AI-assisted financial
modeling
financialmodeling.app combines professional three-statement modeling, DCF valuation, and AI-powered analysis in one place — built for analysts, investors, and founders who need to move fast without cutting corners.
What the platform does
The platform gives every company you research its own workspace — notes, a financial model, a DCF valuation, and AI context all in one place. Here is exactly what is included:
Three-statement model
Income Statement, Balance Sheet, and Cash Flow Statement with pre-built templates and editable line items across multiple forecast years. Formulas propagate automatically.
DCF valuation
FCFF, WACC discounting, terminal value, and equity value per share — recomputed in real time as you refine inputs. Sensitivity tables across WACC and terminal growth rate.
Built-in AI assistant
Proposes forecast assumptions grounded in history and guidance, explains any cell on demand, stress-tests scenarios, and summarizes 10-Ks and earnings transcripts into your notes.
Linked research notes
A notebook-section-page hierarchy tied to each company workspace. Keep your investment thesis, meeting notes, and filing summaries alongside the model.
Private and secure
Row-level security isolates every user's data. Your models and notes are never used to train external models.
Company workspaces
Every ticker gets its own workspace. Add a company with a ticker, sector, and description, then build the model and attach research — all in one place.
How the workflow works
- 01
Add a company
Create a workspace for any public company. Add the ticker, sector, and description to start organizing your research.
- 02
Draft with AI
Let the AI assistant propose a first-pass three-statement model using historical trends, guidance, and peer data. Approve, tweak, or override any assumption.
- 03
Refine the DCF
Set WACC, terminal growth rate, and shares outstanding. Get instant enterprise value and equity value per share, with sensitivity tables updating live.
- 04
Stress-test and document
Generate AI-powered bull, base, and bear scenarios. Pressure-test assumptions and record your reasoning in linked research notes.
Free to start
No credit card required. Create an account and start building your first model in minutes.