Best wealth overview tools in 2025

LevelFields

AI-driven platform for analyzing stock-impacting events quickly.

Yomii.app

AI assistant for informed real estate investment decisions.

AllMind AI

Insightful analytics for informed investment decisions.

Free + from $49.99/m
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Finsheet

Access years of market data directly in spreadsheets.

Stocked AI

AI-driven stock recommendations for long-term investors.

Calypso

AI-powered assistant for analyzing public equities and investment data.

Freshly.ai

Discover stock relationships to enhance trading strategies.

JumpStart

Promoting financial literacy among youth through education and resources.

stocknear

Free online platform for real-time stock analysis and market insights.

Kvants

Automated trading strategies for everyday investors.

Algosight

Investing with minimal risk and market volatility.

Satoshigpt

AI-driven insights for confident cryptocurrency trading decisions.

Finroo

User-friendly investment management with AI-driven insights.

Insightfolio

Investment portfolio analysis for better financial clarity.

Hercule

Investment research automation for smarter decision-making.

Intellectia.Ai

AI-driven insights for informed investment decisions.

StockStory

Identifies strong stocks for informed investment decisions.

Deborah

Receive daily insights into your investment portfolio.

Mest

Monitor finances and analyze investments in one easy place.

Candlestick

AI-driven investment guidance for smarter financial decisions.

Altindex

Investment analysis through unique alternative data insights.

Gorilla AI

AI-driven investment insight and analysis platform.

Trendspider

AI-driven market analysis for smarter trading strategies.

Magnifi

Personalized investment guidance powered by AI.

Free trial + from $11/m
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StockCharts

Visualize stock performance and analyze financial data easily.