Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

PortfoliosLab serves as an all-encompassing platform aimed at empowering users to create, assess, and oversee their investment portfolios through a user-friendly, data-centric methodology. It provides an array of tools for evaluating performance, encompassing portfolio assessment, performance tracking, and stock comparisons, which enable users to backtest returns, analyze drawdowns, and explore diverse risk metrics while also benchmarking their results. To further enhance investment decisions, risk analysis tools are available to gauge stock volatility and mitigate the chances of unexpected losses. Additionally, optimization capabilities, including asset correlations and various strategies like portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization, leverage sophisticated mathematical algorithms and financial models to craft ideal investment portfolios that strive for a balance between targeted returns and tolerable risk levels. This holistic approach ensures that users can not only manage their investments effectively but also adapt to changing market conditions with ease.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

$7.99 per month
Free Trial No 
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

Finapolis Inc

Founded

2025

Country

United States

Website

www.finapolis.com

Vendor Details

Company Name

PortfoliosLab

Founded

2018

Country

The Netherlands

Website

portfolioslab.com

Product Features

Product Features

Alternatives

Trade Brains Portal Reviews

Trade Brains Portal

Trade Brains

Alternatives

Diversiview Reviews

Diversiview

LENSELL