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 investors who want the full institutional workflow.
- Unlimited Napoli AI Copilot chats, alerts, watchlists, and custom dashboards
- Unlimited DCF models, peer comparisons, historical financials, and CSV exports
- Unlimited AI research reports and investment memos
- Unlimited stock screening, saved screens, and portfolio analysis
- Full options workflow with custom multi-leg strategies, backtesting, and scenario analysis
- Brokerage account syncing and consolidated portfolio tracking
- Real-time market, fundamental, macroeconomic, and SEC filing data
- Priority customer support and ongoing platform updates
One platform for research, valuation, portfolio management, and options investing. No feature gates.
Start 14 day free trial* Annual pricing shown as the monthly equivalent: Pro $79/mo ($948/yr) — save 11–20% vs monthly. Monthly billing available at $89.
** 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
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.