1. Broker Overview
Finviz, short for "Financial Visualizations," is a prominent financial research and stock screening platform that has been operational since its establishment in 2007. The company is privately held and is headquartered in New York, USA. Finviz primarily serves individual investors and traders by providing them with a comprehensive suite of tools for stock analysis, including screening, visualization, and market data.
The platform has gained significant traction over the years, with millions of users accessing its services monthly. It offers a variety of features that cater to both novice and experienced traders, making it a versatile choice for anyone looking to navigate the complexities of the stock market. Notably, Finviz has evolved from a simple passion project to a robust tool used by investment firms, professional traders, and educational institutions.
Finviz operates on a business model that focuses on retail trading services, allowing users to analyze stocks based on various fundamental and technical criteria. The platform's development has seen key milestones, including the introduction of its premium membership, Finviz Elite, which provides real-time data and advanced features for serious traders.
In summary, Finviz stands as a reliable resource for investors seeking to enhance their trading strategies through data-driven insights, making it a noteworthy player in the financial technology sector.
Finviz operates without direct regulation from major financial authorities, as it is primarily a data aggregation and visualization platform rather than a brokerage. However, it is essential for users to understand the regulatory environment surrounding the services they use.
- Regulatory Bodies: While Finviz itself does not hold a brokerage license, it sources its market data from reputable exchanges such as the New York Stock Exchange (NYSE) and NASDAQ.
- Regulatory Numbers: Specific regulatory numbers are not applicable as Finviz is not a licensed broker.
- License Validity and Scope: Finviz does not require a license for its operations as it does not engage in trading or hold customer funds.
- Legal Entities: The platform operates under its own entity, with no disclosed subsidiaries or parent companies that hold regulatory licenses.
- Client Fund Segregation: Since Finviz does not manage client funds, there are no policies regarding the segregation of client funds.
- Investor Compensation Fund Participation: Finviz does not participate in any investor compensation schemes as it does not operate as a brokerage.
- KYC and AML Compliance: As a non-brokerage platform, Finviz does not enforce Know Your Customer (KYC) or Anti-Money Laundering (AML) measures.
In conclusion, while Finviz provides valuable data and tools for investors, it is crucial for users to recognize its non-regulated status and understand the implications of using a platform that does not directly facilitate trading.
3. Trading Products and Services
Finviz offers a wide array of trading products and services, primarily focusing on U.S. stocks and ETFs. The platform is particularly known for its robust stock screener, which allows users to filter through thousands of equities based on various criteria.
- Forex Currency Pairs: Finviz provides insights into major currency pairs, but its primary focus remains on U.S. equities. The exact number of forex pairs is limited compared to dedicated forex brokers.
- CFD Product Categories: The platform does not offer Contracts for Difference (CFDs) directly; instead, it focuses on stocks, ETFs, and provides data for futures and forex markets.
- Unique Products: Finviz does not have unique trading products but excels in providing comprehensive market data and analysis tools that are beneficial for identifying trading opportunities.
- Product Update Frequency: The platform regularly updates its data, ensuring that users have access to the latest market information, although it does not provide real-time trading capabilities for all products.
- Retail Trading Services: Finviz caters primarily to retail traders, offering tools for stock screening, charting, and market analysis.
- Institutional Client Services: While primarily focused on individual investors, the data and tools provided by Finviz can also be utilized by institutional clients for research purposes.
- White Label Solutions: Finviz does not offer white label solutions or asset management services.
Overall, Finviz serves as a comprehensive tool for traders looking to analyze stocks and identify potential investment opportunities, but it is not a full-service brokerage offering direct trading capabilities.
Finviz provides a web-based trading platform that is user-friendly and accessible through any major web browser. The platform is designed to be intuitive, allowing users to navigate through its features easily.
- MetaTrader 4/5 Support: Finviz does not support MetaTrader platforms, as it is not a brokerage service.
- Proprietary Platform Details: The platform is proprietary and specifically designed for stock screening and analysis, offering various visualization tools and market data.
- Web-Based Trading Platform: Users can access the Finviz platform via a web interface without the need for downloads or installations, making it convenient for users to analyze market data on the go.
- Mobile Applications: Finviz does not currently offer dedicated mobile applications, and its website is not optimized for mobile devices. Users may find the experience on smartphones less user-friendly.
- Execution Model: Finviz does not execute trades directly; instead, it serves as a stock research tool. Users must rely on their brokerage accounts for actual trading.
- Server Location and Infrastructure: Specific details about server locations and technical infrastructure are not publicly disclosed.
- API Access and Automation Support: Finviz does not offer API access or support for automated trading, focusing instead on providing analytical tools for manual trading strategies.
In summary, while Finviz excels in providing analytical tools and market data, it does not function as a trading platform in the traditional sense, as it does not facilitate trade execution or offer direct trading capabilities.
5. Account Types and Trading Conditions
Finviz offers different account types tailored to the needs of various users, primarily focusing on its free and premium options.
- Standard Account Conditions: The free account provides access to delayed stock quotes, basic screening tools, and limited charting capabilities.
- Advanced Account Types: The premium account, known as Finviz Elite, offers enhanced features such as real-time data, advanced charting tools, and backtesting capabilities.
- Special Accounts: Finviz does not offer specialized accounts such as Islamic or corporate accounts.
- Demo Account Policy: Finviz does not provide a demo account, as it is primarily a research platform rather than a trading platform.
- Leverage Ratios: Leverage is not applicable as Finviz does not facilitate trading directly.
- Minimum Trade Size: There are no minimum trade sizes associated with Finviz, as it does not execute trades.
- Overnight Fee Policy: As a non-brokerage platform, Finviz does not impose overnight fees.
Overall, Finviz provides a straightforward account structure that caters to both casual investors and serious traders, with the premium membership offering significant advantages for those looking for more advanced trading tools.
6. Fund Management
Finviz offers various funding options for its users, primarily focusing on the free and premium services.
- Supported Deposit Methods: As a non-brokerage platform, Finviz does not handle deposits directly. Users must link their brokerage accounts for trading.
- Minimum Deposit Requirements: There are no deposit requirements for using the free version of Finviz, but premium features require a subscription fee.
- Deposit Processing Time: Since Finviz does not manage funds, there are no processing times associated with deposits.
- Deposit Fees: No deposit fees apply as Finviz does not handle financial transactions directly.
- Withdrawal Methods and Restrictions: Finviz does not facilitate withdrawals as it does not manage client funds.
- Withdrawal Processing Time: Not applicable, as Finviz does not process withdrawals.
- Withdrawal Fee Structure: There are no withdrawal fees, as Finviz does not handle funds.
In conclusion, while Finviz provides valuable tools for stock analysis and research, it does not engage in fund management or trading, meaning users must rely on their brokerage services for financial transactions.
7. Customer Support and Educational Resources
Finviz offers various customer support options and educational resources to assist users in maximizing the platform's potential.
- Support Channels: Users can reach out to Finviz through email and an online contact form. There is no dedicated phone support available.
- Service Hours and Time Zone Coverage: Specific service hours are not disclosed, but support is generally available during standard business hours.
- Multilingual Support: Finviz primarily operates in English, with no specific multilingual support mentioned.
- Types of Educational Resources: The platform provides a variety of educational resources, including tutorials, articles, and a glossary of financial terms to help users understand market concepts.
- Market Analysis Services: Finviz aggregates news and analysis from various reputable sources, keeping users informed about market trends and significant events.
- Trading Tools: The platform offers several tools, including stock screeners, calculators, and market heat maps, to aid users in their trading strategies.
Overall, Finviz provides a solid foundation of support and educational resources, making it accessible for both novice and experienced traders looking to enhance their market knowledge.
8. Regional Coverage and Restrictions
Finviz primarily serves the U.S. market, providing valuable insights and data for domestic stocks and ETFs.
- Main Service Markets: The platform focuses on U.S. stocks, with limited coverage for international equities.
- Regional Office Distribution: Finviz does not have multiple regional offices; it operates primarily from its headquarters in New York.
- Countries/Regions Not Accepted: Specific geographic restrictions are not detailed, but users outside the U.S. may find limited functionality.
- Special Restrictions: Users should be aware that Finviz does not provide services for OTC or ADR listings, focusing solely on stocks listed on major exchanges.
In summary, while Finviz excels in providing data and tools for U.S. stocks, its coverage for international markets is limited, making it more suitable for domestic investors.
In conclusion, Finviz is a powerful tool for stock research and analysis, offering a wealth of features for both novice and experienced investors. With its user-friendly interface and robust stock screening capabilities, it stands out as a valuable resource in the financial technology landscape. However, users should be aware of its limitations regarding direct trading and regulatory oversight.
李之凡
United States
Finvis' website seems to be down, and I found out that the company is registered in Saint Vincent and the Grenadines. Honestly, I'm not comfortable with the fact that their website is inaccessible, and it makes me wonder about their reliability. Plus, the fact that they are registered in a country known for lax regulations raises my concerns.
Positive
2023-03-24