Unparalleled.Factor.Investing.

Multi-method valuation, quality filters, and historical backtests for systematic equity research across markets.

Features

Multi-Method Valuation

Greenwald-style engine with three methods: Earnings Power Value, Profit Growth, and FCFF Growth. Source financial statements visible per company for verification.

Quality Filters

Seven institutional filters with parametric thresholds: operating margin, revenue growth, net cash, operating efficiency, Piotroski, Graham, and tech composite.

Historical Backtests

Top N portfolio metrics per market with realized returns, win rate, and sector attribution. Walk-forward ready with multiple sell-date support.

Sector & Industry Analytics

Median, best, worst, and standard deviation per sector. Top stocks per industry. Drill into sources of alpha across markets.

Backtest Results

Real returns from production backtests across global markets.

8,274
backtest picks analyzed
Multi-market
validated independently
7 filters
institutional quality gates

Top 10 portfolio per market

Traditional mode, sector filter only, equal-weight portfolio.

MarketAvg ReturnWin RateSample
Germany+67%90%2,713
United States+62%100%1,297
South Korea+60%80%765
Japan+39%80%2,273
United Kingdom+12%60%820
Production snapshot 2026-05-22, Traditional mode (sector filter only), equal-weight Top 10 portfolio per market. Per-country benchmark alpha and walk-forward validation across multiple sell dates are in active development. Past performance is not indicative of future results.

Pricing

One flat plan. No per-stock fees.

$20/month

Factor Markets — full access, flat rate

  • Unlimited valuations across all markets
  • Multi-method Greenwald engine (EPV, Profit Growth, FCFF Growth)
  • Seven quality filters with parametric thresholds
  • Historical backtests with realized returns
  • Sector and industry analytics
  • Source financial statements per valuation
  • MCP tools for Claude, Cursor, VS Code
Get Started

AI-Powered Asset Management

Work directly with your data through conversation. Connect your favorite AI tool to the Finpy MCP server.

50 tools available

Claude Desktop

Anthropic's desktop app for macOS & Windows

VS Code / Cursor

IDE extensions with MCP support

Claude Code / CLI

Terminal-based AI coding assistants

Get started

1

Connect your AI client

Settings → Connectors → Add custom connector → paste URL:
https://mcp.finpy.tech/mcp

Restart the application after saving.

2

Authenticate

In your AI tool, type /mcp→ select Finpy → click Authenticate. Your browser opens, you sign in, and you're connected.

No installation needed. No CLI login. Just connect and authenticate.

Start a conversation

Open your AI tool and try:

“Show me my cap table”
“Create a stakeholder John Doe as limited partner with 8% preferred return”
“Create an income statement for 2026 with $1M revenue”
“Set fair value of Acme Corp to $10M”

Contact

Interested in sharing your ideas with us?

Address
V7 Studio, D. I. Mendeleev 5, Bucharest
Email
robert.radoslav@pm.me