Finapolis
Finapolis: A broad investment workspace for research-led investors who also need portfolio and options tools. Ranked #9 of 17 in Investment Tools by our editors (8.4/10); pricing: 14-day trial; best for research-focused investors managing portfolios.
At a glance
- Editor score8.4 / 10
- Pricing14-day trial
- Best forResearch-focused investors managing portfolios
- Free planNo
- Paid from$79/mo
- Account syncYes
- Facts checked24 Sep 2026
Where it wins
- Combines screening, DCF valuation, research reports, options, and portfolio tools
- Supports brokerage sync, risk metrics, rebalancing, dividends, and tax-loss scans
- Wealth plan tracks up to 100 portfolios with advanced tax-loss harvesting
Where it doesn't
- No free perpetual plan; paid access starts at $79 per month billed annually
- Web is the only listed platform
- Pro brokerage synchronization is limited to up to 3 portfolios
Our verdict on Finapolis
Finapolis combines equity research and portfolio management for self-directed investors, tax-aware DIY investors, and boutique investment firms. Its toolkit covers stock screening by sector, geography, ratings, and fundamental metrics; company analysis with proprietary grades, financial statements, and peer comparisons; editable discounted cash-flow valuation; equity research reports; options-chain exploration; and multi-leg strategy building. The platform also supports portfolio performance and risk analysis, rebalancing, dividend tracking, brokerage synchronization, and tax-loss-harvesting scans. Finapolis describes itself as a research and analytics service rather than an investment adviser or broker.
Pricing is subscription-based, with a 14-day free trial and no free perpetual plan. Pro costs $89 per month when billed monthly or $79 per month when billed annually. Both Pro options include Napoli AI co-pilot chat, 40 research reports per month, custom multi-leg options strategies, and brokerage sync for up to 3 portfolios. Wealth costs $499 per month monthly or $400 per month annually, expanding capacity to up to 100 tracked portfolios and 250 research reports per month while adding advanced tax-loss harvesting and a dedicated client success manager. This structure suits individuals and smaller firms that value integrated research and portfolio workflows, while Wealth targets higher-volume tracking and reporting.
Finapolis is delivered through the cloud, with web listed as its platform and email and chat available for support. Its breadth is a central strength: investors can move from screening and valuation to options exploration and portfolio oversight in one workspace. The trade-off is platform focus—users seeking a free plan or a non-web experience should consider alternatives built around those requirements. Investors who want research depth alongside multi-asset portfolio tools are the clearest fit, while those needing a narrower, lower-cost screening tool may find the subscription broader than necessary.
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Finapolis pricing
All 2 Finapolis plans and prices →
Finapolis fact sheet
| Free plan | No |
|---|---|
| Paid from | $79/mo |
| Account sync | Yes |
| Supported assets | Multi-asset |
| Investment research | Yes |
| Stock screener | Yes |
| Dividend tracking | Yes |
| Mobile apps | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Pricing | 14-day trial (source) |
| Website | finapolis.com |
| Facts checked | 24 Sep 2026 |
Alternatives to Finapolis
- SharesightBroad portfolio and tax reporting, with a free tier and plans for larger portfolios.9.3
- Portfolio PerformanceDetailed, multi-asset portfolio analysis in a free desktop application.9.1
- Snowball AnalyticsA multi-asset portfolio tracker with performance, risk, dividend, and rebalancing tools.9.0
See all Finapolis alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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