Simplify portfolio analysis with Stonksfolio.
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Product Description
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...
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Morningstar Direct offers custom pricing plan
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Product Description
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...
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Morningstar Office offers custom pricing plan
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Product Description
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
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Personal Capital offers custom pricing plan
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Product Description
Beanvest is the ultimate portfolio performance tracking tool, making it easier than ever to keep track of and compare investments. It automatically computes returns, allowing users to factor in things like currency conversion, brokerage fees, dividends and more. In addition, it provides an ...
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Benchmarking
Investment Monitoring
Portfolio Management
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Pricing
Free Trial available, Try Now
Starts from $20/Month, also offers free forever plan
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Product Description
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
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Product Description
Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
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Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
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Product Description
Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...
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Free Trial available, Try Now
Starts from $19.99/Month when Billed Yearly, also offers free forever plan
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Product Description
Stox Screener, the quick and easy stock screening tool which helps you measure the financial performance of stocks in minutes. Analyze over 300 financial metrics and ratios with included reports to gain deep insights. Through simple commands, construct powerful queries and explore comprehensive ...
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Stock Management
Reporting and Visualization
Queries
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Product Description
TOGGLE Copilot is a powerful and dedicated dashboard that makes it easy to manage your investments and portfolios. With just one click, it integrates with major investing platforms in the UK, US, and Canada, giving you up-to-date insights and monitoring your portfolio for possible ...
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Alert Notifications
Investment Monitoring
Market Analysis
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TOGGLE Copilot offers custom pricing plan
Researched by Rajat Gupta
