Private investors, financial advisors and experienced asset managers all ask themselves the same questions:
- Which stocks are right for my portfolio?
- What is the intrinsic value of the company?
- What’s the potential at current price?
- Or is the stock overvalued?
Finbox has basic stock data for beginners who find too much data overwhelming.
With Finbox you can use many features like a stock screener for free or for a relatively low monthly fee. Continue reading the full Finbox Review.
About Finbox
Finbox helps professional investment decisions in equities for private individuals, financial advisors or asset managers with the right financial tools.
In short, all investment tools are online. They should be easy to use and flexible.
With its tools and data Finbox is now an app used by thousands of investors worldwide. Investors who want to decide on fundamentals and value investing will find the tools to act.
The co-founders of the Chicago based FinTech, Andy Pai, Brian Dentino and Matt Hogan who came from an investment banking group stress that they have put a lot of time and effort into building the tools and platform.
The result: evaluation models, analysis tools, templates, scenarios and data sets to determine the intrinsic value of stocks and make a decision.
Scope and bandwidth quick and to the point
Finbox stock screener is easy to use and intuitive. Users get the most popular fundamental and technical screens. Data is added to the stock daily.
The goal is to have a quick and complete view of a company. For this the user has a clean and structured dashboard. The main menu items of the dashboard are:
Watchlists
Under this menu item the user starts to create own watchlists. To do this one can copy entire shares from existing portfolios from the “Ideas” menu or create own lists. Additional inspiration is provided by the “most viewed” links in the sidebar. The premium version includes copying “ideas” portfolios, exporting data and more.
Stock Screener: Technical and Fundamental Analysis
After entering a stock, ETF or “idea” users can select filter options for technical and fundamental analysis. There are over 300 options, methods and metrics to choose from, categorized into:
- Popular
- Rating
- Risk
- Economics
- Finance
- Forecast
- Diverse
The individual filters can then be further filtered with the operators “more than”, “less than”, “between” or “equal” and the respective values. The filters in the “Risk” or “Forecast” section are mostly or completely premium only. Export of the result data is also premium only.
Ideas: Fair Value Estimates
A great feature for beginners is the “Top Ideas” menu. Here everyone can search the most popular portfolios of well known and legendary investors, investment banks or trend topics, a great tool for portfolio management.
One example of the nearly 400 “ideas” is Warren Buffett’s portfolio which has 44 positions.
If the user wants to copy this idea for himself (“fork idea”) the values will be added to his own watchlist. The idea portfolios can also be further filtered by many aspects (rankings, size, dividend growth and performance or fair value).
Templates: Pre Built Financial Models
This feature offers 8 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 into the selected model template. The category of the company (e.g. “profitable”, “non-profitable”, “growth”, “mature”, “distressed”, “dividend” etc.) can be used to further filter the template. Finbox will also add more templates upon request.
Data Explorer: Financial Data
Users will learn definitions, trends and other technical screening techniques for assets supported by finbox, which provides deep financial data. The several hundred options, methods and metrics are categorized as in the “Screener” menu.
How To Guide
Here users get help and support. Besides links to explanation texts and videos for the areas “Start”, “Demo Screener” or the financial models used on the platform and methods (e.g. multiplier method, DCF, DDM, etc.) there are also a video tutorial on how to use finbox.
Classroom
Here users can find video courses like in a “classroom” to optimize the usage of the features (free) or to improve their investments (15 – 50 US dollars). But the recent price-reduced educational videos are very good introduction to financial accounting, valuation and accounting in practice.
Fundamental Analysis
Finbox’s fundamental analysis tools help investors to make informed decisions by providing a full picture of a company’s financial health. The platform has features for both beginners and advanced investors.
One of the highlights is the detailed income statements where users can analyze a company’s revenue, expenses and profitability over time. This is key to understand the financial performance and operational efficiency of a business. Finbox also provides balance sheets which gives a snapshot of a company’s assets, liabilities and equity, so investors get a clear view of the company’s financial situation.
Cash flow statements are another feature on Finbox. These statements help users to understand a company’s ability to generate cash and manage its finances which is key to assess the sustainability of its operations. Besides that the platform offers various valuation metrics and ratios like P/E ratio, P/B ratio and dividend yield. These are helpful to compare companies and to determine their fair value.
In summary Finbox’s fundamental analysis tools provide a solid base to make informed investment decisions by using deep financial data to value a company.
Technical Analysis
Finbox’s technical analysis tools help investors to find trends and patterns in the market and make data driven investment decisions. The platform has features for all levels of technical analysis.
One of the highlights is the interactive charts where users can see a company’s stock price and trading volume over time. These charts are fully customizable so users can add various technical indicators and analyze historical price movements. Trend lines are another feature provided by Finbox where users can see patterns and trends in a company’s stock price which is key to timing market entries and exits.
Besides charts and trend lines Finbox offers various technical indicators like moving averages, relative strength index (RSI) and Bollinger Bands. These indicators give insights into market momentum, volatility and potential reversal points. The platform also has screeners where users can filter stocks based on technical criteria like stock price, trading volume and momentum so users can find stocks that meet specific technical parameters.
By offering these analysis tools Finbox enables investors to make technical analysis based decisions and to navigate the market better.
Financial Model
Finbox’s financial model tools help investors to estimate a company’s future financials and value. The platform has features for both standard and advanced financial modeling.
One of the highlights is the pre-built financial models. These models allow users to estimate a company’s future revenue, expenses and profitability based on historical data and industry benchmarks. This is useful for investors who want to get a quick view of a company without building a model from scratch.
For those who want a more bespoke approach Finbox offers customizable models. These models allow users to build their own financial projections based on their assumptions and forecasts and get a more personalized view. Finbox also provides fair value estimates which helps users to value a company by various valuation methods.
The platform has various valuation models including discounted cash flow (DCF) analysis, earnings power value (EPV) and dividend discount model (DDM). These models give different views of a company’s value so users can pick the one that fits their investment strategy.
In short Finbox’s financial model tools have everything you need to make informed decisions based on financial projections and fair value estimates.
Plans | Costs | Pricing
Prices and plans: Starter, Executive and Professional
There are three subscription packages: Starter, Executive and Professional
The Finbox starter package has only U.S. region data and costs $19 per month, or $120 per year and includes model portfolios, guru monitor and fundamental charts editor.
The Finbox Executive package is the most popular one with U.S. region and Europe, with data downloads, stock screener and premium metrics for $39 per month, or $300 per year.
And finally the Finbox Professional package has all six regions, financial health reports and unlimited metrics and filters for $199 per month, or $792 per year.
Automatic renewals happen every month, every quarter or 12 months 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 the payment methods.
Free is the starter rate which has limited features, for example in watch lists, stock screenings or spreadsheet add-ons and API.
Provider Checklist
- Company address: finbox headquarter in Chicago, IL | +1 (516) 778-6257
- Free resources: Yes, free “Finbox Starter” account with limited features
- Money back guarantee: Not for monthly subscriptions
- Price range: $0-$199 per month
Finbox limitations
While Finbox is a great tool for investors it has some limitations users should be aware of. One of the biggest is the steep learning curve. The many features and tools can be overwhelming for newbies and takes a lot of time and effort to get used to.
Another limitation is the limited technical analysis tools compared to other platforms. While Finbox has many technical indicators and charting options, advanced traders might find it not enough for their needs. Finbox data is not real-time which can be a problem for traders who need up-to-the-minute data to make timely decisions.
Customer support is another area where Finbox falls short. The customer support is limited and not 24/7 which can be frustrating for users who have issues outside of business hours.
Despite the limitations Finbox is a great tool for fundamental analysis and long-term investing. But users should consider these when deciding if Finbox is the right platform for them.
Finbox alternatives
For investors looking for Finbox alternatives there are other platforms that have similar analysis tools and financial data. One popular one is Seeking Alpha which has news, analysis and data on individual stocks and the overall market. This platform is known for its community driven insights and comprehensive market coverage.
YCharts is another alternative that has interactive charts and data on individual stocks and the overall market. It’s known for its user friendly interface and robust data visualization tools which makes it a favorite among investors who value ease of use.
Koyfin is a platform that has financial data and analysis tools for investors with a focus on high quality market data and customizable dashboards. It’s great for investors who want a more personalized analysis experience.
Bloomberg and Thomson Reuters are also great alternatives, they have extensive financial data, news and analysis tools for investors. These are used by professionals in the finance industry and has a lot of information to help with investment decisions.
Each of these alternatives has its own pros and cons so investors should consider their needs and preferences when choosing a platform.
Who is Finbox for?
Finbox is good for investors who make investment decisions based on fundamental data but not for quant trading or day trading.
Finbox Review Summary
Finbox is a great trading tool with many features and good for value investors. The stock screener for US markets is impressive. Good for beginners and experienced investors. It has almost everything the heart of a fundamental analyst or value investor wants.
Rating: ★★★★
