Review contents
Move over financial advisors, AI, or anywhere else you get your financial news and insights, Finimize is in town. Finimize provides easy to understand financial news and expert analysis and insights, all within a great app, updated daily. It’s your new go-to daily read.
Fancy a financial analyst in your pocket? Someone who knows almost everything about the current financial markets, when the biggest news stories break, what could be happening in the market next, and even in-depth analysis on individual companies and new investment ideas put together by their team of analysts. That’s Finimize.
Finimize is now used by over 1 million people worldwide, from business executives and large investment firms all the way to everyday people investing their hard earned money.
It’s all packed into a phone app, for if you prefer things on the move, however there’s also a great website too (Finimize.com).
The key thing to understand before we get any further, it’s all super easy to understand, there’s no financial jargon or complicated buzzwords to make the author sound like they’ve got a PhD.
It’s often short, easily digestible content, either written, audio or video based, that helps you understand what’s going on quickly and often, in a fun, enjoyable way, while still delivering the key information to help you invest or manage your business and finances better. Or, simply if you're just interested in financial news. Some might say (us) it’s a modern version of the Financial Times.
Their team of expert analysts spend weeks researching investment ideas, with new ideas published all the time, alongside their in-depth research on markets, or investment strategies, or analysis on whole industries (plus loads more topics).
They also have a newsletter where you can get all the latest news and information daily, in a short 3 minute read. Alongside that, there’s a whole range of content within the app and website, some short, and some longer in-depth information. We’ll cover the main things in just a bit.
Plus there’s analysis on specific companies from all over the world, so you can get clued up before you invest in the likes of Apple or Google, or get prepped if you fancy taking a punt on a small firm growing fast, you can learn all about them first.
If you’ve heard enough already, and are keen to get started, get an extended 30 day free trial with Nuts About Money. Otherwise, let’s run through all the key features.
Finimize research is one of the most popular features. They provide in-depth research articles, which are about educating you on a certain topic in investing, from things like specific portfolio creation and management strategies to a full debrief of the latest IPO and even new stock ideas. There’s also stocks to watch and research on things like new technologies coming into the market.
The team of analysts at Finimize spend 2-3 weeks researching their topic, such as a potential new investment (stock idea) or new portfolio strategies, then produce a full informative write-up.
There’s typically a new research article published around once per week.
There’s a monthly update on all the research, so you won’t miss any new ideas or research concepts being published. This is both written and in video format, where they also answer questions from Finimize Pro users.
Finimize also puts their investment ideas together as a tracked portfolio, where they measure the performance over time and against the market. This is tracked and shared weekly. They’ve got a very good track record, beating the S&P 500. Perhaps they should start launching their own funds?
Plus, you can also follow ideas from the analysts for future updates, such as if the market shifts, you can see the analyst’s thoughts and updates.
The latest financial news is published as soon as it lands. Expect a huge range of articles published daily, such as a new takeover bid, the latest IPO announcement, the latest from the businesses you’re tracking, or even just analysis on why the markets moved. All in an easy to understand short article.
Guides are longer, super informative articles that help you understand key topics, such as a beginners guide to investing, how gold or digital assets work, or the latest news or market changes that require a bit more in-depth content than a news article.
There’s even guides around whole countries and their markets and potential investment opportunities. There’s guides around industries, such as oil and gas, AI and automation, electric vehicles. Well, you get the idea. There’s 1,000s of guides, with new ones published regularly, especially if there’s been a major development, such as a new law or policy change in the UK or US.
Guides are a great way to learn about investing, from the basics all the way to becoming a professional.
You can get a real time snapshot of a stock you’d like more information about. It uses AI to digest large amounts of data points and information to produce a short summary of the company and as a possible investment for you. As a Finimize Pro member, you’ll be able to use this 5 times per week. This is actually very cool.
Think of things like market sentiment (are other people buying or selling), valuation, bull and bear cases, key risks, any moat and quality of the company, and recent business performance, among many other things.
This is a great feature. Finimize provides information on all the largest companies, which includes their share price history, key facts about the business, but also all the latest news and developments from the Finimize newsroom. So you’ve always got the latest information to hand when researching a business.
Finimize also runs events, and they’re pretty big. They’re either online or in-person in places like London and New York. There’s a few per year, and they include some of the top names in business, such as previous events featuring the CEO of J.P. Morgan and legendary investor Ray Dalio.
As a member of Finimize, you’ll be able to pick up tickets to attend. You’ll be able to network with lots of like-minded investors too, and grab some drinks and food too of course.
There’s also a great overview of all the popular companies you’ll likely be interested in investing in, such as Apple, Amazon, Microsoft, Tesla, you name it, it’s probably on there.
The analysis covers all the financial information you need to know, and includes things like sales growth over the last 5 years and profit margin. There’s even advanced measures based around risk and value, and analyst ratings too.
Don’t worry, if that’s all a bit complicated, that’s what Finimize is for, to learn!
You’re also able to create your own watchlist of companies you’re interested in, so you can keep up to date with all your favorite companies, and see if they feature in any news.
There’s also pre-built lists of companies you can follow, such as electric vehicle makers or AI companies.
Finimize is packed full of features and research, and it comes in at $200 per year (£159) if paid annually, or $29 (£24) per month if paid monthly.
For the resources you get, we think it’s great value. We use it everyday. And you don’t even need to shell out anything to start with, you can try it for free with an extended 30 day free trial with Nuts About Money.
Here’s a quick run through of the pros and cons of Finimize:
Finimize is pretty popular in the investing world, and for good reason, the easy to understand content of course. Let’s take a look at what customers say publicly.
On Trustpilot, the popular reviews website, it’s got an excellent score of 4.5 out of 5 from over 100 reviews.
On Apple, the App Store rating is 4.8/5 from 7,700 reviews, and their Google Play rating is 4.8/5 from 3,480 reviews.
Lots of reviews mention how they use Finimize daily to update them on financial news, the great in-depth content and how easy it is to learn about investing. Which we completely agree with.
Finimize is a great resource for those interested in investing and finance, whatever your current level, from beginners all the way through to professional investors. It breaks down complicated topics into easy to understand summaries but is also on top of all the latest news in the markets, so you can use it daily and always be up-to-date. Did we mention it’s like a modern Financial Times?
But alongside bringing the latest news, there’s also in-depth research on investing ideas and the latest developments, such as AI or global issues such as wars.
You can also use Finimize to supplement your own research and use it for a snapshot of certain stocks you’re interested in, getting all the information in an easy to understand way.
You can set up your own watchlist too, follow ideas from Finimize analysts that interest you, and even track the Finimize idea portfolio.
We think it’s brilliant, the daily news, expert analysis and all the content is easily digestible in audio, video and written format, and super easy to understand. If you’re interested in finance, this is a must have. It’s 5 stars from us. Get started with a 30 day free trial.
There is! 🎉
And it’s a pretty good deal, get an extended 30 day free trial when you sign up through Nuts About Money. That’s a saving of £24. Enjoy!
We’d love to hear from you, and it will help others too.
Christopher Dowling combines a communications degree with over 10 years experience in the financial services industry in London – with focus on educating people on a wide range of money topics in an easy to understand way. He writes about savings, investing, pensions, mortgages, insurance, banking, loans, business finance and other money topics.
This article was written, reviewed and fact checked by the expert team at Nuts About Money. You’re in safe hands. Learn more.
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