Alternatives to Eikon
Compare Eikon alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Eikon in 2026. Compare features, ratings, user reviews, pricing, and more from Eikon competitors and alternatives in order to make an informed decision for your business.
-
1
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
2
Calc fellow
Calc fellow
FX Derivatives Calculator (Pricer) The calculator was developed for importer/exporters treasuries department and CFOs. The pricer uses are: 1. Pre-execution: plan hedging operations and examine hedging strategies alternatives. See live and fair OTC premiums. 2. Post-execution stage: determining the derivatives' "fair value" for financial reporting. The calculator's greatest advantage is that it includes high-quality and up-to-date market data! Market data refers mainly to standard deviations (volatility) and interest. What can it do? * Deal Type: Forward / Call / Put * Option Class: Vanilla / Knock in / Knock out * Barrier Type: American / European * Barrier Direction: Up&In / Up&Out / Down&In / Down&Out * Payout Chart * Simultaneous pricing of up to 17 "legs" The calculator is implemented in Google Sheets. Web-based - No installation is required. It's available in all Google applets, on your computer, tablet, or cell phone.Starting Price: $106 -
3
Bloomberg Terminal
Bloomberg
Sitting on the desks of 325,000 of the world’s most influential decision makers, the Bloomberg Terminal is a modern icon of financial markets. Launched in 1981, long before PCs and the internet became ubiquitous, the Bloomberg Terminal brought transparency to financial markets. It connected market participants to a groundbreaking data, analytics and information-delivery service, and revolutionized an industry. More than three decades on, the Bloomberg Terminal remains at the cutting edge of innovation, delivering fast access to indispensable news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action. The Bloomberg Terminal brings together real-time data on every market, breaking news, in-depth research, powerful analytics, communications tools and world-class execution capabilities in one fully integrated solution. -
4
Financial Modeling Prep
Financial Modeling Prep
Fast, accurate, and developer-friendly financial market data at an affordable price. Our API allows businesses to quickly unlock opportunities to meet their unique needs We cover over 70,000+ securities covered across 46 Countries data back 30+ years. We provide standardized and as-reported fundamentals for US-based publicly traded companies, real-time market data, ESG ratings and scores, ETFs and Mutual Fund Holding We are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO.Starting Price: $14 per month -
5
FactSet
FactSet Research Systems
We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity. -
6
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.Starting Price: Free -
7
LSEG Messenger
LSEG Data & Analytics
Remain connected to colleagues and the financial community, plus your conversations remain fully compliant and secure even when working remotely. Available free with Eikon. With trusted contacts in 30,000+ firms across 180+ countries, this is your single gateway to chat, share news, live data, charts, and analytics, all via our hosted network. LSEG Messenger is available as a standalone application and doesn’t need an Eikon subscription. Getting started on LSEG Messenger is easy and intuitive however you choose to connect. It’s been designed as a feature-rich collaboration tool that is also secure and compliant. All LSEG Messenger users are screened and validated against World-Check, our global risk-intelligence database. Access LSEG Messenger on the move using the free Eikon App, available across all major mobile devices. Connect with fully screened and verified buy and sell-side firms in 180+ countries. -
8
ARKE Messenger
ARKE Messenger
ARKE Messenger is a professional financial chat platform. Created by its founders to bridge a gap they had long experienced within other existing messengers in the field, ARKE introduces never-before-seen features. Its unique interface differentiates crucial exchanged information, automatically tagging and pooling it to make it more accessible. Fluid, innovative and efficient, ARKE Messenger does the legwork for you, while you simply chat. Our Trade, Order and Market (T.O.M.) tagging system categorizes the information you send based on its value. Each type of strategy produces an individual sound, and is visually differentiated from your regular messages. This allows you to immediately zero in on the trade, order or market in your conversations. Keep track of all the strategies you send or receive. Pooling ultimately provides you with facilitated access to the information that counts, narrowing down your search for particular data. -
9
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
10
AlphaResearch
AlphaResearch
AlphaResearch provides an unparalleled AI-powered search engine for everything text. We scan through millions of global filings, transcripts, press releases and reports to find the exact insights that you are looking for. Company Fundamentals & Estimates: Access global institutional-grade fundamental data, market data, news and analyst's estimates for financial modeling, and stock research. Advanced Data Analytics: We apply Machine learning and NLP techniques to extract insights from texts and traditional fundamental data to save you hundreds of hours of research and understand what executives and market think about the future of the company.Starting Price: $69/month/user -
11
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
12
OptionMetrics
OptionMetrics
OptionMetrics is a premier provider of comprehensive historical options and implied volatility data, serving institutional investors and academic institutions worldwide for over two decades. With 20+ years as the premier provider of historical options and implied volatility data, OptionMetrics distributes its IvyDB options, futures, and dividend forecast databases to leading portfolio managers, traders, and quantitative researchers at 300+ corporate and academic institutions worldwide to construct and test investment strategies, perform empirical research, and assess risk. Analyze markets, construct, test, and execute options/derivatives investment strategies, and make more informed investment decisions with comprehensive options data. Monitor risk exposure, analyze market trends, and assess strategies to make more informed and, ultimately, more profitable investment decisions with quality options data. -
13
Regional Workstation
Moody's Analytics
Regional Workstation enables banks, governments, investors, and other business professionals to perform both ready-made and custom comparisons of regional market performance. Clients use the Regional Workstation to analyze strengths and weaknesses, employment trends, upside/downside risks, recent performance, key indicators, forecasts, and more. Coverage of all state and metropolitan areas through regular in-depth analysis of each area's recent economic performance and outlook. Real-time economic, demographic, and financial performance updates using the most up-to-date and comprehensive historical data and forecasts. Identify investment opportunities and risks by evaluating a region's growth potential and economic performance. Analyze trends in housing, employment, and demographics, to develop effective marketing to key demographics. -
14
Yewno|Edge
Yewno Inc.
Yewno|Edge is Artificial Intelligence for Investment Research. Why AI? Not because it’s cool, not because it’s the new thing, but because you can and you need to. Consider this: it would take over 3 trillion years for a team of 10,000 analysts to read all of the unstructured information currently available today? Since the average investor can’t hire 10,000 analysts and doesn’t have 3 trillion years to spend on market research, what can be done to solve the Information Overload problem? Yewno|Edge has you covered. It can do all that reading and analysis for you. It can also manipulate the data to build out strategies and risk models, test performance and let you know when something relevant to your portfolio happens. Yewno|Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. -
15
S&Q Capital IQ Pro
S&P Global
Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights. -
16
Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
17
Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
18
13Radar
13Radar
13Radar is a modern analytics platform focused on U.S. SEC Form 13F institutional holdings. It transforms raw quarterly filings into clean, structured insights that help users track how major hedge funds and asset managers build their portfolios. Investors can easily explore fund positions, analyze sector allocations, compare historical changes, and follow well‑known portfolios such as Warren Buffett holdings, Michael Burry 13F updates, and other top fund managers. 13Radar provides detailed fund dashboards, position‑level metrics, ownership trends, and quarter‑over‑quarter change analysis. Users can search by fund, ticker, or sector to understand which institutions are buying, selling, or building high‑conviction positions. The platform emphasizes data accuracy, normalization, and a fast, intuitive interface suitable for both casual investors and professional researchers. -
19
Composer
Composer
The investment app that helps you achieve superior returns with logic and data. Protecting your money in the face of inflation and economic uncertainty requires more than a robotic advisor and a prayer. You deserve a smarter option that responds to market movements without endless hours of research and screen time. Composer offers an array of professionally-created investment strategies that trade based on logic and data. Don’t get caught up in emotions and sensationalized tweets. Trade based on data and market movements. Composer can move your portfolio into its best performers when the market is doing well, and hedge risk during volatility. Composer is your portfolio’s watchdog, constantly monitoring your portfolio, rebalancing positions, and only trading when necessary. Free to sign up, fill out your personal details, then set up and fund your Composer brokerage account. Open up a strategy to see how it works, view its performance and live holdings, and even backtest it.Starting Price: $24 per month -
20
Gorilla Terminal
Gorilla Terminal
Don't miss a word they say, earnings call analysed with cutting-edge Artificial Intelligence for sentiment analysis, deep dive into questions asked, individual revenue growth and margin statements. Get rich macroeconomic data at your fingertips with a single click, allowing you to make smart investment decisions based on CPI, unemployment rates, total retail sales consumer sentiment, and much more. Design that is simple, Search for any stock by name or ticker and get all the information, stock charts, and links in a single click. SEC filings, quarterly reports, 10-Ks,10-Qs,Insider buying, sentiment on Twitter, and much more.Manage your investment portfolio with confidence. Our powerful quant techniques use statistical models to identify potential losses and optimize your portfolio for risk and return.Starting Price: $20 per month -
21
Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
22
Vestio
IDS Fintech
Vestio is a Wealth & Asset Management Software Solution designed to empower Investment Companies with rich end-to-end functionality and capability to streamline their operations smoothly whilst achieving cost efficiency. It incorporates powerful risk metrics that enable Portfolio Managers to deliver a premium level of service. Ensuring operational compliance with region-specific and international regulatory requirements. Vestio is a one-stop integrated Investment Management Solution for leading Investment Banks. -
23
Quantmatix
Quantmatix
Quantmatix is an AI-powered investment research and market intelligence platform that combines decades of market expertise with advanced machine learning to deliver objective, data-driven insights, predictive signals, and portfolio analytics designed to help users time entry and exit points, optimize asset allocation, and manage risk across global financial markets. It continuously analyzes thousands of instruments in real time, generating high-precision trading and momentum signals, such as proprietary Q-Scores, trend exhaustion and reversal indicators, and cluster signals, and provides tools like global multi-asset screeners, instrument ranking, and sentiment analysis to surface high-conviction opportunities and thematic trends. Quantmatix’s technology integrates AI-derived timing algorithms with big data analytics to enhance return potential, reduce emotional bias, and support disciplined decision-making for equities, fixed income, FX, crypto, and commodities. -
24
Motley Fool
Motley Fool
The Motley Fool provides free and premium investment guidance to millions of individual investors around the world on fool.com (the site you’re on right now!). Premium membership services that provide stock recommendations, detailed analysis of companies, model portfolios, live streaming video during market hours, and more. Free market news and commentary with hundreds of new articles published each week. Member-only tools and programming for building your ideal portfolio, tracking your performance, and monitoring companies of interest. If a Motley Fool Member held 25 stocks for at least 5 years, the likelihood that portfolio would have a positive return is 97%. We help millions of people around the world achieve their financial goals every day. We believe in treating every dollar as an investment in the future you want to create. We believe that investing in great businesses, for the long term, is the most effective path to wealth. -
25
GuruFocus
GuruFocus
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing. -
26
StockCharts
StockCharts.com
By using technology to help investors visualize financial data, we allow our users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make intelligent, well-timed investment decisions. For nearly two decades, StockCharts has been an industry leader in the financial technology space, providing innovative, award-winning charting and analysis tools to a global audience. With over 1.9 million active monthly users and counting around the world, we serve an ever-growing, ever-changing array of active traders and investors. To us, our charting tools are only one piece of the puzzle. We believe that tools and features on their own are nothing without the knowledge and perspective necessary to explore their full potential. -
27
Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
28
Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
29
Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
30
Barchart
Barchart
Barchart Premier is a customized ad-free experience that gives you the power of institutional grade data and research tools an affordable price. Designed for the self-directed investor, Barchart Premier unlocks all the features of Barchart. Options screeners, watchlists, historical data download, my charts, unlimited custom Views, advanced alerts, and screen on list to name a few. As a premier member you can receive personalized research delivered to your Inbox every day – your favorite charts – personalized Screeners – your portfolio or your watchlist featuring any off the hundreds of fields available within custom views.Starting Price: $29.95 per month -
31
Seeking Alpha
Seeking Alpha
We empower investors to make the absolute best investing decisions by leveraging our independent and balanced stock research, fundamental analysis tools, crowdsourced debate, reliable news, and actionable market data. Our research is created by investors, for investors. It is carefully vetted by in-house editors, then read and debated by millions of people. Our stock coverage is wider and deeper than any other. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision. Our news enable investors to understand why the market and the stocks in their portfolio are moving or are about to move. Investors read our financial news to gain insight into stocks’ future earnings and price trajectory, and to find new and exciting opportunities. Our data places professional-caliber tools in the hands of every investor. Our factor grades and quant ratings summarize each stock’s characteristics. -
32
YCharts
YCharts
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. Win more new business and position your investment strategies to stand out with customizable sales and communication tools. Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners. -
33
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 -
34
Qualtik
Qualtik
Qualtik provides better visibility into the risk profile of your commercial loan portfolio and the ability to better analyze scenarios in a quickly changing economic environment. With our unique loan portfolio analysis software, you can proactively manage your concentrations, monitor your capital ratios, stress test appropriate segments of your portfolio, and generate custom reports, minus the guesswork or hassle. To effectively manage commercial loan portfolio risk, banks need bottom-up stress testing tools that provide the flexibility to evaluate the impact of ever-changing market dynamics. Stress testing from Qualtik is fast and flexible. Set your own performance thresholds, stress test single loans, specific concentrations, or your whole portfolio, and generate dynamic reports. Quickly hone in on segments of your CRE portfolio or run detailed stress scenarios on individual loans. -
35
FastTrack
Investors FastTrack
FastTrack is an investment research and portfolio analysis tool that gives investors and financial professionals access to institutional-grade market data, analytics, and tools to screen, compare, and model investments across stocks, mutual funds, ETFs, and indexes with over 35 years of verified dividend-adjusted historical data. It simplifies investment research by letting users quickly sift through thousands of securities with advanced comparison tools, create custom rankings based on risk, return, expenses, and other metrics, and perform sophisticated portfolio analysis to gauge performance or test new strategies across full market cycles. FastTrack supports flexible time-frame analysis beyond standard intervals, delivers comprehensive risk and return metrics, and provides dashboards, charts, heatmaps, and reports to visualize insights. It also offers APIs and Excel add-ins for data integration and export, and model portfolios to bring investment strategies to life. -
36
S&P Capital IQ Desktop
S&P Global
Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time. -
37
ESG Book
ESG Book
ESG Book connects investors with companies, providing transparent, comparable ESG data for over 25,000 corporates in real-time. Analyse sustainability KPIs of lending and investment portfolios, and host bespoke ESG lenses based on raw data covering public and private assets. Access proprietary ESG scores on a universe of companies listed across all the world’s leading stock indices. Design bespoke monitoring dashboards according to your institutional and risk preference. Download raw data for integration in your own investment and risk analysis models. Access suite of ESG metrics and data analytics enable users to analyse a wide range of sustainability and climate performance indicators for each company. Download data provided by companies or ESG Book’s data universe, and upload additional data and frameworks. -
38
Accelex
Accelex
Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data. -
39
Hercule
Hercule
Hercule's AI-powered platform can enhance the initial screening of pitch decks using your investment criteria, it enriches your team's capacity to identify the most promising ventures, faster. With automated market research and competitive analysis, Hercule arms your team with the power to dig deeper into data and gain meaningful insights, without getting lost in the process. Hercule provides draft templates for one-click personalized rejections, preserving VC reputation and nurturing potential future relationships with startups. Streamline your workflow by integrating Hercule with your deal flow management software. Centralize information for efficient tracking, analysis, and evaluation. A dedicated research assistant, enabling you the freedom to ask any questions you want, and it conducts the research on your behalf and delivers insightful insights. -
40
AlphaSense
AlphaSense
AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information. -
41
Quandl
Quandl
The premier source for financial, economic, and alternative datasets, serving investment professionals. Quandl’s platform is used by over 400,000 people, including analysts from the world’s top hedge funds, asset managers and investment banks. Quandl delivers market data from hundreds of sources via API, or directly into Python, R, Excel and many other tools. Save time and money by getting the data you need in the format you want. Our unparalleled consumption experience frees your analysts to do what they do best: analysis. With Quandl no one wastes time searching for, cleaning or transforming data. They go from needing data to working with data in seconds. Registering for an account provides you with an API key so that you can use our data via all tools, directly through the API and the web interface. Our platform is used by over 400,000 people, including thousands of analysts from the world’s top hedge funds, asset managers and investment banks. -
42
Profit.com
Profit.com
Profit. com is your all-in-one app designed to discover, analyze, and profit from market opportunities. Whether you’re an experienced investor or just starting out, Profit.com provides the tools you need for smarter decisions and better trading. Why Choose Profit. com? ► Discover Global Markets Explore Stocks, ETFs, Forex, Digital Currencies, and more. With access to 150K+ financial instruments, analyze trends and spot market movers. ► Playtrade Competitions Trade risk-free in tournaments and compete to win real cash prizes. ► Billionaire Portfolios Follow top investors like Warren Buffett and get alerts on their moves. ► AI-Powered Market Briefs Receive daily insights powered by advanced AI algorithms. ► Custom Watchlists & Alerts Track top-performing assets and set price alerts. ► Trading Communities Join 200K+ traders, exchange insights, and discuss strategies. Don’t just watch the markets—dominate them! Download Profit.com today!Starting Price: $9.99 per month -
43
Trading Central
Trading Central
Trading Central has been supporting investment decisions through the world's most admired brokerage and wealthtech brands since 1999. As a one-stop-shop for quality financial research, we offer a diverse analytical scope, a unique fusion of AI and analyst expertise, and 24H multi-asset global coverage all rolled into beautiful user interfaces. -
44
Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness. -
45
Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
-
46
TuringTrader
TuringTrader
TuringTrader is a platform designed to empower individual investors by providing diversified, do-it-yourself investment portfolios aimed at achieving steady returns while minimizing losses over the long term. It offers a variety of portfolios tailored to different investment goals and risk appetites, including conservative, balanced, and aggressive strategies. The "Stocks on a Stroll" portfolio combines a momentum strategy on individual stocks with a managed bond strategy, rebalancing positions weekly to maintain low volatility. The "All-Stars XL" portfolio seeks a balance between high returns and low risk by diversifying across asset classes and investment styles such as momentum, mean-reversion, and volatility targeting, with daily rebalancing. For more aggressive investors, the "All-Stars Leveraged" portfolio utilizes leverage to deliver higher returns, combining momentum strategies with mean-variance optimization to manage risk. -
47
LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
48
Barron's
Barron's
Barron’s is the world's premier investing publication, renowned for its market-moving stories. Barron’s provides concise analysis and advice on how to invest in stocks, bonds, ETFs, options, emerging markets, commodities, and more each week in Barron’s magazine and daily on Barrons.com. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. Navigate global markets with Barron’s, the world’s premier investing publication. Get the trusted insights and in-depth analysis that have been guiding investors since 1921. With comprehensive financial analysis, daily commentary and investment strategies from Wall Street’s best minds, the Barron’s app gives you access to critical news and data moving the global economy and markets, wherever you are. -
49
TradeSmith
TradeSmith
TradeSmith is a financial technology and investment analytics platform designed to help individual, self-directed investors make data-driven decisions and manage risk in their portfolios by turning macro-trends and algorithmic insights into actionable signals and tools. It began as a way to track portfolios using trailing stops and has evolved into a comprehensive suite of risk-management and portfolio analysis tools that analyze market data across millions of securities to identify entry/exit points, volatility, trend direction, and health indicators, helping users reduce emotional decision-making and stay disciplined. TradeSmith offers a variety of integrated products, including tools for stocks, cryptocurrencies, commodities, and funds, that combine technical indicators like the proprietary Volatility Quotient (VQ) with charting, alerts, watch lists, portfolio risk and performance tracking, and strategy insights to guide buy, hold, or sell decisions.Starting Price: Free -
50
Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation.
