Wall Street wisdom for everyone
Finapolis is the investing platform for serious retail investors, covering the entire workflow from idea to portfolio. Screen and analyze any public company, build trades, and track your portfolio, all in one place, for $29 a month instead of $25,000 a year.
Why we exist
Serious investment research has long been priced for institutions, costing upwards of $25,000 a year, while the affordable tools were built for engagement over judgment and scattered across a dozen separate products. Finapolis exists to close both gaps: rigorous screening, analysis, and research in one place, priced for the individual and built for investors who take the work seriously.
That middle ground is its own category. Above it sit the institutional terminals built for trading desks. Below it sit the consumer apps, free but shallow. Finapolis is the workbench in between: one surface where screening, valuation, options scenarios, portfolio analytics, and tax workflow live together.
of investors under 35 rely on social media for investment information (FINRA Foundation, 2024)
of revenue independent advisors spend on technology tools (Kitces Research, 2023)
knowledge workers lose reorienting after switching between apps (HBR, 2022)
Who we build for
If you make your own investing calls and want to understand the numbers behind them, Finapolis was built for you.
Self-directed investors
You pick your own names and want real research behind every move, not a robo-advisor making the call for you. You have outgrown free apps like Robinhood and Yahoo Finance, but paying $25,000 a year for a Bloomberg terminal was never on the table.
Finapolis gives you the whole workflow in one place. Screen the entire market, dig into the fundamentals and build an editable DCF on any public company, weigh an options trade, then track every position in your Portfolio. It is the depth of a research desk with the clarity to act, for the price of one subscription.
Tax-aware DIY investors
You run your own book and care about the details: what a company is really worth, how an options position behaves, and when to harvest a tax loss before year end. Right now that means paying for 5 separate subscriptions that do not talk to each other.
Finapolis puts valuation, options scenarios, portfolio analytics, and tax-loss harvesting on one surface. Replace a stack like Koyfin, OptionStrat, and Sharesight with a single workbench that keeps every analysis anchored to the portfolio you actually hold.
Boutique investment firms
Small teams running their own internal research should not have to pay institutional prices for institutional-grade tools. A single Bloomberg terminal runs more than $25,000 a year per seat.
Finapolis gives a boutique firm the full workbench: screening, fundamental and options analysis, editable DCF valuation, portfolio analytics, and Reporter outputs your team can audit and stand behind, all at a fraction of the cost of one institutional seat.
What we stand for
Research shouldn't cost $25,000 a year
Quality stock research has been priced like a status symbol. The math is the same whether you're paying $25,000 a year or $29 a month.
We help you think, not think for you
We surface, you decide. Finapolis flags what's worth a second look — a stretched valuation, a weakening moat, a tax-loss opportunity. What you do with it is your call.
If we can't cite it, we don't claim it
Every number in a Finapolis report traces back to a filing, a feed, or a calculation we can show you. No source, no claim.
Data and methodology
Our data sources
Finapolis aggregates data from institutional-grade providers: Polygon.io, Tiingo, FRED, and the SEC EDGAR API.
Our methodology
Every module runs on transparent, reproducible logic. We show the math instead of hiding it behind a black box.
Conflict-free research
We make money one way: your subscription. No order flow, no paid coverage, no money under management, so the only incentive behind every screen and report is independent research you can act on.
Your data, your control
We don't sell your personal data, and the portfolio and research you enter are never used to train shared AI models. What you analyze in Finapolis stays yours.
Finapolis is a research and analytical tool. It is not a registered investment advisor and does not provide personalized investment advice or recommendations. All data, analytics, and AI-generated insights are for informational purposes only and should not be construed as a solicitation to buy or sell any security. Users are solely responsible for their own investment decisions. Past performance is not indicative of future results. Please consult with a qualified financial professional before making investment decisions.
Built by entrepreneurs with investing experience
Dr. Fariborz Maseeh
Founder & CEO
20+ years trading expertise
Dr. Xian Deng
Portfolio & Derivatives
Compliance and derivatives expertise
Dr. Jae Bang
Advisor
USC, Cyberonix Experts
Dr. Amir Ajorlou
AI & Optimization
MIT; IMO Gold Medalist
Alex Joseph
Fundamental Analysis
Portfolio research and analysis
Brandon Luo
Quant Developer
PIMCO, BofA; CFA, M.S. ML/AI
Dhar Reddy
Quant Developer
D.E. Shaw, Aceana; MBA, M.S. Fin. Eng.
Leo Vidarsson
Business Development
Startup analytics, reporting, fundraising; M.S. Finance
Max Liang
Quant Developer
Tesla, Morgan Stanley; M.S. MIS & BA
Praharsh Mehrotra
Quant Developer
Sea Ltd; M.S. Quantitative Economics
Screen the market, then decide for yourself
Start a free trial, or book a demo and we'll run Finapolis on a stock you already follow.