MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
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
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.
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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 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
Riskturn Pricing
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 Global Predictions and how does it work?
Take control of your portfolio with Global Predictions. A premium platform designed specifically to meet the investment needs of the modern economy, Global Predictions puts power in your hands. Offering an easy-to-use interface and intuitive features, this solution helps users make informed decisions about their investments and diversify their portfolios. Choose from 401k, cryptocurrency, real estate and more - all imported with a few clicks onto one centralized platform. The basis for successful investing? Professional, reliable insights. Powered by a cutting edge predictive algorithm, Global Predictions delivers up-to-date market trends and competitive analysis so that users are always ahead of the curve. Look forward to personalized recommendations tailored to meet specific goals. Visualize past performance for smarter investments; recognize risks and opportunities with greater clarity; act on professional advice efficiently at all times. Whatever asset you decide to work with or strategy you want to pursue, trust Global Predictions to be your guide every step of the way! Sign up now and start building the portfolio you envision today!
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Global Predictions Pricing
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 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.
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Portseido Pricing
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 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.
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NotionInvest Pricing
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 WOWS Investment Portal and how does it work?
The WOWS Investment Portal is a robust ecosystem designed to bridge the gap between innovative companies ranging from startups to SMEs and a global network of potential investors. Offering multiple tiers of profile listings, such as "Endorsed" and "Pitch Ready" plans, the platform tailors its services to meet the unique needs of companies at various development stages. With features like WOWS-endorsed profiles on the WOWS Deal Flow, dedicated investment managers, and comprehensive support for preparing investor meetings and negotiating term sheets, companies are equipped to enhance their appeal to investors. Investors benefit from access to a curated selection of businesses without any associated fees, simplifying the investment process. The platform's intelligent pairing algorithm aligns interests and goals, ensuring long-term success for both investors and founders. With live updates and extensive resources, WOWS Global empowers users to make informed strategic decisions, facilitating growth and innovation in an ever-evolving market. Discover the future of fundraising and investment with WOWS Global, where visionary founders meet strategic investors for mutual success.
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WOWS Investment Portal Pricing
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 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.
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Investorean Pricing
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.
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Fey Pricing
86% 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 Mantapex and how does it work?
Mantapex is a portfolio tracking, visualization, and research platform for cryptocurrencies and prediction markets. The platform helps users monitor portfolios, DeFi positions, and prediction market exposure through analytics, market data, news, and interactive visualizations.
SW Score Breakdown
72% 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 Personal Capital and how does it work?
Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.
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Personal Capital Pricing
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 OnePortfolio and how does it work?
OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies.
SW Score Breakdown
OnePortfolio Pricing
What is Advent DMS and how does it work?
Advent provides seamless integration to key third-party vendors eliminating the need for redundant data entry and supercharging your ability to scale. Our accounting platform has the ability to request behavior changes in the system which allows your team to control processes and increase efficiency. Sophisticated interfaces from all departments and real-time data provide users with the most accurate information available.
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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 Nova Trading App and how does it work?
Nova Trading App is a crypto trading app built around risk control. Every account starts in paper mode with virtual money. No order goes through without a stop-loss, risk limits sit above every strategy and can only be tightened, and a kill switch is visible on every screen. Going live is your own choice: connect your own exchange account with trade-only API keys – Nova never gets withdrawal rights. Free plan; Pro and Premium give more keys, alerts and strategies, never different risk limits. Crypto is volatile; you can lose all your capital. Not financial advice.
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.
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Capitally Pricing
87% 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 Extensis Portfolio and how does it work?
Extensis Portfolio digital asset management software enjoys several deployment options that include Web, Mac, Windows, Android & iOS native. The software comes designed with almost all the important digital asset management features, like asset library, version control, search/filter option and access controls/permission. Users would find the software helpful in categorizing their digital assets in a systematic manner. Extensis Portfolio helps in ensuring proper metadata management, customizable branding, workflow monitoring and asset sharing. It comes with copy protection, trial license management, font recognition & metadata and excellent file compression features as well.
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Extensis Portfolio Pricing
72% 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 Watch Insiders and how does it work?
Watch Insiders is a software tool that generates complete alerts for receiving notifications during stock trading exchanges. The software can follow a specific stock or an entire sector. The software stores your data analysis algorithms to recognize patterns of purchase. It also manages key metrics and inventory metrics to help grow your business. Thousands of internal company forms are delivered daily to the US Securities Commission (SEC). The platform uses all the information and data available, but only send notifications to you when transactions that relate to you or that match your search criteria is seen. It also likes to decipher the data. The insider trading software collects technical and basic statistics as well as performance indicators from various sources to provide even more commercial ideas.
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Watch Insiders Pricing
72% 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 Kubera and how does it work?
Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software.
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 MProfit and how does it work?
MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.
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 TikrBuddy and how does it work?
Built For Retail investors BY Retail Investors. Powered by Data From S&P Global bring access to concensus analyst estimates on metrics such as revenue, EPS and much more. Helping invest with confidence. Financial statements don't have to be confusing. See 5 years of historical data in an EASY to read and understand format.
SW Score Breakdown
TikrBuddy Pricing
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 Citizen Mint and how does it work?
Introducing Citizen Mint the revolutionary private market system that transforms their firm’s financial future. Thanks to Citizen Mint, they can reduce their revenue volatility and have access to cutting-edge resources that are tailor-made for their business. With Citizen Mint, the return on investment speaks for itself. Unlike the stock market, Citizen Mint ensures that its firm’s investments remain private and secure, thanks to its robust encryption algorithm that safeguards sensitive data. Its simplified user interface ensures that they and their team are able to navigate the system quickly and with confidence. Plus, Citizen Mint’s advanced analytics help them craft strategies and adjust their approach so their firm can achieve its financial objectives. With Citizen Mint, they can trust that their firm’s investments are handled with the highest level of care and expertise. Invest in your firm’s success with Citizen Mint Invest today.
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Citizen Mint Pricing
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