Best Financial Research Software - Page 18

Research Analyst

Enter a ticker and Research Analyst builds the report in front of you. The financial statements come first, each figure shown with the source it came from — the company's own filings and official statistics, never an unnamed feed. On top of the statements sits a quant study computed from them: revenue and earnings growth, a DuPont decomposition of return on equity, incremental returns on capital, solvency scores, and classic valuation models (Graham, Lynch) with their inputs visible. You can compare two companies side by side, run scenarios — prebuilt ones, or your own assumptions — and share the result as a link, keep a watchlist, export the analysis, or call the same engine through a metered API. Research Analyst is the flagship of Think Value (thinkvalue.org), a research house operated by AIMLDS. It is research and education software: it presents evidence and computation, and it never recommends buying, selling, or holding anything. The core engine is open source (AGPL-3.0); the hosted service is operated by AIMLDS (2351485 ALBERTA INC.), Calgary, Canada.

RIA Pulse

The first truly accessible industry intelligence platform for the RIA industry. Get up-to-date insights on RIA firms with current and historic ADV filings. Benchmark firm performance, spot growth opportunities, and stay ahead with the latest industry intel. Key Features RIA Database: A searchable, filterable database of the latest ADV filing information for all SEC-registered firms Performance Metrics: Current and historic performance stats for efficiency, client composition, and advisory business metrics Benchmarks & Rankings: Statistical benchmarking across multiple AUM bands at the national and state level. Growth Analysis: Explore the levers that fuel firm growth with historic market data and firm statistics.

RivetDoc

RivetDoc is the financial disclosure research platform for institutional finance professionals across Asian capital markets. We index every Hong Kong (HKEX)-listed company across 4M+ filings and let analysts search, cite, and export — with every answer linked back to the source page. Built by former bankers and investors who lived the late-night bakeoff prep cycles, RivetDoc removes the friction that slowed them down: instantly search across millions of HKEX filings, cite every finding to the exact passage, export any table directly to Excel, and get real-time alerts the moment new disclosures hit. AskRivet AI provides a research assistant trained on financial document semantics that cites every answer back to the source filing and page. No hallucinations. The product, search, and AI assistant work in English, Simplified Chinese (简体中文), and Traditional Chinese (繁體中文). Coverage starts with Hong Kong (HKEX, live) and expands to Singapore (SGX), Shanghai (SSE), Shenzhen (SZSE), and Taiwan (TWSE).

RunStocks

RunStocks is an advanced analytics platform tailored for small-cap day traders, offering a comprehensive database of over 8,000 historical gap and run events since 2022. By analyzing these patterns, traders can gain deep insights into stock behaviors, enabling more informed and confident trading decisions. Key Features and Functionality: - Extensive Ticker Search: Access historical data for over 6,000 tickers across NASDAQ, NYSE, and other markets, facilitating thorough stock analysis. - Fundamental Data Analysis: Evaluate essential metrics such as float size, outstanding shares, insider and institutional ownership, and market capitalization to assess a stock's potential strength. - Historical Gap and Run Analysis: Review aggregated data on every gap and run since 2022, providing a complete picture of a stock's performance following significant pre-market movements. - Market Condition Filtering: Identify historical gaps that align with current market conditions, such as pre-market volume and gap percentage, for more accurate analysis. - Intraday Price Action Breakdown: Access detailed 1-minute candlestick charts for each analyzed day, allowing for precise examination of price movements and pattern recognition. - Daily Data Adjustments: Ensure accuracy with automatic daily adjustments for reverse splits, maintaining precise percentage calculations and performance metrics. Primary Value and User Solutions: RunStocks empowers traders by providing data-driven insights into small-cap stock behaviors, particularly focusing on significant price movements known as gaps and runs. By leveraging historical data and advanced analytics, traders can anticipate market moves, refine their strategies, and execute trades with greater confidence. The platform's comprehensive tools and real-time data updates address the challenges of navigating volatile small-cap markets, offering a competitive edge to its users.

SaaSquare

We are connecting micro SaaS startups with active investors through SaaSquare, a dynamic marketplace specifically designed to facilitate the buying and selling of startups focusing on SaaS and AI projects. Our platform serves as a pivotal connection point within the tech ecosystem, enabling entrepreneurs to list their innovative startups/projects and attract a spectrum of investors, from indie developers to micro VCs. Experience fast and secure acquisitions from the initial offer to the final handshake, supported by our expert team and a hassle-free transaction system tailored for micro acquisitions.

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Sabi INFORMA

Sabi INFORMA is a comprehensive information analysis software designed to facilitate in-depth financial and marketing analyses of over 3 million Spanish companies and more than 1 million Portuguese companies. It offers standardized financial statements, user-friendly software, and flexible information retrieval and exploitation. This tool enhances strategic decision-making across various business areas, including finance and marketing, by providing access to historical balance sheet data spanning up to 25 years. Key Features and Functionality: - Extensive Coverage: Access to data on over 3 million Spanish and 1 million Portuguese companies. - Standardized Financial Statements: Facilitates consistent and comparable financial analyses. - User-Friendly Interface: Designed for ease of use, allowing efficient navigation and data extraction. - Flexible Data Retrieval: Enables customized searches and analyses based on specific criteria. - Historical Data Access: Provides up to 25 years of balance sheet data for trend analysis. - Marketing and Prospecting Tools: Supports the execution of targeted marketing campaigns and quality market studies. Primary Value and Solutions Provided: Sabi INFORMA empowers businesses to make informed strategic decisions by offering comprehensive financial and marketing insights. It aids in monitoring the financial evolution of clients and suppliers, conducting tailored credit analyses, and generating periodic reports. Additionally, it assists in identifying potential acquisition or partnership candidates, optimizing commercial prospecting tasks, and conducting in-depth market analyses to understand competitors better. By providing a robust platform for data analysis, Sabi INFORMA enhances operational efficiency and strategic planning for businesses operating in Spain and Portugal.

Sagehood

Sagehood is an AI-driven active investment platform designed to empower retail investors with smarter tools and insights. It provides daily stock analysis, identifies undervalued opportunities, and optimizes portfolios through personalized AI recommendations, simplifying investment decisions.

Scout Finance

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

Screener.co

Screener.co is committed to offering wall-street caliber data and trading tools to main street investors.

ScreenerHub

ScreenerHub combines stock screening, watchlists, and automated monitoring in one simple tool. Build screeners from 80+ fundamental and technical filters across 13,000+ stocks on 15+ global exchanges, then save the ones you want to track as a watchlist. If you don't want to pick the fundamentals by yourself, describe your investing strategy in natural language to our embedded AI. What sets ScreenerHub apart is the Monitoring Lab: link any saved screener to a watchlist, and the system automatically re-checks every holding against your original criteria on a schedule you set: PE still under 15? Yield still above 3%? You get alerted the moment a stock drifts from your thesis, instead of manually re-screening every day or week. Key features: 80+ fundamental and technical screening filters 13,000+ stocks across 15+ exchanges 30 years of historical data Automated Monitoring Lab with scheduled drift alerts AI Screener Generator and Validator to build and refine strategies faster

SECSift

SECSift turns SEC EDGAR filings into clean, readable documents, with every word and number exactly as filed. Read filings quicker, understand more, and export anything.

SEI Novus Platform

SEI Novus is a portfolio intelligence platform where asset owners and asset managers ​interact​ with their investments​ and with each other. Investors can access best-in-class solutions to enrich and manage their data, extract actionable investment insights, and improve stakeholder communication via visualization and automation. All investment types—liquid and illiquid—are supported. Accessibility to sophisticated portfolio management, aggregation, and analytics is unmatched. Communication between stakeholders is made seamless. With simple data workflows and newfound data-driven insights, clients have the utmost confidence in their investment decisions. More than a decade ago, SEI Novus invented the art of portfolio intelligence and now supports clients with a total AUM over $4 trillion from 4 offices around the world. With SEI Novus, investors succeed.

Selerity Context

Selerity is a contextual content recommendation solution for enterprise applications.

Shares

Shares is a pioneering social investment platform that seamlessly integrates stock trading with community engagement, making investing accessible and interactive for everyone. Designed with user experience and community at its core, Shares allows users to invest in over 1,700 assets, including 1,500 stocks, 200 ETFs, and 40 cryptocurrencies, all within a user-friendly mobile app. By combining the functionality of a traditional investment platform with social features, Shares empowers users to connect, learn, and grow their wealth together. Key Features and Functionality: - Diverse Asset Selection: Access to a wide range of investment options, including U.S. and global stocks, ETFs, and cryptocurrencies, catering to various investment goals. - Fractional Shares: Invest with as little as €1, enabling users to start small and build confidence without significant financial commitment. - Social Integration: Engage with friends and the broader investing community through real-time activity feeds, group discussions, and shared watchlists, fostering a collaborative investment environment. - Communities Feature: Join interest-based groups to discuss specific stocks, investment strategies, or market trends, enhancing knowledge through collective insights. - Transparent Pricing: Competitive and straightforward fee structure, with €1 for stock and ETF orders under €500, 0.2% above, and €1 for cryptocurrency transactions under €100, 1% above. - Security and Regulation: Regulated by the French Prudential Supervision and Resolution Authority (ACPR, ensuring compliance and protection of user assets. Primary Value and User Solutions: Shares addresses the common challenges of traditional investing by lowering entry barriers and demystifying the investment process. Its social-first approach allows users to learn from peers, share experiences, and make informed decisions collectively. By offering fractional shares and a diverse range of assets, Shares democratizes investing, enabling individuals to start their investment journey with minimal capital. The platform's emphasis on community engagement and education empowers users to build confidence and knowledge, transforming investing into a collaborative and accessible experience.

SheetsFinance

SheetsFinance is a financial data add-on for Google Sheets and Microsoft Excel that gives analysts, finance teams and investment professionals live and historical market data directly in spreadsheet cells. A formula like =SF("AAPL", "income", "all", "2015-2024") returns a decade of financial statements, and the same functions work in both Google Sheets and Excel, so teams can share models across platforms. Coverage includes real-time quotes, 30+ years of financial statements and ratios, dividends, analyst estimates, ETF holdings, technicals, calendars and news for 87,000+ stocks, ETFs, funds, indices, forex pairs and cryptocurrencies across 60+ exchanges. Add-ons provide US options chains with Greeks, implied volatility and 20+ years of history, and read-only brokerage sync from 30+ brokers. Because the data lives in formulas, valuation models, watchlists, screeners and portfolio reports recalculate on their own: no copying, pasting or exporting. Teams get consistent, auditable data inside shared workbooks, with business and enterprise licensing available. A library of free templates (DCF, WACC, dividend and portfolio models) and an MCP server for Claude, ChatGPT and other AI assistants help teams build live finance spreadsheets faster.