Finzer

Finzer is an analytics platform for retail investors that enables screening, comparing, and tracking stocks in one workspace. It addresses the need for faster idea generation and number interpretation by combining filters, conversational AI, and consolidated financial views without requiring spreadsheets.

The platform includes a stock screener supporting over 2,000 fundamental and technical filters, customizable columns, saved screeners, and side-by-side ticker comparisons. Its CortexAI assistant accepts plain-English questions on topics such as profits, growth, valuation, insiders, ownership, and risks, delivering concise answers accompanied by charts; users can request specific visuals like revenue or ownership charts and perform multi-ticker comparisons within a single chat. A 360-degree company view presents revenue, profit, margins, debt, and cash flow trends across quarterly, semi-annual, annual, or last-twelve-months periods, with instant currency conversion and user-arranged sections.

Fundamental analysis tools display core ratios including P/E, P/B, and ROE along with grouped metrics for income statements, balance sheets, cash flow, valuation, profitability, and stability, each shown with historical trends. Watchlists support organization by sector or strategy, addition of chosen metrics, and one-click navigation to detailed views. The news section supplies bilingual English and Polish summaries, sentiment indicators, and custom alerts configurable by watchlist, source, or language. Automation features allow setting filter-based rules that trigger notifications via email, web push, or mobile push, with options to adjust by tone and credibility.

Finzer is delivered as a web application accessible through browsers and as open-beta mobile apps on Google Play and the App Store. It offers a free tier. The service is provided by Finzer Sp. z o.o., which is developing the platform under a project subsidized by European Funds valued at 748,716 PLN with a subsidy of 598,599.97 PLN. The company states that Finzer supplies analytical information to aid users in gathering materials for investment decisions but does not provide investment advisory services or recommendations.