Alternatives to FastTrack
Compare FastTrack alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FastTrack in 2026. Compare features, ratings, user reviews, pricing, and more from FastTrack competitors and alternatives in order to make an informed decision for your business.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
Trade Brains Portal
Trade Brains
Trade Brains Portal is a comprehensive stock research and analysis tool designed to empower investors with a suite of tools for informed decision-making. The Portfolio Analysis tool offers insights into the performance of holdings, dividends declared, and access to research reports, enabling users to monitor and evaluate their investment portfolios effectively. For detailed fundamental analysis of individual stocks, the AI Stock Analysis Tool provides a range of readymade prompts, facilitating in-depth evaluations. Investors can conduct Portfolio Backtesting using diverse metrics, including CAGR, annual returns, monthly returns, portfolio growth, and performance over time, allowing for retrospective analysis and strategy refinement. Trade Brains Portal's Stock Screener enables users to filter and narrow down a list of stocks based on specific criteria or parameters, streamlining the stock selection process.Starting Price: Free -
3
OptionMetrics
OptionMetrics
OptionMetrics is a premier provider of comprehensive historical options and implied volatility data, serving institutional investors and academic institutions worldwide for over two decades. With 20+ years as the premier provider of historical options and implied volatility data, OptionMetrics distributes its IvyDB options, futures, and dividend forecast databases to leading portfolio managers, traders, and quantitative researchers at 300+ corporate and academic institutions worldwide to construct and test investment strategies, perform empirical research, and assess risk. Analyze markets, construct, test, and execute options/derivatives investment strategies, and make more informed investment decisions with comprehensive options data. Monitor risk exposure, analyze market trends, and assess strategies to make more informed and, ultimately, more profitable investment decisions with quality options data. -
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Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
5
Trendlyne
Trendlyne
Use custom strategies with verified returns, set real-time alerts and stress-test your portfolio. High-return, backtested screeners you can add to your portfolio. DVM strategies choose high scoring stocks, helping you avoid weak investments. Portfolio analysis to improve your decisions. Calculate your portfolio NAV, analyze your buy/sell/hold decisions, see your earnings and valuation growth. -
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Stratiphy
Stratiphy
Get investment signals tailored to your requirements. Create and define investment strategies with our bespoke toolkit, to enable full automation of your backtesting and portfolio rebalancing needs. Report on instrument performance metrics that you define. Define market-led portfolio alerts. Ability to report on carbon emissions at a portfolio level. We can provide market performance ratings for each listed instrument held in the collateral pool, giving greater personalization in the lending process and greater confidence in the collateral quality. Enable in-app portfolio analytics and investment strategies like performance analysis, and historical backtesting to generate executable investment signals. Stay ahead of the curve with personalized analytics for each client. Tailor alerts, signals and create portfolios according to each individual's needs. Show instrument and portfolio level ESG and carbon emissions performance.Starting Price: Free -
7
Moby
Moby
Moby is an investment research and stock analysis platform that distills institutional-style research into clear, brief, plain-English reports and tools designed to help users make better investing decisions. It delivers weekly hand-picked stock picks from professional analysts, concise market news and alerts written without jargon, and AI-driven quant portfolios that can be followed or copy-traded to reduce single-asset risk. It breaks down complex data into easy-to-understand formats covering stock and crypto research on hundreds of companies, daily investment insights and thematic strategies, and also tracks political trades and hedge fund activity in simple dashboards. Moby’s research reports include price targets and straightforward explanations, and the service is built to be mobile-friendly so users can access three top investing opportunities each week, daily briefs, podcasts and audio/video content on the go. -
8
Dividend Data
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.Starting Price: $10 per month -
9
InvestSpy
InvestSpy
InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels. InvestSpy is a professional investment portfolio analysis platform designed to help smart investors minimize risk and maximize returns. Offering tools for securities analysis, portfolio performance comparison, and risk assessment, InvestSpy allows users to examine thousands of stocks, ETFs, and mutual funds from major global exchanges. The platform provides insights into portfolio risk, performance drivers, and correlations between securities, allowing users to optimize their investments with data-backed decisions.Starting Price: $0 -
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Portfolio123
Portfolio123
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.Starting Price: $9 per 21 days -
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Motley Fool
Motley Fool
The Motley Fool provides free and premium investment guidance to millions of individual investors around the world on fool.com (the site you’re on right now!). Premium membership services that provide stock recommendations, detailed analysis of companies, model portfolios, live streaming video during market hours, and more. Free market news and commentary with hundreds of new articles published each week. Member-only tools and programming for building your ideal portfolio, tracking your performance, and monitoring companies of interest. If a Motley Fool Member held 25 stocks for at least 5 years, the likelihood that portfolio would have a positive return is 97%. We help millions of people around the world achieve their financial goals every day. We believe in treating every dollar as an investment in the future you want to create. We believe that investing in great businesses, for the long term, is the most effective path to wealth. -
12
TradeSmith
TradeSmith
TradeSmith is a financial technology and investment analytics platform designed to help individual, self-directed investors make data-driven decisions and manage risk in their portfolios by turning macro-trends and algorithmic insights into actionable signals and tools. It began as a way to track portfolios using trailing stops and has evolved into a comprehensive suite of risk-management and portfolio analysis tools that analyze market data across millions of securities to identify entry/exit points, volatility, trend direction, and health indicators, helping users reduce emotional decision-making and stay disciplined. TradeSmith offers a variety of integrated products, including tools for stocks, cryptocurrencies, commodities, and funds, that combine technical indicators like the proprietary Volatility Quotient (VQ) with charting, alerts, watch lists, portfolio risk and performance tracking, and strategy insights to guide buy, hold, or sell decisions.Starting Price: Free -
13
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
14
Uncle Stock
Uncle Stock
Uncle Stock is the ultimate tool for discerning investors seeking quality and value in their stock selections. It enables you to invest with confidence, tailoring your approach to achieve better financial results. Here's why Uncle Stock stands out: Unmatched Information Depth: Offering over 4,000 metrics, Uncle Stock provides extensive and precise data, essential for making well-informed investment decisions. Comprehensive Global Coverage: Uncle Stock covers 40,000 companies and 65,000 listings, ranging from nanocaps to largecaps. This wide scope allows investors to diversify their portfolio and explore unique opportunities in various markets. Integrated Backtesting Feature: Uncle Stock includes a built-in backtesting tool, enabling you to evaluate and refine your investment strategies using historical data to maximize your returns. Uncle Stock combines depth, global reach, and advanced tools to support your investment journey, enhancing your potential for success.Starting Price: $15 per month -
15
PRAAMS
PRAAMS
PRAAMS is a web and mobile platform for easy and complete investment analysis of 110,000 stocks and bonds, instant idea discovery, and intuitive portfolio construction & management. Created by professionals, for professionals, our comprehensive solution empowers you to analyze, compare, and pick stocks and bonds like an experienced research analyst-risk manager. It only takes seconds to analyze any stock or bond, construct an efficient portfolio, analyze the existing portfolio, and find actionable ideas to optimize it.Starting Price: Free -
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MarketsMojo
MarketsMojo
Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.Starting Price: $67.23 per year -
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AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
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PortfoliosLab
PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.Starting Price: $7.99 per month -
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Sterling Stock Picker
Sterling Stock Picker
Sterling Stock Picker is an award-winning stock-picking software designed to empower individuals to invest confidently, regardless of their experience level. It offers a user-friendly interface that guides users through discovering their risk tolerance, selecting stocks aligned with personal values, and building a diversified portfolio. Key features include the North Star Ranking System, which provides clear buy, sell, hold, or avoid recommendations based on a comprehensive analysis of over 60,000 publicly traded companies. It integrates real-time data, social sentiment analysis, and financial metrics to deliver actionable insights. Users can access Finley, an AI-powered financial coach, for personalized guidance and strategic investment advice. Additionally, Sterling Stock Picker offers educational resources through the PRO$PER system, providing on-demand courses to enhance financial literacy and investment skills.Starting Price: $29 per month -
20
AlphaSpace
Yahoo
AlphaSpace by Yahoo Finance is a professional-grade financial platform built for everyday investors who want to make smarter decisions faster. It brings advanced charts, real-time news, market data, analysis, portfolios, alerts, and AI-powered assistance into one customizable investment workspace. Designed to reduce the need to jump between multiple tabs, tools, and platforms, AlphaSpace lets users create a personalized investing view that fits their workflow and strategy. Investors can start with predefined layouts or build custom workspaces using modular, dockable components that adapt as market conditions change. It includes advanced charting tools, real-time fundamental analysis, customizable portfolios, market alerts, tailored news feeds, and access to written and video coverage from Yahoo Finance and media partners.Starting Price: $39.95 per month -
21
Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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22
AssetsAnalyzer
AssetsAnalyzer
AssetsAnalyzer is a free investment research platform with 20+ years of historical data for 8,000+ stocks and 5,000+ ETFs. Analyze prices, compare performance with the S&P 500, explore detailed financial reports, drawdowns, dividends, and key ratios like market cap, EPS, and more. Use the stock screener with 30+ metrics and the ETF screener with 20+ metrics to quickly filter and sort investments. Discover correlations between stocks and ETFs to improve diversification (low correlation) or find close alternatives (high correlation). No paywalls. No sign-up. Just data. -
23
TrendSpider
TrendSpider
TrendSpider is an all-in-one market research and trading platform combining charting, technical, fundamental and alternative analysis, options analytics, scanning, backtesting, alerts, AI-assisted research and rules-based automation. Sidekick AI analyzes charts, filings, news, options, watchlists and strategy tests; compares symbols; builds scans and alerts; and helps create JavaScript indicators. Sidekick Deep Research supports multi-symbol analysis, while ML Quant Lab trains no-code machine-learning models. OPRA-powered options tools include chains with Greeks, heatmaps, expected move and put/call ratios. Group Strategy Tester supports no-code, multi-symbol backtesting. Smart Checklists, Dynamic Alerts, Strategy Bots and webhooks support monitoring and automation. Charting includes Raindrop Charts, multi-timeframe analysis, automated trendlines and Fibonacci levels, anchored indicators and pattern recognition. Supports stocks, ETFs, options, futures, forex and crypto.Starting Price: $54/month billed annually -
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Fin+
Fin+
Empower your investment strategy with Fin+ AI, unlocking superior market insights, precision, and depth in stock market research. Receive the precise information you need, segmented by industry, company, or financial metric. Elevate your investment strategy with FinPlus.ai, your go-to platform for instant financial intelligence. Streamline your workflow and bolster decision-making with the most current and comprehensive stock data. Our technology is your competitive edge in the fast-paced world of finance. We have developed a proprietary AI model that is trained on a vast amount of financial data. Our model is constantly learning and improving to ensure the highest accuracy in responses. -
25
KnockoutStocks
KnockoutStocks
KnockoutStocks is a comprehensive stock analysis platform designed to empower investors with automated factor scores, real-time charts, and in-depth fundamentals analysis. Whether you are a seasoned trader or just starting out, KnockoutStocks provides the essential tools you need to make informed investment decisions and maximize your portfolio’s potential. Stay ahead in the stock market with our user-friendly interface and insightful research resources. Advanced Stock Screener Filter through thousands of stocks with 20+ criteria including KO Score, market cap, price, volume, fundamentals, and technical indicators. Find exactly what you're looking for in seconds. Personal Dashboard Track your watchlist and manage multiple portfolios all in one place. See real-time performance, track gains/losses, and get personalized insights on your holdings. The Coach AI Assistant Get instant investment insights powered by advanced AI. Analyze your portfolio, ask about any stockStarting Price: Free -
26
Prospero.ai
Prospero.ai
Prospero.ai is a free AI-driven investing platform designed to empower retail investors with institutional-grade insights. By analyzing vast amounts of market data, it provides actionable signals to enhance both short-term trading and long-term investment strategies. The platform offers features such as signal-driven stock picks, trend recognition, and market sentiment analysis, enabling users to identify potential market movers and make informed decisions. Available on multiple platforms, Prospero.ai also offers bi-weekly and daily newsletters that have consistently outperformed the S&P 500, delivering unique market insights and strategies. The platform's mission is to democratize access to advanced financial tools, leveling the playing field for individual investors. Spot stocks with the momentum for sustained growth or decline, supporting your long-term investment strategy.Starting Price: Free -
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TIKR
TIKR
Find the best stocks, follow top investors, quickly analyze businesses, and monitor your portfolio with TIKR. Get an inside look at the portfolios of 10,000+ investors, including company insiders, hedge funds and other multi-billion dollar firms globally. TIKR goes beyond just the US 13F filings and tracks any stocks that the investor has disclosed globally, including in Europe, Asia, Australia, and more. Sift through 100,000+ stocks globally with our powerful screener to find the hidden gems with the highest returns potential. Apply thousands of filters including by country, industry, financials, ratios, Wall Street analyst forecasts, valuation multiples, capital structure, growth rates, and margins. Save time and speed up your investment analysis with accurate financial data powered by S&P Global CapitalIQ on 100,000+ stocks across 92 countries and 136 exchanges. Easily analyze and chart detailed financial data, ratios, valuation multiples, and analyst forecasts.Starting Price: $19.95 per month -
28
Sirius Investors
Sirius Investors
Sirius Investors is a free, all-in-one investment research platform designed for both beginners and experienced traders. It combines AI-driven analysis, technical indicators, and curated market news to help users make informed decisions across stocks, ETFs, and cryptocurrencies. Unlike other financial tools, Sirius Investors has no paywalls, trials, or signup requirements. The platform’s mission is to make professional-grade investing insights accessible to everyone, regardless of portfolio size or experience level.Starting Price: $0 -
29
Atom
Atom Finance
Built by investment professionals, Atom’s mission is to provide unparalleled access to institutional investing resources and tools. Large institutional investment firms have always had a leg up on individual investors. Atom levels the playing field by providing individual investors and independent investment teams access to institutional-grade company data and investing resources. Software innovation in finance has lagged behind other sectors. Atom embraces modern technology standards and reimagines the outdated user interface introduced by legacy terminals. Our platform delivers institutional-grade content while optimizing for usability and workflow efficiencies. We recognize that the investment process is not one size fits all. Our platform precisely customizes and curates the research experience to your needs. Financial software should cater to investors, not the other way around.Starting Price: $6.99 per month -
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Value Research
Value Research
Value Research is a comprehensive portfolio management tool designed to simplify the tracking and analysis of your investments. It offers hassle-free and automated transaction imports, powerful performance analytics and comparisons, detailed and ready-to-file tax statements, and automated capturing of all dividends, bonuses, rights, and splits. You can manage and track your and your family's investments in one place, making it India's best portfolio management system. It supports various investment types, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, alternatives (InvITs/REITs), and bonds & other fixed income instruments. It provides an overview of your investments, reflecting how well your investments are doing and allowing you to identify problem areas at a glance. The dashboard offers insights into the classification of your investments, key signals related to your performance over time, and a crisp graphic overview of your transactions.Starting Price: Free -
31
Lambda
Lambda Finance
Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).Starting Price: $12 per month -
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Stock Market GPT
ByteDance
Stock Market GPT provides investors and traders with the most advanced AI tools to help them make better decisions. Maximize efficiency in stock analysis, easily compare any public companies, and discover better investments with our AI-powered tool all in seconds. Let our stock market AI do the heavy lifting for your future investment research. We have built the most advanced AI-powered Pine Script code generation tool for traders. Build your own strategies with just one click. We have built the most advanced AI-powered chart analysis tool for stock traders. Get trade ideas, technical analysis, and much more with our Chart GPT Extension with just one click. Stock Market GPT is powered by the most advanced AI model, offering unlimited queries to our advanced AI, research on any public company in the world, the latest financial data, and priority support. Discover how AI can supercharge your research.Starting Price: $13.50 per month -
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Stoxo
Stoxo
Stoxo is an AI-powered stock market trading assistant designed to simplify investing for traders and investors of all levels. By combining advanced algorithms with real-time market analysis, Stoxo delivers complete investment research, helping you cut through market noise and make informed trading decisions. Whether you’re looking for insights on stocks, intraday movements, or long-term strategies, Stoxo acts like your personal research desk—available anytime, anywhere. With accurate data, intelligent forecasts, and actionable recommendations, it empowers you to trade smarter, minimize risks, and maximize opportunities in the ever-changing stock market landscape.Starting Price: ₹220 per month -
34
Gainify
Gainify
Gainify is an investment platform that simplifies smart stock investing for everyone. Instead of overwhelming users with complex data, its intuitive interface focuses on the key metrics that professionals rely on for informed decisions. Powered by institutional-grade data and cutting-edge AI tools, Gainify helps investors make confident decisions. Gainify gathers data from multiple trusted sources to provide accurate, reliable, and up-to-date market insights. S&P Global Market Intelligence is the primary data provider, and it is trusted by professionals worldwide. Data from FinnHub, Financial Modeling Prep, and proprietary collection methods by Gainify are used, too. Such a comprehensive approach ensures you receive expert-verified information that meets the standards of top investors.Starting Price: $7.99/month yearly plan -
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Trending Stocks
Trending Stocks
Our proprietary algorithms are based on decades of investors successfully implementing a Trend Following Strategy and a decade of testing to optimize the Trending Stocks solution. Our platform allows you to select the criteria that fits your investment objectives and executes all the time-consuming calculations, with just the click of a button. At the end of market close Trending Stocks analyzes over 9000 stocks and ETFs to identify every trending stock that meets your investment criteria. This gives you the power to control your investment portfolio every day. Reports are based on both standardized and customized selection criteria across 13 different time frames, and every price point in every sector on all the US stock exchanges.Starting Price: $29.99 per month -
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Capitally
Capitally
Capitally provides an investment management solution that enables users to track, understand, and improve the performance of their investment strategies. It aggregates all accounts in one place, allowing users to track various asset types together, compare allocations across categories, and observe changes over time. It provides performance metrics such as realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows comparison with any benchmark. Users can analyze investment fees and passive income, track upcoming and estimated dividends, compare dividend, rent, and interest income, and view yield, yield on cost, and growth at a glance. Capitally supports automatic reinvestment and DRIP schemes. Advanced charting and comparison tools help identify factors impacting returns, narrow down specific time periods, and divide returns into capital, currency, dividends, and fees.Starting Price: €7 per month -
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Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
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Stocks.News
Stocks.News
Stocks.News is a financial market intelligence platform delivering real-time stock data, research tools, and market analysis to retail and active investors. The service aggregates institutional-grade market information—including price feeds, technical indicators, fundamental metrics, and news sentiment analysis—into a unified interface designed for both casual traders and quantitative researchers. The platform competes in the market data aggregation space alongside established players like TradingView, Seeking Alpha, and Benzinga Pro, differentiating through its data visualization approach and accessibility for non-institutional users. Core functionality includes customizable watchlists, screening tools, charting capabilities, and research integration spanning multiple asset classes.Starting Price: $9.99/month -
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Pro Stock Tracker
Pro Stock Tracker
It supports a wide range of assets, including stocks, ETFs, mutual funds, crypto, bonds, and forex across more than 85 global exchanges. Users can track multiple portfolios in one place and generate detailed reports on performance, dividends, trades, benchmarking, diversification, and more. The platform’s intuitive interface allows for easy navigation and quick access to key investment insights. Pro Stock Tracker calculates returns using a true Money-Weighted Rate of Return (MWRR), providing a precise reflection of actual investment performance over time, factoring in timing and cash flows. Dividends and corporate actions, such as splits and mergers, are automatically processed to ensure data accuracy, so users can rely on up-to-date and comprehensive financial information. Whether you're an individual investor, financial professional, or academic institution, Pro Stock Tracker offers the tools necessary to monitor, analyze, and manage investment portfolios with confidence.Starting Price: $4.99 per month (annually) -
40
Screener.in
Screener.in
Screener.in is a powerful stock analysis and screening tool designed for investors in India. It helps users research companies, track financials, and discover investment opportunities through customizable filters and reports. Investors can search for any listed company or analyze curated sets of businesses with detailed balance sheets, ratios, and performance trends. The platform provides real-time insights into revenue, profits, and key metrics, making financial analysis accessible to both beginners and seasoned professionals. With its clean interface, Screener simplifies the process of comparing stocks and evaluating long-term growth potential. Trusted by investors nationwide, it has become a go-to platform for smarter investment decisions. -
41
Datafinia
Datafinia
Datafinia is an institutional-grade quantitative research platform that brings AI-driven market intelligence, quant scanners, portfolio optimizers, and real-time data into one financial analytics terminal. It is designed to help serious traders, analysts, and institutions stop guessing and put data on their side by unifying live market feeds, interactive candlestick charts, technical overlays, historical market data, regulatory filings, press releases, macroeconomic indicators, fixed income dashboards, fundamentals, analyst consensus, financial statements, and portfolio tools in one research environment. It covers global, multi-asset markets and supports workflows across equities, bonds, commodities, currencies, crypto, forex, and international market datasets. Datafinia’s quantitative scanners help users discover structurally mispriced assets at scale using Z-score filtering, identify deeply undervalued opportunities, and flag overextended risk based on long-term regressions.Starting Price: $29 per month -
42
Tactyc by Carta
Carta
Tactyc by Carta is a portfolio and cap table analytics platform that helps investors analyze private market investments. It provides tools for scenario modeling, portfolio forecasting, and investment analysis, allowing venture capital firms and other investors to better understand potential returns and risks across their portfolios. The platform integrates with Carta's cap table data to provide insights into portfolio companies' ownership structures and valuations. -
43
Stockspot
Stockspot
We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.Starting Price: From $1 per month -
44
Finominal
Finominal
Finominal offers a suite of institutional-grade portfolio analysis tools designed to enhance transparency and provide actionable insights for investors across global markets. It encompasses a comprehensive range of functionalities, including fund and security analysis, portfolio construction, and backtesting. Key tools such as the Portfolio Analyzer allow users to benchmark performance, assess factor exposures, and evaluate diversification. The Fund Reviewer and Fee Reducer assist in comparing mutual funds or ETFs and identifying cost-effective alternatives. For deeper insights, the Alpha Analyzer and Performance Benchmarker evaluate securities' performance metrics, while the Diversification Booster and Risk Scorer aid in optimizing portfolio composition. Finominal's Index Customizer and Volatility Optimizer facilitate tailored portfolio construction, and the Time Machine tool enables historical strategy backtesting.Starting Price: $120 per month -
45
Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month -
46
AInvest
AInvest
AInvest is an AI-powered stock trading platform designed to enhance your trading strategy with free, intelligent resources. Users can access real-time market data, advanced charting tools, and personalized stock recommendations tailored to individual interests and trading styles. It also features Aime, an AI investing copilot, delivering real-time data and analysis to guide users through the market with intelligent insights. AInvest is available on mobile and desktop, ensuring a smooth experience across devices. At Ainvest, we enhance every aspect of investing and trading with AI. Designed for aspiring investors and active traders, Aime streamlines your trading process, making investing fast, simple, and straightforward. Our AI scans the latest market news, delivering concise summaries and in-depth analysis. Aime can distill breaking news and anticipate its market impact.Starting Price: Free -
47
Seeking Alpha
Seeking Alpha
We empower investors to make the absolute best investing decisions by leveraging our independent and balanced stock research, fundamental analysis tools, crowdsourced debate, reliable news, and actionable market data. Our research is created by investors, for investors. It is carefully vetted by in-house editors, then read and debated by millions of people. Our stock coverage is wider and deeper than any other. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision. Our news enable investors to understand why the market and the stocks in their portfolio are moving or are about to move. Investors read our financial news to gain insight into stocks’ future earnings and price trajectory, and to find new and exciting opportunities. Our data places professional-caliber tools in the hands of every investor. Our factor grades and quant ratings summarize each stock’s characteristics. -
48
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
49
Basil
Basil Finance
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.Starting Price: $5.99/month/user -
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getquin
getquin
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.Starting Price: Free
