Best portfolio management tools in 2025

Principal

Connect and track all your finances in one place.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

intelliAssets

Manage digital investments and assets seamlessly with AI-driven insights.

Maxint

Personal finance tracker for budgeting and net worth management.

BasilAI

Streamlined financial management for diverse investment portfolios.

Mezzi

Manage your finances with clarity and actionable insights.

Personal Capital

Financial management solution for tracking and planning money.

FinGPT

Advanced AI for financial analysis and decision-making.

CEOBuySell.com

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

Freshly

Analyze stock relationships to find trading opportunities.

Macromicro

Analyze global market data and visualize investment strategies.

MonkeeMath

Real-time stock sentiment analysis using AI and social media insights.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

FinNews

Get real-time insights on stocks, crypto, and forex news.

STRATxAI

AI-driven investment solutions tailored for individual goals.

Slated

Efficient data analysis for informed investment choices.

Decode Investing Stock Analysis

AI-driven stock market analysis for informed investing decisions.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

BeatandRaise

Instant access to SEC filings and data analysis tools.

investiment.io

Advanced AI for analyzing financial data and trends.

mool.ai

Accelerates document creation for strategic teams using specialized templates.

Fintool

AI-driven equity research assistant for instant financial insights.

Norn

AI-driven insights for smarter stock market decisions.

Zillion

AI-powered analysts for enhanced financial productivity.

365mvps

Affordable insurance solutions for new drivers with flexible coverage.