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What is Finapolis?

Finapolis is investment research and portfolio software for self-directed investors who pick US stocks, tax-aware investors who manage their own accounts, and small investment firms. Its five modules share one workspace: Screener – US stock and ETF screening by sector, grades and 26 fundamental metrics, with a separate collar options screener. Analyzer – fundamentals, financial statements, peer comparisons, proprietary grades and a discounted cash flow model you control. Reporter – equity research reports on public companies; every report names the filings and earnings-call transcripts it relies on. Trader – option chain explorer and multi-leg strategy builder with Black-Scholes pricing, Greeks and options-overlay backtesting. Portfolio – brokerage-synced holdings with benchmark comparison, risk metrics, rebalancing, backtesting and tax-loss harvesting candidates. The built-in AI assistant, Napoli, handles screens, analysis and portfolio checks requested in everyday language. Finapolis is not a broker and does not give investment advice. Plans start at $79 per month (billed annually), with a 14-day free trial.

What is Equity Trust?

An Equity Trust self-directed account allows you to take control of your investment choices. We provide our clients with advanced tools and technology that streamline the investment process for both traditional and alternative assets, all within a single, user-friendly platform. Finding profitable investment opportunities for your self-directed account has never been more straightforward. Welcome to Investment District, where you can explore top-tier platforms and providers in various sectors such as cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Take command of your financial future by creating a tailored portfolio that gives you the flexibility to invest across both alternative and traditional assets, which can help reduce or even eliminate taxes on your investments. Equity Trust meets your diverse needs by offering a variety of options, including individual accounts, small business plans, and education and health savings accounts. Furthermore, you will have access to an extensive range of resources, including FAQs, both online and in-person events, the Investor Insights blog, success stories from clients, educational videos, and much more to support your investment experience. As you embark on this journey towards financial independence, you will confidently navigate through a wide array of investment options available to you. Embrace the potential of your investment strategies and take the first step towards achieving your financial goals today.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$79/month/user
Pro plan: $79 per month per user, billed annually. 14-day free trial, no credit card required.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Finapolis Inc

Date Founded

2025

Company Location

United States

Company Website

www.finapolis.com

Company Facts

Organization Name

Equity Trust

Company Location

United States

Company Website

www.trustetc.com

Categories and Features

Stock Analysis

Not specified

Categories and Features

Crypto IRAs

Not specified

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