Quality research, made affordable
Institutional research desks pay $25K+ per seat for tools like these. Agentic workflows are driving that cost down. We pass the savings through to you.
For serious, active investors who want the full workflow.
- Napoli AI co-pilot chat, unlimited alerts, custom dashboards, and 10 watchlists
- Unlimited DCF authoring, unlimited peers and history, and CSV exports
- AI Reporter: 40 research reports per month
- Full options workflow: custom multi-leg strategies and options-overlay backtest
- 3-portfolio brokerage sync, 20 saved screens, and 4-hour chat support
For wealth managers and power users who need scale.
- Everything in Pro, with unlimited watchlists and up to 100 tracked portfolios
- AI Reporter: 250 research reports per month
- Advanced tax-loss harvesting with replacement scoring and accountant-handoff PDFs
- Full CSV + XLSX + PDF exports, branded reports, and collar tools (roll mode + distribution analysis)
- Dedicated client success manager and household account seats
Compare plans in detail
| Feature | ProMost Popular$79/monthbilled annually | Wealth$400/monthbilled annually |
|---|---|---|
| AI & research assistant | ||
| Napoli AI co-pilot chat | 300 / month | Unlimited |
| AI Reporter — research reports / month | 40 | 250 |
| Equity research reports (summary, overview, company, industry, sources) | Included | Included |
| Natural-language workflows (drive screener, analyzer & portfolio by chat) | Included | Included |
| Stock analysis | ||
| Proprietary grades (fundamental, health, technical, overall) + target price | Included | Included |
| 23 fundamental ratios (valuation, profitability, returns, leverage, growth) | Included | Included |
| Price charts + key-metric overlays | Included | Included |
| Short-interest analytics | Included | Included |
| Financial statements (income, cash flow, balance sheet) | Included | Included |
| DCF authoring | Unlimited | Unlimited |
| Peer comparison & history | Unlimited | Unlimited |
| Screening | ||
| Stock screener (sector, industry, grades + 26 metric filters) | Included | Included |
| ETF screener | Included | Included |
| Saved screens | 20 | Unlimited |
| Option (collar) screener | Included | Included |
| Options & trading | ||
| Option-chain explorer (expiries, calls/puts, strikes) | Included | Included |
| Multi-leg strategy builder | Included | Included |
| Roll mode & distribution analysis (collars) | Not included | Included |
| Ranked option strategies (Finapolis score) | Included | Included |
| Black-Scholes pricing + Greeks | Included | Included |
| Options-overlay backtest | Included | Included |
| Portfolio & analytics | ||
| Tracked portfolios | 3 | 100 |
| Brokerage sync | Up to 3 | Up to 100 |
| Holdings, snapshot & live P&L | Included | Included |
| Returns & monthly returns | Included | Included |
| Risk metrics (Sharpe, Sortino, Calmar, drawdown, beta, alpha) | Included | Included |
| Performance attribution | Included | Included |
| Correlation matrix | Included | Included |
| Allocation & dividend tracking | Included | Included |
| Backtesting (regime presets + custom ranges) | 25 / month | Unlimited |
| Rebalancing (target, equal-weight, policy) | Included | Included |
| Investment-policy guardrails | Included | Included |
| Household account seats | Not included | Included |
| Tax | ||
| Realized gains (short / long term) | Included | Included |
| Wash-sale tracking & restricted list | Included | Included |
| Tax-loss-harvesting scan | Basic | Advanced + replacement scoring |
| Accountant-handoff PDFs | Not included | Included |
| Alerts & monitoring | ||
| Smart alerts (30+ rule types — price, RSI, gaps, earnings, stop-loss…) | Unlimited | Unlimited |
| Watchlists | 10 | Unlimited |
| Tickers per watchlist | 60 | Unlimited |
| Custom dashboards | Included | Included |
| Market overview (indices, sector performance, top movers) | Included | Included |
| Exports | ||
| CSV export | Included | Included |
| XLSX export | Not included | Included |
| PDF export | Not included | Included |
| Branded reports | Not included | Included |
| Support | ||
| Support | 4-hour chat response | Dedicated client success manager |
| 14-day Wealth trial | Included | Not included |
| Data & coverage | ||
| Market data, fundamentals, economics & filings (Massive, Tiingo, FRED, SEC EDGAR) | Included | Included |
| Real-time data (subject to exchange fees) | Included | Included |
* Annual pricing shown as the monthly equivalent: Pro $79/mo ($948/yr), Wealth $400/mo ($4,800/yr) — save 11–20% vs monthly. Monthly billing available at $89 / $499.
** Data sources: Massive (market data), Tiingo (fundamentals), FRED (economic data), SEC EDGAR API (filings). Real-time data subject to exchange fees where applicable.
Frequently Asked Questions
What's the difference between Pro and Wealth?
Pro ($89/month, or $79 billed annually) is for serious, self-directed investors and includes the full research and options workflow — Napoli AI co-pilot chat, unlimited DCF authoring, screening, and a complete multi-leg options toolkit. Wealth ($499/month, or $400 billed annually) is for professionals and wealth managers who need scale and client tools: everything in Pro, plus unlimited watchlists and up to 100 tracked portfolios, 250 AI research reports a month, advanced tax-loss harvesting, collar tools (roll mode and distribution analysis), branded and XLSX/PDF exports, household account seats, and a dedicated client success manager. The feature comparison above details every difference.
Is there a free trial?
Yes. You can start a free trial of either plan using the "Start free trial" button. Pro also includes a 14-day Wealth trial, so you can try the full professional toolkit — advanced tax-loss harvesting, collar strategies, and branded exports — before deciding whether to upgrade.
Can I switch between monthly and annual billing?
Yes. Both plans are offered monthly or annually: Pro is $89/month or $79/month billed annually, and Wealth is $499/month or $400/month billed annually. Annual billing saves roughly 11 to 20 percent versus paying monthly. You can choose either when you subscribe and change your billing cycle later from your account settings.
Can I change or cancel my plan, and do you offer refunds?
You can upgrade, downgrade, or cancel at any time from your account settings — there are no long-term contracts, and if you cancel you keep access through the end of your current billing period. For a question about a specific charge or a refund, email support@finapolis.com and our team will respond within one business day.
What happens if I hit a plan limit?
Usage limits such as AI research reports (40 on Pro, 250 on Wealth) and Napoli AI co-pilot chats are monthly and reset at the start of each billing cycle. If you regularly reach a limit, upgrading from Pro to Wealth lifts most caps — watchlists, saved screens, and tickers per watchlist become unlimited, and report and portfolio allowances rise substantially. If you need a higher allowance, contact support@finapolis.com.
Do you offer team or enterprise pricing?
Yes. For organizations that need multi-seat workspaces, single sign-on (SSO), role-based access, expanded API access, and bespoke integrations, we offer custom enterprise plans. Contact us and we will tailor pricing to your team.
Are real-time market-data fees included?
Your subscription covers the Finapolis platform and all of its research, screening, options, and portfolio tools, including fundamental, historical, and economic data. Real-time exchange data may be subject to separate exchange fees where applicable — see the data-sources note below the plans.
Institutional capability, retail clarity
14-day free trial. No credit card. Full access to every module.