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ease 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

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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

Volaren is an innovative online platform for personal investing that consolidates brokerage accounts, allowing investors to examine their holdings, monitor portfolio changes, and explore various stocks and assets. The platform features an AI copilot that clarifies portfolio fluctuations, addresses research inquiries, and translates investment ideas into suggested portfolios. Users have the capability to develop AI agents for routine strategies such as portfolio rebalancing, tax-loss harvesting, or tracking disclosures from public investors and funds. These agents can operate with simulated funds or execute orders through integrated brokerage connections, maintaining customizable budgets and trading parameters. Investors can either review and approve trades or activate automated actions within their specified limits. Additionally, Volaren offers a wealth of resources, including market data, news updates, regulatory filings, portfolio analytics, backtesting capabilities, daily summaries, and text-based communication options, ensuring a comprehensive investing experience. With such diverse features, Volaren aims to empower individual investors in making informed decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Alpaca No 
Binance No 
Charles Schwab No 
Coinbase No 
E*TRADE No 
Fidelity No 
Kraken No 
OANDA No 
Public No 
Questrade No 
Robinhood No 
Stake No 
TradeStation No 
Trading 212 No 
Vanguard No 
Wealthsimple No 
Webull No 
eToro No 
moomoo No 
tastytrade No 

Integrations

Alpaca Yes 
Binance Yes 
Charles Schwab Yes 
Coinbase Yes 
E*TRADE Yes 
Fidelity Yes 
Kraken Yes 
OANDA Yes 
Public Yes 
Questrade Yes 
Robinhood Yes 
Stake Yes 
TradeStation Yes 
Trading 212 Yes 
Vanguard Yes 
Wealthsimple Yes 
Webull Yes 
eToro Yes 
moomoo Yes 
tastytrade Yes 

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

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Trial No 
Free Version Yes 

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

Volaren

Founded

2026

Country

United States

Website

www.volaren.ai/

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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