Best Financial Research Software

Financial research software helps portfolio managers and other investment professionals locate, sort, and analyze relevant data to help shape the investment decision-making process. These solutions contain search functionality, access to the latest financial market information, and other tools to aid financial services professionals in their research and analysis.

The main function of financial research software is to provide financial analysts and investors with easy access to key documents, estimates, market news, and financial statements. Solutions in this category also may offer custom reporting, contain risk analytics features, perform stock screens, and include charting tools. Financial research software helps investment professionals manage the analytics and market evaluation critical to portfolio selection by offering them access to massive data sets and the tools to analyze that data. Analysts and other finance professionals use these solutions to keep up to date on the markets, issue market predictions, offer investment advice, and shape their own investing process.

Financial research software is typically offered as a standalone solution, but one that integrates with trading software and other financial services software.

To qualify for inclusion in the Financial Research category, a product must:

  • Aggregate and provide real-time access to financial market news and key documents
  • Provide access to macroeconomic data, company information, transaction information, and capital structure information
  • Contain tools for analyzing financial data
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    The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subscribers turn knowledge into action.

    YCharts, an “Inc. 5000 Fastest Growing Company”, is an online financial data platform that enables its customers to make smarter investment decisions. Thousands of devoted investors gain ready access to quality data, powerful visualization tools, and advanced analytics, all at an affordable price. Investors use YCharts for idea generation via stock and fund screeners; analysis through Model Portfolios and fundamental & technical charting; dynamically linking Excel spreadsheets with current market data, and staying up to date with real-time news feeds and alerts to monitor the markets. Contact sales@ycharts.com or (866) 965-7552 for more information on product and pricing.

    FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe.

    Thomson Reuters Eikon provides easy access to trusted news, data, and analytics, all filtered by relevance to your exact needs, and displayed in a highly visual way that's easy to grasp and act on.

    Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management system, integrated into your workflow and built with collaboration in mind. Build models faster from source documents with zero data entry using our table extraction tools. Find new information from the same datasets and add new alternative datasets to your arsenal. Our entire platform is cloud-based and mobile-friendly, so you can take it on the road with our top-rated mobile and tablet apps. With Sentieo, you can spend less time gathering and organizing information and more time generating alpha.

    The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.

    Insight360 is designed to provide investor relations professionals the tools to benchmark their investor interactions by sector, region or market capitalization, help determine when your non-deal roadshow would be most effective, prioritize and target cities by tracking the real-time increase in capital flows, track the activity of your investor targets in real-time

    finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

    Money.Net provides real-time market prices along with all of the relevant fundamental reference data for global markets, such as supply and demand statistics, or corporate actions. Money.Net also includes a professional technical charting system, the fastest live breaking market news, an Excel API to update your spreadsheets with live feeds and historical data, alerts, notifications, squawk, analytics, and much more, all in one place.

    ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media; while raising the customer engagement quotient of your research in the market place.

    ACTIV Financial Systems is a global provider of real-time, multi-asset financial market data and solutions.

    Amenity's products transform unstructured data into targeted information and deliver it in elegant formats that are intuitive to use, frictionless to onboard, and designed to best compliment existing workflows. The Amenity Analytics Platform systematically analyzes every earnings call transcripts and SEC filings enabling the ability to spot outliers, identify critical insights, and understand key drivers.

    Axia is a web-based, enhances business agility through a quick setup process while offering licensing, sourcing, deployment and pricing options.

    Axys is an investment management software that provides tools for portfolio management, reporting, performance measurement and portfolio accounting.

    Backstop offers a complete research management solution, combining qualitative, quantitative and subjective data tracking tools in one package.

    Barchart's Historical and End-of-Day data is available for worldwide equities, futures, indices, funds and forex. This data can be delivered to users through Barchart OnDemand or common file transfer methods such as FTP. One-time data sales, as well as daily update services are available, and can be customized to meet the product set defined by clients. Barchart’s redundant data integrity policies ensures the data meets the highest standards of accuracy

    Integrate real-time, delayed, and historical market data into third-party applications with technology managed and hosted by Barchart. Market data is fed directly to the client/end-user applications with Barchart as the vendor of record. Barchart's Market Data Feeds are used by companies in finance, commodities, agricultural, energy and media. They are compatible with many independent software vendors (ISVs) offering trading, charting, and financial analysis applications and websites, as well as back-office systems for portfolio valuation, risk management and accounting. Users can choose from .NET or Java API, complete with code samples, documentation, and specialized tech support—or develop their own API. Market data is sourced directly from each exchange, consolidated and compressed into proprietary format—then delivered utilizing TCP or UDP transfer protocols directly from Barchart's servers to the end-user. In addition, Barchart can host user registration, billing, subscriber agreements, exchange reporting and market data related support.

    cmdtyNewswires delivers actionable news, market analysis, and proprietary data sets that give commodity professionals what they need to make business critical decisions every day. Subscribers receive real-time premium content 24 hours a day containing the information that matters most. Content is accessed through Barchart Market Data Solutions or through the users' current desktop provider. Easily integrate cmdtyNewswires into your client-facing applications, improving news ROI, and overall customer engagement. Key Features – Proprietary OTC grain prices – Market moving headlines and news – Global futures market reports – Market analysis – State and County level reports for cash grain – Market chatter from industry insiders

    cmdtyStats™ is the source for economic data and commodity statistics – all made available in one easy to use API. Users can access key economic releases from the U.S. Census, including Construction Spending, New Home Sales, Durable Goods Orders, Manufacturers’ Shipments, and Wholesale trade through the cmdtyStats API or inside cmdtyView®, Barchart's market data terminal. Data available over the cmdtyStats API or within cmdtyView® includes: Agriculture – Production, pricing, and global trade data for grain, livestock, and more covering all major countries and territories – with data going back to inception Energy – Petroleum, gas, and hundreds of other energy products are covered with information on production, storage, and stocks available with extensive history and regional precision Metals - Key fundamental data on the Metals industry including production, consumption, and trade. Price data is also available. Economics – Global statistics coverage of employment, inflations, trade flows, production, and consumption – over thousands of different commodity products and economic index series.

    The CRB BLS Spot Market Price is a measure of price movements of 22 basic commodities whose markets are among the first to be influenced by changes in economic conditions. Sub-indices for six major asset classes are calculated. Asset Classes Calculated: -Metals -Textiles -Raw Materials -Foodstuffs -Fats & Oils -Livestock

    EQS COCKPIT provides a safe, fast and reliable distribution channel for regulatory reporting, corporate news, and press releases.

    The FedFis Platform represents the collective decisions of every US Financial Institution. That's next level insight.

    Barchart's Grain Price Data provides users with best-in-class intraday and historical data from 3,800+ grain buying facilities. Barchart makes it easy to access best-in-class historical grain prices over Web Services - powering use cases for Grain Buyers, Hedge Funds, Trading Firms and other users of Alternative Data. Barchart Grain Price Data covers local grain prices historically back to 2008 and contains intraday records which are updated on price change events. In addition to this approach to physical commodity prices, Barchart provides users with rich metadata from each grain buying site allowing for deep analysis and fast integrations. Features of the offering include: Coverage – Unmatched coverage of over 3,500 local grain bid locations in North America Metadata – Rich metadata covering geo-location, facility type, FIPs codes and more Ease of Access – Clients can pull grain bid data from the same APIs used to query exchange market data Event Driven – Records are created on price changes – not just snapped from end-of-day prices Charting – Use our well organized historical data to power high-performance charts in your front-end software

    Explain Risk. Engage Clients.From Hello-to-Close.

    jStock is a stock control system which can be used as a point of sale system integrated with a barcode scanner.

    Koyfin is an analytics platform providing users with market insights through tools focused on dashboards, graphs and other data visualizations.

    Portfolio Lab is an investment management software that offers comprehensive, institutional-caliber portfolio analytics in an easy to use a package designed for financial advisors and investment managers.

    MDSL's Market Data Manager (MDM) solution provides specialist multi-currency market data inventory management, invoice reconciliation, and reporting for financial institutions.

    Mercatus operates in the energy finance industry, driving deal velocity and quality while reducing financing costs of energy projects.

    Modano is a financial model content management and sharing system for Microsoft Excel.

    Nasdaq Advisory Services delivers shareholder analysis, a comprehensive view of trading and investor activity and insights into investor behavior providing you with meaningful data and analysis to manage your investor relations outreach efforts.

    Optuma exists to help anyone who is serious about financial analysis. Whether you are a disciplined private trader, the portfolio manager of a trillion dollar fund, or an analyst selling research publications, we have built solutions to help you make better decisions and to simplify your work-flow.

    The Orchestrade platform meets todays market and regulatory challenges head-on, leveraging our extensive experience and the latest technology. Agility, speed and consistency are the founding design principles of our new approach.

    The financial crisis and its aftermath resulted in a wave of regulations, increased demand for operational transparency and banks are implementing transformation strategies to remain viable.

    Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. With offices in Seattle, San Francisco, New York and London, PitchBook serves more than 18,000 clients globally. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business: www.pitchbook.com/free-trial

    Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts.

    Efficient Solutions is dedicated to bringing you innovative portfolio optimization, asset allocation and retirement software at an affordable price. Our products are designed for both investment professionals and sophisticated personal investors

    Tools to support the analysis of options and other derivatives, portfolio asset/sector allocation & optimization, investment performance analysis, value at risk (VaR), company valuation, and more.

    Portfolio Probe is a financial software program from Burns Statistics that can generate random portfolios and optimize portfolio trades. It runs in the R language (and also in S+).

    Real Time Risk Systems manages the architecture, implementation and continual development of in-house derivatives analytics for multi-strategy managers. We actively provide this service to a small portfolio of large established hedge funds.

    QUODD's flagship application, QUODD Equity+, is a comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single desktop solution.

    Scout Finance gives you the ability to take professional-grade financial information with you anywhere.

    Selerity is a contextual content recommendation solution for enterprise applications.

    Stocktagon is a unique way of finding companies talking about a topic. Stocktagon is a new kind of equity market research tool. Gone are the days of poring over pages of results.

    Portfolio Analyzer is a financial risk management software that analyses style and risk of a portfolio.

    With SyMath you can stress-test your investment portfolio under a suite of real-world economic scenarios, hedge portfolios for future risks, simulate human investment behavior, measure portfolio performance in terms of various performance indicators and gain insight in the economy and various risk profiles.

    TechRules offer a broad range of financial solutions to retail and personal banking, private wealth managers, fund managers, asset and portfolio managers, IFAs and family offices, as well as providing financial consulting and outsourcing services.

    Telemet Orion integrates with major portfolio management and accounting systems including Advent, Black Diamond, Orion Advisor, INDATA, FIN, SEI and Sungard.

    Tercero Cloud is a comprehensive technology and operations outsourcing service for Wealth and Investment Management.