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Description

Finapolis places an AI co-pilot at the forefront of stock research, allowing users to pose questions in straightforward English about any stock listed in the US or their personal investment portfolio. When you ask Napoli a question, it provides answers based on Finapolis data, cites the source of the information, and navigates to the appropriate section of the app while responding. This seamless integration creates a unified workflow, eliminating the need to switch between a stock screener, spreadsheet, and options calculator. You can explore potential investments using the Screener, where each stock is assigned a grade from A to D. For a more detailed analysis, the Analyzer offers tools such as an editable DCF model. Additionally, you can obtain comprehensive research reports from the Reporter feature. The Trader section guides you through constructing options strategies step by step, without executing trades. The Portfolio feature allows you to monitor performance, assess risk, and manage tax-loss harvesting, all synchronized with your brokerage account. While Finapolis focuses on research and education rather than offering investment advice, it is important to note that it does not serve as a brokerage. Enjoy a 14-day free trial without the need for credit card information. Moreover, this approach empowers investors with the tools they need to make informed decisions confidently.

Description

PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard

Integrations

Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finapolis Inc

Founded

2025

Country

United States

Website

www.finapolis.com

Vendor Details

Company Name

PortfolioPilot

Country

United States

Website

www.portfoliopilot.com

Product Features

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