Napoli Your Investment Companion
- Learns your goals and risk preferences to personalize every analysis
- Tracks the markets and your portfolio 24/7 on the clock
- Provides instant answers and institutional-grade research on demand
Five modules. One workflow.
Built to work as one, your research, your trades, and your portfolio in the same place.
Systematic Screening Across The Full Stock Universe
- Apply filters across sector, geography, ratings, and a broad range of fundamental metrics
- Create, refine, and save custom screening frameworks, or begin with a Finapolis-recommended screen
- Advance selected stocks directly into financial analysis, trade structuring, or portfolio construction
Institutional Grade Stock Analysis Instantly
- Evaluate each stock across fundamentals, technicals, and financial health using proprietary scoring framework
- Generate DCF valuations instantly using analyst estimates, management guidance, historical data, or your own assumptions
- Benchmark valuation, financial performance, and profitability against relevant peers in a side-by-side view
Institutional-quality equity research, on demand for 500+ companies.
- Each report provides a structured assessment of the company’s business model, industry, competitive landscape, key opportunities, and material risks.
- Research is grounded in 10-Ks, 10-Qs, earnings call transcripts, peer data and live market outputs.
Translate price targets into structured options strategies.
- Hedge exposure or enhance returns with collars, spreads, and other strategies ranked to your risk appetite.
- Evaluate each trade’s potential payoff and risk before execution.
Monitor, analyze, and rebalance portfolios through a single platform
- Receive alerts when allocations deviate from target weights, with optimization recommendations ready to review.
- Identify tax-loss harvesting opportunities and replace positions with comparable same-sector exposures.
Built for professionals and serious investors
Whether you're managing client portfolios or your own investments, Finapolis scales to your needs.
Self-Directed Investors
You pick your own names and want real research behind every move. Finapolis puts screening, fundamentals, an editable DCF, options, and your Portfolio in one place.
Tax-Aware DIY Investors
You run your own book and sweat the details: valuation, options, tax-loss harvesting. Replace Koyfin, OptionStrat, and Sharesight with one workbench tied to your portfolio.
Boutique Investment Firms
Small teams should not pay institutional prices for institutional-grade tools. Finapolis gives a boutique firm the full workbench, for a fraction of one seat.
Accuracy builds trust
First Solar FY2025 revenue grew 24.1% year over year
Δ = (5.22B − 4.21B) ÷ 4.21B = 24.1%Quality research, made affordable.
Start with a 14-day free trial. No credit card required.
- Napoli AI co-pilot chat, unlimited alerts, watchlists, and up to 3 tracked portfolios
- Unlimited DCF authoring, unlimited peers and history, CSV export
- AI Reporter: 40 research reports per month
- Custom multi-leg options strategies and options-overlay backtest
- 3-portfolio brokerage sync, 20 saved screens, and 4-hour chat support
- Everything in Pro, with unlimited watchlists and up to 100 portfolios
- AI Reporter: 250 research reports per month
- Advanced tax-loss harvesting and accountant-handoff PDFs
- CSV + XLSX + PDF exports, branded reports, and collar tools
- Dedicated client success manager
Learn from the best
Guides, insights, and education to help you get the most from the platform.
Browse all resources →
The Finapolis Portfolio page, tab by tab
A guide to the Finapolis Portfolio page: the 5 summary cards, and what each of the 8 tabs is for, including the Modified Dietz monthly returns table that prints the denominator behind every percentage.
Read guideA beta of 0.61 and a beta of 2.75: reading risk numbers against a benchmark
What the 4 portfolio risk numbers measure, shown on 2 real portfolios with opposite profiles, and why a low beta does not mean safer and a high Sharpe does not mean comfortable.
Read guideFrom 5,957 stocks to 26: what a quality screen is actually claiming
How 10 conditions cut a 5,957-stock universe to 26, what each threshold rules out, and why what a screen excludes matters as much as what it returns.
Read guideFrequently Asked Questions
What is Finapolis?
Finapolis is an AI-powered investment research platform that helps investors move from market data to investment decisions. It combines research, valuation, portfolio analysis, and monitoring into a single workflow designed to help you invest with greater confidence.
How does Finapolis help me make better investment decisions?
Finapolis analyzes your portfolio, goals, risk preferences, and market conditions to uncover opportunities, evaluate investments, and identify risks. Instead of overwhelming you with data, it delivers clear, actionable insights backed by transparent analysis trustworthy data.
Who is Finapolis designed for?
Finapolis is built for serious investors who want institutional-quality research without institutional complexity. Whether you're managing your own portfolio or overseeing assets for others, Finapolis helps streamline the investment process.
Why not just use ChatGPT for investing?
General AI tools can answer questions, but they aren't built around your portfolio or investment workflow.
Finapolis combines proprietary investment models, validated financial data, portfolio context, and market analysis to generate personalized research and insights. Napoli, our AI investment companion, can also help with portfolio reviews, idea generation, valuation analysis, and portfolio construction.
How is Finapolis different from Bloomberg, Koyfin, and other research platforms?
Most platforms only provide data. Finapolis helps transform that data into ideations.
It evaluates businesses, analyzes valuations, generates research, structures investment ideas, and monitors portfolios continuously, creating a seamless path from discovery to conviction.
What assets/securities can I analyze with Finapolis?
Finapolis currently supports stocks, ETFs, and options, with additional asset classes coming soon.
Can I connect my brokerage account or place trades through Finapolis?
Not yet. Today, Finapolis focuses on research, analysis, and portfolio management. Brokerage connections and trade execution are planned for future releases.
Does Finapolis provide investment advice?
No. Finapolis is a research and analytics platform. We provide data-driven insights and tools to support your investment process, but we do not provide personalized investment advice.
Is my financial data secure?
Yes. We use multiple layers of security and privacy controls to protect your information. Your portfolio data remains private and is never shared without your authorization.
Why do investors choose Finapolis?
Because investing isn't a data problem anymore. It's an ideation problem.
Finapolis combines AI, financial analysis, portfolio context, and market intelligence to help investors move from information to conviction, and from conviction to action. This is where many tools stop, and where Finapolis begins.
How much does Finapolis cost?
We offer two plans:
Pro
For serious, active investors who want the full workflow: $89/month or $79/month billed annually
Wealth
For wealth managers and power users who need scale: $499/month or $400/month billed annually
Please contact our Enterprise team for pricing and tailored solutions. All plans include a one-month free trial, and you can cancel at any time.
Transforming fragmented data into investment conviction
Start with a 14-day free trial. No credit card required.