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About Us


Serious, Investor Focused Tools

Building a Community of Users

  • Equities
  • Thematic Investing
  • Active or Passive Strategies
  • Custom News Views
  • Optional Sharing

Highlights of FINIDEX

The FINancial IDeas EXchange

With FINIDEX, you can share investing ideas and create investing frameworks -- these are analyses that help you make investing decisions, while keeping your ultimate investing decisions private.


FINIDEX enables a learning feedback loop, whereby the interaction among a Community of Users improves the analysis. Users set their own permissioning levels for their sharing related choices.


The Confidence of Relationship is a measure of how confident a user can feel about associations and relational choices within an analysis. It is displayed next to each group item and represents an aggregated statistic, across all users, of how confident you can feel for including a group item for a given reference item.

"Safer" Sharing

FINIDEX allows sharing of investment frameworks, but not actual investment amounts. You get the full benefit of learning, but decision making remains PRIVATE. Users set their own permissioning levels. We offer comments, but comment-writers must be permissioned beforehand by FINIDEX so that comment writers are very knowledgeable, polite, helpful, constructive and write meaningful comments. You can set permissions to accept and/or display/share received comments.


We provide you with an analysis of news based on your Groups and other factors, including an assessment of sentiment (positive, negative, neutral - with actual scores). If you permission for sharing, then you can also observe another user's Group and their customized news analysis, giving you the ability to see news through another person's perspective for the same stock or theme.

Market Data

We provide you with prices (non-US equity prices are end-of-day currently), earnings estimates (US only currently), and some fundamentals (US only currently). We provide benchmark indexes (US, other regions, by industry, etc.) for comparisons and portfolio functionality.

Portfolio Calculations

You can track an investment portfolio and include the portfolio items into your Equities Group, or into your Themes. This provides you with a link between your portfolio holdings and your Equities and Themes Groups. You can also share your portfolio page (not amounts/values, just positions and return percentages), depending on your permissioning choices.

Automated Systems Invited

Through the complete API, FINIDEX allows automated systems to participate just like a natural-person user. You choose, through your permission settings, whether to share / collaborate with automated systems.


We are in a 'beta' period. As we progress, our plans include enhancing the portfolio functionality, adding several charting tools, expanding data coverage (regions), advanced analytics, etc.

FINIDEX Methodology

Open, Collaboration, with Permissioning.

Building a Community of Users.


When people use statistics to glean information from others (sometimes called the "crowd"), they are guessing at the meaning.  At FINIDEX, we believe it is better to simply be collaborative when setting-up an analysis, rather than try to guess.

We are building a community of users who may choose to collaborate, or may choose to use the tools individually, or a mix of both.

So, for example, if you want to know which stocks to include in an investment theme (like "U.S. Economy Grows More than Expected in 2018"), you can use the framework "Themes".  And, you can observe other users' group selections for that theme from those who have elected to share their frameworks.

Another example is which stocks to include in a peer group to determine relative value by using the framework "Equities".  And, you can observe peer groups from other users who have shared their frameworks.  Other frameworks are included, including "Strategies" (for example:  Best Stocks to Own if Retiring in 5-Years), and more are planned.


In each case, we tell you how confident you can be when including an item into a group (for example, should a specific stock be included in the theme mentioned above).

We do this based on an aggregated, anonymous assessment of all users' frameworks. This is called the Confidence of Relationship (CoR).

Importantly, your investing decision-making remains private, while benefiting from understanding the other users' frameworks.

FINIDEX also allows automated systems to participate, through a complete API, as a user on the platform, including posting comments, discussion items and setting-up a framework. Users can set their permissions to share/collaborate with such systems, or not, depending on their preferences.


We believe that if FINIDEX provides value for you, then you should be willing to pay a fee. We currently provide a 30-day free period (during the beta launch, it is 90-days), and thereafter charge the subscription fees described below.



  • Session access to groups, customized news analysis

  • Additional features tba

First 30


  • Full access to watchlists, groups, customized news analysis, comments, messaging
  • Additional features tba



  • Full access to watchlists, groups, customized news analysis, comments, messaging
  • Additional features tba
  • Requires review of your qualifications. See here for details.


$ 4 / mo  ()

  • Full access to watchlists, groups, customized news analysis, comments, messaging
  • Additional features tba

Contact Us

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