Best investment tracking systems tools in 2025

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

Publicview

Search and analyze SEC filings with interactive data visualization.

AlphaResearch

Efficient financial research for informed investment decisions.

Brightflow AI

Monitor cash flow and access growth capital with confidence.

Oly AI

AI-driven bookkeeping for real-time financial insights and reporting.