AI agents that watch your portfolio and deliver briefings.

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May 26, 2026

2026 Rank: #1958

FN2 AI

United States FN2 Investment research

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AI agents that watch your portfolio and deliver briefings.

Agent Real Time Data Automated Portfolio Management Autonomous Research Market Data Analysis Autonomous AIFree + from $29/mo

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945 fn2.ai

Overview

FN2 is an Artificial Intelligence powered tool designed to provide autonomous research on public markets. It enables users to monitor their portfolios and pertinent market elements, using AI agents that can run autonomously.

The tool delivers scheduled briefings, earnings alerts, Securities and Exchange Commission (SEC) filing analysis, live charts, and generates cited outputs.

FN2 has a structured workflow, enabling users to choose an agent, set a schedule, and allow it to run independently with real data. This service caters to a variety of user needs, from providing pre-market portfolio snapshots to tracking macroeconomic indicators.

It offers features like 'Earnings Monitor' and 'Thesis Tracker', helping users keep track of earnings and any changes to their investment thesis, respectively.

FN2 leverages reliable data from sources like Polygon.io, SEC's EDGAR system, and FRED for its services. Furthermore, it has its data pipeline that grants it direct access to diverse financial data such as real-time market data, earnings transcripts, and macro indicators.

FN2 can also custom-build agents based on user requirements to run on their preferred schedules. The platform turns transcripts, filings, market data, and news into research briefings with attached sources.

FN2 helms a user-centric model, emphasizing privacy and enables the user to retain ownership of their data.

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Initial release

May 26, 2026

Initial release of FN2 AI.

Author

Andreas Echavez

@andreas-echavez

Experienced Systems Engineer and Software Engineer with a history of working for industry leaders in Infrastructure, Social Media, and Technology. Skilled across engineering disciplines, with a focus on Software Development, Cloud Networks Engineering, AI, Kubernetes, Linux, and Amazon Web Services (AWS)

fn2.ai

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FN2

🇺🇸 United States

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Joined: May 2026

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Investment research FN2 AI

United States FN2 Investment research

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Pros and 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

View 31 more pros

Cons

No mobile app mentioned

Reliant on external data sources

Personalization limited to English

Dependent on market operation times

Lacks retrospective data analysis

Potential data ownership issues

Scheduled operation, not on-demand

View 2 more cons

Q&A

What is the purpose of FN2?

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.

What types of data does FN2 operate with?

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.

How autonomous is FN2?

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 differentiates FN2 from other similar tools?

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.

What are the agents in FN2?

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.

How does the 'Morning Briefing' function work in FN2?

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.

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What is the 'Earnings Monitor' feature in FN2?

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.

Can you describe how 'Thesis Tracker' works in FN2?

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.

Can users customize the agents in FN2?

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.

What data sources does FN2 use?

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.

How does FN2 use Polygon.io?

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.

Does FN2 interact with stale training sets or live data?

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.

How does semantic retrieval in FN2 work?

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.

What types of market data does FN2 deliver?

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.

Can users dictate what they want the FN2 agent to do?

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.

How does FN2 manage portfolio for users?

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.

What are the type of alerts FN2 provides?

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.

What is the 'Macro Watchdog' function in FN2?

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.

How FN2 does provide analysis of SEC filings?

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.

Why is FN2's interaction with live data a unique feature?

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.

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FN2 AI

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