Simplified stock research, portfolio benchmarking, and investment thesis building for investors.
Product memo
Self-directed investors gain a unified workflow for stock research, portfolio benchmarking, and investment thesis building. It combines extensive screening across 175+ metrics with real-time portfolio analytics against the SPY. A unique infinite canvas helps users build and refine their investment theses, offering sophisticated tools without the high cost of traditional terminals.
For who
Self-directed investors
Solves what
Streamlined stock research, portfolio benchmarking, and investment thesis building.
- 175+ screening metrics
- Portfolio benchmarking vs SPY
- Infinite research canvas
In their own words
Stock research, built for self-directed investors.
Screen thousands of stocks across 175+ metrics. Benchmark your portfolio against SPY. Build investment theses on an infinite research canvas - all in one tab.
Commercial cues
Model
subscription
Free tier
Yes
Trial
14d
Pricing Strategy
- • A 14-day free trial lets users experience full features before committing.
- • A single, transparent paid tier simplifies choice for self-directed investors.
Operator context
Operating setup
Founded
May 2026
Platform
Web app
Audience
Consumers
Social footprint
Market demand
finqOS keyword demand
5 keywords
Market demand is Starter-tier market intelligence.
Derived from this product’s latest SimilarWeb keyword mix — directional demand, not proof.
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Pre Revenue
- Effort
- Solo Buildable
About finqOS Expand
FinqOS provides self-directed investors with a broad platform for stock research and portfolio management. It integrates specific stock screening capabilities, offering over 175 metrics to analyze thousands of stocks.
Users can benchmark their portfolios directly against the SPY and develop investment theses using an infinite research canvas. This delivers advanced tools typically found in institutional terminals, but at a more accessible price point, making sophisticated financial analysis available to a broader audience of individual investors.