FinapolisFinapolis Inc
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About
Finapolis puts an AI co-pilot at the centre of stock research. Ask Napoli a question in plain English about any US-listed stock or your own portfolio: it answers from Finapolis data, shows where the numbers come from, and opens the right screen in the app while it answers. Everything sits in one connected workflow, so you don't juggle a screener, a spreadsheet and an options calculator. Find ideas in the Screener, with an A to D grade on every stock. Go deeper in the Analyzer, including a DCF you can edit. Get a full research report from Reporter. Build options strategies step by step in Trader, a guided builder that does not place trades. Track performance, risk and tax-loss harvesting in Portfolio, synced with your brokerage. Research and education, not investment advice; Finapolis is not a broker. 14-day free trial, no card.
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About
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Serious self-directed investors, wealth managers and small advisory firms researching US-listed stocks and options
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Audience
Investors seeking tool for personalized financial advice, portfolio optimization, and holistic wealth management
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$20 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinapolis Inc
Founded: 2025
United States
www.finapolis.com
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Company InformationPortfolioPilot
United States
www.portfoliopilot.com
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Categories |
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Integrations
Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard
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Integrations
Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard
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