Equibles

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.

Wisesheets is financial data software for individual investors, analysts, developers, and investment businesses. Its add-ins for Microsoft Excel and Google Sheets retrieve company financial statements, valuation metrics, dividends, stock prices, and other market data into spreadsheet models. A REST API provides structured financial datasets for applications and automated workflows, while direct connectors and an MCP server make data available to compatible AI assistants for company research and screening. Wisesheets also offers SQL access to a financial database for querying securities, historical statements, prices, and metrics. Users can build comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and can trace reported financial figures to source filings where available. Data availability and commercial-use rights vary by product and plan.