Your Investment Companion
An AI companion that thinks alongside you — not for you.
- Knows your goals and risk preferences, and shapes every analysis around them
- Tracks the market and your holdings 24/7
- Always ready to answer questions or do any deep analysis
End-to-end research workflow
Five integrated modules. One persistent context. Zero friction between discovery and execution.
Turn nearly 6,000 stocks into a shortlist in seconds.
- Filter by sector, country, grade, or dozens of fundamental metrics. Every filter shows a distribution histogram, so you see where the universe sits before moving a slider.
- Create your own custom screens and save them for later, or start from Finapolis Recommend.
- Select the ones you like and move on to deeper analysis, build a trade, or add them to your portfolio.
Price a stock the way an analyst would — in minutes, not hours.
- Every stock scored on Fundamentals, Technicals, and Health by our proprietary grading system.
- Get a DCF target price in seconds with analyst, management, or historical numbers, or plug in your own assumptions.
- Compare fundamentals, valuation, and profitability across the peer set, side by side.
Institutional-quality equity research, on demand for 500+ companies.
- Each report shows how the company makes money, the industry it operates in, who it competes with, and where the opportunities and risks sit.
- Built on 10-Ks, 10-Qs, transcripts, and peer data. Every claim is fact-checked against its source, so you can read fast and trust what you read.
Turn your target price into the right options trade.
- Hedge any position or enhance your returns — collars, spreads, and more, ranked based on your risk profile.
- See exactly how each trade pays off before you commit.
Track, analyze, and rebalance your portfolio in one place.
- Get alerted when your portfolio drifts out of balance, with ways to optimize already laid out.
- Save on taxes by spotting losses and swapping them for same-sector positions, automatically.
Context flows seamlessly across all modules
ScreenerAnalyzerReporterTraderPortfolio
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.
Trust, but verify
Every insight is auditable. Every calculation is traceable. Every recommendation includes the reasoning.
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 →
Discounted cash flow (DCF) valuation: method, limitations, and a Philip Morris example
How a discounted cash flow (DCF) valuation is built — its strengths, limits, the two terminal-value methods, and a worked Philip Morris example.
Read guideBest stock research platform in 2026: Finapolis vs Finviz vs Koyfin vs Fiscal.ai
Finviz, Koyfin, Fiscal.ai, or Finapolis? An honest 2026 read on what each does best — with real screenshots, pricing, and who each fits.
Read guideFiscal.ai vs Finapolis: a Fiscal.ai alternative with options and tax tools (2026)
Fiscal.ai is strong, cheap AI research with global data. See what it leaves out, and how Finapolis adds grades, sourced reports, options, and portfolio.
Read guideKoyfin vs Finapolis: a Koyfin alternative that takes a position (2026)
Koyfin is a superb data terminal. See what it leaves to you, and how Finapolis grades, values, and writes sourced research on top of the data. 2026 comparison.
Read guideFinviz vs Finapolis: a fundamentals-first Finviz alternative (2026)
Finviz is the best free stock screener. See what happens after the screen, and how Finapolis grades, values, and researches the names you find. 2026 comparison.
Read guideMidyear outlook: a hot earnings cycle meets a more hawkish Fed
Where US equities and the macro sit at midyear 2026: 84% Q1 beats, ~21x forward P/E, 3.8% CPI, the 10-year at 4.49%, and a new Fed Chair.
Read guideDanaher's bioprocessing cycle is turning. How much is already in the price?
Danaher trades near a 52-week low as bioprocessing orders turn up and the $9.9B Masimo deal lands. We line up price, the DCF, and the platform target.
Read guideGoDaddy after a 50% drawdown: reading the gap between price and the cash-flow model
GoDaddy has fallen by half while free cash flow rose. A grounded look at the gap between an $84 price and a $124 DCF.
Read guideFirst Solar at a new high: what the numbers say, and what they leave to you
First Solar trades above its Finapolis target and DCF value, yet its P/E sits below its 5-year median as a 45X tax credit underwrites earnings.
Read guideWhat a Finapolis Reporter report is, and why you can trust every line
What a Finapolis Reporter report contains, how it is structured like an analyst report, and how every claim is checked against the filings before you read it.
Read guideYour first 5 minutes with the Finapolis Screener
A first-run walkthrough of the Finapolis Screener: pick a preset, set filters, add a metric, and read your shortlist — from 5,957 stocks to a handful.
Read guideHow to turn a thesis into an options trade with Finapolis Trader
The Finapolis Trader takes your price target and risk tolerance and ranks the option strategies that fit, scored risk-adjusted. A walkthrough with ADP.
Read guideTax-loss harvesting: how a losing position can cut your tax bill
Even a winning portfolio holds names in the red. Tax-loss harvesting puts those losses to work — Finapolis finds them, suggests swaps, and totals the saving.
Read guideFrequently Asked Questions
What is Finapolis?
Finapolis is an AI-enabled investment companion that understands the user's positions, goals, and risk appetite, proactively surfaces what matters, and helps the user achieve exceptional returns by delivering institutional-grade market wisdom at a fraction of cost.
How can Finapolis take me from data to a trading decision?
Finapolis analyzes your entire financial profile and uses proprietary algorithms based on the market scenario, valuations and your profile to give you clear, opinionated decisions which are actionable, accurate and verifiable rather than flashy.
Who is Napoli?
Napoli is a smart system level AI companion on Finapolis. He watches the market 24-7, conducts personalized analysis to improve your investing and empowers you to make the best trading decisions suited to your particular situation.
Who is it for?
Finapolis is for serious, active investors. The Pro plan delivers the full research and options workflow. Wealth adds scale, advanced tax tooling, collar tools, and multi-account seats for power users and wealth managers. For enterprise needs, contact us.
What asset classes do you support?
Finapolis currently supports stocks, ETFs, and options, with more asset classes on the way.
Do I need financial experience to use it?
No. Finapolis is designed to be intuitive regardless of your experience level. The platform guides you through the process, so you can start making informed investment decisions from day one.
Who's behind Finapolis?
Finapolis was built by a team of quants, engineers, and finance professionals from PIMCO, DE Shaw, and Morgan Stanley.
Is Finapolis free to use? What plans are available?
Finapolis is a paid subscription platform. The plans are Pro ($89/month, or $79 billed annually) for serious active investors and Wealth ($499/month, or $400 billed annually) for power users and wealth managers. For enterprise solutions, contact us.
From dispersed data to investable conviction
Start your 14-day free trial. No credit card required.