Financial Analysis: best apps and software

Phocas Software

Phocas Software is a financial reporting tool that integrates data from various sources to provide real-time analytics and customizable dashboards for better financial insights.

Stock Rover

Stock Rover is an investment analysis platform that helps users screen stocks, track portfolios, and analyze performance across major brokerage accounts.

Intellectia.AI

Intellectia.AI is an AI-driven platform for stock and crypto market analysis, providing real-time data, insights, and tools for informed trading decisions.

wallmine

Wallmine is a financial analysis app that provides insights into stocks, crypto, and ETFs, helping users track performance and make informed investment decisions.

LivePlan

LivePlan is a cloud-based app that assists small businesses and startups in creating business plans, budgeting, forecasting, and performance tracking.

Stessa

Stessa is an accounting and management app for rental property owners that automates income and expense tracking, tax reporting, and financial performance analysis.

Cryptovizor

Cryptovizor tracks aggregated BTC trading volume and delta, provides a screener for all USDT trading pairs, and displays relevant trends.

Zerodha Console

Zerodha Console is a dashboard for managing trading activities, offering portfolio insights, tax reports, and analytics for informed investment decisions.

Danelfin

Danelfin is an AI-based tool that aids investors in stock selection and portfolio optimization through comprehensive data analysis and actionable insights.

Trademetria

Trademetria is a trading journal and portfolio tracker that analyzes trade performance and allows users to import trade history for better strategy optimization.

Jitta

Jitta analyzes stock fundamentals and fair values using Warren Buffett's value-investing principles.

同花顺

Tonghuashun is a mobile/web financial app providing real‑time market quotes (including Level‑2), news, charts, stock screening, portfolio/watchlist management, and community discussion.

UltraTrader

UltraTrader is a trading journal and analytics app that tracks, analyzes trades, and helps users improve trading strategies across various markets.

StockGPT

StockGPT is an AI tool for analyzing SP500 earnings call transcripts and market data, helping users make informed financial decisions.

ETF Insider

ETF Insider is an analytics app for retail investors, providing insights on ETF performance, portfolio management, and market trends to aid investment decisions.

BiggerPockets

BiggerPockets is a platform for real estate investors offering tools, resources, and a community to analyze, find, and manage investment properties.

Wallstreet.io

Wallstreet.io is a financial app offering tools for market analysis, stock tracking, and educational resources for investors of all levels.

Ambrook

Ambrook is a financial management platform for farmers, integrating accounting, banking, and payments to streamline operations and enhance financial insights.

Trade Ideas

Trade Ideas is a stock scanning and analysis app using AI to generate trade ideas, provide real-time alerts, and support customizable scanning and portfolio management.

Trade Brains Portal

Trade Brains Portal is an Indian app for stock research and analysis, offering tools like stock screener, portfolio analysis, and educational resources for investors.

Stock Portfolio Tracker

Tracks and analyzes stock portfolios using 30+ years of data and Money-Weighted Rate of Return; handles dividends and corporate actions, real-time prices, multiple portfolios and currency conversion.

Tradervue

Tradervue is a trading journal and analytics platform that helps traders track and analyze their performance across various asset classes.

Fiscal.ai

Investment research platform and API providing public company financial data, AI-assisted summaries and chat, stock screeners, filings, earnings calendar, analyst ratings, and notifications.

FactSet

FactSet is a financial analytics platform that provides data management and risk analysis tools for investment professionals to support informed decision-making.

NuInvest

NuInvest is a financial app from Nubank that simplifies investment management and tracking for users, offering tools for portfolio analysis and decision-making.

Profit Calculators

Profit Calculators is a tool for estimating profits in trading and business, helping users manage costs and analyze financial scenarios effectively.

Market Data

The Market Data app provides access to current and historical market data for various financial instruments, with tools for analysis, portfolio management, and real-time updates.

Altindex

AltIndex analyzes alternative stock and crypto data, providing insights and alerts for informed investment decisions through an AI-driven platform.

DealCheck

DealCheck is a real estate analysis app that helps users evaluate investment properties, calculate key financial metrics, and create reports on various devices.

YCharts

YCharts is an investment research platform that provides tools for analyzing securities, building portfolios, and visualizing financial data.

Market Chameleon

Market Chameleon provides tools for options and stock trading, including analysis, screeners, volatility metrics, and alerts to support trading decisions.

StockPil.com

Provides timely updates and analysis on stock markets, global business trends, finance news, and economic developments.

ProjectionLab

ProjectionLab is a financial planning app that helps users create and visualize financial projections, set goals, and simulate different financial scenarios.

韭研公社

A stock research platform for individual-stock fundamental analysis and content sharing, using a “work-point” incentive to reward contributors and support community discussion.

OpenBB

OpenBB is an AI-powered research platform that offers tools for financial analysis, data integration, and real-time collaboration for investors and researchers.

Genial Investimentos

Genial Investimentos is a digital app for tracking and managing investment portfolios with access to real-time market data and performance analysis.

DilutionTracker

DilutionTracker helps users monitor stock dilution events, providing real-time data and analytics to inform investment decisions.

StockMojo

A stock market app for live options analysis, option chain data, strategy building, watchlists, and backtesting for Nifty, BankNifty, and F&O stocks.

CoinBrain

CoinBrain is an analytics platform for crypto traders that tracks coins, assesses smart contract safety, and provides insights into DeFi strategies.

Trading Wizard AI

Trading Wizard AI provides trade analyses and predictions, focusing on risk management and disciplined execution, while emphasizing user responsibility for investment decisions.

TradeUI

TradeUI is an AI trading tool for options flow and stock analysis, providing market insights, patterns, and community resources for informed trading.

Zahir Software

Zahir Software is a financial management app that streamlines accounting, invoicing, tax management, and reporting for small to medium-sized businesses.

PocketSmith

PocketSmith is an online personal finance app that imports transactions, tracks accounts and net worth, visualizes budgets and calendars, and forecasts cashflow and financial scenarios.

Value Research

Value Research is a financial tool providing investment research, stock ratings, and performance analysis to help investors make informed decisions.

ChartMill

ChartMill is an online tool for traders and investors that offers stock screening, fundamental analysis, technical tools, and learning resources to support informed investment decisions.

SmartAsset

SmartAsset is a financial planning app that provides tools for home buying, investments, taxes, and more, helping users make informed financial decisions.

Numeric

Numeric helps teams manage financial closing, automate reconciliation processes, and generate quick reports using AI for flux analysis.

Traderstats

Traderstats is a trading analytics app that tracks trades, reviews performance, and analyzes strategies to improve trading outcomes.

Tradebreath

Tradebreath is a free backtesting platform for traders to simulate and improve investment strategies across over 700 assets using AI-driven analytics.

PortfolioPilot

PortfolioPilot is an AI-driven portfolio tracker that provides insights, recommendations, and automated monitoring for improved investment strategies.

My Stock Scanner

My Stock Scanner is a web app for analyzing and tracking global stocks, ETFs and indexes — offering stock screening, valuation charts, timing signals, watchlists, alerts and portfolio tracking.

MarketSmith India

MarketSmith India provides analysis and tools to evaluate, compare and time buys/sells for Indian stocks using a proprietary Master Score, pattern recognition, interactive charts and detailed metrics.

Causal

Causal is a tool for building financial models with variables and visual dashboards, allowing easy sharing and data integration for analysis.

Dividend.com

Dividend.com helps investors track and analyze dividend stocks, offering tools for portfolio management and automated dividend monitoring.

BBAE

BBAE Pro provides tools for stock, options, and ETF analysis and trading: fundamental data, customizable charts, options strategies, SEC filing AI chat, earnings calendar, analyst ratings, and social trading.

Sharesight

Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.

新浪财经

Sina Finance (新浪财经) provides 24/7 real-time global market quotes, news, financial data and analysis tools for stocks, futures, forex, bonds and funds, with trading and research features.

Vena

Vena is a cloud-based platform that enhances Excel for financial planning, budgeting, and reporting, allowing real-time collaboration and centralized data management.

Actuar

Actuar is a comprehensive software for gyms and fitness businesses, providing management tools, financial control, automated training, and biometric access.

Finology

Finology provides tools for financial analysis, investment insights, and stock market education, helping users assess companies' financial health and performance.