Finbox
Finbox Review
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Countries: Canada, USA
Exchanges: TSX, NYSE

Finbox

About Finbox:

  • Founded by Andy Pai and Matt Hogan, Finbox began as a small collection of financial models on Google Drive which later transformed into one of the biggest financial platforms after they started their blog sharing financial models.
  • After a positive response from a large number of people, the platform further expanded and started to offer advanced financial services related to stock screening, and Finbox is now one of the largest collections of different valuation models and risk analysis available on the web.

Finbox is a global stock charting and analysis platform that offers a large number of features and supports different trading regions such as the US, Canada, Mexico, Europe, Asia and Latin America along with the Middle East. It offers a wide variety of memberships to suit the needs of a wide number of customers.

Features of Finbox:

The following number of features are offered by the platform which contribute to the credibility of the platform.

Data Export:

Through Finbox, you can easily export your stock scans in the form of a CSV or the form of an Excel file. This data can be used even without opening the application which promotes offline usability. This data can be modified according to the criteria selected during stock filtering.

Advanced Stock Screener:

Finbox provides an exclusive stock screener through its paid plans. The stock screener provides access to stocks of different regions worldwide including European and Middle-East markets.

More Number of Regions:

With their free plan, Finbox only allows you to screen and analyse stock listed in the US. As you upgrade your membership, you are given access to more regions as the starter plan offers you access to US and European markets. Similarly, the professional plan offers you access to all the regions supported by Finbox with all the advanced features.

Investing Ideas:

The platform provides different investing ideas that allow users to invest their capital for long-term as well as short-term growth.

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The following features are offered by the platform for free:

Create Watchlists:

Through Finbox, you can monitor different stock prices at the same time by creating a custom watchlist of the stocks you want to monitor. You can create a watchlist based on different criteria such as company sector, trending stocks, and other specific criteria.

Create Charts:

You can view charts of different stocks listed across the US region. Finn offers different types of charts along with different time frames to serve the news of traders and investors of different time frames.

Idea Portfolios:

  • This feature of the platform allows its users to trade or invest according to a specific investment idea or strategy. stocks together based on their performance, return, percentage change, market capitalisation and other different criteria.
  • It also offers a wide range of idea portfolios of major investors across the globe including Warren Buffet and Bill Gates. You also get access to dividend portfolios to which you can track the highest dividend-paying stocks among 60,000+ stocks supported by the platform.

Finbox Pricing:

Finbox offers a number of plans to meet different types of requirements of its users.

Starter Membership:

  • Finbox's Starter pack is an ideal choice for individuals with limited spending capacity. It offers access to US-specific markets and the features of model portfolios and basic charting services through this monthly subscription.
  • The Finbox Starter pack costs $10. This is ideal for beginners starting to use stock analysis and screening tools.

Professional Membership:

  • Finbox's Professional membership is their top plan which offers all the features available on their platform. Through this, you get access to all their supported global markets, unlike only US and European markets in Starter and Executive membership plans.
  • You also get access to unlimited filters and metrics in their stock screening service along with various types of graphs. The cost of a Finbox professional membership is $66 per month.

Executive Membership:

  • Finbox's Executive membership is the most suitable for individuals with less experience. It offers all the necessary tools and options for efficiently screaming stocks. It provides access to US and European markets.
  • You can also export your stock screens to an Excel sheet which allows you to see through your screens in an offline mode. it also offers an extra ordinary Stock screener with higher capabilities and filtering criteria. Executive membership of Finn Box costs $25 per month.

Finbox Review:

Thus, Finbox is an extremely useful platform for different types of users. Different plans provided by the platform suit different consumers and the pricing of different plants has been kept at the industry standard. The professional plan users of Finbox can also export data to a CSV file or a Google sheet to carry on further analysis with different tools. The API provided by the platform NB is used by individuals to create or modify their own financial models for their usage.

They also offer tutorials and video guidance through which users can learn about their platform at their own pace through which they can learn about using different tools available on the platform easily.

As per different stocks of cleaners available in the market, Finbox stands out by offering large amounts of data to its users at affordable prices. The pre-built watchlist and idea portfolios offer a large number of investment opportunities to the users thus, helping them make better decisions.

Finbox offers an extremely simple and user-friendly interface with highly efficient stock analysis. Through its large collection of financial data of over 10 years, it provides a Harry highly reliable source of information for fundamental details of different companies across the globe making it an ideal choice as a stock screener.

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Related FAQs
How much does Finbox cost?

Finbox provides different subscription based montly plans. These plans cost $10, $25 and $66 for Starter, Executive and Professional membership respectively.

Is Finbox Pro worth it?

Finbox offers a wide number of subscriptions to cater different types of users. The features offered by Finbox are discussed as follows.

Can I use Finbox for free?

Yes, you can use Finbox for free with limited access to only US markets. The features offered by the platform are discussed as follows.