Finapolis Reviews & Product Details

What is Finapolis? Finapolis is an investment research and portfolio management platform for self-directed investors and small investment firms. It covers the full workflow from screening a stock to tracking it in a portfolio, in one web application. Who is Finapolis for? Self-directed investors who pick individual stocks, tax-aware investors who manage their own accounts, and boutique investment firms doing internal research. Key features: Screener: filter US stocks and ETFs by sector, grades, and 26 fundamental metrics. Includes a collar options screener. Analyzer: fundamentals, financial statements, peer comparisons, proprietary grades, and an editable discounted cash flow (DCF) model with scenarios and a sensitivity grid. Reporter: equity research reports on public companies. Each report lists the filings and earnings-call transcripts it draws on. Trader: build multi-leg options strategies with Black-Scholes pricing, Greeks, and options-overlay backtesting. Portfolio: track holdings through brokerage sync, with performance against a benchmark, risk metrics (Sharpe, Sortino, drawdown, beta), rebalancing scenarios, and tax-loss harvesting candidates. Napoli: an AI assistant that runs screens, analysis, and portfolio checks from plain-language requests. Finapolis is not a brokerage and does not provide investment advice. Start a 14-day free trial at finapolis.com, no credit card required, or contact support@finapolis.com.