Alternatives to Formula Stocks
Compare Formula Stocks alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Formula Stocks in 2026. Compare features, ratings, user reviews, pricing, and more from Formula Stocks competitors and alternatives in order to make an informed decision for your business.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
3
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. -
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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 -
5
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Boosted.ai
Boosted.ai
Boosted.ai is an artificial intelligence company that empowers investment managers by providing AI-driven insights to enhance portfolio performance. Their platform, Boosted Insights, utilizes proprietary machine learning algorithms tailored specifically for finance, enabling users to integrate AI into their investment processes without requiring programming knowledge. Key features include AI stock picker, which analyzes and ranks stocks to identify high-value trade ideas; portfolio workspaces, offering personalized recommendations based on existing holdings, risk profiles, and investment styles; and AI stock research, leveraging large language models to distill information from extensive news sources, earnings data, and company filings into concise, actionable insights. The platform also provides tools for dynamic stock screening, portfolio optimization, and risk management, allowing investment managers to make data-driven decisions efficiently. -
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StarMine
LSEG Data & Analytics
Identify opportunities, save time, and zero in on the most viable investment ideas. Using StarMine in your investment process is like adding an entire research department of PhD-level experts to your team. Our suite of quantitative analytics and models covers critical areas including value, momentum, ownership, risk, and quality. You can make better, faster investment decisions using StarMine’s quantitatively derived outputs to simplify the stock selection process. For example, SmartEstimates places the most weight on recent forecasts by top-rated analysts, helping you predict future earnings and analyst revisions. In addition, you can introduce new angles to investment strategy and test investment hypotheses with StarMine’s analytics and models, as well as validate and benchmark your quantitative methods. -
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butterwire
Butterwire
Grow in size to reduce cost per $bn assets managed (M&A). Stretch research staff to offset inflation of mid-back office costs. Cut risk budgets to keep close to the benchmark each quarter. Grow # of quality of investment decisions per number of staff. Use data science to encode sound investment knowledge NOW. Leverage new technologies to compound knowledge cost efficiently. Butterwire is calibrated to support a long-term, low turnover, fundamental approach to active investing. It aims to increase the chances that some portfolio positions will outperform significantly at a 12-month horizon, while reducing the number and impact of the poorest performers. Look for stocks that have relatively attractive fundamentals and are controversial and are consistent with your style and mandate. Ensure your risk budget is spread across a number of largely unrelated, stock-specific exposures, simulate ways to increase expected active return / active risk ratio. -
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Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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5paisa
5paisa
Flat fee saves lacs of rupees in brokerage. Investing with no other fee means 1-2% additional returns every year. By international research and tools, to keep you ahead. Seamless integrated investment on mobile, desktop, web or use our developer APIs. Real time reports on gains/losses, compared with benchmarks, suggestions to improve performance for your risk appetite. For all your investments, stocks, mutual funds, commodities, currency, F&O, bonds, gold, insurance etc in one account, one statement one charge. Build your wealth with stock baskets suggested by experts. Get timely ideas to buy and sell stocks for intraday, short term and long term. Get access to fundamentals & research for 4000+ stocks. Learn to trade in stocks & derivatives with step-by-step courses. Wide suite of powerful drawing tools to help you take the right decisions. Smart tools to help you take the right Calls when it comes to options.Starting Price: $0.27 per order -
11
MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $39 CAD -
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MarketsMojo
MarketsMojo
Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.Starting Price: $67.23 per year -
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Global Predictions
Global Predictions
Global Predictions is building the world’s only commercially available digital twin of the economy, powering the next generation of decision-making, providing policymakers, corporations, and investors unbiased insights and tools to explain shifts in the economy, develop and manage investment portfolios, recognize risks, and forecast into the future. Its proprietary Recommendation Engine is built by leading quantitative economists and machine learning engineers to hyper connect and draw relationships between millions of diverse data streams, macroeconomic models, and simulations. This same engine powers PortfolioPilot, the company’s free multi-asset net worth management platform for retail investors. -
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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. -
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Clockwork
Clockwork
Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration. -
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Alinea
Alinea
Alinea Invest is a mobile-first digital investing and wealth management platform that simplifies investing for beginners and younger users by combining expert-built portfolios, automated investing, personalized recommendations, and an AI copilot called Allie to guide decisions and provide real-time market insights. Users start by selecting financial goals, risk tolerance, and an investment amount, and the app handles diversified portfolio management and automated contributions while offering visual trackers and thematic “investment playlists” tailored to interests and goals. The AI assistant Allie can answer questions about stocks, market trends, and portfolio performance around the clock, breaking down complex concepts into understandable insights, and it emphasizes education, accessibility, and simplicity so people new to markets can learn as they invest.Starting Price: Free -
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SYNDi Investment Ledger
SYNDi
Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio. In situations where you maintain investment history in the general ledger a G/L account is set up typically for each security and is often extended to the partner level through sub-accounts for tracking purposes. The result is the chart of accounts soars to an unmanageable level. SYNDi Investment Ledger solves the problem by maintaining individual transactions while passing a simple journal entry to General Ledger. With SYNDi Investment Ledger you may set up just one or two asset accounts for investments and maintain all history within the sub-ledger. -
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dough
dough
The investing app with unlimited commission-free stock trading, zero account minimums, and tons of smart ideas. Equal parts brokerage, education, and media company, dough is what investing should be: unlimited commission-free stock trading, zero account minimums, and iOS and Android apps filled with smart ideas. Our mission is to inspire the world to embrace risk, take control of their money, and make more of it. Investing in securities, ETFs, and ETNs, involves risk, and there is always potential of losing money when you invest. dough does not provide investment, tax, or legal advice. Refer a friend to dough and you'll earn a free share of stock. More friends, more stocks. Connect to over 11,500 banks and get instant access to funds for trading. Deposit $2k or more, qualify for margin, and receive up to 2x your deposit amount to trade stocks. You didn't learn to drive from the passenger seat. It's time to take the wheel.Starting Price: $500 -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
21
MarketBrowser
Leading Market Technologies
Research, analyze, and monitor with advanced power. Bring institutional stock analysis power into your investment strategy. When you make your own decisions, you need the best tools. For 20 years, Leading Market Technologies has worked with the world's top investment firms to create best-of-breed software for researching, analyzing, & monitoring securities. Now this powerful, guaranteed investment solution is available to you. Watch stocks, mutual funds, FX, & precious metals from your desktop! Monitor up to 100 live charts at a time or zoom in to a single chart for a detailed look. Add live technical analysis, comparisons, watchlists, and more. Your charts & analytics update automatically & frequently, so you can see your important numbers at a glance! It's the most powerful stock analysis software available outside of a Wall Street firm! Easily apply off-the-shelf analysis to your charts, or get intense with build-your-own analytics.Starting Price: $29.95 per month -
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Firstrade
Firstrade
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone. -
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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
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Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
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Hedgeye
Hedgeye
Get buy, sell, and cover signals selected from our analysts’ best stock and ETF ideas with Hedgeye’s real-time alerts. Real-time alerts features buy, sell, short, or cover stock and ETF signals emailed to you directly by Hedgeye CEO Keith McCullough. Each stock and ETF signal is backed by Keith’s quantitative risk range model and is hand-selected from among the best qualitative ideas of our 40+ bottom-up equity research analyst team. This indispensable trading tool is based on a risk management signaling process Hedgeye CEO Keith McCullough developed during his years as a hedge fund manager and continues to refine. Nearly every trading day, you'll receive Keith's latest market signals, buy, sell, short, or cover. While each signal is quantitatively driven, qualitative research from our team of over 40 analysts provides macro and stock-specific context to further guide you. Subscribers get the added bonus of receiving real-time, exclusive online access to Keith via “RTA Live".Starting Price: $49.95 per month -
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PortfoliosLab
PortfoliosLab
PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.Starting Price: $7.99 per month -
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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. -
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Tiger Brokers
Tiger Brokers
It is crucial to choose a reliable broker. Tiger Brokers has licenses in the United States, Singapore, and other countries. Client assets are segregated in custody accounts in accordance with regulatory requirements to ensure client monies are protected strictly. Tiger’s platform enables investors to access securities including equities, ETFs, options, futures and funds on multiple global markets including Nasdaq, New York Stock Exchange, Hong Kong Stock Exchange as well as A shares which are tradeable under Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect programs. Based on artificial intelligence and big data, we have launched multiple new functions such as Tiger Lab (for quantitative investment strategies), an abnormal stock fluctuation list, and K-Line comparisons, all of which may help investors track market movements. -
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Groww
Groww
Groww is an investing platform where users can find the best mutual funds to invest in and can invest their money without any hassles. Groww provides objective evaluation of mutual funds and does not advice or recommend any mutual fund or portfolios. Investor shall invest with their own descretion. Groww does not guarantee any returns and safety of capital. With Groww, Investing in mutual funds, stocks, digital gold are made easy, fast & secured. Enjoy 100% paperless onboarding without any hassles and Invest in popular mutual funds, stocks & buy gold in a few minutes from the comfort of your home. Invest in any direct mutual funds by SIP or lump sum at 0% commission for free. If you are already an investor, switch your regular investments plan to direct mutual fund plans & earn extra returns. Groww is the simple Demat & stock trading app that allows you to open a free Demat account & trade BSE, NSE listed stocks in the share market at a low brokerage on the stock orders. -
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iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
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Basil
Basil Finance
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.Starting Price: $5.99/month/user -
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Crypto Smartlife
Crypto Smartlife
Crypto SmartLife is an end to end automated Thematic basket Investment platform that lets users invest in theme based crypto baskets based on investor risk and investor preference , all in less than 2 minutes. Baskets are built using advanced quant, data science, and machine learning models that maximize portfolio returns and minimize volatility for a chosen investor risk appetite , creating a smart, simple ,fun crypto experience. Coins within the baskets are grouped based on popular themes within blockchain , crypto, web 3.0, etc. -
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InvestSpy
InvestSpy
InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels. InvestSpy is a professional investment portfolio analysis platform designed to help smart investors minimize risk and maximize returns. Offering tools for securities analysis, portfolio performance comparison, and risk assessment, InvestSpy allows users to examine thousands of stocks, ETFs, and mutual funds from major global exchanges. The platform provides insights into portfolio risk, performance drivers, and correlations between securities, allowing users to optimize their investments with data-backed decisions.Starting Price: $0 -
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Dealpath
Dealpath
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally. -
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XENTIS
Profidata Group
XENTIS, the integrated, modular investment management system designed to manage the entire investment lifecycle. XENTIS is today’s choice for leading investment companies and is currently used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS’ comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations. -
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SharePad
Ionic Information
SharePad is an all-in-one platform for private investors and traders, providing in-depth data on everything from shares, funds, ETFs and more across the UK, US and Europe. With your subscription you get live updates from UK Alliance News and RNS, and access to powerful stock screening and portfolio management tools. We know there are a lot of investment opportunities out there. That's why we've created the Single page summary. The Single page summary shows all the key information about a stock, fund, investment trust or ETF on one scrollable page. This allows you to get a quick overview before digging into some deeper analysis in the rest of SharePad. The single page can be set as a full screen view or in a split screen view to quickly click through a watch list or portfolio. Our custom mode even allows you to create your own single page summary to display the information you want.Starting Price: $36.99 per month -
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Stockle
Stockle
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.Starting Price: $5.67 per month -
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Dividend Data
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.Starting Price: $10 per month -
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Total Return
SS&C Technologies
SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform. -
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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 -
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Kavout
Kavout
Research backed and validated equity factors and signals, delivered as automated data-feed to systematic and quantitative investment professionals, that are timely and cost effective. A derived equity rating score between 0 and 9 with high K Scores indicating higher probability of out-performance. Quantitative buyside firms overlay K Score with their investment models as buy/sell signals. We applied machine learning methodologies and ranking algorithms of over 200 factors and signals including fundamental, price/volume and alternative data. Access the newest researched factors, anomalies, and signals in minutes rather than weeks. Save time and money to conduct research and validate factors in-house. Delivered as automated data-feed, long history, and broad coverage, all at your finger-tips. The benefit of an ETF with more control. Partner with Kavout to design index enhancing portfolios, or whether sector specific or cross-sector. -
42
RiskValue
Systemic
Designed to cover all types of trading portfolios, investment strategies, compliance requirements and geographical mandates, RiskValue® and its embedded risk measurement engine improves your investment management and helps you derive more value from your portfolios. Scalable and fully customizable, it suits both smaller and larger financial organizations. You can start with an initial core engine and then you can choose additional modules from a large pool of proven solutions. Independent, yet seamlessly integrated, modules are offered as an option that can be activated whenever the corresponding operational need arises. -
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Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
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Trading 212
Trading 212
Trading 212 is a fintech company that democratises the financial markets with free, smart and easy to use apps, enabling anyone to trade Stocks, ETFs, Forex, Commodities, and more. We disrupted the stock brokerage industry by offering the first zero commission stock trading service in the UK and Europe, unlocking the stock market for millions of people. Don’t put your eggs in one basket. Build a diversified portfolio and customize it to your unique financial goals. Create an investing plan that matches your goal and budget. Deposit funds, invest and reinvest dividends into your pie automatically. Control every aspect of your pie. Easily adjust the proportions of its slices. Rebalance with a single tap. Have some extra funds that you want to contribute? You can do it at any time without interfering with your investing plan. -
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JStock
Yocto Enterprise
JStock makes stock investment easy. JStock makes it easy to track your stock investment. It provides well-organized stock market information, to help you decide your best investment strategy. Watch stock prices and set stock alerts. Watch stock prices and set stock alerts. Insider transactions. Know who is buying or selling stock. Stock market news. Company financial health analysis. Quarterly and yearly financial reports. Compare against other companies' financial ratios within the same industry. Portfolio summary chart. Annualized yield at a glance. Comprehensive company info for stock analysis. Record buy, sell, and dividend. JStock integrates seamlessly with JStock Desktop. Free JStock Desktop can be downloaded separately. Receive a stock market alert when the stock price moves above the threshold or the stock price moves below the threshold. Draw stock technical analysis on the stock chart. Excellent stock portfolio summary chart to keep track of stocks.Starting Price: Free -
46
UTrader
UTrader
Welcome to uTrader - a safe and secure trading platform. uTrader lets you trade CFDs, Forex and Options on various assets and gain up to 85% on every trade. uTrader – is your chance to start trading CFDs, Forex and Options in just a few minutes with a minimum start-up capital and no matter how experienced you are. High returns: the amount of your profit can be a few times bigger than the return you can get when trading on Forex markets with the same investment. Risk management: the risks and returns are predefined and you can evaluate them before investing your money. Thanks to all these advantages, CFDs, Forex and Options have become one of the easiest and fast-growing market segments alongside with Forex and trading stocks. -
47
ABM Inventory
ABM Cloud
Commodities, raw materials, finished and intermediate goods – in terms of business are all referred to as stocks, which in fact are financial investments we expect returns from. Effective inventory management allows maximizing return on investments. There are different inventory management models. Theory of Constraints as a progressive business management methodology offers its own inventory management tool called Dynamic buffer management (DBM). DBM allows providing a high product availability level while keeping the stocks in the system at a minimum level. To manage manufacturing inventories effectively, we offer a unique methodology — DDMRP (Demand Driven Material Requirements Planning). This methodology allows keeping the necessary amount of stock based on the actual demand. Creating the system of dynamic buffer management, which will take into account the actual demand and sales. -
48
Ticker by Finology
Ticker by Finology
Analyzing stocks is a serious affair and with Ticker you get one-stop destination for cutting-edge stock research. Our stock analysis platform provides a sophisticated yet simple interface that you would be impressed with while carrying out your stock analysis. Compare the companies operating in the same industry and choose the best amongst the lot with Peer Comparison. A detailed comparison of similar companies will help you make a better decision. Ticker gives you an edge when it comes to peer comparison. These are baskets of stocks shortlisted using proven investment strategies. These assortments of companies are based on predefined criteria that help you choose stocks based on your own investment strategy. And, if you already haven't thought about a strategy, don't worry. Bundles will help you select one. -
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Uncle Stock
Uncle Stock
Uncle Stock is the ultimate tool for discerning investors seeking quality and value in their stock selections. It enables you to invest with confidence, tailoring your approach to achieve better financial results. Here's why Uncle Stock stands out: Unmatched Information Depth: Offering over 4,000 metrics, Uncle Stock provides extensive and precise data, essential for making well-informed investment decisions. Comprehensive Global Coverage: Uncle Stock covers 40,000 companies and 65,000 listings, ranging from nanocaps to largecaps. This wide scope allows investors to diversify their portfolio and explore unique opportunities in various markets. Integrated Backtesting Feature: Uncle Stock includes a built-in backtesting tool, enabling you to evaluate and refine your investment strategies using historical data to maximize your returns. Uncle Stock combines depth, global reach, and advanced tools to support your investment journey, enhancing your potential for success.Starting Price: $15 per month -
50
StockGro
StockGro
StockGro is India’s largest social investing and advisory platform, blending immersive virtual trading, peer learning, and expert insights to help users master trading and investment. It operates as a risk-free virtual trading environment using platform currency, simulating real market conditions with live data, enabling users to build, track, and manage virtual portfolios, test long-term strategies, and practice buy/sell decisions without real financial exposure. It facilitates actionable stock insights before investing by offering return comparisons, stock scoring, analyst rankings, peer benchmarking, and the latest news and trends. Users can explore verified portfolios of SEBI-registered analysts and peers, assessing their track records before following their strategies. The social aspect is emphasized via interactive communities, where users can join thematic chat groups, follow top traders, and learn through collaborative engagement.Starting Price: Free
