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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 EquityStat?

Our investment portfolio tracker streamlines the task of overseeing and assessing your financial assets from a single, accessible platform. EquityStat emerges as a standout, user-friendly application crafted with investors in mind. Its development was driven by individuals who truly understand the challenges faced by investors, stemming from the belief that innovation is born from necessity. We recognized that existing tools for tracking, managing, and analyzing investments often failed to meet user expectations. Many portfolio management solutions offered by brokerage firms were overly complicated, lacking crucial features, and primarily aimed at facilitating stock trades rather than providing a thorough investment analysis. At one point, we relied on a particular Fortune 500 investment portfolio application that suited our needs well; however, it gradually lost several key functions unexpectedly. Moreover, numerous competing applications were limited to Windows operating systems, restricting users to access their investment portfolios only from the computers where the management software was installed. With EquityStat, you can effortlessly access your portfolio from any device, guaranteeing that you remain updated on your investments at any time and from any location. This flexibility ensures that you can make informed financial decisions whenever opportunities arise.

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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
Android
iPhone
iPad
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Finapolis Inc

Date Founded

2025

Company Location

United States

Company Website

www.finapolis.com

Company Facts

Organization Name

EquityStat

Date Founded

2014

Company Location

United States

Company Website

www.equitystat.com/portmgr/pages/home.aspx

Categories and Features

Stock Analysis

Not specified

Categories and Features

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