Best portfolio performance evaluation tools in 2025

Insightfolio

Investment portfolio analysis for better financial clarity.

mindbridge.ai

Automated financial risk detection and anomaly analysis solution.

FinWise

Navigate your financial life with personalized budgeting and insights.

Origin

A comprehensive financial management resource for individuals.

Iterate.ai

Accelerates AI application development with a low-code interface.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Morningstar

Investment research and portfolio management for informed decision-making.

GiniMachine

AI-driven predictive modeling for informed decision-making.

Aime

AI-powered insights for effective stock investment decisions.

Streamlined Finance

Investment analysis made straightforward and efficient.

Loansim

Forecast loan changes and track payments in one place.

Slated

Efficient data analysis for informed investment choices.

Decode Investing Stock Analysis

AI-driven stock market analysis for informed investing decisions.

EQUBOT

AI-driven investment analysis for informed decision-making.

Alpha by Public

Investment assistant providing real-time financial insights.

Chain of Thought Prompting

Step-by-step reasoning method for AI interactions.

neonFin

Financial calculators for tracking and analyzing spending habits.

SpendSights

Automates expense tracking by categorizing transactions from bank statements.

MoneyCoach

Personal finance management for tracking expenses and budgets.

STRATxAI

AI-driven investment solutions tailored for individual goals.