App Review: Lots of fundamental analysis power

Investors in stock markets such as the classic private investor, but also the savvy financial advisor or experienced asset managers are constantly faced with the same questions:

  • Which are the most suitable stocks for my portfolio? 
  • What is the intrinsic or true value of the listed company? 
  • What potential does the stock have at the current price level?
  • Or is the stock already overvalued?

For these needs, the app provides a long-standing stock screener with numerous features for both private ​and professional investors. A considerable range of functions can be used for your own stock analysis, either for free or for comparatively moderate monthly fees. ​Continue reading the full App Review.

Knowhow, Data and Tools from Chicago aims to facilitate professional investment decisions in equities for all types of investors, such as private persons, financial advisers or asset managers, with the appropriate sophisticated tools.

In short, all necessary tools are made available in an online platform. They should be easy to handle and applicable in a flexible and individual manner.

With its tools and data, is now an application platform for analyzing companies used by thousands of investors worldwide. Investors who want to decide on fundamental data and with value investing in mind find the tools they need to act.

The co-founders of the Chicago-based FinTech, Andy Pai, Brian Dentino and Matt Hogan, who have brought their expertise from an investment banking group stress that they have invested a great deal of time and effort into the development of the tools and platform functionalities. 

The result: evaluation models, analysis tools, templates, scenarios and data collections that help customers to quickly determine the intrinsic value of stocks and make the right choice.

Scope and bandwidth easy and to the point's intuitive and easy-to-use stock screener provides users with the most commonly used fundamental and technical screening methods. At the same time, the data stock is constantly being expanded.

The goal is to always get a quick and complete overview of a listed company. For this, the user has a clearly arranged and structured dashboard available. The main navigation items of the dashboard are:

My Watchlists:

​Under this menu item the user starts to create own watchlists. To do this, one may completely take over shares from existing portfolios from the menu „Ideas“ or set up an own compilation. Additional inspiration is provided by a list of „most viewed“ links in the sidebar. The premium version includes taking over „ideas“ portfolios, exporting data and using other features. watchlist watchlist


After entering a stock, ETF or „idea“ users can specify filter options. There is a selection of several hundred procedures, methods and key figures, sorted according to the categories:

  • Popular
  • Rating
  • Risk
  • Economics
  • Finance
  • Forecast
  • Diverse screener screener

The individual filters can then be further processed using the operators „more than“, „less than“, „between“ or „equal“ and the respective amounts. However, the filters in the „Risk“ or „Forecast“ section are mostly or completely available with premium access. Likewise, the export of the result data is only possible with a paid ​subscription.


A very interesting feature for beginners is the menu item „Top Ideas“. Here everyone can search the most interesting portfolios of prominent and legendary investors, investment houses or trend topics. top ideas top ideas

An example from nearly 400 „ideas“ at hand is Warren Buffett‘s portfolio, which currently contains 44 positions.

Investor Overview - Warren Buffett Portfolio

Investor Overview - Warren Buffett Portfolio

If the user wishes to take up this investment idea for himself („fork idea“), the contained values are put on the new own watchlist. The idea portfolios themselves can also be further analyzed according to numerous aspects (rankings, size, dividend growth and performance criteria or fair value).


This function initially offers a total of eight templates for financial models and filters:

  • Discounted Cash Flow (DCF)
  • Ben Graham
  • Dividend Discount Model (DDM)
  • Earnings Power Value (EPV)
  • Financial Ratio Analysis
  • Comparable companies
  • Capital costs
  • Return on Equity (ROE) analysis

The latest financial data is entered directly into the selected model template. The category of the company (for example, „profitable“, „non-profitable“, „growth“, „mature“, „distressed“, „dividend“ etc.) can be used to further select the template in question. also adds more templates upon request.

Data Explorer:

Users will learn definitions, trends, and other technical screening techniques for assets supported by The several hundred procedures, methods and key figures are sorted by category as in the menu item „Screener“.

How To Guide:

In this section users receive help and support. Among other things, links to explanatory texts and videos for the areas „Start“, „Demo Screener“ or the financial models used on the platform as well as methods (e.g. multiplier method, DCF, DDM, etc.) are available. A video tutorial explains how to use


Here users can find various video courses like in a „classroom“ to optimize the application of the functions (free) or to improve their investments (prices between 15 - 50 US dollars). However, the recent price-reduced educational videos are very well-founded introductions to financial accounting, valuation and accounting practice.

Prices and ​plans: Starter, Premium and Discounts

For interested private investors who want to test the usefulness and the functionality of the stock screener risk-free, offers a special US$ 1 ​plan for 30 days and with a money back guarantee. For this rather symbolic sum users receive unlimited access to the premium features. After the first month, the subscription is automatically renewed for another month for ​US$ 39 (monthly payment). The ​rate can be changed at any time to:

  • quarterly payed subscription at US$ 29 per month, or
  • annual payed subscription at US$ 25 per month.
​Finbox Starter

​Free basic access




  • ​Unlimited Watchlists
  • ​Unlimited Stock Screens
  • ​Unlimited Financial Models
  • ​Charts and Data Explorer, only some stocks
  • ​Support
​Finbox Premium

​Unlimited access to Premium benefits



  • ​everything in starter plus
  • ​Fork Ideas, Export Data, Advanced Analytics
  • ​More Filters + Export Data
  • ​All Stocks
  • ​25,000 data points

Automatic renewals take place every month, every quarter or 12 months respectively, depending on the subscription. Changes and cancellations can be made at any time in the account settings. Credit cards (Visa, MasterCard, American Express) or PayPal are available as methods of payment.

Completely free is the starter rate, which offers a limited range of functions, for example in watch lists, stock screenings or spreadsheet add-ons and API.

Last but not least, offers discounts for premium members. A​ll price details can be found on the finbox website:

Conclusion about

Finbox is an outstanding trading tool with lots of functionalities and ​a good choice for the value investor​.

The scope of the ​stock screener for US markets is remarkable. It is an outstanding tool for beginners and experienced investors. Very interesting is the premium rate ​of $1 during the first month with access to all premium benefits. Each additional month can be limited to a moderate US$ 25 depending on the ​subscription.

For this price the platform offers almost everything the heart of the fundamental analyst or value investor may desire.

OVERALL RATING: review review