Professionals have a team of analysts. Now you do too.
We’ve built a hedge fund–grade team of analysts from leading institutions.
Reda Farran, CFA
Formerly
Russell Burns
Formerly
Theodora Lee Joseph, CFA
Formerly
Charlie Pullan, CFA
Formerly
Every idea we’ve published. Winners and losers.
Actively managed ideas, tracked transparently. You can see everything.
60
64%
+19%
Ideas for the core. Ideas for the satellite.
The usual rule of thumb is 70/30 – a core portfolio to do the boring work, and satellites are where you take your shots. Where you draw the line is up to you. Our research covers both.
- Core
- Model portfolios for the bulk of your money, the part that aims for steady returns.
- Satellite
- Single-stock picks, ETF ideas and thematic baskets for the part you actually want to run yourself.
And then they stay with it.
Other companies share a pick once, and you never hear about it again. Our analysts open an idea, write the case, and keep covering it – through earnings, through major news, through the week the argument stops working – until they close it, to take a profit or cut a loss. And most importantly, they tell you why along the way.
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What it’s worth to the people paying for it.
One of a handful of services I pay for — and what you're doing is terrific. I probably trust you more than anyone else.
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Average App Store rating10,000+
Paying membersApp of the Day
Apple’s App StoreOne price. Everything we publish.
Think of it as a nice dinner out. One trade going your way could cover it.
Ask someone with no stake in the answer.
We’ll open your assistant with the question ready to send. It answers from what it knows, not from this page.
Before you decide.
What am I actually getting?
Finimize Pro unlocks the entire Finimize content library. Every open idea with the case behind it, its entry and its status; an update from the analyst whenever something changes, through to the day it closes; model portfolios and ETF ideas for the core; and the macro breakdowns that move everything at once. Along with AI features and members-only event access.
Is this advice?
No. It’s research, published the way a desk publishes it. Our analysts make their case and show their work – the decision is yours.
Do I need a big portfolio?
No. Every idea says whether the desk is taking a full or a half position, so you can size it against whatever you actually run.
How much time does it take?
Fifteen minutes a day covers it. Updates land in one feed, so you’re not chasing them around.
Can I cancel?
Any time, from your account settings. You’re billed yearly, but you’re not locked in.
Finimize provides research and content for educational and 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 may not be suitable for all investors, and if in doubt, you should seek advice from a qualified investment advisor.
Outthink the market