FinapolisFinapolis Inc
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Related Products
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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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About
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto.
With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies.
Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with:
Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax,
Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.
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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
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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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Audience
Investors or portfolio managers searching for a simple and powerful portfolio tracker solution to empower their investing decisions with all-in-one service
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
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
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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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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Pricing
$6.70 per month
For Investors: $12.50
10 Portfolios Unlimited Holdings Unlimited Custom holdings Full Benchmarking Top dividend stocks, no limits 10y company fundamentals 30+ years backtests Priority Support For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Version
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 InformationFinapolis Inc
Founded: 2025
United States
www.finapolis.com
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Company InformationSnowball Analytics
Founded: 2022
France
snowball-analytics.com
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Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Not Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Risk Management
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
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Integrations
Plaid
Not Supported
Yodlee
Not Supported
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