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Description
Finapolis places an AI co-pilot at the forefront of stock research, allowing users to pose questions in straightforward English about any stock listed in the US or their personal investment portfolio. When you ask Napoli a question, it provides answers based on Finapolis data, cites the source of the information, and navigates to the appropriate section of the app while responding. This seamless integration creates a unified workflow, eliminating the need to switch between a stock screener, spreadsheet, and options calculator. You can explore potential investments using the Screener, where each stock is assigned a grade from A to D. For a more detailed analysis, the Analyzer offers tools such as an editable DCF model. Additionally, you can obtain comprehensive research reports from the Reporter feature. The Trader section guides you through constructing options strategies step by step, without executing trades. The Portfolio feature allows you to monitor performance, assess risk, and manage tax-loss harvesting, all synchronized with your brokerage account. While Finapolis focuses on research and education rather than offering investment advice, it is important to note that it does not serve as a brokerage. Enjoy a 14-day free trial without the need for credit card information. Moreover, this approach empowers investors with the tools they need to make informed decisions confidently.
Description
QuantWheel is an options trading analysis and portfolio management platform built for income traders, directional traders, and users of strategies such as covered calls and cash-secured puts. Traders can connect supported brokerage accounts in read-only mode, allowing the platform to understand existing positions, cost basis, assignments, rolls, cash balances, and portfolio exposure without executing trades. QuantWheel can identify potential covered call, cash-secured put, and roll opportunities based on the securities and positions already held in the user’s account. Its analytics suite includes gamma exposure dashboards, GEX heatmaps, options flow, Vanna and Charm data, max pain calculations, and options screening tools. A broker-synced options journal helps users track trades and calculate a more complete cost basis across premiums, assignments, and position adjustments. QW Intelligence provides an AI interface grounded in portfolio context, allowing traders to ask questions about their holdings, market conditions, options opportunities, and past performance. Users can also create scheduled AI jobs for recurring analysis and connect selected QuantWheel tools to external AI clients through MCP or API integrations. The platform supports numerous brokers, including Fidelity, Robinhood, Schwab, E*Trade, Interactive Brokers, tastytrade, Tradier, Webull, Moomoo, Questrade, Wealthsimple, and Public. QuantWheel is intended for options traders who want to combine broker data, strategy tools, quantitative analytics, AI assistance, and trade tracking in a centralized workspace.
API Access
Has API
API Access
Has API
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Screenshots View All
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Integrations
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Integrations
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Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Finapolis Inc
Founded
2025
Country
United States
Website
www.finapolis.com
Vendor Details
Company Name
QuantWheel
Country
United States
Website
quantwheel.com
