Quality research, made affordable
Institutional research desks pay $25K+ per seat for tools like these. Agentic workflows are driving that cost down. We pass the savings through to you.
For serious, active investors who want the full workflow.
- Unlimited AI co-pilot chat, unlimited alerts, custom dashboards, and 10 watchlists
- Unlimited DCF authoring, unlimited peers and history, and CSV exports
- AI Reporter: 40 research reports per month
- Full options workflow: custom multi-leg strategies, roll mode, and distribution analysis
- 3-portfolio brokerage sync, options-overlay backtest, read API (1K/day), and 4-hour chat support
For wealth managers and power users who need scale.
- Everything in Pro, with unlimited watchlists and up to 10 tracked portfolios
- AI Reporter: 250 research reports per month
- Advanced tax-loss harvesting with replacement scoring and accountant-handoff PDFs
- Full CSV + XLSX + PDF exports, branded reports, and read/write API (10K/day)
- Dedicated client success manager and household account seats
* Annual pricing shown as the monthly equivalent: Pro $79/mo ($948/yr), Wealth $400/mo ($4,800/yr) — save 11–20% vs monthly. Monthly billing available at $89 / $499.
** Data sources: Polygon.io (market data), Tiingo (fundamentals), FRED (economic data), SEC EDGAR API (filings). Real-time data subject to exchange fees where applicable.
Every plan, every module
The full interconnected decision system on every tier. The differences are scale, depth, and limits — not which modules you can open.
Screener & Analyzer
Discovery and research workbench with proprietary scoring and scenario-aware DCF.
Reporter
8-step Multi-LLM research pipeline. Auditable by construction.
Trader & Portfolio
Options strategy co-pilot and an active-intelligence portfolio hub.
Napoli, your AI companion
Carries context across every module. Cites every claim. Gets sharper over time.
Frequently Asked Questions
What is Finapolis?
Finapolis is an AI investment research and portfolio intelligence platform that brings research, screening, options analysis, and portfolio management into one workspace. It is designed to help investors make higher-quality decisions with less risk and less noise — institutional-grade tooling at a fraction of a Bloomberg Terminal subscription.
Who is it for?
Finapolis has two plans plus enterprise. Pro ($89/month, or $79 billed annually) delivers the full research and options workflow: unlimited DCF authoring, 40 AI research reports a month, custom multi-leg options strategies, and read API access. Wealth ($499/month, or $400 billed annually) adds scale: 250 AI reports a month, advanced tax-loss harvesting, branded exports, and a dedicated CSM. For enterprise needs — multi-seat SSO, role-based access, and bespoke integrations — contact us.
Do I need financial experience to use it?
No. Finapolis is designed to be intuitive regardless of your experience level. Workflows hide the institutional complexity by default and surface it when you need it — start with curated screens and one-click research reports, drill into the DCF model or options Greeks only when relevant.
Who's behind Finapolis?
Finapolis was built by a team of quants, engineers, and finance professionals with backgrounds at PIMCO, DE Shaw, and Morgan Stanley. The team designed it for the workflows they used to run inside institutional research desks — minus the six-figure terminal subscriptions and credentialing requirements.
What asset classes do you support?
Finapolis currently supports US-listed equities, ETFs, and equity options. Coverage spans roughly 8,000 tickers with 10+ years of fundamental and price history. Fixed income, FX, and crypto are not in current scope.
Does Finapolis provide valuations and price targets?
Yes. Finapolis provides data-driven valuations and AI Target Prices grounded in fundamentals, financial health, and technical factors. Pro and Wealth include unlimited DCF authoring with editable assumptions, sensitivity analysis, and exports — the same scenario-aware DCF an analyst would build by hand.
Is Finapolis free to use? What plans are available?
Finapolis is a paid subscription platform. Pro is $89/month ($79 billed annually) and Wealth is $499/month ($400 billed annually). For enterprise solutions, contact us.
Is my data secure, and how can I contact support?
Yes. Finapolis uses industry-standard security practices including encryption in transit and at rest, role-based access controls, and audit logging. You can reach our team anytime via Support@Finapolis.com — including security and compliance inquiries — and we respond within 1 business day.
Institutional capability, retail clarity
14-day free trial. No credit card. Full access to every module.