Related Products
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About
Finaxus is agentic financial intelligence, not a portfolio tracker, not a robo-advisor, and not a broker. It is an autonomous financial watchdog that monitors your portfolio, watchlist, and markets 24/7, including prices, earnings, news, macro releases, fundamentals, technicals, and on-chain flows. Its default state is silence: when nothing crosses your threshold, you hear nothing; when something actually matters, Finaxus reaches you in the messaging app you already use. It unifies financial context across portfolios, brokers, watchlists, market events, and data sources, then reasons about what could move the assets you actually own. Users can set price targets, percentage moves, or earnings dates in a single message, and Finaxus watches them until a threshold is crossed. It can explain what is driving a move, show portfolio exposure, model an earnings miss before the print, identify next week’s events that may affect current holdings, or run analysis.
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About
Operelio automates lead flow into your CRM.
A file lands in a folder and a trail runs on its own: automated cleanup and formatting, deduplication against the records you already hold, email verification, a check that each company is still trading, your suppression list applied, an ICP filter, every column mapped to the right CRM field, automated lead routing to the right owner, and a direct push into HubSpot, Salesforce or Pipedrive. Build it once and it runs on every file after that.
Nothing is written until you see the preview: what will be created, what will be updated, what will be skipped. A value your CRM already holds is never overwritten. Let clean runs through on their own and hold the rest for approval.
There are also 17 tools to run by hand, 15 of them free. Free plan, no card.
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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
Active multi-broker investors who need an always-on AI watchdog to monitor portfolios, market events, and risk signals without checking dashboards all day
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Audience
RevOps, sales ops, marketing ops, demand gen, lead-gen agencies
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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 Videos |
Screenshots and VideosNo images available
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Pricing
$8.99 per month
Free Version
Free Trial
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Pricing
$39/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 InformationFinaxus
United States
finaxus.ai/
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Company InformationOperelio
Founded: 2026
United Kingdom
operelio.com
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Alternatives |
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Categories |
Categories |
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Integrations
Alpaca
Binance
ChatGPT
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
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Integrations
Alpaca
Binance
ChatGPT
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
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