# Best Financial Research Software - Page 18

## How Many Financial Research Software Products Does G2 Track?

**Total Products under this Category:** 286

### Category Stats (Aug 2026)

- **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Nasdaq eVestment™ (+1.06%) - Among all products in this category, Nasdaq eVestment™ recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Financial Research Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,900+ Authentic Reviews
- 286+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Research Software
 ![G2 Grid® for Financial Research Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-research/grids.png?focus%5B%5D=57456&focus%5B%5D=5970&focus%5B%5D=39661&focus%5B%5D=5283&focus%5B%5D=1305806&focus%5B%5D=71118&focus%5B%5D=1280082&focus%5B%5D=19643)

Highlighted products: Morningstar Direct, PitchBook, AlphaSense, YCharts, Perplexity, Koyfin, Inven, and Morningstar Direct Advisory Suite (formerly Advisor Workstation).

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-research/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=pitchbook&focus%5B%5D=alphasense&focus%5B%5D=ycharts&focus%5B%5D=perplexity&focus%5B%5D=koyfin&focus%5B%5D=inven&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation)

**Sponsored**

### Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1465&secure%5Bchosen_at%5D=2026-08-14T20%3A15%3A07Z&secure%5Bdisplayable_resource_id%5D=1465&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1465&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&secure%5Bresource_id%5D=1465&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3FhsCtaTracking%3Da821d26c-d660-4c11-a438-2112d0f9991d%257C5c90e238-1fc4-4a0a-a2f1-8a6683852bd1%26page%3D18&secure%5Btoken%5D=21910b7b9a69936b4683c4c7fc4ca3c3fa88b3a510d3d0426bbf337d506f6d3e&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url)

### [Tapeline](https://www.g2.com/products/tapeline/reviews)

Tapeline is a quantitative stock scanner for US equities. It scores every ticker on a single transparent 0-100 composite (Trend 25%, Relative Strength 20%, Fundamentals 15%, Smart Money 15%, Macro 15%, Momentum 10%) with a plain-English Why per row. Every top-10 pick is logged and back-checked against SPY the next session on a public scorecard. Designed for individual investors, professional traders, and team-tier customers who need an auditable signal instead of a black box.

#### Who Is the Company Behind Tapeline?

- **Seller:** [Tapeline](https://www.g2.com/sellers/tapeline)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7cbfb6aa3377180019946cbe6f4d193cc3681906a7585216f5409938f6fd4a04&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftapeline%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [TechRules Tower](https://www.g2.com/products/techrules-tower/reviews)

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.

#### Who Is the Company Behind TechRules Tower?

- **Seller:** [Techrules](https://www.g2.com/sellers/techrules)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad17372ad97327ae3a3dbc08862b60f24d3ab787b93abe08ed0399d181cf5654&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Ftechrules&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Telemet Orion Market Data Platform](https://www.g2.com/products/telemet-orion-market-data-platform/reviews)

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

#### Who Is the Company Behind Telemet Orion Market Data Platform?

- **Seller:** [Telemet America](https://www.g2.com/sellers/telemet-america)
- **Year Founded:** 1979
- **HQ Location:** Alexandria, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5b11f9a20cb18fa372c89045c0843b8dc469eb99221a9c806d6f5d462939df42&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftelemet-america%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

### [Telescope Generative AI for Finance](https://www.g2.com/products/telescope-generative-ai-for-finance/reviews)

Telescope is "Generative intelligence for finance". We're an enterprise business, powering solutions for finance, specifically for brokerage. Telescope enables brokers, publishers and fund managers to solve problems using AI (LLMs) with summarisation, generation and automation. Telescope's APIs enable investors to generate investment portfolios from a single prompt, based on a theme or idea they want to invest in. This approach streamlines the investment discovery process, making it easier for investors to cut through the noise and identify relevant opportunities aligned with their interests.

#### Who Is the Company Behind Telescope Generative AI for Finance?

- **Seller:** [Telescope.co](https://www.g2.com/sellers/telescope-co)
- **Year Founded:** 2023
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a3d973fc81fa506a1d2a69e678a1524f99710718a813254a93d85bb4c05f3669&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftelescope-co%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Tercero](https://www.g2.com/products/tercero/reviews)

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

#### Who Is the Company Behind Tercero?

- **Seller:** [Third Financial](https://www.g2.com/sellers/third-financial)
- **Year Founded:** 2008
- **HQ Location:** London, England, United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef7a2cd2caa5cfcb5a4f48ec812f23c50d06ad8c11deff1a7b045473142f3026&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthird-financial-software-ltd&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

### [Termene](https://www.g2.com/products/termene/reviews)

Termene.ro is the leading provider of financial data about all companies registered in Romania. We helped them by building a scalable infrastructure for generating complex reports in pdf format via API. Key Financial Indicators Advanced Analytics Company data aggregation Report generating Integrations with legacy systems Logistics and supply chain management & KPIs Car fleet management & real time tracking

#### Who Is the Company Behind Termene?

- **Seller:** [Termene.ro](https://www.g2.com/sellers/termene-ro)
- **Year Founded:** 2014
- **HQ Location:** Ploiesti, RO
- **Twitter:** @termene\_ro  
142 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a72b110c1260536fac4e15424f8fad85c2081770e96120c068389943cf9f7e63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftermene%2F&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®

### [The Analyst Toolbox](https://www.g2.com/products/the-analyst-toolbox/reviews)

The analyst toolbox provides a wide range of tools for anyone looking to accelerate their abilities to collaborate, innovate and ultimately grow.

#### Who Is the Company Behind The Analyst Toolbox?

- **Seller:** [The Analyst Toolbox](https://www.g2.com/sellers/the-analyst-toolbox)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb3138febee4043c66178910dc36d5b573be1cf094ae5e2ec6f5ab5208b04847&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fai-one-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Tiingo](https://www.g2.com/products/tiingo/reviews)

The Services consist of the following, without limitation: the financial data portal services, data analytics services, educational services, financial reporting and risk services, and communication services.

#### Who Is the Company Behind Tiingo?

- **Seller:** [Tiingo](https://www.g2.com/sellers/tiingo)
- **Year Founded:** 2014
- **HQ Location:** Massachusetts, US
- **Twitter:** @TiingoFinance  
1,006 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d5b28d0d9714f77dfcf5746fbe383f6613ed799a77cb507ece14d4d16ee62a8&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftiingo&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Tracker Pro](https://www.g2.com/products/tracker-pro/reviews)

INSIDE ATTACK is a global provider of insider data. Get access to solutions trusted by investment professionals from around the world.

#### Who Is the Company Behind Tracker Pro?

- **Seller:** [INSIDE ATTACK](https://www.g2.com/sellers/inside-attack)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Tradepost.ai](https://www.g2.com/products/tradepost-ai/reviews)

Tradepost.ai revolutionizes the way traders and investors leverage generative AI to mine actionable insights from a wealth of financial documents. This platform automates the analysis of financial newsletters, SEC filings, research reports, and social media accounts, delivering customizable content summaries and trading ideas. Designed for both individual investors and financial institutions, Tradepost.ai stands out by providing not just data, but intelligence that can be tailored to specific markets, sectors, or investment strategies. Key Features Automated Analysis: Utilizes advanced AI to automatically analyze financial newsletters, SEC filings, and user-provided documents, extracting essential information and insights. Sentiment Timeline Analysis: Tracks and presents the evolving sentiment towards trade ideas as reported by news providers, offering insights into shifting market perceptions and consensus over time. Generative AI for Trading Ideas: Generates actionable trading ideas by synthesizing data from various sources, offering users a competitive edge in their investment decisions. Customizable Summaries: Delivers content summaries that can be customized to the user’s preferences, including optional translation to make the information accessible to a global audience. Advanced Search: Empowers users with an advanced search feature to quickly find specific information across a vast database of financial documents and social media content. Benefits Efficiency: Saves time and resources by automating the analysis of complex financial documents and social media content. Insightful: Provides deep insights into market sentiments and trends, enabling users to make informed investment decisions. Customizable: Offers customizable summaries and trading ideas to fit various investment strategies and preferences. Accessible: Makes financial analysis more accessible to a global audience through optional translation services. Ideal for Individual traders and investors seeking to enhance their decision-making with AI-driven insights from financial documents. Financial institutions looking for scalable solutions to analyze vast amounts of financial data quickly and efficiently. Fintech developers and platforms aiming to integrate advanced financial analysis and trading idea generation into their services. Users appreciate Tradepost.ai for its innovative approach to financial analysis, combining generative AI technology with user-centric features. The platform’s ability to provide actionable trading ideas and customizable content summaries sets it apart in the fintech industry. Feedback highlights the platform’s usability, efficiency, and the competitive advantage it offers to users in navigating the complexities of financial markets.

#### Who Is the Company Behind Tradepost.ai?

- **Seller:** [Dutchcode B.V.](https://www.g2.com/sellers/dutchcode-b-v)
- **Year Founded:** 2022
- **HQ Location:** Den Dungen, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe8e4d187da5ac4fa941b0cab930181e9ae033da6043b9e911715248da89bdb7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdutchcode-com%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Traders Dash](https://www.g2.com/products/traders-dash/reviews)

Traders Dash is an analytics platform for active stock and equities traders.

#### Who Is the Company Behind Traders Dash?

- **Seller:** [Traders Dash](https://www.g2.com/sellers/traders-dash)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Trading Co-Pilot](https://www.g2.com/products/trading-co-pilot/reviews)

Permutable AI's Trading Co-Pilot is an institutional-grade market intelligence platform that transforms complex financial data into actionable trading insights. Designed for portfolio managers, hedge funds, and institutional trading desks, our proprietary LLMs continuously process thousands of data sources to identify genuine market drivers across commodities and FX. The platform excels at distinguishing signal from noise, spotting causation patterns. Our platform effectively automates what previously required dedicated research teams, helping traders navigate volatile market conditions with confidence. By identifying news fade patterns and providing clear alerts when sentiment remains strong but prices stay range-bound, the Trading Co-Pilot gives professional traders the edge they need to make informed decisions in today's complex trading environment.

#### Who Is the Company Behind Trading Co-Pilot?

- **Seller:** [Permutable AI](https://www.g2.com/sellers/permutable-ai)
- **Year Founded:** 2020
- **HQ Location:** London , GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0d47208d0245e38cce1263e81b7e189333a279f5876e7add9ab1168ff6d72df&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpermutableai&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [TradingWizard AI](https://www.g2.com/products/tradingwizard-ai/reviews)

TradingWizard AI is an AI trading suite that turns any chart screenshot into a full technical analysis with clear trade setups. The flagship Chart Analyzer lets you upload a chart image and get instant, structured insights (trend, levels, Elliott/Cycle/Fibonacci context, suggested entries/stops/targets). A lightweight Market Scan summarizes daily macro and catalysts, and Algo AI Trading Bots monitor symbols in real time to alert on high-probability setups. Built for speed, clarity, and explainability so traders can act with discipline, not guesswork. Value Proposition: • Upload → Insight: Convert any chart screenshot into a full multi-method analysis in minutes. • Explainable AI: Strict, structured outputs you can audit, share, and learn from. • Risk-aware by design: Entries, stops, and targets framed with clear R/R. • Always on: Optional bots monitor markets and alert on setups in real time. • Lightweight adoption: 100% browser-based SaaS, no data-feed setup required. • Affordable: Designed for retail traders and lean teams without enterprise overhead. Highlighted Features & Capabilities: • Visual Chart Analyzer: Image-to-analysis pipeline with trend, wave counts, Fibonacci retrace/extension, S/R, and indicator confluence. • Algo AI Trading Bots: Autonomous monitoring per symbol/timeframe with alerts and decision logs. • Market Scan: Daily macro pulse, catalysts, earnings/IPO highlights, and sentiment. • Structured JSON Outputs: Consistent schema for UI, alerts, and automation. • Risk Controls: Suggested stop/target zones and risk/reward framing. • Browser-based SaaS: No install. Works with screenshots from tools like TradingView.

#### Who Is the Company Behind TradingWizard AI?

- **Seller:** [TradingWizard AI](https://www.g2.com/sellers/tradingwizard-ai)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Tradytics](https://www.g2.com/products/tradytics/reviews)

Trading is hard. Let Tradytics help you find your edge.

#### Who Is the Company Behind Tradytics?

- **Seller:** [Deepytics](https://www.g2.com/sellers/deepytics)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [TRDATA](https://www.g2.com/products/trdata/reviews)

TRDATA is a business intelligence software that helps users to track prices, reports and fundamentals in real time, makes it easy to share news and analytics with the global financial community and see real time prices in TRDATA help make the best trades.

#### Who Is the Company Behind TRDATA?

- **Seller:** [TRDATA TECHNOLOGY Limited](https://www.g2.com/sellers/trdata-technology-limited)
- **Year Founded:** 2009
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97b1c9977b2899aee9852e8502e25a97fb34f54a1a7d0ecdaec08f85e78959f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrdata-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

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[Browse Financial Research Themes](/categories/financial-research/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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](https://www.g2.com/categories/financial-services).

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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