Streamline your stock research and stay ahead.
Pricing
Starts from $19.99/Month when Billed Yearly, also offers free forever plan
Free Trial available
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Product Description
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
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No common features
Unique Features
No unique features
Pricing
Personal Capital offers custom pricing plan
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Product Description
DataSpark, the N.1 financial platform for NextGen investors, provides exclusive stock watchlists, analytics, insights, and actionable data. With our platform, investors have access to top-tier financials, sustainability metrics, alternative data, and powerful quantitative insights, which are ...
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No common features
Unique Features
Sentiment Analysis
Security Testing
Corporate (Business)
+ 3 more
Pricing
Starts from $99/Month, also offers free forever plan
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Product Description
FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make informed decisions and develop successful strategies. Through its powerful analytics and access to global ...
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No common features
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Portfolio Management
Reporting
Collaboration Tools
+ 2 more
Pricing
FactSet offers custom pricing plan
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Product Description
Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...
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Product Description
TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...
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No common features
Unique Features
No unique features
Pricing
Free Trial available, Try Now
TikrBuddy offers custom pricing plan
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Popular alternatives include Personal Capital, DataSpark, FactSet, Portfoliopilot and TikrBuddy.
Tools like Intellectia.AI, Marketlog, CeoBuySell.com, Pro Stock Tracker and CommonSubDoc are best for small businesses for Investment Portfolio Management Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
