---
title: Finapolis Reviews
meta_title: 'Finapolis Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Finapolis works for a business like yours.
date_modified: '2026-09-25'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Finapolis Reviews
**Vendor:** Finapolis  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Finapolis
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 claim is linked to the source filing or earnings transcript. 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.






- [View Finapolis pricing details and edition comparison](https://www.g2.com/products/finapolis/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+16%3A49%3A39+-0500&secure%5Bsession_id%5D=f40c9a92-0b27-4012-b8a3-9d4e4be74c86&secure%5Btoken%5D=5ef21139ce43d18a94c4da895b8278823fb8060622a55489913e957b64b06469&format=llm_user)

## Finapolis Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top Finapolis Alternatives
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