Best Eikon Alternatives in 2025
Find the top alternatives to Eikon currently available. Compare ratings, reviews, pricing, and features of Eikon alternatives in 2025. Slashdot lists the best Eikon alternatives on the market that offer competing products that are similar to Eikon. Sort through Eikon alternatives below to make the best choice for your needs
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ARKE Messenger
ARKE Messenger
ARKE Messenger serves as a cutting-edge financial communication platform designed specifically for professionals in the finance sector. The founders developed ARKE to address challenges they encountered with existing messaging services, introducing innovative features that are unprecedented in the industry. Its distinctive interface highlights essential information exchanged during conversations, automatically tagging and organizing it for easier retrieval. With a fluid and effective design, ARKE Messenger manages the complexities of financial discussions, allowing you to focus solely on chatting. The platform's Trade, Order, and Market (T.O.M.) tagging system categorizes your messages according to their significance, enabling each type of strategy to emit a unique sound and visual cue that sets them apart from regular texts. This feature empowers users to quickly identify the relevant trade, order, or market information within their chats. Additionally, ARKE Messenger enables you to monitor all the strategies you share or receive seamlessly. Overall, by pooling information, the platform significantly enhances your ability to access and manage critical data, streamlining your financial communications. As a result, users can navigate complex discussions with ease and precision. -
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Allvue
Allvue Systems
Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably. -
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Calc fellow
Calc fellow
$106FX Derivatives Calculator (Pricer) - Product #1# This calculator was created for importer/exporters Treasury department and CFOs. These are the pricer uses: 1. Pre-execution: Plan hedging operations and explore other hedging strategies 2. Post-execution stage - determining the derivatives' "fair worth" for financial reporting. The greatest benefit of the calculator is its inclusion of up-to-date market data, which is high-quality. Market data refers mainly only to standard deviations (volatility), and interest. What can it do? • Deal Type: Forward/Call / Put • Option Class: Vanilla / Knock in / Knock out • Barrier Type: American/European • Barrier Direction: Up&In / Up&Out / Down&In / Down&Out • Payout Chart • Simultaneous pricing up to 17 "legs". Google Sheets is used to implementing the calculator. Web-based - No installation required. It's available on all Google applets. Policy & Portfolio Manager - Product #2# This product allows the CFO or treasurer to set currency risk management policies, and the system monitors the ongoing execution. This system "knows" to manage hedging transactions inventory, send scheduled reports to the email, create custom reports, and more. -
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Bloomberg Terminal
Bloomberg
The Bloomberg Terminal, a pivotal tool for 325,000 of the world's top decision makers, stands as a symbol of contemporary financial markets. Introduced in 1981, at a time when personal computers and the internet were not yet common, it revolutionized the financial landscape by enhancing transparency. By linking market participants to an innovative service that provided data, analytics, and information delivery, it transformed how the industry operated. Over thirty years later, the Bloomberg Terminal continues to lead in innovation, offering swift access to crucial news, data, and trading tools on any device with internet connectivity, thereby empowering users to convert insights into actionable strategies. It integrates real-time market data, urgent news updates, comprehensive research, robust analytics, communication tools, and exceptional execution features into a cohesive solution, making it an indispensable resource for finance professionals. The enduring relevance and evolution of the Bloomberg Terminal illustrate its vital role in shaping the financial sector. -
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Financial Modeling Prep
Financial Modeling Prep
$14 per month 13 RatingsWe are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO. -
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We deliver data designed to enhance your workflow, analytics that enable superior performance, and insights that offer valuable perspective. FactSet supports more than 6,000 firms in the financial services sector as they tackle key issues like reducing technology expenses, constructing seamless workflows, managing risks, and establishing effective data governance across their organizations. With over 160,000 investment professionals relying on our extensive data feeds, desktop analytics, web and mobile solutions, and personalized client support, we revolutionize how they identify, evaluate, and seize opportunities in the market. This commitment to excellence ensures that our clients are always equipped to navigate the complexities of their industries.
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LSEG Messenger
LSEG Data & Analytics
Stay engaged with your peers and the financial sector while ensuring that your discussions are secure and compliant, even in remote settings. LSEG Messenger is offered at no cost with Eikon. With access to trusted connections in over 30,000 firms spanning more than 180 countries, it serves as your comprehensive platform for chatting, sharing updates, accessing live data, visualizing charts, and utilizing analytics—all through our secure hosted network. This application can function independently of an Eikon subscription, making it versatile for users. Initiating your experience with LSEG Messenger is straightforward and user-friendly, accommodating various connection preferences. Designed as a collaboration tool rich in features, it prioritizes security and compliance. Furthermore, all users of LSEG Messenger undergo screening and validation against World-Check, our extensive global risk-intelligence database. You can also access LSEG Messenger while on the go with the free Eikon App, compatible with all major mobile devices, allowing seamless connections with thoroughly vetted buy and sell-side firms worldwide. This means that no matter where you are, you can stay informed and connected with confidence. -
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Koyfin
Koyfin
FreeKoyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards. -
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AlphaResearch
AlphaResearch
$69/month/ user AlphaResearch offers a unique AI-driven search engine designed specifically for textual information. Our platform meticulously reviews millions of international filings, transcripts, press releases, and reports to pinpoint the precise insights you need. Company Fundamentals & Estimates: Gain access to top-tier global fundamental data, comprehensive market data, news updates, and analyst projections essential for financial modeling and stock analysis. Advanced Data Analytics: Utilizing machine learning and natural language processing, we derive valuable insights from both textual content and conventional fundamental data, helping you save countless hours on research while providing clarity on executive perspectives and market outlooks regarding a company's future. This allows for a deeper understanding of market trends and enhances decision-making processes. -
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Statmetrics
Statmetrics
1 RatingGet a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments. -
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OptionMetrics
OptionMetrics
OptionMetrics has established itself as a leading source of in-depth historical options and implied volatility data, catering to institutional investors and academic entities globally for more than 20 years. Over its two decades of operation, OptionMetrics has provided its IvyDB databases, which cover options, futures, and dividend forecasts, to over 300 prestigious corporate and educational clients, including portfolio managers, traders, and quantitative analysts, enabling them to develop, evaluate, and fine-tune their investment strategies while conducting empirical research and managing risk effectively. By leveraging comprehensive options data, users can analyze market conditions, devise, validate, and implement strategies for options and derivatives, leading to more informed and strategic investment choices. Additionally, rigorous monitoring of risk exposure and market trends empowers investors to refine their strategies, ultimately enhancing their potential for profitable outcomes through the utilization of high-quality options data. This commitment to excellence has solidified OptionMetrics’ reputation as an essential tool for those looking to navigate the complexities of financial markets. -
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Investment Metrics
Investment Metrics
Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes. -
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S&Q Capital IQ Pro
S&P Global
Discover valuable insights more efficiently with our market monitoring dashboard that provides real-time updates, advanced data visualization tools, and robust search capabilities designed to distinguish the crucial from the trivial. Explore comprehensive company data while receiving consistent enhancements in both volume and quality. Effortlessly enhance your proprietary models and simplify your presentations through our intuitive Excel add-in and suite of Office tools. Access an extensive library filled with hundreds of pre-built models and templates, or collaborate with our support analysts to create tailored solutions that meet your specific needs. Enjoy seamless integration of data from Excel to PowerPoint or Word, minimizing errors and allowing for one-click formula updates in Excel. Quickly locate essential information across a wide range of sources including companies, news articles, documents, research papers, transcripts, and investor presentations using our intelligent search tool. Customize your data exploration by utilizing advanced formulas and filters to focus on the exact information you require. Additionally, our upgraded document viewer leverages AI-powered search capabilities to accelerate your process of uncovering text-based insights, making your research efforts even more efficient. With these tools at your disposal, you can enhance your analytical capabilities and drive better decision-making. -
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Regional Workstation
Moody's Analytics
The Regional Workstation provides banks, government entities, investors, and various business professionals with the ability to make both standard and tailored comparisons of regional market performance. Users leverage the Regional Workstation to scrutinize various factors such as strengths and weaknesses, employment trends, potential risks, recent performance statistics, essential indicators, and future projections. It encompasses a thorough assessment of all state and metropolitan regions, focusing on their recent economic performance and future outlooks through regular detailed analysis. The platform offers real-time updates on economic, demographic, and financial performance, drawing from the latest and most comprehensive historical data and forecasts available. Clients can pinpoint investment opportunities and risks by assessing a region's potential for growth and overall economic health. Additionally, an examination of trends in housing, employment, and demographics aids in crafting effective marketing strategies targeted at key demographic groups. This multifaceted approach ensures a comprehensive understanding of regional dynamics and equips users with the insights needed to navigate complex market conditions effectively. -
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Backstop
Backstop Solutions Group
Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape. -
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Yewno|Edge
Yewno Inc.
Edge is Artificial Intelligence for Investment Research. Why AI? It's not because AI is cool or because it's new, but because you can do it and you have to. It would take more than 3 trillion years for 10,000 analysts to analyze all the unstructured data available today. What can be done to address the Information Overload problem? Yewno|Edge has you covered. It can do all the analysis and reading for you. It can also manipulate data to create strategies and risk models, test performance, and notify you when something is relevant to your portfolio. Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. You can go as deep as possible with your investment research by using a combination of alternative and fundamental data. -
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Composer
Composer
$24 per monthThe investment application designed to help you achieve exceptional returns through analytical data and logic. Safeguarding your finances amidst inflation and economic fluctuations demands more than just a mechanical advisor and wishful thinking. You deserve a more intelligent solution that adapts to market changes without requiring countless hours of research or screen time. Composer provides a selection of expertly crafted investment strategies that operate based on data-driven insights. Avoid being swayed by emotions and sensational social media posts; instead, trade informed by concrete data and market dynamics. Composer is capable of reallocating your portfolio into top-performing assets when the market is thriving, while also mitigating risks during turbulent times. Acting as a vigilant overseer of your investments, Composer consistently tracks your portfolio, adjusts positions, and executes trades only when it's vital. Signing up is free—simply enter your personal information, set up and fund your Composer brokerage account. Explore a strategy to understand its mechanics, assess its performance and current holdings, and even run backtests to see how it would have performed historically. This way, you can make informed decisions that align with your financial goals. -
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Stock Rover
Stock Rover
$7 per month 1 RatingStock Rover stands out as an advanced investment research and analysis platform that significantly exceeds the offerings of typical equity research websites. Its screening features are unparalleled at any cost, with many users initially drawn to Stock Rover for its robust stock screening and ranking abilities. In terms of comparison, it shines uniquely, providing assessments of competing investment options that no other site matches. The platform calculates fair values and margin of safety while highlighting important trends and scoring companies based on quality, growth, value, and sentiment. Users can also monitor their performance with real-time accuracy by linking their brokerage accounts for seamless portfolio updates. In addition, Stock Rover's charting capabilities surpass industry norms, allowing users to compare screeners, portfolios, and benchmarks while also visualizing fundamental metrics. This comprehensive tool encompasses various categories such as trading, stock analysis, charting, stock portfolio management, and screening, making it an essential resource for serious investors. -
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Ethic
Ethic
We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals. -
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Gorilla Terminal
Gorilla Terminal
$20 per monthStay informed with every detail from earnings calls, where advanced Artificial Intelligence conducts sentiment analyses, delves into the inquiries posed, and examines individual revenue growth alongside margin reports. With just one click, access comprehensive macroeconomic data that empowers you to make informed investment choices based on indicators like CPI, unemployment figures, total retail sales, consumer sentiment, and a variety of other metrics. The design is user-friendly, allowing you to search for any stock by its name or ticker symbol and access all relevant information, stock charts, and links effortlessly. Keep track of essential documents such as SEC filings, quarterly reports, 10-Ks, 10-Qs, insider buying trends, and Twitter sentiment, all in one place. Enhance your investment portfolio management with assurance, as our robust quantitative methods utilize statistical models to pinpoint potential losses and fine-tune your portfolio for optimal risk and return. This holistic approach to investment analysis ensures you are well-prepared to navigate the financial landscape effectively. -
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Motley Fool
Motley Fool
1 RatingThe Motley Fool offers both complimentary and premium investment advice to countless individual investors globally through fool.com, which is the very platform you are visiting now! Their premium services include stock suggestions, in-depth company analyses, curated model portfolios, and live streaming videos during trading hours. Additionally, they provide free market updates and insights with hundreds of new articles released weekly. Members can access exclusive tools and programs designed to help them create their ideal portfolio, monitor their performance, and keep an eye on companies they are interested in. Remarkably, if a Motley Fool Member invests in 25 different stocks for a minimum of five years, there is a 97% chance that their portfolio will yield a positive return. Each day, we assist millions worldwide in reaching their financial aspirations. By treating every dollar as an investment in the future they wish to build, we reinforce our belief that investing in exceptional businesses over the long haul is the most effective strategy for building wealth. Empowering individuals to take control of their financial journeys is at the core of our mission. -
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Vestio
IDS Fintech
Vestio serves as a comprehensive Wealth and Asset Management Software Solution, aimed at equipping Investment Companies with robust, all-encompassing functionality to enhance their operational efficiency while minimizing costs. The platform integrates advanced risk metrics that allow Portfolio Managers to provide exceptional service quality. Additionally, it ensures adherence to both local and global regulatory standards. As a fully integrated Investment Management Solution, Vestio is tailored for top-tier Investment Banks, making it an essential tool in today's financial landscape. By streamlining processes, it allows firms to focus more on strategic growth and client satisfaction. -
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GuruFocus
GuruFocus
GuruFocus stands out as the most extensive platform for value investing available on the internet. It features a vast array of data and tools tailored for investors who base their stock selection on the performance and valuation of the businesses behind those stocks. By integrating historical, financial, and valuation metrics with robust screeners, visual charts, and comparative analysis tools, it empowers investors to make informed long-term decisions. Additionally, GuruFocus offers detailed insights into the portfolios and trading activities of both institutional investors and corporate executives, along with macroeconomic indicators, overall market valuations, sector-specific data, and more, enhancing investors' comprehension of market trends and overall valuations. The website also regularly publishes various financial news articles, investment analyses, and expert opinions to assist investors throughout their investment journeys. With its unwavering commitment to value investing, GuruFocus.com serves as an essential resource for individuals seeking to navigate the complexities of the financial market. -
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StockCharts
StockCharts.com
By leveraging technology to enable investors to visualize financial data, we empower our users to conduct more thorough market analyses, effectively oversee and adjust their portfolios, discover promising stocks and funds for investment, and ultimately make informed and timely financial decisions. For nearly twenty years, StockCharts has established itself as a leader in the financial technology sector, offering cutting-edge, award-winning charting and analytical tools to a diverse global audience. With over 1.9 million active users each month and continuously growing, we cater to a dynamic range of active traders and investors worldwide. We view our charting tools as just one component of a larger strategy; we firmly believe that the effectiveness of these tools is greatly enhanced when combined with the insight and knowledge necessary to realize their maximum potential. This holistic approach ensures our users are well-equipped to navigate the complexities of the financial markets. -
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Risk Shell
ABC Quant
Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios. -
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Morningstar
Morningstar
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice. -
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Barchart
Barchart
$29.95 per monthBarchart Premier offers a tailored, ad-free platform that equips users with institutional-quality data and analytical tools at a reasonable cost. Aimed at self-directed investors, this service provides complete access to all Barchart features, including options screeners, watchlists, the ability to download historical data, my charts, unlimited custom views, advanced alerts, and screening lists, among others. As a premier member, you can enjoy daily personalized research sent directly to your inbox, which includes your preferred charts, custom screeners, and insights into your portfolio or watchlist, utilizing any of the numerous fields available within custom views. This comprehensive suite of tools enhances your investment strategy and empowers you to make informed decisions with confidence. Additionally, the user-friendly interface ensures that you can easily navigate through the extensive features available. -
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Preqin
BlackRock
Crucial information, analytics, and insights for alternative asset specialists worldwide are provided by Preqin, which has established direct connections with these professionals to enhance decision-making with contextual and clear data. You can tap into the industry's most extensive datasets and tools related to private capital and hedge funds. This resource is vital for alternative asset experts who depend on data-driven strategies throughout every stage of the investment process. By delivering practical market intelligence sourced from thousands of industry experts, it simplifies the timing for daring investments, helps uncover new prospects, and boosts potential returns. Moreover, gain access to the most comprehensive private equity database, where you can find key performance metrics, valuable research, and critical market insights that support informed investment choices. This wealth of information empowers professionals to navigate the complex landscape of alternative assets with confidence and precision. -
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S&P Capital IQ Desktop
S&P Global
Investors today demand immediate access to news, financial data, and general insights due to the fast-paced nature of the market. Consequently, your investor relations (IR) program is required to adapt swiftly to these changes. The S&P Capital IQ desktop equips IR professionals with vital market intelligence, allowing them to gauge analyst sentiment, monitor shareholder activity, and compare performance against competitors. Begin your day with prompt access to essential market insights that enable you to excel in your role. Our newly developed investor relations dashboard features analytics tailored to the IR workflow, including a customizable peer watch list, comprehensive ownership analysis of your organization, market charts, key industry developments, and the latest news. You can seamlessly access broker research, financial models, and industry reports as they happen. Additionally, gain clarity on the reasons behind an analyst's omission from consensus estimates and keep track of individual analysts while tracing their estimates back to the original research. By utilizing our historical data, you can effectively observe revisions and consensus trends over time, providing a complete view of market dynamics. This comprehensive tool empowers you to stay ahead in a rapidly evolving financial landscape. -
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Seeking Alpha
Seeking Alpha
1 RatingOur stock research, fundamental analysis tools and crowdsourced discussion help investors make the best investment decisions. We also provide actionable market data and reliable news. Our research is created by investors for investors. It is then carefully reviewed by in-house editors and then read by millions of people. Our stock coverage is deeper and wider than any other. Diverse opinions are provided on each stock to help investors weigh the bear and bull cases and make informed decisions. Investors can use our news to understand why the stock market and stocks in their portfolio is moving or are about move. Investors can use our financial news to gain insight on stocks' future earnings and price trends, as well as to discover new and exciting opportunities. Every investor has access to professional-quality tools through our data. Each stock's characteristics are summarized by our factor grades and quant ratings. -
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Qualtik
Qualtik
Qualtik enhances your ability to assess the risk profile of your commercial loan portfolio while improving scenario analysis in a rapidly evolving economic climate. Our innovative loan portfolio analysis software empowers you to manage concentration risks proactively, keep an eye on capital ratios, conduct stress tests on relevant portfolio segments, and create tailored reports without the need for guesswork or excessive effort. For banks to effectively navigate the complexities of commercial loan portfolio risk, they require bottom-up stress testing tools that allow for the assessment of shifting market conditions. With Qualtik's stress testing capabilities, you benefit from speed and adaptability, enabling you to define your own performance thresholds, stress test individual loans or specific concentrations, and analyze your entire portfolio while generating comprehensive reports. Furthermore, you can efficiently target segments of your commercial real estate portfolio or carry out in-depth stress tests on specific loans to ensure thorough risk management. This level of detailed analysis equips financial institutions with the insights necessary to make informed decisions in unpredictable market environments. -
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YCharts
YCharts
Creating and implementing an effective investment strategy doesn't have to be complex or expensive; it can be straightforward. This is why we developed a robust and adaptable tool designed to assist you in analyzing securities, constructing portfolios, and sharing investment opportunities effectively. Many financial advisors, asset managers, and investors trust YCharts to cultivate insights, make informed investment choices, and communicate successfully with their clients and prospects. Equipped with top-tier tools, you can craft engaging visuals that highlight the advantages of your investment strategies. Enhance your ability to secure new business and ensure your investment approaches stand out through tailored sales and communication resources. Transform inquiries into practical insights by utilizing data visuals that showcase your expertise, draw in potential clients, and educate both clients and partners about your offerings. Ultimately, our tool not only facilitates superior decision-making but also fosters stronger relationships in the investment landscape. -
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AlphaSense
AlphaSense
AlphaSense is the industry leader in market intelligence and qualitative research for corporations and financial services. Since its inception over a decade ago, AlphaSense has been at the forefront of comprehensive market research solutions, helping professionals make better business decisions. Today, AlphaSense leverages the power of artificial intelligence (AI) and natural language processing (NLP) to provide analysts and researchers with clear insight into companies, industries, and markets. -
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EquitySet
EquitySet
$20 per monthA stock research platform that operates independently and without bias, created by a team of traders and developers, caters to investors who prioritize thorough research before committing their funds. It guides investors through the initial phases of stock analysis by offering various tools such as stock reports, screeners, and watchlists, all designed to assist in tracking and identifying promising opportunities for one's portfolio. An enhancement of this platform includes the provision of fair values and stock ratings to aid users in making informed investment decisions. Additionally, it aims to deliver insights regarding company valuations and ratings, ensuring that investors can uncover superior investment choices. As part of a forever-free plan, it features gamification elements for weekly stock picking, enabling users to create lineups and evaluate their ability to outperform their peers. The premium plan expands access to deeper valuation insights and price-specific information about companies and their stocks. Users can receive ratings and fair values while utilizing various tools to search and get notifications about potential opportunities. To kick off the experience, one can establish a private league and invite friends through email, fostering a competitive yet educational environment for stock picking. Overall, this platform empowers investors to make well-informed choices while engaging with others in the investment community. -
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ESG Book
ESG Book
ESG Book serves as a bridge between investors and corporations, delivering clear and comparable ESG information for more than 25,000 companies in real-time. Users can examine the sustainability key performance indicators (KPIs) of their lending and investment portfolios while also configuring custom ESG perspectives using raw data that encompasses both public and private assets. The platform offers exclusive ESG ratings for a comprehensive range of companies listed on major global stock indices. Additionally, it allows for the creation of tailored monitoring dashboards that align with your institutional goals and risk appetite. Users can download unprocessed data to incorporate it into their own investment and risk assessment frameworks. The platform provides a variety of ESG metrics and analytical tools, enabling in-depth examinations of numerous sustainability and climate performance indicators for each corporation. Furthermore, users can download data sourced from companies or ESG Book's extensive data universe, while also having the capability to upload extra data and frameworks to enhance their analysis. By facilitating a seamless integration of various data sources, ESG Book empowers investors to make informed decisions with confidence. -
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Quandl
Quandl
Quandl serves as a leading provider of financial, economic, and alternative datasets tailored for investment professionals. With a user base exceeding 400,000, it supports analysts from elite hedge funds, asset management firms, and investment banking institutions. The platform enables seamless access to market data from numerous sources through API integrations or direct connections with programming languages like Python and R, as well as applications such as Excel. Users can streamline their workflows and cut costs by acquiring the necessary data in their preferred formats. By offering an exceptional data consumption experience, Quandl allows analysts to focus on what they excel at: performing in-depth analysis. With Quandl, the time spent on searching, cleaning, or transforming data is virtually eliminated, allowing users to transition from data requests to actionable insights in mere seconds. Upon creating an account, users receive an API key, granting access to data through various tools, the API, and the web interface, further enhancing the platform's usability. This comprehensive approach ensures that investment professionals can maximize their efficiency and effectiveness in their analysis. -
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Hercule
Hercule
Hercule's AI-driven platform significantly improves the early evaluation of pitch decks in accordance with your investment standards, thereby enhancing your team's ability to swiftly pinpoint the most promising opportunities. By providing automated market research and competitive analysis, Hercule equips your team with the tools needed to explore data thoroughly and extract valuable insights without becoming overwhelmed. Additionally, it offers customizable draft templates for one-click personalized rejection letters, helping to maintain the VC's reputation while fostering potential future connections with startups. By integrating Hercule with your deal flow management software, you can streamline your workflow and centralize information for more effective tracking, analysis, and assessment. Furthermore, Hercule acts as a dedicated research assistant, allowing you to pose any questions you may have, while it undertakes the research on your behalf and presents you with insightful findings that can guide your investment decisions. This comprehensive approach not only saves time but also enhances the overall efficiency of your investment process. -
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Accelex
Accelex
Accelex transforms the landscape of alternative investment insights by providing faster, more transparent, and scalable solutions. This innovative platform redefines the way investors engage with alternative assets, enabling them to swiftly acquire, extract, and analyze crucial investment data. By leveraging advanced artificial intelligence and machine learning capabilities, Accelex automates the processes of data access, extraction, organization, and analysis for alternative investment portfolios. As a result, clients gain a comprehensive view of their investments, from the overall portfolio level down to individual underlying assets. The Accelex platform enhances portfolio insights, leading to improved and timely investment decisions that are both accurate and secure. Furthermore, Accelex’s state-of-the-art technology facilitates seamless integration of data from private investment portfolios, allowing firms to streamline their workflows. This not only enhances efficiency but also allows for better management of unstructured performance and transaction data, ultimately driving greater investment success. -
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Trading Central
Trading Central
As a premium, one-stop shop for investment decision support, we firmly believe the best way to support your digital wealth business is by facilitating the long-lasting success of your investing customers. We help them find and validate new opportunities, time their trades, learn about financial markets, and manage their risk, all while having fun managing their portfolios. Our award-winning fusion of automated AI analytics and senior analyst expertise spans fundamental, technical, news, sentiment and economic analysis. This scope enables us to deliver suitable solutions to everyone in your customer base, from new investors to experienced traders. -
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Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA) is a sophisticated solution for portfolio optimization and risk management that seamlessly combines independent, high-quality research within a comprehensive suite of applications. Designed for efficiency, Windham Portfolio Advisor allows users to conduct intricate analyses with ease. By utilizing this tool, users can create portfolios tailored to meet the specific needs of their clients while aligning with their investment objectives. Additionally, Windham Portfolio Advisor equips users with essential risk management tools to navigate the complexities associated with diverse portfolios. With a foundation built on groundbreaking research and unique risk management strategies, Windham is committed to developing and overseeing portfolios that enhance the likelihood of achieving investment success, regardless of market conditions. A crucial element of this process is Windham's proprietary measures of risk, which evaluate risk concentration and draw parallels to previous market downturns, ensuring informed decision-making. This comprehensive approach helps investors stay ahead in both thriving and challenging economic landscapes. -
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Portfolio Visualizer
SRL
$30 per monthPortfolio backtesting involves the simulation of an investment strategy using past market data to evaluate how a portfolio would have historically performed, enabling an analysis of both risk and return. Utilizing tools like Portfolio Visualizer, investors can develop and compare multiple portfolio models that align with their financial objectives. This platform not only supports optimization but also helps users assess the likelihood of different investment results while gaining a clearer understanding of risk implications. Furthermore, it features Monte Carlo Simulation to forecast future portfolio performance across various scenarios. Tactical models enhance investment strategies by leveraging factors such as moving averages, momentum, market valuation, and risk management, ultimately aiming for improved risk-adjusted returns. Designed for both individual investors and institutions, Portfolio Visualizer transforms complex analyses into practical insights, making them accessible through AI-generated text and video tutorials that cater to diverse learning preferences. This ensures that users can confidently make informed decisions in their investment journeys. -
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Profit.com
Profit.com
$9.99 per month 1 RatingProfit.com, a pioneering fintech, is reshaping trading analytics, financial analysis, and trading education. We empower traders and investors to make smart investments and maximize profitability. Profit.com, with its cutting-edge technology, experienced team and cutting-edge solutions is the ideal destination for those looking to gain a competitive advantage in the financial markets. -
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LSEG Lipper
LSEG Data & Analytics
Lipper offers a comprehensive, independent analysis of global fund performance through a detailed classification system that encompasses a wide array of investment vehicles, including mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement plans, pension funds, and insurance products. With its extensive array of over 500 classifications, Lipper enables straightforward comparisons among funds that share similar investment objectives, facilitating the benchmarking of fund performance. As the authoritative database of records for investment fund data and ownership, Lipper supports users across its extensive portfolio. Investors can more effectively compare like funds and assess performance using this precise, granular classification system that features more than 500 Lipper categories. Moreover, users can research a vast collection of 360,000 investments across more than 80 countries, allowing for customization based on universal criteria, language preferences, fund specifics, update frequencies, file formats, and distribution options, which enhances the overall research experience. -
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TuringTrader
TuringTrader
TuringTrader serves as a platform that enables individual investors to create diversified, self-managed investment portfolios aimed at generating consistent returns while reducing potential losses over time. It provides a wide array of portfolios designed to meet various investment objectives and levels of risk tolerance, featuring options such as conservative, balanced, and aggressive strategies. Among these, the "Stocks on a Stroll" portfolio employs a momentum strategy on select stocks alongside a managed bond strategy, rebalancing its positions on a weekly basis to keep volatility at a minimum. Meanwhile, the "All-Stars XL" portfolio aims to strike a balance between robust returns and lower risk through diversification across multiple asset classes and investment approaches, including momentum, mean-reversion, and volatility targeting, with rebalancing occurring daily. For those seeking higher risk and reward, the "All-Stars Leveraged" portfolio incorporates leverage to achieve amplified returns, skillfully combining momentum strategies with mean-variance optimization to effectively control risk. Ultimately, TuringTrader equips investors with tools and strategies that cater to various preferences and goals, making it easier for them to navigate the complexities of investment. -
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Tracxn
Tracxn Technologies Ltd
$550/user/ month Tracxn, one of the most popular market research and data platforms, tracks companies around the world. We scan data for our customers to help them perform market research, find deals that match their mandate. Tracxn has a clientele that includes Venture Capitalists (VC), Private Equity Funds, Merger & Acquisitions (M&A), Innovation teams from Fortune 500 companies, and Investment Banks. Tracxn is used by Governments, Accelerators, Incubators and Universities to track innovative companies and sectors. Tracxn, a Software as a Service (Saas) platform, is a subscription service that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.