MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
A comprehensive list of competitors and best alternatives to Stockxy.
97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Quicken and how does it work?
Quicken Business & Personal makes it simple for freelancers, contractors, and small business owners to manage both business and personal finances in one place — without ever mixing them. Create and send invoices, track income and expenses, prepare for taxes, and monitor cash flow for your business, while also managing personal budgets, spending, savings, and investments. With powerful tools and clear separation, it streamlines money management so you can save time, reduce stress, and focus on growing your business.
Read moreSW Score Breakdown
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Ziggma and how does it work?
Ziggma is an investment portfolio and risk management software, which helps private investors retain complete control over the investments they make. Users can easily link their investment accounts into the software to benefit from a suite of optimisation and monitoring tools. In-built ETF screener offered by the solution helps users identify the best ETFs and stocks available within the market. Ziggma features a variety of investment portfolio management tools like account aggregation, portfolio analytics, portfolio optimization and more. Professional-grade fundamental data provided by the platform helps users benefit from industry-specific KPIs for insurance, banking and real estate. The software sends real-time alerts, notifying users according to pre-scheduled metrics and recent changes within the market trends. Investors can even go through model portfolios to benchmark their personal goals and find new inspirations. Proprietary scoring system within ZIggma, helps users select the top-graded companies, enhancing their overall investment returns.
Read moreSW Score Breakdown
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Croesus Advisor and how does it work?
Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.
Read moreSW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Capitally and how does it work?
Capitally is a comprehensive wealth and portfolio tracking platform designed for those who want to manage all their investments in one secure place. It consolidates stocks, ETFs, cryptocurrencies, real estate, bonds, funds, liabilities, and custom assets across multiple brokers and currencies into a unified dashboard. Excels at tracking passive income from dividends, rental income, interest, and crypto staking, with features like dividend calendars and income forecasting. It provides deep performance analytics including MWR, TWR, dividend yield metrics, and benchmark comparisons against indexes or ETFs. Capitally supports easy data import from many brokers, plus manual entry and custom CSV imports. Users can organize investments with custom tags, nested folders, and categorization by asset type, region, and sector. Privacy is paramount - all financial data is end-to-end encrypted on your device, ensuring only you can access it. It offers customizable charts, tax tracking, scenario testing, and multi-currency support. Perfect for dividend investors, data-driven portfolio managers, and anyone upgrading from spreadsheets who values both powerful analytics and absolute privacy.
Read moreSW Score Breakdown
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Composer and how does it work?
Introducing Composer - the groundbreaking platform that empowers to harness the power of AI to build, backtest, and execute trading algorithms seamlessly. Say goodbye to the days of complicated coding and endless frustrations. Its believed that trading should be accessible to everyone, regardless of their coding skills. Composer offers the unmatched capability to backtest algorithms. Take them for a spin in the simulated environment and witness their performance before executing them in the real market. Let numbers speak for themselves and trade with confidence. Composer is an ultimate trading partner designed to bring groundbreaking insights, endless possibilities, and unmatched opportunities. This expert team of developers has left no stone unturned to ensure that to have all the tools need to thrive in the fast-paced world of trading. Grab the reins, unleash trading prowess, and dominate the market like never before. Trade with confidence, trade with ease, trade better with Composer.
Read moreSW Score Breakdown
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Rundit and how does it work?
Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.
Read moreSW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Addepar and how does it work?
Аddeраr is a wealth management platform thаt рrоvides tооls fоr dаtа аnаlytiсs аnd роrtfоliо visuаls. It provides weаlth mаnаgers with reаl-time роrtfоliо reporting and insights required to make аnd imрlement better investment deсisiоn. The соmраny’s рlаtfоrm аggregаtes роrtfоliо, mаrket, аnd сlient dаtа аll in оne рlасe. It рrоvides аsset оwners аnd аdvisоrs а сleаrer finаnсiаl рiсture аt every level, аllоwing them tо mаke mоre infоrmed аnd timely investment deсisiоns. With Аddeраr аs the hub fоr yоur орerаtiоns, уоu hаve а consolidated, “gо-tо” рlасe fоr сritiсаl infоrmаtiоn, eliminаting the need fоr duрliсаtive dаtа entry аnd system сrоss-checks. Аddeраr even allows customers to submit inquiries аnd requests thrоugh its web site оr by рhоne. Аddeраr’s wealth management platform integrаtes with the аррliсаtiоns yоu use every dаy. They’ve рre-built integrations with their extensive mаrket-leаding раrtner netwоrk, sо уоu саn соnnесt Аddeраr tо the tооls you use tо run yоur business.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Ripsaw and how does it work?
Ripsaw is an advanced wealth management platform, ideally suited to enterprises of all sizes from large to medium to small for managing and monitoring their assets and revenues. It compiles all of the user's assets and obligations into an online, auto-updated balance sheet that estimates the wealth portfolio's net value. The platform has access to pertinent data for evaluating the risk-return characteristics of each asset and debt on the balance sheet. It creates a wealth portfolio dashboard by combining these separate variables and their relationships. Ripsaw assists in gaining control over the most critical areas of one's financial life. It assists you in making sound financial and investing decisions by taking help of legal policies and schemes.Users can additionally set up targets and goals for their teams to elevate growth rate levels and better performance of the company. It additionally enables the user to track and monitor their investors, data, and subscriptions all at a single customizable dashboard. Ripsaw offers a free trial version of their software to test and try their smart tools.
Read moreSW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Advent Portfolio Exchange and how does it work?
Advent Portfolio Exchange (APX) is an integrated portfolio and client management solution. APX connects the entire company that comprises the front, middle and back offices within a single interface. It is a part of the brilliantly powerful Advent Investment Suite and offers quick services, to stand out among existing portfolio management solutions alike. Advent Portfolio Exchange provides a centralised and scalable platform for everything that is related to portfolio, relationship and prospect data. Opting for Advent Portfolio Exchange is a choice, but is backed by several solid reasons. The software provides a huge collection of standard and automated report packaging methods. Delivery can be entirely customised without employing outsourcing services. The portfolios operational within Advent Portfolio Exchange need not have class specifications since it offers multi-class and multi-currency coverage. Further, complementary solutions included, namely- Advent Genesis, Advent Outsourcing Services, Advent Revenue Center and Black Diamond Link for Black Diamond Wealth Platform users are of great help.
Read moreSW Score Breakdown
Advent Portfolio Exchange Pricing
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Acorns and how does it work?
Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge.
Read moreSW Score Breakdown
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Morningstar Office and how does it work?
Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.
Read moreSW Score Breakdown
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Morningstar Direct and how does it work?
Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user.
Read moreSW Score Breakdown
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Pitchago and how does it work?
Designed by a group of entrepreneurship enthusiasts. It's a business assessment tool that swiftly analyses a start-up’s strengths, flaws, and improvement prospects, as well as automating the process of creating a tailored growth and capital-raising action plan.Provides a structured approach for early-stage companies to self-assess their suitability for external funding and auto-advising for entrepreneurs on how to constantly improve their growth potential. The user journey is a three-step process, as shown in the graphic below, with expected outcomes and projected time to experience the advantages.It has a vast list of features such as - Pitchago can help you align your team around strategic priorities so you can meet your financial goals. Tailored suggestions and responsibilities depending on your unique response. Expert guidance and resources specific to your business venture.One of its most beneficial features is their Business Road Mapping - Plan your way to the next milestones and goals that will propel your business forward. Create an action plan that includes action steps, ownership, and deadlines.Complete Privacy - Unless you specify otherwise, nothing you enter into Pitchago will be shared with anybody.
Read moreSW Score Breakdown
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Shootih and how does it work?
Investment opportunities for Business’s idle cash. Make investments in a single click. 360 degree view of investment holding along with gain tracking. Real-time view of incoming and outgoing transactions for multiple business bank accounts all in one place.
SW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Jika.io and how does it work?
Choose between easy, medium or hard challenges and put investing and valuation skills to the test. Take on more difficult challenges as progress. Analyze the financial statements, understand the company's performance, use web search engine to retrieve relevant information for a better valuation.
SW Score Breakdown
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Stratosphere.io and how does it work?
All-in-one platform for financial data, company specific metrics, company research and beautiful data visualizations for investors. Ten years of financial data and beautiful visualizations on North American stocks. Get company specific metrics and KPIs for growing coverage that won't find anywhere else saving hours searching through filings.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Riskturn and how does it work?
Riskturn is a web application for strategic portfolio planning, enterprise risk management, and structured finance, boosted by a Monte Carlo Simulation. Evolve without disrupting approach.
SW Score Breakdown
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Portseido and how does it work?
Portseido is an innovative and comprehensive portfolio management platform that simplifies the tracking of investments and provides accurate performance measurement. With Portseido, users can easily access all their holdings in one place, eliminating the hassle of managing multiple sources of data. And with the help of its proprietary tracking technology, users can analyze their trades and gain valuable insights with minimal effort. Portseido also provides powerful portfolio analysis tools, allowing users to compare the performance of their portfolios, identify trends and risk points, and find potential opportunities in the market. Additionally, its built-in AI-powered analytics engine helps users get real-time analysis of their portfolios and make more informed decisions. Overall, Portseido is a must-have for any investor looking to gain better control over their investments and get a complete overview of their portfolios. With its superior features and intuitive user interface, it makes the portfolio management process easier and more efficient.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is NotionInvest and how does it work?
With NotionInvest, users can easily keep track of the latest asset prices by updating a database in the workspace. The database is regularly updated, ensuring that they always have the most current information available. Thanks to the flexible nature of Notion, users can easily add a relation to this database, allowing users to use the synced assets to track the investments in whatever way makes the most sense for users. Whether they were a seasoned investor or just starting out, NotionInvest can help you stay on top of your investments with ease. Say goodbye to the hassle of manually tracking asset prices and monitoring the investments across multiple platforms. With NotionInvest, users can simplify the process and keep everything in one convenient location. Give it a try today and experience the power of a fully integrated investment tracking solution.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Investorean and how does it work?
Investorean is a premier stock filtering and capital markets analytics platform tailored for retail investors seeking broker-specific insights for smarter investing. By delivering rapid and pertinent market analytics, Investorean empowers users to research markets with unprecedented efficiency. The platform boasts robust tools that allow traders to sift through global data, exclude non-tradable stocks, and make swifter, more informed decisions. Users can unearth new investment ideas and tailor presets to match their trading styles, integrating both technical and fundamental strategies to refine their approaches. Comprehensive metrics for each stock offer an in-depth perspective, enabling investors to craft personalized strategies and trade with greater effectiveness. With Investorean, navigating the complexities of capital markets becomes simpler, more intuitive, and remarkably effective for every investor.
Read moreSW Score Breakdown
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Fey and how does it work?
Fey empowers investors to make smarter decisions with ease. By offering real-time market data, it simplifies tracking news, graphs, and earnings into one seamless platform. Users gain access to essential insights curated from leading industry sources, cutting through the clutter for a clear view of markets and economics. With an intuitive interface and natural language search, Fey eliminates the need for complicated setups whether they’re managing their watchlist, analyzing financials, or setting up a screener. The powerful Analyze tool breaks down complex data into easy-to-digest insights, saving professionals valuable time. Fey provides tailored recaps, including a Monday morning brief from their virtual personal analyst, delivering must-know earnings and updates on their watchlist directly to their inbox. Combining depth, simplicity, and unmatched usability, Fey ensures they stay informed and ahead in the market.
Read moreSW Score Breakdown
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.
