Alternatives to Leftagraph

Compare Leftagraph alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Leftagraph in 2026. Compare features, ratings, user reviews, pricing, and more from Leftagraph competitors and alternatives in order to make an informed decision for your business.

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    TradingView Stock Widgets
    Grab powerful charts and add real-time quotes onto your site as quickly as it takes you to pour a morning coffee — just copy and paste our simple iFrame codes. TradingView widgets are easily customizable and will fit any UI, just choose your fighter: -Our pride and joy, Advanced Real-Time Chart — a powerful chart with a ton of customization options, all up to your needs and fantasy. -Missing good-old days? Go all vintage Wall Street with our scrolling Ticker tape, embeddable in just a few clicks. -Technical analysis widget — designed for savvy traders, it helps you decide whether to buy or sell by displaying technical ratings. -Stock market widget? Good choice, it provides data on the top five gaining, losing, and most active stocks based on current market activity. And there's more to discover at TradingView. Our widgets are free of charge and easy to implement, and we're constantly working on adding more data — information is power, and we’re here to power up your website.
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    GeminIQ

    GeminIQ

    GeminIQ

    GeminIQ is a fundamental research platform that pulls financial data directly from raw SEC EDGAR filings — no third-party aggregator in between. Every number stays traceable to its original XBRL tag, so what you see is what the company actually filed, not a normalized summary. Core features: Financial Statements spanning 17+ years of quarterly/annual filings; 50+ Calculated Metrics (ROIC, Free Cash Flow Per Share, Altman Z-Score, and more) computed from tagged filing data; Custom Tables for building reusable templates from specific line items; Interactive Visualizations for charting any metric over time; an Advanced Screener with 100+ filterable metrics and built-in presets (Buffett-Style, Magic Formula, Piotroski F-Score, etc.); Custom Watchlists; Insider Transaction tracking (Form 4); Institutional Ownership data (13F); and Price Variance/Earnings Reaction Heatmaps showing historical post-filing stock performance. New filings are processed within one business day of hitting EDGAR
    Starting Price: $29/month billed annually
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    MiniValuator

    MiniValuator

    MiniValuator

    MiniValuator is a stock valuation tool that helps individual investors and financial analysts estimate the intrinsic value of stocks using Discounted Cash Flow (DCF) and Price-to-Earnings (PE) ratio methodologies. Users can run valuations on US-listed stocks, adjust key assumptions like growth rate and discount rate, and instantly see sensitivity analysis via interactive heatmaps. The platform provides pre-filled financial data from real market sources, a built-in DCF/PE calculator, margin of safety estimates, and sector-level comparison pages. It offers both free credits and subscription plans.
    Starting Price: $4.99/100 credits
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    EasyFinancialModels

    EasyFinancialModels

    EasyFinancialModels.com

    EasyFinancialModels is a free financial model generator that turns your assumptions into a fully formula-linked, editable Excel model — income statement, balance sheet, cash flow, DCF valuation and IRR — for SaaS, startups and small businesses. It also builds cashflow forecasts, DCF valuations and free-cash-flow models, monthly, quarterly or annual, for 3 to 25 years.
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    Finapolis

    Finapolis

    Finapolis Inc

    Finapolis brings stock research and portfolio management together in one web application, built for self-directed investors and small investment firms working with US stocks. Screener filters US stocks and ETFs by sector, proprietary grades and 26 fundamental metrics, and includes a collar options screener. Analyzer covers financial statements, peer comparisons and an editable discounted cash flow (DCF) model. Reporter produces equity research reports on public companies, each listing the filings and earnings-call transcripts it draws on. Trader builds multi-leg options strategies with Black-Scholes pricing, the Greeks and options-overlay backtests. Portfolio tracks brokerage-synced holdings with risk metrics, rebalancing and tax-loss harvesting candidates. Napoli, the built-in AI assistant, runs screens, analysis and portfolio checks from plain-language requests. Finapolis is not a brokerage and does not give investment advice. 14-day free trial, no credit card required.
    Starting Price: $79/month/user
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    Godel Terminal

    Godel Terminal

    Godel Terminal

    Realtime charts, built on Nasdaq data, unlimited history, intraday charts. Real-time news from hundreds of news wires and providers. Live market quotes, trades, and level II real-time prices directly from Nasdaq. Company balance sheets, income statements, and cash flow statements since company inception. We're actively expanding our coverage to more asset classes and geographies every day.
    Starting Price: $20 per month
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    Hub-Equity

    Hub-Equity

    Hub-Equity

    Hub-Equity turns the XBRL and iXBRL filings that listed companies submit to the SEC (US) and under ESEF (Europe) into standardized income statements, balance sheets and cash flow statements for 12,500+ issuers. US-GAAP and IFRS filers share one schema, so US and European companies compare line by line. Every value links to its source filing and fiscal period. Restatements are shown side by side: original value, restated value, and the filing that changed it. Three ways to use it: - Web: company pages, screener, cross-issuer comparison, Excel/JSON export. - REST API and Python SDK (pip install hub-equity), documented at docs.hub-equity.com. - MCP server for AI agents (Claude, Cursor, Continue): pull any figure with its source filing, time series and restatements. Every plan gets the same data and checks; price scales with throughput and tooling, never with data quality. The Free plan needs no card and never expires.
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    Juris Analyst

    Juris Analyst

    Juris Technologies

    Juris Analyst is a financial evaluation system for businesses that simulates, evaluates, and forecasts your clients’ financial health and their repayment ability. Its intelligent financial evaluation system analyses a company’s financial position over the desired period – past, present, or future. Juris Analyst is a robust-yet-simple, web-based financial analysis system. By entering your financial statement into the system, (balance sheet and income statement), you are able to obtain a wide array of financial analysis reports such as ratios, cash flow statement, cash conversion cycle, debt service ability, and much more. The system is designed in such a way where any user, regardless of their proficiency in financials, will be able to use the system with ease. Fully web-based for easy deployment and low maintenance costs. Users can also access the system from all around the globe.
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    Datafinia

    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
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    TIKR

    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
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    Financial Statement Analysis
    Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.
    Starting Price: $21 per user per month
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    DivTracker

    DivTracker

    DivTracker

    DivTracker is the easiest way to track your dividend income. View insights on your payouts, see your portfolios in one place, and visualize your annual and monthly dividends. DivTracker is the best dividend tracker which helps you track and visualize your dividend income. Forget adding up your stock dividends manually or checking your statements every day. With DivTracker, you can see your entire portfolio in one place, analyze your dividend income, and view upcoming and estimated dividend payouts. DivTracker also has you covered with the latest news on companies you own shares of. Your phone will send notifications on key dividend events like payment dates. DivTracker will save you countless hours of work when tracking your dividend income portfolio. This app is best for dividend income investors who hold stocks for cash flow.
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    NineThirty

    NineThirty

    Tradomate One

    NineThirty is an AI-first stock screener and backtester for US equities and ETFs. Describe a setup in plain English and it writes the filter logic across 40+ technical indicators with configurable parameters, 20+ fundamentals from the income statement, cash flow and balance sheet, news filtered by sentiment and impact, and corporate actions including insider trades. Conditions nest with AND and OR so a full setup resolves in one expression on the same bar, and you can define custom candle sizes from minutes upward instead of fixed timeframes. You can then backtest the screen itself rather than only a coded strategy, seeing how often it triggered per stock, the historical win rate, the average return, the best holding period and a trade log with MFE and MAE on every occurrence. This is historical analysis with the usual hindsight limits, not a signal. DrMarket, a multi-agent AI analyst, answers questions on live setups from first-party computed data and links every figure to its source.
    Starting Price: $19.90/month
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    Decision Critical Enterprise Modeling

    Decision Critical Enterprise Modeling

    Decision Modeling Systems

    Decision Critical zero-based budgeting software out-simplifies and out-performs unwieldy spreadsheets and rigid budgeting programs. Get a complete cross-section of the enterprise. Decision Critical's built-in reporting allows teams to leave rigid ratio-based guesstimates behind. Teams get accurate reports and rolling future views of key operational events and their consequences, anchored in the kind of granularity invariably absent in most budget reporting (for example, the real-world effects of seasonality, temporary cash flow shortfalls, price fluctuations, etc.). Choose from a variety of demand calculators to size the market quickly. Change demand rules quickly or create granular exceptions, there are no formulas to break. Automatic calculation of monthly, quarterly, and yearly income statements, balance sheets, and cash flow statements. Full drill down capabilities.
    Starting Price: $60 per month
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    moomoo

    moomoo

    moomoo

    moomoo is a smart trading platform offered by Nasdaq-listed FinTech Futu Holdings Ltd (FUTU). Its community is very active with 18 million users worldwide. It is compatible with iOS, Android, PC and Mac. If you are an Algo trader, you can also find OpenAPI access on its official website. The app is especially great for traders on the go, its mobile compatibility has been one of its strongest suites. It offers comprehensive trading and analysis tools ranging from advanced charting to in-depth financial statement analysis, covering all the functions you need whether you are a fundamental investor or a momentum trader. Traders can also leverage the professional trading tools with free real-time bids and asks price up to 60 levels from NYSE Arcabook and gain valuable insights. moomoo offers global trading access and is already launched in the United States, Singapore and Australia. Enjoy hassle-free trading in stocks, ADRs, ETFs, options and more.
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    Screener.in

    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.
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    Visual Cash Focus
    ​Visual Cash Focus is a comprehensive budgeting and forecasting software developed by Cash Focus, designed to simulate business trading activities for accurate financial planning. Users input their starting balance sheet along with estimates for revenue, cost of sales, expenses, taxes, and dividends. The software then calculates expected cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and financial ratios for each period. It supports detailed inputs such as fixed asset schedules, overdraft arrangements, lease and hire purchase payments, long-term loans, and inventory requirements. Budgets can be managed by profit centers, allowing for granular reporting. Visual Cash Focus employs double-entry accounting methods to prepare budgets and management reports, ensuring accuracy and accountability.
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    FinChat

    FinChat

    FinChat

    FinChat.io is an all-in-one investment research platform that combines institutional-grade financial data, analytics, and conversational AI. It offers up to 20 years of financial data on over 100,000 global stocks, including detailed income statements, balance sheets, cash flow statements, and company-specific key performance indicators (KPIs). FinChat's unique Segment & KPI data library covers more than 2,000 global stocks, tracking granular metrics such as Netflix's total paying members, Starbucks' same-store sales growth, and Amazon's cloud computing revenue. FinChat's charting tools allow users to compare companies head-to-head using over 10,000 different metrics, facilitating analysis of both generic financial measures like revenue and EPS, as well as company-specific numbers. It also features FinChat Copilot, a conversational AI assistant built specifically to handle complex financial questions, capable of summarizing conference calls, analyzing stock performance, etc.
    Starting Price: $24 per month
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    Stockalyze

    Stockalyze

    Lunetek Software

    Stockalyze is a technical analysis and stock charting software for traders and investors. It combines advanced charting, trading systems, backtesting, stock screening, and portfolio management in one platform. It supports 100+ technical indicators including RSI, MACD, ADX, SAR, and Bollinger Bands, along with detection of candlestick and price patterns such as double top/bottom and head and shoulders. Users can create composite indicators via drag-and-drop and apply templates to streamline analysis. Stockalyze includes a visual, no-code trading system builder with backtesting on historical data and configurable risk management options. A stock screener helps identify buy/sell signals across multiple stocks. Additional features include Point and Figure charting, annotation tools, alert system, and portfolio/watchlist integration. It works offline and supports global market data downloads. AI-assisted analysis is supported via integration with free tools like ChatGPT and Gemini.
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    Stock Glance

    Stock Glance

    Stock Glance

    Get real-time stock prices, news, and all the financial data you need with our stocks extension. Are you tired of constantly switching between multiple websites and apps to keep track of your favorite stocks, indices, and cryptocurrencies? Introducing Stock Glance, the ultimate extension that provides you with all the essential tools and information you need to stay up-to-date on your investments in one convenient place. # Real-Time Data for Prices and News # Create Watchlists for Favorite Stocks, Index, or Crypto # Financial Statements for Stocks # Stock Search Functionality # Upcoming Earnings Tracker
    Starting Price: $4.99/month
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    Finnworlds

    Finnworlds

    Finnworlds

    Finnworlds is a real-time and historical financial data vendor that aims to develop user-friendly APIs with seamless integration in various programming languages (JSON, Python, Scala, PHP, Java, C#, Rust, Strest, Ruby, etc.) and cutting-edge downloadable databases. The state-of-art tech tools serve as key data delivery methods of the local (US) and global coverage of company and financial data. Finnworlds maintains a portfolio of the following data products: general company information, financial statements including balance sheets, cash flow and income statements, SEC filings, 70+ financial ratios, 100+ stock technical indicators, analyst ratings, ETFs, mutual funds, stock identifiers, macro trend and stock search trends. The data users are of diverse background including fintech start-ups, universities, freelance developers, quantity investment firms, financial institutions, research firms, professionals or novices in trading or investing, consulting firms and many more.
    Starting Price: $99 per month
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    Solvas Accounting

    Solvas Accounting

    Alter Domus Data Solutions Inc.

    Solvas Accounting is a specialized accounting platform built to manage the complexities of syndicated bank debt, direct lending, and other loan-based investments. It eliminates the inefficiencies and risks of manual Excel workflows by automating key accounting processes and ensuring data remains accurate, consistent, and easy to update when variables change. The platform generates a full suite of financial statements — including balance sheets, income statements, cash flow statements, and net asset statements — giving teams deeper insight into portfolio performance. Users can drill down from high-level summaries to individual journal entries for complete transparency. Solvas Accounting is highly flexible, allowing investment managers and fund administrators to customize transaction activity and align outputs with their preferred methodologies. With expert support available from implementation onward, organizations gain a reliable system designed to streamline loan accounting at scale.
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    ThinkOut

    ThinkOut

    ThinkOut

    ThinkOut is the online platform that delivers financial analysis and forecasting for SMEs in just a few minutes, based on the transaction history from their bank accounts. On a single screen you can check the total balance for your connected bank accounts, the cash runway given the current balance and the expense rate or the revenue and expenses of the past three months. ThinkOut automatically fills in the cash flow plan with data from the bank account statements. It displays in an accessible, visual manner the way your company’s money is distributed on income and expense categories. ThinkOut translates the transactions data into easy-to-understand charts that shine more light on how the income and expenses are structured and evolve. The platform gradually builds cash flow forecasts based on the business activity over the past years. This way you can plan your business according to anticipated income and expenses patterns.
    Starting Price: $50.00/month/user
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    ArcFinAnalytics
    Easily connects with all data sources to analyze the different sets of raw data. Extract the analytical insights to make well-informed decisions. Consolidated financial KPIs at your fingertips! Get an integrated overview of key financial metrics to monitor the business performance. Download all crucial financial statements like balance sheet, profit and loss, cash flow, and income statement any time you want. The accounting data stack is subjected to high-quality audits to discover unusual trends or patterns, anomalies, or activities of suspicious nature.
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    Fintel

    Fintel

    Fintel

    Rapidly and confidently discover the insights you need to win, with institutional-grade tools for all. We closely monitor over 31,806 institutional investors and 416,000 securities traded worldwide and deliver the information you need to make winning decisions ahead of the crowd. We do all of the ‘heavy lifting’ for you when it comes to sorting through the critical data buried deep within SEC filings, including categorizing exhibits based on their importance, tracking changes and document redlining, display the changes between 10-Qs and 10-Ks. Full-text document searches of SEC (US) and FCA (UK) filings, email alerts for significant filings including 8K, proxy statements, and registration statements. This feature alone will save you hundreds of hours of tedious and exhaustive research. And help you profit by staying ahead of the markets. Research shows that stock prices tend to follow the decisions of insider trading. We make it easy for you to find this information.
    Starting Price: $24.75 per month
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    Koyfin

    Koyfin

    Koyfin

    Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.
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    CashWhiz

    CashWhiz

    CashWhiz Australia

    CashWhiz is a Windows‑based budgeting software developed in Australia that empowers organizations with robust financial planning and analysis tools. It features “What If” scenarios to model cash flow, asset and capital asset planning, balance sheet and income statement generation, forecasting, cash management, consolidation and roll‑up across multiple entities, general ledger integration, profit‑and‑loss reporting, project budgeting, run‑rate tracking, and version control functionalities. Designed to support multi‑company, multi‑department, and multi‑project environments, CashWhiz streamlines budgeting processes and enhances financial visibility for mid‑size businesses, enterprises, nonprofits, and government organizations.
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    RizzCalc

    RizzCalc

    RizzCalc

    RizzCalc is an AI-powered financial-modeling agent that integrates as an add-on for Google Sheets, enabling users to build, edit, and adjust financial models using natural language instead of writing formulas manually. Once installed, a sidebar lets you type instructions like “create a DCF model,” “update income statement projections,” or “adjust cash flow modeling,” and the AI automatically modifies the spreadsheet accordingly. It supports tasks such as financial projections, discount-cash-flow valuations, balance sheet automation, and fast adjustments to plans and forecasts. The product is built by CapGo AI (founders YG Guo and CY), and each “run” consumes credits (three credits per run), with users receiving a number of free credits to try it out. RizzCalc is positioned to save analysts, startup founders, and finance professionals hours of manual work, reduce formula errors, increase speed, and make financial planning more flexible, accurate, and scalable.
    Starting Price: $12 per month
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    StatementSheet

    StatementSheet

    StatementSheet

    StatementSheet is a web-based tool that converts PDF bank statements into clean, structured Excel or CSV files in seconds. Designed for accountants, freelancers, and small businesses, it eliminates manual data entry and simplifies financial reporting. Users simply upload their PDF statements, and StatementSheet automatically extracts and formats the data into ready-to-use spreadsheets. It supports multiple bank layouts, applies consistent formatting, and ensures accuracy, with no software to install or configure. All files are processed securely, and outputs are compatible with popular accounting tools. Whether you're reconciling accounts, preparing tax reports, or managing cash flow, StatementSheet helps save time and reduce errors.
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    ValuSource Pro

    ValuSource Pro

    ValuSource

    Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. ValuSource Pro (used by both NACVA and ISBA to train professional valuators), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Make income statement and balance sheet adjustments. Every line item in the income statement and balance sheet can be adjusted. You can enter multiple adjustments per line items and copy those adjustments to other years as well. Perform a comprehensive financial analysis. One the financials have been input, a comprehensive financial statement analysis is automatically calculated. Internal and external comparisons are provided and RMA and IRS can be downloaded to use as industry norms.
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    FinEye

    FinEye

    FinEye

    FinEye is a bank statement analysis software built for lending, risk, and compliance teams. It converts raw bank statements into structured, analyzable data to support credit assessment, underwriting, and financial decision-making. The platform processes statements across banks and formats, identifies income patterns, liabilities, cash flow trends, and anomalies, and presents insights through clear summaries and reports. FinEye helps teams reduce manual analysis, improve consistency, and make faster, data-backed decisions using financial information.
    Starting Price: ₹45 per unit
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    AssetsAnalyzer

    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.
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    Papierkram

    Papierkram

    odacer finanz Software

    Whether you are preparing an offer or an invoice, an income statement ( EÜR ), advance sales tax notification (UStVA), project time recording or a digital document archive, you can do everything with one tool when it comes to paperwork. Record working times live with the paperwork TimeTracker and manage your projects directly in the accounting department. Clear reports such as BWA, cash flow and project overviews show you the most important figures at all times. All documents can be adapted to the corporate identity of your company with letterhead and a CSS editor. A customer management system (CRM) with any number of contact persons and categorization already has paperwork on board. The UStVA and the EÜR create paperwork for you at the push of a button. The UStVA can be submitted directly to the Elster portal using an XML file.
    Starting Price: €8 per month
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    GlidePath Money

    GlidePath Money

    QuickTech LLC

    GlidePath Money is a local-first desktop app for planning personal and small-business finances: net worth, cash flow, retirement Monte Carlo projections, Social Security scenarios, Roth-conversion and tax-bracket planning, ACA subsidy estimates, and debt payoff, plus a full small-business side (Schedule C, invoices and estimates, depreciation, mileage, and an accountant export pack). The defining choice is no bank aggregator: you import your own CSV or PDF statements, no cloud account is needed, and by default nothing leaves your machine - only opt-in features (encrypted phone sync, ticker-symbol price look-ups, the Glide explainer) ever send anything, and even then your balances stay on your device. Every figure shows its assumptions and the math behind it. It's a desktop license: the version you buy is yours to keep with no required subscription; an optional yearly plan covers updates and new tax rules. Windows, macOS, and Linux.
    Starting Price: $129 (one-time)
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    Fondo

    Fondo

    Fondo

    Fondo is an all‑in‑one accounting platform built specifically for startups that automates bookkeeping, tax filing, and tax credit claims so founders can focus on building rather than balancing books. After a simple one‑time onboarding, Fondo connects to your existing tools, bank accounts, payroll, cap‑table software, and accounting system or sets one up for you, and provides a centralized dashboard displaying financial health, cash and runway insights, and the status of tax returns. It generates core financial statements (profit & loss, balance sheet, cash flow) and runway metrics, and supports the preparation and filing of Delaware franchise tax, federal, and state corporate income taxes via its annual “TaxPass” subscription (including forms such as 5471, 5472, and FBAR for international startups). It also handles tax credit filings for which users may be eligible (startups can receive up to $500,000 annually.
    Starting Price: $599 per month
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    BigShort

    BigShort

    BigShort

    Real-time streaming charts that provide unprecedented insight into market maker sentiment and positioning. For the first time, visualize options flow, dark pools, and our proprietary market maker data on one consolidated candlestick chart. Works on all NYSE and Nasdaq tickers. Featured on Wired.com, and was used to turn $139k into $10 million internally before pivoting to create a consumer-facing product. Catch real-time covert market maker activity visualized in a clear, immediately actionable form. See option blocks, sweeps, and splits in real-time, overlaid onto the SmartFlow chart for faster decision making. Dark pool transactions are also visualized, making support and resistance levels easy to spot. OptionFlow is also available in list form in its own pane. Our dynamically updated Top 10 Lists immediately point our users to the most profitable trades. Unlimited Spodin price alerts hide your trades from the whales. Supportive Discord community. Learn more at BigShort.com.
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    Starting Price: $99/user/month
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    BVM Pro

    BVM Pro

    ValuSource

    Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. Business Valuation Manager Pro (BVM Pro), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Make income statement and balance sheet adjustments. Every line item in the income statement and balance sheet can be adjusted. You can enter multiple adjustments per line items and copy those adjustments to other years as well. Compare financial statements to industry norms (IRS, RMA or custom comparisons). The IRS and RMA databases are built directly into the software, so they are always one click away. Weight the approaches to calculate a conclusion of value. Once you are done with the valuation approaches, you select which methods you want to include in your value calculation.
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    Stock Rover

    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 + Screening
    Starting Price: $7 per month
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    EquitySet

    EquitySet

    EquitySet

    An independent, unbiased stock research platform built by traders and developers for investors that care about researching what they invest their money in. Helping investors get into the beginning stages of stock research. It provides stock reports, screeners, watchlists and other functionality to help you track and find opportunities for your portfolio. An upgrade to provide fair values and stock ratings. Also focused on bringing you insights around company valuations and ratings to help you find better investments. Part of the forever-free plan, gamification of weekly stock picking, allows you to set lineups and see how good you actually are at out-picking your friends! Premium offers access to more valuation and price-specific insight around companies and their stocks. Get ratings, fair values and tools to help you search and get notified of opportunities. Start by creating a private league and inviting those you want to play via email.
    Starting Price: $20 per month
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    Oracle Financial Consolidation and Close
    Get up and running fast with built-in best practice functionality, including dynamic calculations. Reduce your need for customization, because cash flow, balance sheet, income statement, rollovers, calls to action, and more are automatically calculated. Decrease the time it takes to meet global reporting requirements, including International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP) with a preconfigured consolidation model. Increase the accuracy and speed of the close process by reclassifying, adjusting, and eliminating data for any hierarchy with pre-built consolidation support. Work easily with the most complex legal and management rollups that may have unique calculations and reporting requirements. Manage the close by automatically tracking key metrics across the organization. You can use out-of-the-box calculations or easily create ones for business-specific requirements.
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    RunStocks

    RunStocks

    RunStocks

    RunStocks is a powerful tool designed to help small-cap traders make data-driven decisions with precision and speed, providing a comprehensive database with over 8,000 historical records of gap days and significant price movements since 2022. With RunStocks you can: Search by Ticker → Access historical data for over 6,000 tickers across NASDAQ, NYSE, and other markets. Analyze Key Fundamentals → Get essential metrics like float size, shares outstanding, and market cap. Review Gap & Run History → Understand how a ticker performed after pre-market gap moves. Filter by Market Conditions → Find historical events that match today’s market characteristics. Break Down Intraday Price Action → Access detailed 1-minute candlestick charts for every analyzed day.
    Starting Price: $25/month
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    Gen BAL

    Gen BAL

    SAG Infotech Pvt Ltd

    SAGInfotech's Gen Balance Sheet Software is the premier choice for any tax professionals and chartered accountants (CA) who need to maintain their P&L and balance sheet account statements. The software also makes cash flow statements in Excel format. It is a comprehensive financial document that prepares and simplifies the task for tax accounting professionals. It offers different kinds of features, including the calculation of accounts, and various user-friendly financial statements in a very easy-to-understandable format. Additionally, the software offers Import and export options, which makes it integrate with third-party popular applications such as Tally and Busy. This permits users to perfectly manage their financial data in a single place.
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    Starting Price: ₹6000 per year
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    FinForecast

    FinForecast

    FinForecast

    FinForecast is financial forecasting software designed for CFOs, finance teams and accountants who need accurate, reliable financial projections. The platform helps businesses build fully linked Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Traditional Excel forecasting models often break as they grow, requiring manual adjustments to keep statements aligned. FinForecast replaces fragile spreadsheets with a structured forecasting engine that automatically updates financial statements when assumptions change. Users can quickly create forecasts by entering revenue, cost, headcount and funding assumptions, with the platform automatically generating integrated financial statements. Scenario planning allows finance teams to test different growth, funding and cost scenarios, while forecasts can be updated with actual results to maintain rolling forecasts. FinForecast is ideal for businesses planning growth and managing cash flow.
    Starting Price: $19.99/month
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    ValuationBot

    ValuationBot

    ValuationBot

    ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Analyst helps users analyse a selected listed company on demand. Research Desk provides always-on regional market coverage, working through liquid investable shares in selected markets and surfacing fresh valuation-backed ideas each day.
    Starting Price: $20 one-time
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    TradingPal

    TradingPal

    TradingPal

    TradingPal is a research and charting platform for momentum swing traders who want strategies they can see, verify, and act on. It finds wedges, trendlines, pennants, and consolidation breakouts across stocks, crypto, and ETFs. Most screeners stop at detection, leaving you to guess which patterns matter. TradingPal pairs every qualifying setup with historical evidence: win rate, expected R, profit factor, maximum drawdown, and sample size. Replay past patterns—including losses—on the chart, use automated trendlines and Fibonacci levels, and plan entries, stops, targets, and risk/reward. Runs in any browser on desktop, tablet, and phone, with dedicated mobile navigation and nothing to install. Free accounts include charting, Auto Lines, the latest pattern on every chart, and the #1 Morning Brief setup. Premium unlocks 100+ ranked scanner setups, complete pattern history, all five Morning Brief picks, and line and breakout alerts. Historical results are not predictions or guarantees.
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    Adanos

    Adanos

    Adanos Software GmbH

    Adanos is a market sentiment API aggregating retail investor and financial discussion from five sources into unified signals for stocks, ETFs, and crypto. Coverage spans 35,000 plus equities and ETFs across global exchanges, plus 5,000 plus cryptocurrencies. Sources: Reddit (wallstreetbets, stocks, investing, crypto subs), X cashtag conversations, 50 plus financial news publishers, Polymarket prediction markets, and crypto communities. Output includes a Buzz Score from 0 to 100, sentiment scores from minus 1.0 to plus 1.0, bullish and bearish percentages, mention counts, engagement metrics, daily trend history, and AI-generated explanations. Endpoints cover trending, per-ticker analysis, comparison, search, sector and country aggregation, and raw mentions on Professional tier. Delivered as REST API with JSON, plus a Finance Sentiment CLI for AI agents. Pricing: Free, Hobby at 29 USD per month, Professional at 299 USD per month. Built in Berlin.
    Starting Price: $29/month/user
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    Accurri

    Accurri

    Accurri

    Accurri is a cloud-based statutory financial reporting solution designed to automate and simplify the production of annual and interim statutory accounts for private and public companies, helping teams complete even the most challenging reporting scenarios with greater ease and accuracy. It replaces manual templates with structured workflows and features such as audit trails, balance checks, and automated XBRL tagging for online filing, reducing risk and boosting confidence in outputs. Users can access ready-to-use content that remains easily editable or replaceable, drag and drop to reorder notes and sections, and import or export data seamlessly via Word and Excel, making customization and collaboration straightforward. It supports the full suite of financial statements, including cash flows, changes in equity, comprehensive income, and financial position, as well as detailed report components like directors’ reports, corporate directories, sustainability/ESG reports, etc.
    Starting Price: $7,000 per year
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    Lambda

    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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    REVREX

    REVREX

    REVREX

    REVREX is a cloud-based accounting and financial analytics SaaS platform designed to replace manual, legacy accounting tools with automated, audit-ready workflows and real-time insights that bridge the gap between accountants and their clients. It automates revenue reconciliation, expense classification, and general ledger workflows with precision while pulling in bank and third-party financial data so businesses can see accurate, defensible results and reduce manual bookkeeping bottlenecks. It includes automated financial statement generation for balance sheets, income statements, and cash-flow reports, and its AI-assisted functions reduce coding errors, speed up close processes, and help accountants focus on advisory work rather than data entry. REVREX also provides a unique real-time financial “Scoreboard” (the REVREX Score) that reveals true business worth and EBITDA insights for strategic planning, exit-value positioning, and audit readiness.
    Starting Price: $179 per month
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    MarketAlerts.ai

    MarketAlerts.ai

    MarketAlerts.ai

    MarketAlerts.ai is an AI-powered financial platform that helps investors monitor their stock portfolios with intelligent watchlists and actionable trade ideas. The platform uses AI to track over 20 markets and notify users of important updates that require immediate attention. Features include technical chart pattern recognition, insider transaction signals, and AI-generated trade signals to support informed decision-making. Users can create custom watchlists and receive alerts tailored to their investment preferences. MarketAlerts also offers smart screeners and AI-powered trade searches to discover new market opportunities quickly. This all-in-one tool is designed to keep investors informed and proactive in managing their portfolios.