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

Uncle Stock is the ultimate tool for discerning investors seeking quality and value in their stock selections. It enables you to invest with confidence, tailoring your approach to achieve better financial results. Here's why Uncle Stock stands out: Unmatched Information Depth: Offering over 4,000 metrics, Uncle Stock provides extensive and precise data, essential for making well-informed investment decisions. Comprehensive Global Coverage: Uncle Stock covers 40,000 companies and 65,000 listings, ranging from nanocaps to largecaps. This wide scope allows investors to diversify their portfolio and explore unique opportunities in various markets. Integrated Backtesting Feature: Uncle Stock includes a built-in backtesting tool, enabling you to evaluate and refine your investment strategies using historical data to maximize your returns. Uncle Stock combines depth, global reach, and advanced tools to support your investment journey, enhancing your potential for success.

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 Not Supported
iPad Not Supported
Android Not 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

Professional and retail value and quality investors

Support

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

Support

Phone Support Supported
24/7 Live Support 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

$15 per month
Free: Financial results. History: +25 years
Bronze: $15 / month (full data screener)
Silver: $25 / month (with backtest)
Gold: $40 / month (with export to Excel)
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

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • + Most stock screeners do not offer backtesting therefore you pick a strategy without knowing it it has worked at all in the past. Here screening and backtesting are very closely integrated and you can see how any strategy would have performed. + Full-featured. Tons of markets/tons of criteria, tons of backtesting options. + Amazing support from Peter. Most issues/questions are resolved in a matter of hours! + Price is right!
  • + global coverage + data for any company size, from microcaps to largecaps + very flexible screening options, easy to define your niche ponds to fish in + many-many metrics available (ratios, different kinds of averages, different kinds of growth-stats per metric, etc), handy for filtering out what you want, and also providing good sources for inspiration + customizable view of results, allowing quick comparisons on what is important for you + eye for detail and good effort for dealing with data problems and inconsistencies (such as inconsistencies between quarterly and annual data, and many other data quirks; better than e.g. GuruFocus at this aspect) + csv-export to Excel + pricing leaves budget for subscribing to other services

Cons

  • There are really no major con. Ease of is use is good but there is a bit of a learning curve to master all of the features as the software is very powerful.
  • - most fundamental data updates become available after 7 - 10 days of company filing. This is certainly quick enough for fundamental investors, but there are faster services out there. - look and feel of website may be clunky to newcomers (but it works fine) - risk for newcomers to be overwhelmed with the many possibilities, best to start out your discovery process from one of the recommended predefined screens before creating your own.

Training

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

Training

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

Company Information

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

Company Information

Uncle Stock
Founded: 2013
Belgium
www.unclestock.com

Alternatives

Alternatives

My Stock Scanner

My Stock Scanner

Guru Investing Limited
Trade Brains Portal

Trade Brains Portal

Trade Brains

Categories

Stock Analysis Supported

Categories

Backtesting Supported
Stock Analysis Supported
Stock Screeners Supported

Integrations

Microsoft Excel Not Supported

Integrations

Microsoft Excel Supported
Claim Finapolis and update features and information
Claim Finapolis and update features and information
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Claim Uncle Stock and update features and information