ChatGPT for Financial Services
A ChatGPT Work variant for investment banking and equity research, combining GPT-6 Astra with built-in premium financial data providers.
Overview
ChatGPT for Financial Services, launched September 10, 2026, is a tailored ChatGPT Work experience combining GPT-6 Astra's reasoning with built-in premium financial data from providers including Daloopa, PitchBook, LSEG News, and Crunchbase, with granular citations so bankers can trace figures back to sources. Shaped through a design partnership with Morgan Stanley and Evercore, it targets investment banking and equity research: researching companies, analyzing earnings, comparing peers, testing assumptions, and producing editable financial models, research notes, and pitchbooks. Enterprise controls include no default training on firm data, encryption at rest and in transit, and admin-configurable workspace retention.
This is a sourced directory entry. Features and capabilities are reported in the linked sources; this entry does not document independent Aymorphic testing.
Key features
- Built-in premium data from Daloopa, PitchBook, LSEG News, and Crunchbase with granular citations
- Built on GPT-6 Astra reasoning within the ChatGPT Work agent framework
- Produces editable financial models, research notes, and pitchbooks
- Enterprise data controls: no default training on firm data, encryption, configurable retention
- Design partnership with Morgan Stanley and Evercore
Use cases
- Investment banking pitchbook and research-note creation
- Equity research: earnings analysis, peer comparison, assumption testing
- Building and editing financial models with traceable source citations
Pricing
Enterprise offering built on ChatGPT Work/Business/Enterprise plans; pricing not separately published as of launch.
Pricing reflects the source record and may change. Confirm current terms with the provider.
Dates and sources
- Released
- 10 Sept 2026
- Record updated
- 23 Sept 2026
- Record last checked
- 23 Sept 2026