Best portfolio analysis tools tools in 2025

Borea AI

Predicts stock prices and provides investment insights.

EarningsEdge

Intelligent analysis of earnings calls for informed investing.

Valuemetrix

AI-powered investment analysis for smarter portfolio management.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

Insightfolio

Investment portfolio analysis for better financial clarity.

Candlestick

AI-driven investment guidance for smarter financial decisions.

Unhedged

Automated investment management for emotionally unbiased portfolio growth.

Parthean

Streamlined financial planning for advisors and clients.

Motley Fool Investment Service

Investment guidance for long-term stock market success.

Aime

AI-powered insights for effective stock investment decisions.

Stocked AI

AI-driven stock recommendations for long-term investors.

Finroo

User-friendly investment management with AI-driven insights.

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.

SimplifiedETF-AI

Personalized ETF investment planning for beginners using AI.

Free trial + from $2.99/m
open
FinFit

Personal finance prompts for informed financial decision-making.

Zerodha Varsity

Free financial education resource for stock trading and investment.

MyLoans

Get instant, personalized advice on student loans.

WallStreetMojo

Comprehensive finance education for aspiring analysts.

Acorns

Invest spare change automatically for financial growth and education.

Alphanso

Personalized financial planning for achieving life goals.

Moneymade.io

Explore diverse investment options tailored to your interests.

RetireMint

Comprehensive retirement planning guide for Canadians.

JumpStart

Promoting financial literacy among youth through education and resources.