Best investment performance management tools in 2025

RoBoLyst

Insightful guidance for effective money management and financial literacy.

FinanceBrain

AI assistant offering finance and accounting answers anytime.

Wallet.AI

Financial insights driven by AI for informed decisions.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

CEOBuySell.com

Real-time alerts on CEO stock purchases for informed trading.

Free trial + from $25/m
open
YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Ora.sh

Monitor social media mentions and user feedback in real-time.

Timmy

Personal finance companion for tracking spending and saving smartly.

Surmount

Automated investment management for everyday investors.

Borea AI

Predicts stock prices and provides investment insights.

FinFit

Personal finance prompts for informed financial decision-making.

S32

Personal assistant for understanding property documents and neighborhoods.

AI4Fire

Personalized financial coaching for early retirement planning.

Fina

Manage personal and business finances with ease and clarity.

Uprise Embedded

Embedded financial advisory for small and medium-sized businesses.

Kniru

Manage personal finances with ease and clarity.

Finterpret

AI insights for smarter investment decisions and risk management.

FinWise

Navigate your financial life with personalized budgeting and insights.

Investing

Real-time financial data and analysis for informed investing.

Origin

A comprehensive financial management resource for individuals.

Parthean

Streamlined financial planning for advisors and clients.

AiPrice

Estimate token costs for OpenAI API usage effortlessly.

MyLoans

Get instant, personalized advice on student loans.

BeeKrowd

AI-driven financial modeling and management for informed decisions.

Free + from $10/m
open
Dubify

Efficient financial management for tracking income and expenses.