Resources

Education by default. Each guide and piece of commentary is meant to make you a sharper investor on the next decision, platform walkthroughs, market notes, and frameworks you can apply with or without Finapolis.

Macro analysis and market commentary from our research team

All Articles

Every article we have published, newest first

The Finapolis Portfolio page, tab by tab
August 18, 2026

The Finapolis Portfolio page, tab by tab

Platform Guide

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.

A beta of 0.61 and a beta of 2.75: reading risk numbers against a benchmark
August 11, 2026

A beta of 0.61 and a beta of 2.75: reading risk numbers against a benchmark

Education

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.

From 5,957 stocks to 26: what a quality screen is actually claiming
August 4, 2026

From 5,957 stocks to 26: what a quality screen is actually claiming

Education

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.

How Finapolis grades a stock: reading the Analyzer Score Card
July 28, 2026

How Finapolis grades a stock: reading the Analyzer Score Card

Platform Guide

How the Finapolis Analyzer grades a stock A to D on fundamentals, technicals and health, how the three roll into one grade, and why its target price and DCF can disagree.

Discounted cash flow (DCF) valuation: method, limitations, and a Philip Morris example
July 23, 2026

Discounted cash flow (DCF) valuation: method, limitations, and a Philip Morris example

Education

How a discounted cash flow (DCF) valuation is built — its strengths, limits, the two terminal-value methods, and a worked Philip Morris example.

Best stock research platform in 2026: Finapolis vs Finviz vs Koyfin vs Fiscal.ai
July 21, 2026

Best stock research platform in 2026: Finapolis vs Finviz vs Koyfin vs Fiscal.ai

Comparison

Finviz, Koyfin, Fiscal.ai, or Finapolis? An honest 2026 read on what each does best — with real screenshots, pricing, and who each fits.

Fiscal.ai vs Finapolis: a Fiscal.ai alternative with options and tax tools (2026)
July 14, 2026

Fiscal.ai vs Finapolis: a Fiscal.ai alternative with options and tax tools (2026)

Comparison

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.

Koyfin vs Finapolis: a Koyfin alternative that takes a position (2026)
July 7, 2026

Koyfin vs Finapolis: a Koyfin alternative that takes a position (2026)

Comparison

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.

Finviz vs Finapolis: a fundamentals-first Finviz alternative (2026)
July 2, 2026

Finviz vs Finapolis: a fundamentals-first Finviz alternative (2026)

Comparison

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.

Guides Tailored to Your Role

Find resources specifically designed for how you use Finapolis

Self-directed investors

You pick your own stocks and want real research behind every call.

View self-directed investor guides

Tax-aware DIY investors

You manage your own portfolio and sweat the details: valuation, options, and tax timing.

View tax-aware DIY guides

Boutique investment firms

A small team running its own internal research, without an institutional price tag.

View boutique firm guides

Transforming fragmented data into investment conviction

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