Streamline your investments with real-time portfolio insights.
Main Features
Pricing
TOGGLE Copilot offers custom pricing plan
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Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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No common features
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Pop-ups
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Co-Browsing
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Starts from $3000/Month
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Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
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Alert Notifications
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Calendar Management
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Workvivo offers custom pricing plan
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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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Portfolio Management
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Sentiment Analysis
Security Testing
Corporate (Business)
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Starts from $99/Month, also offers free forever plan
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Contora is a simple and reliable platform for monitoring your investments. This unique software collects data on the business's activity from the web, tracks website traffic and sends real-time alerts to your communication channel. Ideal for marketers and small businesses, Contora will help you ...
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Investment Monitoring
Alert Notifications
Dashboard
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KPI & Metrics
Performance Analytics
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Starts from $9/Month, also offers free forever plan
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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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Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
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Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
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Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in ...
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Stonksfolio offers custom pricing plan
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JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
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Dashboard
Portfolio Management
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Investor Management
Performance Analysis
Key Performance Indicators
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Free Trial available, Try Now
Starts from $100/Month
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Introducing StockTreats - your ultimate solution for stock market insights. This robust software offers technical analysis without any complicated formulas. Its unique news catalysts keep you updated on potential market shifts, while daily, weekly, and monthly reports help you identify trending ...
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Alert Notifications
Portfolio Management
Unique Features
Performance Analysis
Pricing
Starts from $9.99/Month, also offers free forever plan
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Popular alternatives include Qualified, Workvivo, DataSpark, Contora and StockTreats.
Key factors include Alert Notifications, Investment Monitoring, Market Analysis, Dashboard and pricing.
Tools like ReadyRatios, Fathom, IndustriusCFO, Qvinci and Tangent Works are best for small businesses for Financial Analysis 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].
