EquityStat
The premier cloud-native portfolio management platform for performance-focused individual investors.
23d ago
Best for Portfolio Management
PricingFree
Free
Portfolio Performance Tracking
Tax Lot Accounting
Dividend Income Analysis
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Manage investment portfolios Tools
Discover the strongest tools and workflows for manage investment portfolios.
21 tools foundFree tools displayed firstSorted by rating
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Matching Tools (21)
Business
thinkorswim
Award-winning trading platforms providing powerful features and real-time insights for in-depth market analysis and strategy development.
23d ago
Best for Financial Analysis
PricingFree
Free
Market Analysis
Trade Execution
Portfolio Management
Active Trader Pro
Institutional-grade desktop trading workstation for high-velocity market execution.
23d ago
Best for Investment Tools
PricingFree
Free
Real-time market monitoring
Multi-leg options execution
Advanced technical charting
J.P. Morgan
A leading global financial services firm providing solutions to corporations, institutions, and individuals.
23d ago
Best for General AIHas API
PricingFreemium
Freemium
Investment Management
Capital Raising
Risk Management
Money Pro
Advanced financial orchestration for individuals and small businesses with automated bank synchronization.
23d ago
Best for FinTech
PricingFreemium
Freemium
Automated Bank Reconciliation
Cash Flow Forecasting
Multi-Currency Portfolio Management
Empower Personal Dashboard
The premier wealth management and automated net-worth tracking engine for high-net-worth individuals.
23d ago
Best for AI Financial Advisory
PricingFreemium
Freemium
Net Worth Tracking
Retirement Forecasting
Portfolio Risk Assessment
QuantConnect
A cutting-edge, unified API for quantitative research, backtesting, and live trading on the world's leading algorithmic trading platform.
23d ago
Best for Quantitative FinanceHas API
PricingFreemium
Freemium
Algorithmic Trading
Backtesting
Parameter Optimization
Robinhood
Democratizing finance for all.
23d ago
Best for Investment Platform
PricingFreemium
Freemium
Stock Trading
Cryptocurrency Trading
Options Trading
Stash
Investing made easy and affordable for everyone.
23d ago
Best for Financial Planning
PricingFreemium
Freemium
Investment Management
Financial Education
Banking Services
Vanguard
Helping investors reach their financial goals with low-cost investing.
23d ago
Best for General AIHas API
PricingFreemium
Freemium
Investment Management
Retirement Planning
Financial Planning
Robeco
An international asset manager offering a mix of investment strategies with a strong focus on sustainability.
23d ago
Best for Investment Management
PricingPaid
Paid
Investment Management
Portfolio Construction
Risk Management
Addepar
The intelligent operating system for the world’s most sophisticated investment portfolios.
23d ago
Best for Portfolio ManagementHas API
PricingPaid
Paid
Consolidated wealth reporting
Alternative asset tracking
Performance attribution
Black Diamond Wealth Platform
A unified platform for wealth management and client engagement.
23d ago
Best for General AIHas API
PricingPaid
Paid
Portfolio Management
Client Reporting
Billing
Altus Group
Connects data, analytics, applications and expertise to power performance and mitigate risk throughout every phase of the CRE investment lifecycle.
23d ago
Best for General AIHas API
PricingPaid
Paid
Real Estate Valuation
Portfolio Management
Cash Flow Forecasting
Amundi
A leading European asset manager offering a comprehensive range of investment solutions.
23d ago
Best for Financial Analysis & Portfolio Tools
PricingPaid
Paid
Portfolio Management
Asset Allocation
Risk Management
Enfusion by CWAN
Unified front-to-back investment management platform.
23d ago
Best for General AIHas API
PricingPaid
Paid
Portfolio Management
Risk Management
Investment Accounting
JPMorgan Asset Management
Providing global investment management solutions to institutions, financial intermediaries and individual investors.
23d ago
Best for General AIHas API
PricingPaid
Paid
Portfolio Management
Risk Assessment
Investment Analysis
Kubera
A unified platform for tracking net worth across diverse assets, offering real-time reporting and advanced financial insights.
23d ago
Best for Wealth ManagementHas API
PricingPaid
Paid
Net Worth Tracking
Portfolio Management
Financial Reporting
