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QuantIntel
Systematic portfolios — backtest, rebalance, and run live on one platform.
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84 % |
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QuantAscent — Portfolio management and strategy backtesting
Build investment strategies from real financial data, backtest them against 13+ years of history, and trade through your own brokerage account.
|
84 % |
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RocketProBit — Own Your Allocation
|
84 % |
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Portfolio intelligence grounded in your records | Rover Portfolio
Rover Portfolio brings portfolios, transactions, cash flows, performance, and tax lots into one accurate view, with AI-assisted explanations and advisor-read...
|
84 % |
|
PortfoliFLOW — the portfolio platform that never stops watching
The front-to-back investment office for institutional investors, open source, with agents inside. They watch the book continuously, raise only what is materi...
|
83 % |
|
Rixa | AI for private equity portfolios
AI portfolio management for lower mid-market and mid-market private equity. Rixa consolidates each portfolio company's documents into one view, flags what ha...
|
83 % |
|
Clarity Portfolio Intelligence
Understand what actually drives your portfolio performance.
|
83 % |
|
Build a free virtual portfolio before you risk a dollar.
Build virtual portfolios, backtest strategies, and get AI-powered research without risking real money. Connect a broker when you're ready. You approve every...
|
83 % |
|
xsreturns: Become a better investor, one month at a time.
A Monthly Report on your own trades. Connect a brokerage account and see where you stand, which decisions produced the result, where your edge is, and what t...
|
82 % |
|
FundCloud | Portfolio-aware intelligence powered by proprietary signals, quantimental research, and a live trading discipline
Track all your investments in one place. Connect brokerage accounts, crypto wallets, and more. Get real-time insights into your portfolio's performance.
|
82 % |
|
Screener, Backtesting & Portfolio Tracking | Investminder
Stock and ETF screeners, strategies backtested on closed data, multi-account tracking and costed orders. The complete suite for self-directed investors.
|
82 % |
|
NAVIS | Keep your portfolio on course
The command center for your financial life.
|
82 % |
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eZorro | AI Research for Self-Directed Investors
Institutional-grade data and analysis in plain English. 114 research tools, backtesting, and 6 reports. No brokerage link needed. Not investment advice.
|
82 % |
|
Merklebase — Your Portfolio's Personal Intelligence Layer
Merklebase fuses real-time market data, on-chain signals, macro events, and social sentiment — then tells you exactly what it means for what you own.
|
82 % |
|
Awalyt: Portfolio Backtesting & Analysis on Daily Data
Backtesting on daily data, fundamental analysis, asset research, and live portfolio monitoring — one platform, with AI that explains, never invents. Start free.
|
82 % |
|
Portfolio Flow
Track your portfolio with AI-powered insights grounded in real data.
|
82 % |
|
Rendity – Know Your Numbers
Portfolio analytics for patient investors.
|
82 % |
|
Stacked: AI Portfolio Building & Automatic Trading
Stacked builds you a complete, diversified portfolio with AI, then rebalances it automatically within dollar limits you set. Plus instant chart analysis, rea...
|
82 % |
|
Investry AI — Portfolio Intelligence
AI-powered investment portfolio analysis. Research smarter, invest better.
|
82 % |
|
PondQuant — Investment Intelligence Platform for Independent Investors
PondQuant is an investment intelligence platform built for independent investors. Portfolio tracking, Signal Board quant signals (600+ stocks and ETFs), live...
|
82 % |
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