Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Pinegap serves as a cloud-based artificial intelligence platform tailored for institutional equity analysts, portfolio managers, and investment teams on the buy-side. It streamlines research workflows that encompass idea generation and validation, company ramp-ups, earnings and conference evaluations, as well as continuous monitoring of investment theses. The platform boasts a variety of tools such as company primers, earnings forecasts and analyses, proxy evaluations, screeners, and news tracking, alongside AI-assisted examinations of filings, financial data, and various research documents. Users are able to maintain a shared research hub containing models, notes, filings, agent alerts, and updates on their investment theses. Moreover, Pinegap features a remote Model Context Protocol (MCP) connector that enables Claude and other compatible AI systems to access its suite of equity research tools seamlessly. As a web-based service, it is designed to enhance the research processes of analysts while refraining from offering direct investment advice. This focus on facilitating research makes Pinegap a valuable asset for teams striving to optimize their equity analysis efforts.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Claude
No
Model Context Protocol (MCP)
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
Pricing Details
Subscription fees and payment schedules are specified in an executed Order Form. Fees are stated and payable in U.S. dollars.
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
Yes
Live Rep (24/7)
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Finapolis Inc
Founded
2025
Country
United States
Website
www.finapolis.com
Vendor Details
Company Name
Pinegap
Founded
2024
Country
United States
Website
www.pinegap.ai/