Best portfolio optimization tools tools in 2025

Relay

Centralized dashboard for investment portfolio management and analysis.

Snaptobook

Manage receipts and invoices all in one place effortlessly.

Timmy

Personal finance companion for tracking spending and saving smartly.

Fina

Manage personal and business finances with ease and clarity.

FinNews

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

Sparktrade

AI-driven stock prediction for informed investment choices.

SESAMm

Advanced data analysis for ESG risk management and compliance.

Trullion

Automates financial reporting and compliance processes using AI.

Unstract

Automates data extraction from unstructured documents seamlessly.

Tesseract

Image-based text recognition for digital document processing.

Ocrolus

Automated analysis of financial documents for lenders.

Cascading

AI-driven solution for efficient loan origination processes.

Textraction

Extracts key information from written text efficiently.

Genius PDF

Navigate and understand PDF documents effortlessly.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

SEC Insights

Simplified financial document analysis for informed decision-making.