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Provides earnings reports and financial news with heavy traffic; real finance resource.
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
Feature-rich online trading journal with 600+ statistics, AI query analytics, and broker auto-sync for active traders.
Fundamental stock-data and backtesting platform for investors and analysts wanting affordable long-history financial data via API.
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
No public pricing
No public pricing
Free trial available
Free trial available
- ✦Earnings reports summary
- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- ✦Auto-sync trade import from 200+ brokers
- ✦600+ statistics with interactive pivot-grid charting
- ✦Natural language AI query and chat analytics
- ✦Customizable dashboards with 600+ widgets
- ✦Options flow analysis and options simulator/backtester
- ✦Trading calendar and day/trade planning tools
- ✦Real-time stock screener
- ✦Stock screener with custom filters and indicators
- ✦Single-stock and portfolio strategy backtesting
- ✦Financial data API in Python, Excel, and JSON
- ✦Bulk CSV data downloads
- ✦Line, scatter, and distribution chart visualizations
- ✦Shareable saved strategies and portfolios
- ✦Industry and regional benchmark comparisons
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- →Stay informed about the financial performance of publicly traded companies.
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals
- →Tracking and analyzing trade performance across asset classes
- →Asking plain-English questions about one's own trading history
- →Practicing strategies risk-free with the trading simulator
- →Planning trades and reviewing setups on a trading calendar
- →Backtesting options strategies before live trading
- →Screening stocks by fundamental indicators
- →Backtesting trading or investment strategies
- →Building custom financial models with API data
- →Comparing company performance to sector averages
- →Learning stock analysis with a student discount
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts