Best investment performance summaries tools in 2025
Receive daily insights into your investment portfolio.
Transform data into insights with user-friendly analytics.
Real-time monitoring for hybrid IT environments in finance.
Create dashboards and reports effortlessly with AI prompts.
Free trial
+ from $169/m
open
Real-time stock market insights and personalized investment guidance.
No pricing info
open
Efficient AI-based finance assistant for automated bookkeeping.
Free
+ from $69.00/m
open
Streamlined financial management for informed business decisions.
Free trial
+ from $99/m
open
Instant summaries of earnings calls for financial professionals.
Free
+ from $29/m
open
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