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Description
Autonomous is a cutting-edge platform that leverages artificial intelligence to offer financial advisory and wealth management services, enabling users to link various financial accounts and assets in order to gain a comprehensive understanding of their financial situation while receiving ongoing, customized investment and planning advice without incurring traditional advisory fees. By consolidating data from brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and intricate holdings, the platform allows its AI to formulate personalized strategies rather than relying on generic portfolio solutions. Furthermore, it employs sophisticated simulations and principles of institutional investing to address inquiries regarding financial trade-offs, such as choosing between increasing 401(k) contributions or paying down a mortgage. Additionally, Autonomous generates tailored direct indexing portfolios that evolve with users' changing goals and risk profiles, while consistently identifying opportunities for tax-loss harvesting and rebalancing to enhance long-term financial results. This innovative approach not only simplifies financial management but also ensures users are equipped with strategies that adapt to their unique circumstances.
Description
Finapolis is built for investors who research US stocks themselves and for boutique firms that keep their research in-house. Instead of a separate screener, spreadsheet model, options calculator and portfolio tracker, it puts each step in one application.
Find candidates: screen US stocks and ETFs on sector, proprietary grades and 26 fundamental metrics, or look for collar setups with the options screener.
Value a company: study financial statements, 23 fundamental ratios and peers, then set your own assumptions in a DCF model with scenarios and a sensitivity grid.
Read the research: equity research reports on public companies come in summary, overview, company, industry and sources sections, and list the filings and earnings-call transcripts used.
Plan options trades: browse option chains, combine legs into strategies, check Black-Scholes values and the Greeks, and backtest an options overlay.
Watch the portfolio: sync brokerage accounts to follow performance against a benchmark along with Sharpe, Sortino, drawdown and beta, test rebalancing scenarios, and scan for tax-loss harvesting candidates with wash-sale tracking.
Napoli, the AI assistant inside Finapolis, can run a screen, pull up an analysis or check a portfolio when you ask in plain language.
Finapolis does not place trades and does not provide investment advice. Pricing starts at $79 per month, billed annually, and the 14-day free trial needs no credit card.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$79/month/user
Pro plan: $79 per month per user, billed annually. 14-day free trial, no credit card required.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Autonomous
Founded
2025
Country
United States
Website
becomeautonomous.com
Vendor Details
Company Name
Finapolis Inc
Founded
2025
Country
United States
Website
www.finapolis.com