol": "GOOGL",
"snippet": "Revenue increased 15% year-over-year..."
}
News & Search
Search for news and events related to stocks.
# Latest news digest
GET /api/v1/news/digests/latest
# Search events
GET /api/v1/search_events?query=NVIDIA+AI
# Stock search with suggestions
GET /api/v1/search/stocks/suggest?q=app
Rate Limits
API requests are rate-limited to ensure fair usage and platform stability.
| Endpoint | Limit | Window |
|---|---|---|
| /chat | 100 requests | Per hour |
| /stocks | 1000 requests | Per hour |
| /alerts | 50 requests | Per hour |
Rate limit headers are included in all API responses:
X-RateLimit-Limit- Maximum requests allowedX-RateLimit-Remaining- Requests remaining in current windowX-RateLimit-Reset- Unix timestamp when limit resets
Frequently Asked Questions
How accurate is the AI analysis?
fn² provides analysis based on real financial data from verified sources. However, all outputs should be considered as research assistance, not financial advice. Always verify critical information and consult with qualified professionals before making investment decisions.
What data sources do you use?
We aggregate data from SEC filings, earnings call transcripts, press releases, financial news outlets, and market data providers. All data is sourced from official and reputable sources.
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time from your account settings. 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 and watchlists are private and never shared with third parties.
Troubleshooting
Chat responses are slow
Complex queries that require analyzing multiple documents may take longer. Try breaking down your question into smaller, more specific queries.
I'm not receiving email alerts
- Check your spam/junk folder
- Verify your email address in account settings
- Ensure alerts are enabled and not paused
- Check that alert conditions are properly configured
API requests are failing
- Verify your API key is valid and not expired
- Check that you haven't exceeded rate limits
- Ensure request body matches the expected format
- Review error messages in the response body
Contact Us
Need help? Our support team is here to assist you.
- Email: support@fn2.ai
- Enterprise Support: enterprise@fn2.ai
- Response Time: Within 24 hours (priority support for Enterprise users)
We're constantly improving fn². If you have feature requests or feedback, email us at feedback@fn2.ai. We read every message.