Annualized return across all positions – open and closed, winners and losers – since we started.
Of all ideas tracked since Oct 2024, roughly 5 in 6 have made money.
Active investment ideas and model portfolios – rebalanced monthly, tracked in real time.
* All performance data shown based on Research Report ideas tracked from October 2024 to May 2026 in the Finimize Portfolio.
Proven performance
A rolling portfolio of high-conviction ideas across global stocks, ETFs, and thematic plays. As older positions close, new ones open — each one researched, tracked, and updated by our analyst team.
Plus four investing strategies to follow, rebalanced monthly in our model portfolios.
Institutional analysts.
Real experience.
Ex-Goldman, Fidelity, and Credit Suisse. Every idea is researched and tracked by analysts who've run these positions professionally.
Fresh research,
every week.
Not tips. Not hot takes. Structured analysis you can actually follow – and act on if you choose to.
The research drop
A 15-minute deep dive into an investment idea. The thesis, the risks, the entry points – built for positions held over months, not minutes.
Weekly updates
As the idea evolves, so does the coverage. Follow-on reports keep you informed as analysts add, trim, or revisit their thinking.
Monthly rebalancing
When analysts adjust a position – adding, trimming, or shifting their allocation – you see exactly what changed and why.
Position close
When it's time to lock in a profit – or cut a loss – analysts close the position and explain their rationale. You decide whether to follow.
“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.”
“For it's 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!”
“This is a brilliant tool for investors – experienced or inexperienced, I strongly recommend it to anyone interested in the stock market.”
“This is exactly the type of content I'm looking for – actionable insights into available investment opportunities.”
“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.”
“Really deep analysis – nearly a broker's note! I really appreciate a deep dive analysis over some high level information.”
Common questions.
Every research report, weekly update, monthly rebalancing note, and position close write-up – plus the full performance archive. You also get fundamentals data on 20,000+ stocks, monthly analyst Q&A sessions, and Stock Snapshots, our AI-powered research tool.
No – and we don't manage your 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.
Yes. Cancel with one click from your account settings – no emails, no phone calls, no retention flows. If you're not satisfied within 14 days, email help@finimize.com for a full refund.
Primarily global stocks and ETFs. Ideas span US, UK, European, Japanese, and emerging markets across sectors. Our analysts focus on high-conviction opportunities wherever they find them.
No. Our ideas are built around multi-month and multi-year theses. We're looking for structural opportunities, not short-term trades. Average holding periods range from several months to over a year.
Former professionals from Goldman Sachs, Barclays, Fidelity, and other top-tier institutions. Every analyst has real buy-side or sell-side experience and a verified track record.
Free research gives you headlines. Finimize Pro gives you the full thesis – entry points, risk factors, position sizing, and ongoing coverage as the idea evolves. Our analysts track every idea publicly and are accountable to their performance.
A Bloomberg Terminal runs ~$24,000/year. An FT subscription is ~$500/year. Finimize Pro is $200/year – less than $1/day – and gives you what matters most: high-conviction ideas from analysts who've worked at the same institutions, with full transparency on performance. You're not paying for a data firehose. You're paying for the signal.
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 all Finimize Research ideas from October 2024 to May 2026 in the Finimize Portfolio.
