Best investment performance reviews tools tools in 2025

Deborah

Receive daily insights into your investment portfolio.

Gorilla Terminal

AI-powered financial insights for quick stock analysis and updates.

Harriet.ai

Real-time financial management for small businesses.

Profit Leap

Streamlined financial management for informed business decisions.

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Free + from $29/m
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PlanGuru

Budgeting and financial forecasting software for informed decision-making.

Brightflow AI

Monitor cash flow and access growth capital with confidence.

Chain of Thought Prompting

Step-by-step reasoning method for AI interactions.

Norn

AI-driven insights for smarter stock market decisions.

Zillion

AI-powered analysts for enhanced financial productivity.

Rocket Scooter

Advanced insights for confident trading in financial markets.

RoBoLyst

Insightful guidance for effective money management and financial literacy.

Gruntly

Streamlined updates for personalized information delivery.

Babbl

Stay updated with real-time stock market trends and alerts.

Free + from $15/m
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YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Timmy

Personal finance companion for tracking spending and saving smartly.

Heimdall gpt

Track and analyze spending habits across multiple platforms.

Quill - News Digest

Concise news summaries for quick daily updates.

Kniru

Manage personal finances with ease and clarity.

Origin

A comprehensive financial management resource for individuals.

Uptrends ai

Track stock trends and receive timely market alerts.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Skepticaltom

Smart shopping assistant that promotes mindful spending.

Wocstreet

AI-driven news feed for stock market updates and insights.

Nova Money

Forecast your finances and plan for a secure future.