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What is Pinegap?

Pinegap is a cloud-centric artificial intelligence platform specifically designed for buy-side investment teams, including institutional equity analysts and portfolio managers. It enhances research workflows that incorporate activities such as generating and validating investment ideas, assessing company growth, evaluating earnings and conferences, and consistently monitoring investment theses. The platform features a diverse array of tools, including company primers, earnings predictions and analyses, proxy assessments, screeners, and news updates, as well as AI-driven analysis of financial filings, data, and research documents. Users benefit from a collaborative research environment that houses models, notes, filings, agent alerts, and updates related to their investment strategies. Additionally, Pinegap includes a remote Model Context Protocol (MCP) connector, which allows compatibility with Claude and other AI systems, facilitating easy access to its extensive range of equity research tools. As a web-based service, it is focused on improving the research capabilities of analysts without providing direct investment guidance. This commitment to optimizing research processes positions Pinegap as an essential resource for teams aiming to enhance their equity analysis capabilities, ultimately leading to more informed investment decisions.

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.

Media

No images available

Media

No images available

Integrations Supported

Claude
Model Context Protocol (MCP)

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Subscription fees and payment schedules are specified in an executed Order Form. Fees are stated and payable in U.S. dollars.
Free Trial Offered?

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?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Pinegap

Date Founded

2024

Company Location

United States

Company Website

www.pinegap.ai/

Company Facts

Organization Name

Finapolis Inc

Date Founded

2025

Company Location

United States

Company Website

www.finapolis.com

Categories and Features

AI Finance

Not specified

Categories and Features

Stock Analysis

Not specified

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