Finapolis

Finapolis

Finapolis Inc
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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.

About

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Self-directed investors who pick individual US stocks, tax-aware investors who manage their own accounts, and boutique investment firms doing internal research

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

Pricing

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Finapolis Inc
Founded: 2025
United States
www.finapolis.com

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

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Finapolis

Finapolis

Finapolis Inc

Categories

Stock Analysis Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

Diversiview Not Supported
Interactive Brokers Not Supported
TaxTank Not Supported
Xero Not Supported

Integrations

Diversiview Supported
Interactive Brokers Supported
TaxTank Supported
Xero Supported
Claim Finapolis and update features and information
Claim Finapolis and update features and information