FinapolisFinapolis Inc
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About
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes.
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About
Finapolis brings stock research and portfolio management together in one web application, built for self-directed investors and small investment firms working with US stocks.
Screener filters US stocks and ETFs by sector, proprietary grades and 26 fundamental metrics, and includes a collar options screener. Analyzer covers financial statements, peer comparisons and an editable discounted cash flow (DCF) model. Reporter produces equity research reports on public companies, each listing the filings and earnings-call transcripts it draws on. Trader builds multi-leg options strategies with Black-Scholes pricing, the Greeks and options-overlay backtests. Portfolio tracks brokerage-synced holdings with risk metrics, rebalancing and tax-loss harvesting candidates.
Napoli, the built-in AI assistant, runs screens, analysis and portfolio checks from plain-language requests.
Finapolis is not a brokerage and does not give investment advice. 14-day free trial, no credit card required.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Individual investors who want an AI-powered wealth management and financial planning platform that delivers personalized strategy, real-time advice, and institutional-grade portfolio guidance
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Audience
Self-directed investors who pick individual US stocks, tax-aware investors who manage their own accounts, and boutique investment firms doing internal research
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Support
Phone Support
Not Supported
24/7 Live Support
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Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
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Free Trial
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Pricing
$79/month/user
Pro plan: $79 per month per user, billed annually. 14-day free trial, no credit card required.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAutonomous
Founded: 2025
United States
becomeautonomous.com
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Company InformationFinapolis Inc
Founded: 2025
United States
www.finapolis.com
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Integrations
No info available.
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Integrations
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