The track record.
We track across all ideas transparently – open and closed, winners and losers. And cap our active positions to keep quality over noise.
Annualized absolute return
Annualized relative return
Hit rate
Max live ideas
Relative return compares against the relevant market benchmark. Past performance is not a reliable indicator of future results (legal yada yada).
A research desk
open to you.
Expert analysts surface the opportunities they find most interesting, then stay on them – sharing updates as each one plays out, right through to the day they sell. A team keeping watch, so you don't have to.
8 hours of research in 10 minutes a day.For people who'd rather not make investing a second job.
We research,
you decide.
Ideas come from analysts who built their careers in markets. They do the work, you make the call.
Reda Farran, CFA
Former buy-side equity analyst. Featured in CNBC, Bloomberg and Barron's.
Theodora Lee Joseph, CFA
Deep-dive research on long-term themes, quality compounders, and energy.
Russell Burns
25 years across global investment banks and hedge funds.
Anatomy of an idea.
Why it works, argued in plain English.
The open date and price, set the moment we publish the idea.
What breaks the trade, and the downside.
A full or half position – mapping conviction to the portfolio.
Earnings, big moves, anything that shifts the thesis.
When we sell, and why.
For people who want an edge without it feeling like a full-time job.
“Really deep analysis – nearly a broker's note! I really appreciate a deep dive analysis over some high level information.”
“For its price, a really great complement to FT or Bloomberg. Gives you real investing insights and analysis. Made some great investments thanks to their app. Also daily news podcasts are great, simple and straight to the point. Thank you Finimize!”
“I have been trading over 3 and a half years now, this app have been my main tool for fundamentals and macro analysis – as well as sparking new ideas.”
“This is exactly the type of content I'm looking for – actionable insights into available investment opportunities.”
“You guys are one of a handful of services I pay for, and can I just say that what you're doing is terrific. I probably trust you guys more than anyone else.”
“This is a brilliant tool for investors – experienced or inexperienced, I strongly recommend it to anyone interested in the stock market.”
Questions, answered.
A live book of ideas, new deep dives, follow-up updates, market insights, news commentary, members-only community events, and access to the full Finimize library.
Especially you. Hit Follow on an idea and Finimize keeps you up to date as it moves. You decide when to act.
No. It is research, not personal advice or managed money. All research is provided for informational and educational purposes only. That said, every idea includes a full thesis, entry point, and position sizing – so you can follow along, take inspiration, or use our model portfolios as a starting point for your own. Every investment decision is yours.
Usually months, sometimes longer. Ideas stay live until the thesis plays out or the team closes them.
Self-directed investors who want better market context and better-researched ideas.
Yes. Cancel in settings. If you're not satisfied within 14 days, email help@finimize.com for a full refund.
Disclaimer: These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. Past performance is not indicative of future results. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment advisor.
* Performance data based on Finimize Research ideas tracked from October 2024 to June 2026 in the Finimize Portfolio. Relative return compares performance against the relevant market benchmark.
