All Your Investing Tools. One Platform.
Stop the Sprawl. Screen, Analyze, Monitor, and Journal Under One Platform.
Too Many Tools. Too Many Subscriptions.
Investors have access to more investing tools and services than ever before. Each plays an important role, but these offerings are often single-purpose, siloed, and rarely work together. The result is tool sprawl, similar to urban sprawl, where everything spreads out but is not well-connected.
As a result, investors rely on multiple subscriptions and constantly switch between them, losing valuable time and context along the way. Efficiency, focus, and consistency suffer.
The Solution - One Platform.
Finbotica stops the sprawl with a single, integrated investing platform.
All the investing tools you need under one platform, working together, increasing efficiency, and helping reduce average subscription costs for our users by 52%.
Move from idea to decision without switching between tools, managing multiple subscriptions, or losing context.
The Finbotica Investing Platform
Screen
Start with your investment criteria. Create custom screeners or use proven pre-built strategies to identify stocks, ETFs, and fund opportunities in our database of over 70K+ securities across 60+ global exchanges. Then automate the process with triggers to run your screeners daily and notify you of any changes.
Analyze
Everything you need to evaluate opportunities, including fundamental data, charts, news, transparent stock ratings, and summaries of earnings transcripts and corporate filings.
Reduce hours of analysis to minutes by combining quantitative data with qualitative insights to make more informed investment decisions.
Monitor
Stay focused on the tickers that matter most to you using watchlists and a customizable dashboard to track performance, news, and upcoming events. No ads. No distractions.
Never miss a market move. Set automated alerts using our comprehensive trigger library of more than 60+ event types covering price action, corporate filings, insider and congressional trades, financial ratios, technical indicators, and more.
Journal
Elevate your trading discipline using our powerful investment journal with support for stocks, options, cryptocurrencies, forex, and commodities.
Complete a pre-built or custom due diligence checklist, generate an investment thesis, and capture your thinking before executing a trade.
Then record your trade and track performance to reinforce consistency, identify winning strategies, and support future review.
Plans For Every Investor
Free
$0
/month (No Credit Card Needed)
- Customizable Dashboard
- Personalized News Feed
- 10 Analyses per Month
- 1 Watchlist
- 5 Watchlist Tickers
- 1 Watchlist Trigger
- 1 Trigger
- 5 Journal Trades
- 30+ Years of Financial Data
- 3 AI Credits per Month
- 1 Screener
- 10 Email Alerts per Month
- SMS Alerts (US & Canada)
- Calendar Integration
Basic
$59.00
/month
- Customizable Dashboard
- Personalized News Feed
- Unlimited Analyses
- 3 Watchlists
- 25 Watchlist Tickers
- 3 Watchlist Triggers
- 25 Triggers
- Unlimited Journal Trades
- 30+ Years of Financial Data
- 25 AI Credits per Month
- 5 Screeners
- 1000 Email Alerts per Month
- 500 SMS Alerts (US & Canada) per Month
- Calendar Integration
Professional
$99.00
/month
- Customizable Dashboard
- Personalized News Feed
- Unlimited Analyses
- 10 Watchlists
- 100 Watchlist Tickers
- 10 Watchlist Triggers
- 100 Triggers
- Unlimited Journal Trades
- 30+ Years of Financial Data
- 100 AI Credits per Month
- 10 Screeners
- 2500 Email Alerts per Month
- 1000 SMS Alerts (US & Canada) per Month
- Calendar Integration
Frequently Asked Questions
What is Finbotica?
Finbotica is an all-in-one investing platform that brings together the tools you need to screen, analyze, monitor, and journal your investments in one place.
Instead of juggling multiple subscriptions, Finbotica gives you a single, connected platform.
How is Finbotica different from other investing services?
Most services are single-purpose, solving one problem well. Finbotica is multi-purpose, solving multiple problems while bringing them together under a single platform.
You can screen for ideas, analyze them, monitor them, and journal your decisions, all without switching tools. Everything works together, so you spend less time managing tools and more time growing your investments.
Who is Finbotica for?
Finbotica is built for analytical, self-directed investors who want a more efficient way to screen, analyze, monitor, and journal their investments.
Do I need to be an experienced investor?
No.
Finbotica is designed for both beginner and more experienced investors.
If you are just getting started, it gives you a structured way to explore and evaluate investments. Start with screening, move on to analysis, monitor the tickers you are interested in, and start the habit of journaling and reviewing your trades.
If you are more experienced, it helps you simplify and consolidate your existing investing processes under a single platform.
How are your stock ratings different from competing services?
Unlike many ratings services that provide scores without any underlying explanation, Finbotica’s stock ratings methodology is both transparent and well-documented.
It combines multiple weighted components like valuation, growth, profitability, financial strength, momentum, and analyst ratings into a single score while still showing you how each component contributes.
Does Finbotica provide investment advice?
No.
Finbotica provides tools and insights, but you make your own investment decisions.
Can Finbotica replace my other investing tools?
Yes.
Finbotica is designed to replace multiple subscriptions by combining screening, analysis, monitoring, and journaling into one platform, often reducing overall costs significantly.
How much can I save by using Finbotica?
Investors can save significantly by replacing multiple investment service subscriptions with a single Finbotica subscription.
On average, users can reduce their subscription costs by up to 52% while also greatly simplifying their investing process.
Is there a free version?
Yes.
You can start with a free plan that includes core features with some limits. It is designed to let you explore the platform and experience the value before upgrading.
Is Finbotica really ad-free?
Yes.
No ads. No distractions. Just the information you care about.
Are you a brokerage?
No.
Finbotica is not a brokerage and does not hold or manage your investments.
We provide tools to help you screen, analyze, monitor, and journal your investments, but all trades are executed through your own brokerage account.
To invest, you will need to work with a licensed broker.
My brokerage already provides alerts. How are you different?
Most brokerages offer basic alerts such as price changes, 52-week highs, and 52-week lows.
Finbotica goes much further.
You can create alerts across 60+ event types, including price movements, technical indicators, company filings, financial ratios, insider trading, congressional trading, and more.
Instead of simple notifications, Finbotica helps you monitor meaningful events across your entire portfolio and watchlists in one place.
Where does Finbotica source its data?
Finbotica sources its data from a reputable 3rd-party data provider that directly pulls data from the SEC (Securities and Exchange Commission), major financial exchanges, and regulated providers, including NASDAQ, LSEG, CBOE, and TMX.
What do I get with a paid plan?
Paid plans increase your limits. You can screen more stocks, analyze more opportunities, monitor more investments, and journal more trades.
What markets does Finbotica cover?
Finbotica covers 70K+ equities across 60+ global exchanges and supports multiple asset types, including stocks, cryptocurrencies, forex, and commodities.
What is a watchlist?
A watchlist is a curated list of investments you want to follow.
It powers your dashboard by showing price activity, relevant news, and upcoming events for the tickers that matter to you. Instead of tracking the entire market, you stay focused on a small set of tickers.
What is a trigger?
A trigger is an alert you create based on specific conditions.
This could be a price level, a technical indicator, a company filing, insider activity, or one of 60+ event types. When the condition is met, you are notified so you can take action.
What is the difference between a trigger and a watchlist trigger?
A trigger is typically tied to a specific condition on a specific ticker.
A watchlist trigger applies across an entire watchlist. Instead of setting alerts one by one, you can monitor a group of tickers using the same rule.
For example, you can be notified when any ticker in your watchlist crosses a daily price change threshold or meets a technical condition.
How do alerts work?
Using a trigger, you can set alerts for things that matter to you, such as price movements, technical indicators, filings, insider activity, and more.
Instead of you constantly manually checking, triggers do this on your behalf, alerting you when something important happens.
Are there any limits on the number of alerts I can receive?
Yes. The number and type of alerts you can receive depend on your plan.
Free plans include a small number of triggers and alerts and are limited to email alerts.
Paid plans increase these limits so you can monitor more tickers and conditions, while adding support for SMS alerts.
Do you support SMS alerts?
Yes, on select plans.
SMS alerts are available for users in the United States and Canada and are designed for high-visibility notifications.
Why do I need a journal? Doesn't my brokerage do this for me?
What are AI credits and how are they used?
Finbotica includes AI-enabled features, such as summaries of earnings transcripts and corporate filings, and the ability to generate an investment thesis as part of a journal entry.
AI credits are used when you request these AI-enabled features. Each time you request an AI-enabled feature, one credit is consumed.
Free plans include a limited number of AI credits. Paid plans provide more credits so you can do more.
What calendars do you integrate with?
Finbotica supports adding events to most major calendar platforms.
You can add events to Google Calendar, Microsoft Outlook, Office 365, and Yahoo! Calendar, as well as any calendar that supports ICS files.
This makes it easy to stay on top of earnings dates, filings, and other key events.