Financial Analysis: best apps and software

Goodfin

The Goodfin app enables users to invest in innovative companies using AI, aiming to enhance their financial growth within a community framework.

Countercyclical

Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.

Metric.ai

Metric.ai is a management tool for digital agencies offering real-time financial analytics and operational metrics, integrating sales, resource management, and invoicing.

Wealthmonitor

Wealthmonitor is a research platform that identifies and profiles HNWIs and prospective wealth creators, offering data on current and prospective wealth, liquidity events, networks, education and biographies.

Kensho

Kensho is a cloud-based platform that uses AI to analyze financial data, helping users extract insights and make informed decisions in complex financial environments.

Mashvisor

Mashvisor is a real estate investment platform that provides data and analytics for long and short-term rental properties, aiding investors in decision-making.

Stonicks

Stonicks is an app for analyzing and visualizing stock charts, providing tools for portfolio management and personalized investment strategies.

Stock Alpha

AI-based answer engine for equity research that helps analysts and investors extract insights from annual reports, earnings calls, and investor decks quickly.

StockAlgos

StockAlgos provides tools and data for stock trading, offering algorithms and market insights to help investors make informed decisions.

Brixx

Brixx is financial planning software that helps businesses create financial models and forecasts, integrating with accounting tools for budget tracking.

Streetbeat PRO

Streetbeat PRO is a financial platform that uses AI to automate tasks, manage data, and enhance operations for finance professionals.

妙想

An AI-powered financial app for investors that provides real-time market data, stock screening, risk alerts, and structured financial analysis across stocks, funds, bonds, and macro data.

Alt-X

Alt-X ingests unstructured private-market deal documents, normalizes data, extracts KPIs (ARR, NOI, IRR, cap rate) and generates investor-grade analyses, dashboards, and reports.

Adaptive

The Adaptive app automates finance management for builders and remodelers, syncing bills, receipts, payments, budgets, invoices, and draws with QuickBooks.

Profit Cyclops

Profit Cyclops is a profit calculator for Amazon sellers that provides real-time profit tracking and simplifies financial management and reporting.

Quick FPA

Quick FPA provides free estimation tools for creating detailed project scopes quickly, helping to maintain budget compliance.

Tracker Fx

Tracker Fx is a web-based trading journal that syncs broker data, tracks performance, and analyzes trades with metrics, charts, notes, tags, and screenshots.

同花顺问财

An AI-powered stock selection and market analysis app for investors, offering screening, quantitative tools, technical analysis, and coverage of stocks, funds, bonds, and major markets.

Greeks

Provides real-time options analytics—Greeks, GEX, Max Pain, Unusual Flow, and Expected Move—for retail and institutional traders.

Sagehood

Sagehood is an AI-powered investment platform that analyzes and rebounds U.S. stock portfolios, helping investors make informed decisions.

BizEquity

BizEquity offers a cloud-based platform for accurate business valuations, enabling financial professionals to generate detailed reports and insights efficiently.

Leapfin

Leapfin automates revenue accounting for companies, helping them close month-end faster and report accurate financials with a single source of transaction data.

Profitfy

Platform that centralizes financial, marketing, and product data to provide real-time dashboards and analytics, helping ecommerce teams identify issues and opportunities to improve profitability.

Spendkey

Spendkey is an AI-based platform that analyzes spending data, providing insights and recommendations for better financial management and decision-making.

Riskturn

RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.

Pluvo

Pluvo is a financial forecasting app that allows users to create scenarios, build reports, and analyze business finances easily.

Trovata

Trovata automates cash management, reporting, and forecasting for businesses by integrating bank data, enhancing visibility, and streamlining financial operations.

Choice数据

A mobile financial data app for market monitoring, company profiles, news, and data analysis across stocks, funds, bonds, futures, forex, and indices.

QuantSmith

QuantSmith analyzes 100+ years of market data to provide data-driven stock selection, portfolio allocation, and entry/exit guidance, combining quantitative models with human research to reduce bias.

ValueInvesting.io

Automated DCF and WACC valuations for global equities: scans thousands daily, maintains models for 45,000+ companies, and provides analyst estimates, consensus price targets and valuation assessments.

Fefi

Fefi is an AI finance dashboard that analyzes market data, provides a finance chat with live data, AI market monitoring, a trading backtester with code editor, interview simulator, and Excel exports.

RapidRatings

RapidRatings provides financial health analyses to assess and manage risks associated with suppliers and partners, offering detailed reports on company stability and performance.

Profit Isle

Profit Isle is a SaaS platform that integrates and analyzes data to generate detailed profit and loss insights, helping businesses uncover profit opportunities.

Aqilla

Aqilla is a cloud-based financial management app that provides tools for budgeting, accounting, and reporting, allowing users to access and manage financial data effectively.

Accountfy

AI-first financial management platform for accounting, consolidation, reporting, budgeting, cash flow, and FP&A teams.

Poindexter

Poindexter is a business planning app that allows users to simulate outcomes and prioritize opportunities based on return on investment.

Vareto

Vareto is an intuitive platform for financial planning, forecasting, and reporting, streamlining processes and integrating data from various business systems.

CalculatorAI

CalculatorAI combines AI-assisted calculators, financial trackers, document generators, and saved results for personal finance, business planning, investing, and everyday calculations.

Nepsense

Nepsense provides NEPSE market data, charts, technical analysis, trading tools, portfolio tracking, alerts, and AI-assisted stock research.

Finnextho

Finnextho is an ERP platform for managing finance, invoicing, tax routines, cash flow, sales, inventory, payroll, and bank reconciliation.

GeminIQ

Financial research app that turns SEC EDGAR filings into structured statements, metrics, charts, screeners, and watchlists for U.S. public company analysis.

Ryxel

Analyzes SEC filings, transcripts, and news to identify risks and events affecting your holdings; filters noise and provides real-time valuations, insider activity, and data-driven alerts.

AllMind AI

Research platform for institutional investors that searches documents, analyzes financial data, provides market/order book data, charts, AI chat, bookmarking and export features.

Acterys

Acterys is an integrated planning and analytics platform that streamlines financial management and forecasting through Power BI and Excel integration.

ScaleXP

ScaleXP is a data analytics platform that integrates financial and marketing data for B2B companies, providing real-time insights and dashboards to support growth and fundraising.

Finsheet

Finsheet offers over 30 years of market data, stock fundamentals, and more for free in Excel and Google Sheets.

TraderMade

TraderMade provides FX data and analytics for traders, offering tools to analyze trends, generate trading ideas, and enhance decision-making in financial markets.

AlphaResearch

AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.

Profit Matters

Profit Matters is a financial management app that helps users track income, expenses, and financial performance for better decision-making and compliance.

RavenPack

RavenPack is a data analytics platform that converts unstructured financial data into structured insights, aiding institutions in decision-making and risk management.

Ayanza

Ayanza is an AI-powered platform that enhances team productivity by streamlining workflows, managing projects, and facilitating collaborative budgeting.

Cointester

No-code platform to backtest cryptocurrency trading strategies using 5+ years of data, 100+ indicators, AI sentiment signals, and a strategy marketplace across 1,000+ tokens.

Mezzi

Mezzi helps users reduce taxes through tax-loss harvesting, offering AI-driven investment insights for U.S. iOS users with investment accounts.

Moody's

The Moody's app offers tools for financial risk assessment, investment strategy, and climate risk management, utilizing advanced analytics and generative AI for efficiency.

Chart Aether

Chart Aether analyzes uploaded trading charts to identify patterns, forecast trends, and provide risk assessments for traders and investors.

Kryptos

Kryptos is a crypto management app for tracking portfolios, calculating taxes, and analyzing performance across wallets and exchanges.

InvestGuru

InvestGuru compares and helps users select top performing mutual funds in India for various purposes like education, retirement, SIP, and tax savings.

TraderBI

Trading journal and analytics app for day traders to track trades, import reports, review performance, manage risk, and analyze results across accounts and markets.

StockStory

StockStory generates written reports offering investment advice by transforming financial data into accessible narratives for stock investors.

PinkLion

PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.