Wall Street wisdom
for everyone.
You shouldn't need a $24,000 terminal to invest seriously. So we built something better.
Your investment companion
Napoli knows your portfolio. It watches the market. And it tells you what's worth your attention, so you spend less time digging and more time deciding.
Knows your context
Napoli learns your goals, your risk tolerance, and the way you invest, then carries that into every part of the platform.
Sees the full picture
Watches the market for you. Stocks, sectors, news, prices. Napoli tracks it all in the background and surfaces what matters.
Always ready
Ask a question, request a report, or dig into a thesis. Napoli is there for it day or night, and alerts you the moment something changes.
End-to-end research workflow
Five integrated modules. One persistent context. Zero friction between discovery and execution.
Turn 8,000 stocks into a shortlist in seconds.
- Filter by sector, country, grade, or dozens of fundamental metrics. Every filter shows a distribution histogram, so you see where the universe sits before moving a slider.
- Create your own custom screens and save them for later, or start from Finapolis Recommend.
- Click the ones you like and move on to deeper analysis, build a trade, or add them to your portfolio.
Price a stock the way an analyst would — in minutes, not hours.
- Every stock scored on Fundamentals, Technicals, and Health by our proprietary grading system.
- Get a DCF target price in seconds with analyst, management, or historical numbers, or plug in your own assumptions.
- Compare fundamentals, valuation, and profitability across the peer set, side by side.
Institutional-quality equity research, on demand for 500+ companies.
- Each report shows how the company makes money, the industry it operates in, who it competes with, and where the opportunities and risks sit.
- Built on 10-Ks, 10-Qs, transcripts, and peer data. Every claim is fact-checked against its source, so you can read fast and trust what you read.
Turn your target price into the right options trade.
- Hedge any position or enhance your returns — collars, spreads, and more, ranked based on your risk profile.
- See exactly how each trade pays off before you commit.
Track, analyze, and rebalance your portfolio in one place.
- Get alerted when your portfolio drifts out of balance, with ways to optimize already laid out.
- Save on taxes by spotting losses and swapping them for same-sector positions, automatically.
Context flows seamlessly across all modules
ScreenerAnalyzerReporterTraderPortfolio
Built for professionals and serious investors
Whether you're managing client portfolios or your own investments, Finapolis scales to your needs.
For Advisors
Scale your research capacity without scaling headcount, institutional tools, independent flexibility.
For Investors
Research like a professional. Make decisions with confidence. No Bloomberg terminal required.
For Traders
Real-time analysis, instant execution. From idea to order in seconds, not hours.
Trust, but verify
Every insight is auditable. Every calculation is traceable. Every recommendation includes the reasoning.
Real-time market data, economic indicators, and regulatory filings from trusted institutional providers.
- MIT, BerkeleyEngineering & AI
- PIMCO, DE ShawQuantitative Research
- RBC, Morgan StanleyInvestment Banking
Auditable by construction
Every output includes citations, calculation steps, and confidence scores. No black boxes.
Reporter LLM pipeline
Specialized AI agents handle data retrieval, analysis, synthesis, and validation independently, then cross-check each other's work.
Quality research, made affordable.
Start with a 14-day free trial. No credit card required.
- Unlimited AI co-pilot chat, alerts, watchlists, and up to 3 tracked portfolios
- Unlimited DCF authoring, unlimited peers and history, CSV export
- AI Reporter: 40 research reports per month
- Custom multi-leg options strategies, roll mode, and distribution
- Multi-portfolio sync, options-overlay backtest, and read API access
- Everything in Pro, with unlimited watchlists and up to 10 portfolios
- AI Reporter: 250 research reports per month
- Advanced tax-loss harvesting and accountant-handoff PDFs
- CSV + XLSX + PDF exports, branded reports, read/write API
- Dedicated client success manager
Learn from the best
Guides, insights, and education to help you get the most from the platform.
Browse all resources →
How to generate a sourced research report with Finapolis Reporter
A walkthrough of the Finapolis Reporter: the 5-section structure, sourced claims that trace back to the filing, dated reports, PDF export, and how it pairs with the 10-K read.
Read guideHow to find a buyable stock with Finapolis Screener
A walkthrough of the Finapolis Screener: the 5,957-stock universe, the 5 filter categories, the Finapolis Recommend preset, and the hand-off to Analyzer.
Read guideHow to build a multi-leg options trade with Finapolis Trader
A walkthrough of the Finapolis Trader: from target price to ranked options strategies, the payoff diagram with IV slider, and the hand-off to Portfolio.
Read guideFrequently Asked Questions
What is Finapolis?
Finapolis is an investment research and portfolio intelligence platform designed to help investors make higher-quality decisions with less risk and less noise. It brings everything, research, analysis, and portfolio management, into one workspace.
Who is it for?
Finapolis is for serious, active investors. The Pro plan delivers the full research and options workflow. Wealth adds scale, advanced tax tooling, API access, and multi-account seats for power users and wealth managers. For enterprise needs, contact us.
Do I need financial experience to use it?
No. Finapolis is designed to be intuitive regardless of your experience level. The platform guides you through the process, so you can start making informed investment decisions from day one.
Who's behind Finapolis?
Finapolis was built by a team of quants, engineers, and finance professionals from PIMCO, DE Shaw, and Morgan Stanley.
What asset classes do you support?
Finapolis currently supports stocks, ETFs, and options, with more asset classes on the way.
Does Finapolis provide valuations and price targets?
Yes. Finapolis provides data-driven valuations and price targets based on fundamentals, health, and technical factors to help inform your investment research.
Is Finapolis free to use? What plans are available?
Finapolis is a paid subscription platform. The plans are Pro ($89/month, or $79 billed annually) for serious active investors and Wealth ($499/month, or $400 billed annually) for power users and wealth managers. For enterprise solutions, contact us.
Is my data secure, and how can I contact support?
Yes. We use industry-standard security practices, and you can reach our team anytime through in-app support or email: Support@Finapolis.com
From dispersed data to investable conviction
Start your 14-day free trial. No credit card required.