Financial Analysis: best apps and software

AlphaScreener

AlphaScreener: a tool to screen US stocks and backtest trading strategies.

NexusTrade

NexusTrade is an AI-driven trading platform for creating and deploying trading strategies and conducting financial analysis, suitable for various markets.

Stockwhiz

Stockwhiz provides AI-powered market insights, financial news, earnings reports, and personalized investment advice, helping users navigate the stock market.

Datarails

Datarails is an AI-driven financial planning and analysis platform that enhances Excel with data consolidation, reporting, and analytics for finance teams.

MonkTrader

MonkTrader provides AI-based stock signals, real-time data, portfolio analysis, options flow and backtesting for retail investors and NRIs, with API access for integration.

FinFloh

FinFloh simplifies accounts receivable for CFOs and finance teams by automating workflows, enhancing credit decisions, and improving cash flow management.

Tidely

Tidely is a cash flow management software that offers AI-based forecasting and scenario analysis for businesses to monitor and manage their financial liquidity in real time.

Fund Purifier

The Fund Purifier app helps Muslims easily identify and invest in Shariah-compliant ETFs and mutual funds with one tap.

Cash Flow Portal

Cash Flow Portal is an investment management app for real estate that helps general partners raise funds and connect with investors efficiently.

PolyTest

Backtesting API for Polymarket that replays historical orderbooks to test BTC, ETH, and SOL trading strategies before live trading.

Constellation Stocks

Constellation Stocks provides users with comprehensive stock research reports, real-time data, and analysis tools to navigate global stock markets effectively.

MODLR

MODLR is a collaborative planning software that streamlines financial modeling and budgeting processes for growing businesses, integrating with ERP systems and Excel.

FinQuant Investment

Mobile app for managing and analyzing investments (mutual funds, SIPs, stocks, commodities). Tracks portfolios, performance, risk (VaR/CVaR), transactions, reports, and simulations.

SimpliCapital

SimpliCapital is a SaaS app that streamlines invoice collections and suggests optimal payment schedules using AI for improved cash flow management.

Trezy

Trezy is a cash management app that offers real-time financial insights, automated forecasting, and bank balance consolidation for improved business financial planning.

Dryrun

Dryrun is a cash flow management app that forecasts financials, models scenarios, and simplifies reporting for informed business decisions.

Zebull

Zebull is a financial app that provides real-time market data and tools for analyzing investments, helping users make informed trading decisions.

Portfolio Backtest

Portfolio Backtest helps users evaluate investment strategies by running historical performance tests on multiple assets and generating detailed performance reports.

Finmark

Finmark is financial planning software for startups, allowing users to create financial plans, manage expenses, and forecast revenue without using spreadsheets.

Investor Advisor

Investor Advisor is an AI-driven app that offers personalized investment advice, portfolio management, and insights based on users' financial profiles and goals.

AI Bookkeeping

AI Bookkeeping automates accounting tasks for small businesses, freelancers, and accountants, improving efficiency and accuracy in financial management.

HoopsAI

HoopsAI provides real-time trading insights and AI-driven analysis to help retail investors make informed investment decisions.

PlanGuru

PlanGuru is a budgeting and forecasting tool for small to mid-sized companies, aiding in financial projections and strategic planning with integrations for accurate data.

StockBuzz

StockBuzz provides stock screening, live market data, company and earnings analysis, and data-backed stock recommendations; ask questions without signing up.

FinanceBrain

FinanceBrain is an AI tool for financial analysis, helping businesses track revenue, costs, and identify trends to improve financial decision-making.

Swipey

Swipey is a financial management app that simplifies financial operations for small businesses, offering tools for tracking, budgeting, and analysis.

Holistiplan

Holistiplan is a tax planning software that analyzes tax returns to create customized reports and offers tools for insurance risk management, aiding financial advisors.

Plika

Plika is a cloud-based app for financial planning and analysis, helping businesses track results and cash flow instantly while facilitating accurate decision-making.

Trefolio

Portfolio tracker for European investors: sync broker accounts (DEGIRO, IBKR, T212, Revolut), show real-time quotes, asset allocation, dividends, performance and AI analysis. Folio free; Trefolio €7.99/mo.

WealthBee

WealthBee allows businesses to integrate financial analytics and trading features into their websites, supporting various financial instruments and offering customizable dashboards.

Modeliks

Modeliks is a business planning software that helps startups and SMEs create financial plans, pitch decks, and investor reports collaboratively and effectively.

Fortune

Fortune is a financial management app that connects multiple bank accounts, automates accounting, tracks cash flow, and provides forecasting insights.

Kwanti

Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.

FactorBench

FactorBench lets users research financial strategies via chat: build and run screens, backtest, chart and analyze seasonality for stocks, commodities, and crypto; save and share results.

Zumma

Zumma is a financial management app that automates expense management and invoicing for businesses through an AI agent and API integration.

investHQ

investHQ is an investment platform for analyzing and backtesting mutual funds, optimizing portfolios, and managing various investment assets with real-time data and analytics.

alphaAI

Provides AI-driven analytics and personalized recommendations for diversifying portfolios with leveraged ETFs, crypto ETFs, and tax‑aware long/short strategies; customizable automation.

Brightwave

Brightwave is an AI-based platform that automates financial research and analysis, synthesizing data for clearer investment insights and reporting.

Spotlight Reporting

Spotlight Reporting is a cloud platform for financial reporting and cash flow forecasting, enabling users to create reports and dashboards from accounting data.

Runway

Runway by GrowSurf helps startups manage finances by visualizing cash flow, tracking expenses, and forecasting burn rate and revenue streams.

SkySpecs Horizon Finance

Horizon Finance is a cloud-based platform for managing financial assets in renewable energy, optimizing workflows for project development and operations.

Francis

Francis is a financial planning platform designed for SMBs, offering tools for consolidation, budgeting, forecasting, and reporting to streamline finance processes.

Futrli

Futrli is a financial forecasting and reporting app that integrates with Xero to help businesses visualize cash flow and create accurate forecasts.

PredictFolio

Free tool using blockchain data to show prediction market traders' performance. Information is for reference only and not financial advice.

Estimize

Estimize is a platform that gathers financial estimates from analysts and investors, aiding in financial analysis and decision-making through data analytics and market insights.

Quantiply

Quantiply automates trading with configurable algorithms for various strategies across multiple asset classes, offering backtesting, portfolio management, and scenario modeling.

MarketsMojo

MarketsMojo is an investment analysis app that provides real-time insights, portfolio management, and stock selection strategies for informed decision-making.

Apptio

Apptio is a cloud financial management platform that helps organizations manage and optimize cloud costs through tracking, forecasting, and budgeting tools.

Bilanc

Bilanc app enables users to analyze financial and engineering data for profitability, optimize pricing, and assess customer-level financial trends.

Codat

Codat provides a platform for banks to access and analyze customers' financial data, streamlining business lending and improving underwriting processes.

Zeni

Zeni is an AI-powered finance platform that offers bookkeeping, tax, CFO services, and real-time financial insights for startups and small businesses.

Marketgenius

Marketgenius displays real-time heatmaps, charts and screeners for 600+ stocks, indices and cryptocurrencies, with alerts, historical data and customizable dashboards for market analysis.

IndiaCharts

IndiaCharts teaches stock trading and technical analysis for Indian markets, providing Elliott Wave analysis, daily Nifty/Bank Nifty and commodity insights, plus courses and mentorship.

Vumi

Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.

OpenGamma

OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.

Castello AI

Castello AI provides tailored financial analysis and insights, utilizing specialized data partnerships to assist investors in making informed decisions.

COMMITLY

COMMITLY is a liquidity planning app that helps businesses manage cash flows through forecasting, budgeting, and data visualization.

RAFA

RAFA is a financial AI tool that analyzes data to identify investment opportunities and provides portfolio alerts for risk management, suitable for all investor levels.

Tesorio

Tesorio is a financial management platform that automates cash flow processes, providing visibility and insights for better financial forecasting and decision-making.

CoinWise

Automatically plots VWAPs, POCs, session highs, lows, opens, closes, midpoints, and user-defined extensions for any type of trader.