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.
