# Best Financial Research Software - Page 4

## 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=2026-08-15T13%3A32%3A28Z&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%3Fpage%3D4&secure%5Btoken%5D=e74c1cbfe6b29a06724465c022a688cc21a577a0e019f56f5d2281f4fe45de7f&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)

### [BestMoney](https://www.g2.com/products/bestmoney/reviews)

BestMoney.com is a financial comparison platform designed to help you compare financial products, research your options and get matched with the best service providers. With over 11 years in the business of comparison, we are driven by a commitment to take the hard work out of your financial decisions. We do this by finding and comparing the leading financial brands, and distilling options so our users can easily make the right choice every time. BestMoney.com covers a variety of financial needs. Wherever you are on life’s financial journey - in need of a mortgage for a new house, interested in a student loan or on the lookout for an online bank to open a savings account for the first time, you can turn to BestMoney.com to get in-depth information that helps you easily compare your options.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate BestMoney?

- **Ease of Admin:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind BestMoney?

- **Seller:** [Natural Intelligence Ltd.](https://www.g2.com/sellers/natural-intelligence-ltd)
- **Year Founded:** 2009
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b03b1bb23371acaa35b41ea19440e42d18c3780aa4697be6c620b7d246b94208&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbestmoney-com&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of BestMoney?

**["Great platform for comparing and buying financial products"](https://www.g2.com/survey_responses/bestmoney-review-8910528)**

**Rating:** 4.5/5.0 stars

_— Bhanu P._

[Read full review](https://www.g2.com/survey_responses/bestmoney-review-8910528)

**["Navigating the Money Maze: My Honest Take on BestMoney.com"](https://www.g2.com/survey_responses/bestmoney-review-9065309)**

**Rating:** 4.5/5.0 stars

_— Roly R._

[Read full review](https://www.g2.com/survey_responses/bestmoney-review-9065309)

### [ByAllAccounts](https://www.g2.com/products/byallaccounts/reviews)

Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.

**Average Rating:** 3.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate ByAllAccounts?

- **Ease of Admin:** 6.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind ByAllAccounts?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®
- **Ownership:** MORN

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

#### What Are Recent G2 Reviews of ByAllAccounts?

**["Easy and intuitive tool"](https://www.g2.com/survey_responses/byallaccounts-review-898456)**

**Rating:** 4.5/5.0 stars

_— Verified User in Mental Health Care_

[Read full review](https://www.g2.com/survey_responses/byallaccounts-review-898456)

**["Perfect for business "](https://www.g2.com/survey_responses/byallaccounts-review-897319)**

**Rating:** 5.0/5.0 stars

_— Verified User in Religious Institutions_

[Read full review](https://www.g2.com/survey_responses/byallaccounts-review-897319)

#### What Are G2 Users Discussing About ByAllAccounts?

- [What is ByAllAccounts used for?](https://www.g2.com/discussions/what-is-byallaccounts-used-for)

### [Endole](https://www.g2.com/products/endole/reviews)

Your business has questions — across every department. Can I trust this business? Who are the decision makers? What's their buying power? The list goes on. At Endole, we believe that only data can truly answer every question your business has. Real-time, connected, and powerful intelligence on every business across the UK. To fulfil this on a scale that's never been done before, we harmonise intelligence from every credible source. Cross-checked, authenticated, and up-to-the-second. Delivering untapped, actionable insights for Sales, Marketing, and Risk Analysis in moments. All in one place. It's why over 100,000 professionals choose Endole daily to better understand the companies they work with and want to work with — helping you easily identify your best leads and connect with decision makers, make key decisions on clients and suppliers faster, and monitor opportunities that get better through time

**Average Rating:** 4.7/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Endole?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.6/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Endole?

- **Seller:** [Endole](https://www.g2.com/sellers/endole)
- **HQ Location:** Birmingham, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e8270885eb5216fe9661400e85b8e4143533fe6fa181dfbc432b0d7274e6555e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FEndole%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Medium

#### What Do G2 Reviewers Say About Endole?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **accuracy and reliability** of Endole's data, enhancing their decision-making for cross-border business operations.
- Users find the **clear and reliable EU company data** from Endole essential for managing cross-border accounts efficiently.
- Users value the **easy access to deep EU company data** with Endole, enhancing cross-border business decisions effortlessly.
- Users value the **clear and reliable data accuracy** of Endole, enhancing decision-making for cross-border business efforts.
- Users value the **clear and reliable data** provided by Endole, enhancing decision-making for cross-border business ventures.

##### Cons

- Users find **insufficient financial data** from Endole limiting for domestic business needs, impacting its usefulness for American clients.
- Users highlight the **limited US data coverage** of Endole, making it inadequate for domestic business information needs.
- Users find the **poor data quality** of Endole insufficient for reliable domestic US business information.

#### What Are Recent G2 Reviews of Endole?

**["Best place for prospecting the UK based B2B leads"](https://www.g2.com/survey_responses/endole-review-6537114)**

**Rating:** 5.0/5.0 stars

_— Md Jahan M._

[Read full review](https://www.g2.com/survey_responses/endole-review-6537114)

**["Essential for Cross-Border B2B Compliance"](https://www.g2.com/survey_responses/endole-review-12399959)**

**Rating:** 4.0/5.0 stars

_— Ram K._

[Read full review](https://www.g2.com/survey_responses/endole-review-12399959)

#### What Are G2 Users Discussing About Endole?

- [What is Endole used for?](https://www.g2.com/discussions/what-is-endole-used-for)

### [FISAnalyst Software](https://www.g2.com/products/fisanalyst-software/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate FISAnalyst Software?

- **Financial Analysis:** 9.4/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 9.4/10 (Category avg: 8.3/10)
- **Document Search:** 8.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind FISAnalyst Software?

- **Seller:** [FIS Relius, an FIS Company](https://www.g2.com/sellers/fis-relius-an-fis-company)
- **Year Founded:** 1968
- **HQ Location:** Jacksonville, Florida, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dce14725ef9a3c15fbb9a93638ba7701d549f9c234ed879896dc241c82b7b254&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffis%2F&secure%5Burl_type%5D=linkedin_company_website)  
45,590 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Large, 33% Small

#### What Are Recent G2 Reviews of FISAnalyst Software?

**["FISAnalyst software Review"](https://www.g2.com/survey_responses/fisanalyst-software-review-9881702)**

**Rating:** 4.0/5.0 stars

_— Karthik M._

[Read full review](https://www.g2.com/survey_responses/fisanalyst-software-review-9881702)

**["My review regarding FISAnalyst"](https://www.g2.com/survey_responses/fisanalyst-software-review-9883374)**

**Rating:** 5.0/5.0 stars

_— ANUJ R._

[Read full review](https://www.g2.com/survey_responses/fisanalyst-software-review-9883374)

### [Godel Terminal](https://www.g2.com/products/godel-terminal/reviews)

Godel Terminal gives investment teams an easier, more accessible way to do market research. It brings market data, fundamentals, filings, earnings data, estimates news, charts, screening, options data, ownership, watchlists, and more into one workspace, so analysts, PMs, advisors, and trading teams can get from a ticker to the answer they need without jumping between tools. Built around a fast command-line workflow and flexible multi-panel layout, Godel is designed for people who live in markets every day and want a terminal that feels modern, responsive, and straightforward to use - without unrealistic barriers to entry. The terminal is used by Family Offices, Hedge Funds, Equity Capital Markets teams, Wealth teams, RIAs, and Banks.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### Who Is the Company Behind Godel Terminal?

- **Seller:** [Godel Terminal](https://www.g2.com/sellers/godel-terminal)
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @GodelTerminal  
5,721 Twitter followers
- **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)

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Are Recent G2 Reviews of Godel Terminal?

**["Affordable, Bloomberg-Like Experience"](https://www.g2.com/survey_responses/godel-terminal-review-12801204)**

**Rating:** 4.0/5.0 stars

_— Zach Tushaus T._

[Read full review](https://www.g2.com/survey_responses/godel-terminal-review-12801204)

**["Efficient and User-Friendly Investing Tool"](https://www.g2.com/survey_responses/godel-terminal-review-12801789)**

**Rating:** 5.0/5.0 stars

_— Henry Z._

[Read full review](https://www.g2.com/survey_responses/godel-terminal-review-12801789)

### [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews)

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: \* Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks \* Custom client proposals and reports with built-in PDF editor \* Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Kwanti Analytics?

- **Charting:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Kwanti Analytics?

- **Seller:** [Kwanti](https://www.g2.com/sellers/kwanti-5eee23a7-7942-4b46-aa9a-02dac163fab6)
- **Year Founded:** 2008
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d062655572e9c62010d962baa7b8b422cc30c597d9a9b2c4e6319eea5f622dd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkwanti%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Are Recent G2 Reviews of Kwanti Analytics?

**["Great educational tool for clients"](https://www.g2.com/survey_responses/kwanti-analytics-review-4463153)**

**Rating:** 4.5/5.0 stars

_— Justin C._

[Read full review](https://www.g2.com/survey_responses/kwanti-analytics-review-4463153)

**["A Powerfully Useful Tool and Essential Part of Our Tech Stack"](https://www.g2.com/survey_responses/kwanti-analytics-review-12461147)**

**Rating:** 5.0/5.0 stars

_— Jeremy T. T._

[Read full review](https://www.g2.com/survey_responses/kwanti-analytics-review-12461147)

#### What Are G2 Users Discussing About Kwanti Analytics?

- [What is Kwanti Analytics used for?](https://www.g2.com/discussions/what-is-kwanti-analytics-used-for)

### [MarketXLS.com](https://www.g2.com/products/marketxls-com/reviews)

MarketXLS - Premier Excel-Based Investment Research & Portfolio Management Platform What is MarketXLS? MarketXLS is a comprehensive Excel-based investment research and portfolio management software that transforms Microsoft Excel into a powerful financial analysis platform with institutional-grade market data, real-time updates, and advanced trading tools directly within Excel's familiar interface. The platform provides real-time stock-related data and all vital data in Excel, with built-in functions that make it best for valuation, portfolio management, risk management, options analysis, and investment strategies. Product Overview & Value Proposition Revolutionary Excel Integration: MarketXLS uses Microsoft Excel's engine and platform to quickly extract and manipulate data for numerous analytical and algorithmic purposes, enabling data-driven decision-making processes for analytical minds that love probabilities and stats. The platform bridges the gap between sophisticated institutional investment tools and accessible Excel-based analysis, enabling users to perform professional-grade investment research without leaving their preferred spreadsheet environment. Institutional-Grade Data Access: Get detailed data on stocks, mutual funds, options, ETFs, and cryptocurrencies for US markets, using the same algorithms and data employed by industry professionals. The platform covers approximately 13,500 US & Canadian stocks, 3,119 ETFs, 35,000 US mutual funds, major and minor currency pairs, and more than 1,200 cryptocurrencies from 17 exchanges. Comprehensive Feature Set Real-Time Market Data & Analytics Live Stock Data Streaming: MarketXLS streams live stock data directly into Excel, enabling users to monitor real-time changes without switching between multiple platforms, supporting various real-time data functions such as QM\_Stream\_LastTradeTime, QM\_Stream\_PreMarketVolume, and QM\_Stream\_High. Options Trading Suite: Besides streaming live stock prices, MarketXLS also streams real-time options prices, including metrics like option delta, gamma, theta, vega, rho, and implied volatility, allowing comprehensive options analysis. Technical Analysis Tools: The software comes with a library of over 120 technical indicators from Overlap Studies like moving averages to MACD and Fibonacci tools, ranging from volatility, momentum, Chaikin volume and Hilbert cycle indicators. Portfolio Management: The software allows tracking and managing investment portfolios directly within Excel, offering tools to monitor performance, calculate investment ratios, and generate detailed reports on portfolio analytics. Advanced Custom Functions & Templates 1000+ Built-in Functions: Access an extensive array of custom functions across various categories, including Performance, Technical, Historical, Company Information, Quotes, Dividends, Financial Ratios, Valuation, Earnings Estimates, and Volatility. Pre-Built Templates: MarketXLS provides hundreds of ready-to-go Excel templates and pre-built, open, and customizable portfolio tracking, trade journaling, portfolio management, and optimization templates. Historical Data Access: Get the flexibility to pull any financial metric and fundamental historical data point on stocks to create your financial models and analysis. For example, =hf\_revenue(symbol, 2019,2) will get you the revenue in 2019, quarter 2. AI-Powered Features XLSolve AI Assistant: Use MarketXLS XLSolve AI to save time and get instant answers to your MarketXLS and Excel questions. Trained on a vast customer experience database, it saves you time and effort! Intelligent Function Search: With more than one thousand MarketXLS functions, use AI-driven intelligent search to quickly find what function you are looking for with example implementations to directly copy and paste in your Excel sheets. Web-Based Spreadsheet Builder: Create starter spreadsheets with a web-based spreadsheet builder. Multi-Asset Coverage Equities: All US & Canadian stocks (including OTC stocks) are covered by default. Approximately 13,500 stocks. ETFs & Mutual Funds: All US & Canadian ETFs are covered by default (approximately 3,119 ETFs). All US Mutual funds (approximately 35,000). Options: All US stocks and Indices Stocks. Premium usable and tradeable data. The data includes all greeks. Cryptocurrencies: More than 1200 Cryptos. Almost all alt coins, 17 Exchanges including Binance, GDAX, Bitmex, almost 9600 symbol pairs, and advanced analysis on cryptos like returns, drawdowns, risk metrics etc. Economic Data: Hundreds of economic indicators like Treasury rates, Unemployment rates, Housing statistics etc. Target User Base & Use Cases Primary Users Individual Investors & Traders: Individual investors who seek to manage their portfolios and options trading effectively. Financial Professionals: Wealth managers, universities, and financial analysts who have taken control of their portfolios and options trading. Asset Managers & RIAs: The platform offers comprehensive Excel solutions for asset managers, individual investors, RIAs, and financial analysts. Educational Institutions: Universities use MarketXLS for educational purposes and investment research. Key Use Cases Investment Research & Analysis: The software showcases 52-week highs, lows, and returns for Top 100 NASDAQ stocks, ETFs, and Mutual Funds, with individual tracking templates allowing users to see Simple Moving Average, stock returns against market returns, volume, graphs, and more. Portfolio Optimization: MarketXLS has impressive portfolio tools that enable users to monitor everything from performance stats, taxes, allocations, returns, risk profiles and optimized portfolio allocations. Options Trading & Analysis: MarketXLS includes functions for filtering and scanning different options to spot trading opportunities. Risk Management: Get returns, drawdowns, the highest price in x number of days, x number of weeks, beta, volatility, the correlation between assets, and more. Technology & Integration Platform Compatibility Excel Integration: Extensive financial data in Windows Excel, Mac Excel, and Excel Online. Google Sheets Support: You can now take the power of MarketXLS to the cloud with the Google Sheets integration, with a plan available for $588/year. Cross-Platform Access: Works seamlessly across different operating systems and Excel versions. Data Sources & Reliability The platform uses a variety of data sources including the Toronto Stock Exchange, Nasdaq, iex cloud, FRED data, barchart, quotemedia, and more, ensuring members get the latest and most reliable data on their sheets. Financial Market Data is powered by Quotemedia.com with data delayed by 15 minutes unless indicated, with real-time data subscriptions available through data partners. Pricing & Plans Flexible Subscription Options MarketXLS provides a range of pricing plans tailored to various user needs. The Standard plan is priced at $56 monthly or $675 annually, offering end-of-day data and essential portfolio management tools. The Advanced plan, at $94 monthly or $1125 annually, includes real-time streaming data. For the most comprehensive support and features, the Premium plan costs $150 monthly or $1800 annually. Entry-Level Option MarketXLS Select 5 is an innovative Excel add-in designed for both individual investors and financial professionals seeking to access institutional-grade data and analytics for US stocks, mutual funds, ETFs, options, and cryptocurrencies with support for up to 5 symbols. Money-Back Guarantee MarketXLS has a 30-day money-back guarantee on annual subscription plans. If a customer is not satisfied, they can request a refund within this period, subject to pro-rated charges for each day of use in the first month plus a $50 setup fee. Customer Success & Satisfaction Strong User Ratings The company gets a 5/5 rating from 3 reviews on G2. What a perfect score! Rated 4.6 / 5 by 1780 users with customers saving an average of $59 with MarketXLS discount codes. Customer Testimonials "I've been using it for the last 6+ years. They have really improved the product every year now as they introduce AI capability. My favorite features of MarketXLS are the latest stock ratings on their sites and the options analysis features." Trusted by Organizations This platform is already trusted by many users from remarkable organizations including Paradigm Technology, Ameriprise Financial, Simply Investing, Global Asset Management, Harvard Universities, Mossadams, etc. Advanced Features & Capabilities Screening & Filtering Stock Screeners: The software license subscriptions include over 400 stock market functions, stock screeners, over 100 technical indicators, portfolio management, charts, candle pattern scanning, Excel compatibility, valuation templates. Options Scanning: Filter option contracts that meet your criteria. For example, find option contracts that expire between two specified dates, between specified strikes, only the PUTS. Scan thousands of options contracts between multiple underlying stocks or indices to find the contracts you like to trade quickly. Automation & Intelligence Smart Data Updates: Keep your data tables up to date with smart features that automatically fill in the missing historical data at click of a button. Pre-Compiled Lists: Pre-compiled stock lists like SP500, Stocks Below $5 and many more. Stay on top of the markets with daily updated stock lists with stocks and their performances. Team Workspaces: Share your watchlists and screens with your team/group using MarketXLS secured workspace especially configured for your team. Social Integration: Share your research (and success) with your followers on Twitter and StockTwits. Multi-Channel Support: Five-days/24-hour customer support, with support via phone support and online. Free Onboarding: For every customer, one hour of free onboarding calls is offered. Sign up on Book a Call for assistance with downloading MXLS and any other questions. Educational Resources: Provides a variety of educational material, allowing users to prepare themselves before using the tool and its features. Training Materials: MarketXLS provides training in the form of documentation, live online, and videos. Excel-Native Approach MarketXLS is a powerful enhancement for traders and investors who are hardcore spreadsheet fanatics with an affinity for robust data statistics, creating, back-testing and validating models, trading systems and methodology components. Comprehensive Data Coverage MarketXLS is a data junkie's dream. Having access to infinite data points stored within the confines of your spreadsheet with the flexibility to scientifically manipulate and mine for hidden treasures. Flexibility & Customization While MarketXLS offers a variety of built-in tools that require minimal setup, the main power comes from its flexibility and customization. You can create custom templates, calculations, and analyses that you wouldn't be able to create on other platforms. Professional Endorsements MarketXLS reviews are filled with many good reviews from users and expert reviewers including The Stock Dork, Microsoft AppSource, Slashdot, Modest Money, Mike Gingerich, and more. Microsoft Partnership Available through Microsoft AppSource as an official Excel add-in, ensuring compatibility and security standards. Investment & Growth MarketXLS has raised $473K with investors including Keiretsu Forum, Enterprise Ireland, and PorterShed, demonstrating market confidence in the platform. Easy Setup Process After setting up the program, the MarketXLS tab will show up on the interface. From here, you can easily navigate through the settings and make any alterations as per your preferences. There is no reason to have any difficulty navigating the menus as the interface closely resembles Microsoft Office. Demo Access: The platform has a demo to try its products for free! Template Library: Hundreds of ready-to-go Excel templates available for download. Function Documentation: For a complete list of functions and their documentation, visit: https://marketxls.com/functions Summary MarketXLS represents the gold standard for Excel-based investment research and portfolio management, combining institutional-grade data with the familiar Excel interface that millions of professionals trust. With features like stock screeners, technical analysis tools, fundamental analysis tools, and proprietary news channels, MarketXLS allows investors to easily access a wealth of information and analysis to help them make informed decisions about their investments. The platform's unique combination of real-time data, advanced analytics, AI-powered features, and seamless Excel integration makes it an indispensable tool for serious investors, analysts, and financial professionals who demand both power and flexibility in their investment research workflow. Start your journey with MarketXLS today and transform Excel into your ultimate investment command center.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate MarketXLS.com?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind MarketXLS.com?

- **Seller:** [MarketXLS Limited](https://www.g2.com/sellers/marketxls-limited)
- **Year Founded:** 2016
- **HQ Location:** Galway, IE
- **Twitter:** @MarketXls  
153 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ddc9a12af27facde4e22cbeaab391a533fb806fdf70b55f7ef73596bb4395b79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmarketxls-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of MarketXLS.com?

**["Best Stock Analysing Tool im Excel"](https://www.g2.com/survey_responses/marketxls-com-review-8049162)**

**Rating:** 5.0/5.0 stars

_— Kirubakaran K._

[Read full review](https://www.g2.com/survey_responses/marketxls-com-review-8049162)

**["Interesting platform with growing features"](https://www.g2.com/survey_responses/marketxls-com-review-4782168)**

**Rating:** 5.0/5.0 stars

_— Adriano C._

[Read full review](https://www.g2.com/survey_responses/marketxls-com-review-4782168)

#### What Are G2 Users Discussing About MarketXLS.com?

- [What is MarketXLS.com used for?](https://www.g2.com/discussions/what-is-marketxls-com-used-for)

### [Profit.com](https://www.g2.com/products/profit-com/reviews)

Profit.com is a pioneering fintech company reshaping the landscape of trading analytics, financial research, and trading education. With a mission to democratize financial technology, we empower traders and investors of all levels to make smart investment decisions and achieve maximum profitability. Backed by state-of-the-art technology, cutting-edge solutions, and an experienced team, Profit.com is the go-to destination for individuals seeking a competitive edge in the financial markets, enabling them to unlock their full trading and investment potential.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Profit.com?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 7.8/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Profit.com?

- **Seller:** [Profit.com](https://www.g2.com/sellers/profit-com)
- **Year Founded:** 2019
- **Twitter:** @profit\_com\_  
5,305 Twitter followers
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1d1dccca254db4a4655b88c79c9ebae7533b1c48787a24bda8cee60a0b4e59a&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fprofit-com&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Profit.com?

**["Amazing for training, Full of Educational Resources"](https://www.g2.com/survey_responses/profit-com-review-9302216)**

**Rating:** 5.0/5.0 stars

_— Vasileios K._

[Read full review](https://www.g2.com/survey_responses/profit-com-review-9302216)

**["Why Profit.com Became My Go-To Trading Platform"](https://www.g2.com/survey_responses/profit-com-review-9222463)**

**Rating:** 5.0/5.0 stars

_— Christina D._

[Read full review](https://www.g2.com/survey_responses/profit-com-review-9222463)

### [ResearchWise](https://www.g2.com/products/researchwise/reviews)

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.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate ResearchWise?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind ResearchWise?

- **Seller:** [Analec](https://www.g2.com/sellers/analec)
- **Year Founded:** 2003
- **HQ Location:** New York, US
- **Twitter:** @ANALEC\_Tech  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cd240a1006eb973bda1ddb496d9746430f748dceee63b7e4047b20f509338b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanalec&secure%5Burl_type%5D=linkedin_company_website)  
122 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 133% Medium

#### What Are Recent G2 Reviews of ResearchWise?

**["Researchers Tool"](https://www.g2.com/survey_responses/researchwise-review-9794096)**

**Rating:** 4.0/5.0 stars

_— Nisamudheen N._

[Read full review](https://www.g2.com/survey_responses/researchwise-review-9794096)

**["Informed investment decisions"](https://www.g2.com/survey_responses/researchwise-review-9946059)**

**Rating:** 4.5/5.0 stars

_— Ahmed H._

[Read full review](https://www.g2.com/survey_responses/researchwise-review-9946059)

#### What Are G2 Users Discussing About ResearchWise?

- [What is ResearchWise used for?](https://www.g2.com/discussions/what-is-researchwise-used-for)

### [Alpine Integrity](https://www.g2.com/products/alpine-integrity/reviews)

Alpine Integrity is an investment insights platform providing ranked opportunities and analytical reports across equities, commodities, and alternative assets. Our proprietary AI Val X algorithm powers objective, data-driven analysis designed to help members make informed investment decisions.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Alpine Integrity?

- **Seller:** [Alpine Integrity Group](https://www.g2.com/sellers/alpine-integrity-group)
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7ebaa1ed110530a31c1219ec72ae7c8217f3e06a1141410ed028823d044fd243&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falpineintegritygroup%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small

#### What Do G2 Reviewers Say About Alpine Integrity?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Alpine Integrity, which offers a visually appealing and clear overview.
- Users appreciate the **easy usability and great visual overview** of Alpine Integrity, enhancing their overall experience.

#### What Are Recent G2 Reviews of Alpine Integrity?

**["Valuable market insight at great value"](https://www.g2.com/survey_responses/alpine-integrity-review-11293298)**

**Rating:** 5.0/5.0 stars

_— Edward V._

[Read full review](https://www.g2.com/survey_responses/alpine-integrity-review-11293298)

**["Amazing Experience"](https://www.g2.com/survey_responses/alpine-integrity-review-11293256)**

**Rating:** 5.0/5.0 stars

_— Paolo Aurelio P._

[Read full review](https://www.g2.com/survey_responses/alpine-integrity-review-11293256)

### [Bigdata.com](https://www.g2.com/products/bigdata-com/reviews)

Bigdata.com turns complex financial data into clear, actionable insights. Designed for the finance sector, it powers AI agents with RavenPack’s trusted institutional data, helping investors, analysts, and developers work faster and smarter. For investors and analysts, Bigdata provides ready-to-use AI agents that surface key insights, accelerate research, and enable faster, more informed decisions. For developers, it offers a complete data ecosystem and secure infrastructure to build, customize, and deploy their own agents, on systems they fully own and control. With premium data, grounded search, and full auditability, Bigdata delivers the control, transparency, and compliance financial professionals demand.

**Average Rating:** 3.8/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Bigdata.com?

- **Seller:** [RavenPack](https://www.g2.com/sellers/ravenpack)
- **Year Founded:** 2003
- **HQ Location:** Marbella, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20c122cf6b541cc6111c231cd315fddf4a08f04e07f2fa6966b08703fa616290&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FRavenPack&secure%5Burl_type%5D=linkedin_company_website)  
230 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Do G2 Reviewers Say About Bigdata.com?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **comprehensive data workflows** of Bigdata.com, enhancing versatility for various use cases.
- Users value the **deep customization** of Bigdata.com, enabling tailored experiences through adjustable queries and watchlists.

##### Cons

- Users find **implementation challenging** with existing workflows, making it less user-friendly for integration.

#### What Are Recent G2 Reviews of Bigdata.com?

**["Best Big data workflow"](https://www.g2.com/survey_responses/bigdata-com-review-11172587)**

**Rating:** 4.5/5.0 stars

_— SONALI P._

[Read full review](https://www.g2.com/survey_responses/bigdata-com-review-11172587)

### [Financh](https://www.g2.com/products/financh/reviews)

Financh is a premium, membership-driven platform offering in-depth company intelligence reports spanning 185 countries. Drawing from a vast database of 400 million companies, Financh provides trusted B2B insights to its global clientele. Through Financh’s cloud-based services, users can drive revenue growth, boost profit margins, and strengthen business relationships. The platform enables regulatory compliance, supports informed decision-making, and facilitates competitive analysis. Customers gain valuable market insights, enhance customer understanding, and effectively manage risks. Additionally, Financh helps optimize sales and marketing efforts, evaluate suppliers, and support strategic planning. It also aids in making sound investment choices, improving operational efficiency, fostering innovation and R&D, managing reputation, benchmarking performance, streamlining supply chains, forecasting regulatory changes, monitoring financial health, and advancing sustainability efforts.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Financh?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Financh?

- **Seller:** [Financh](https://www.g2.com/sellers/financh)
- **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®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Do G2 Reviewers Say About Financh?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional insights** from Financh, significantly improving competitive intelligence and strategic investment decisions.
- Users value the **exceptional market insights** provided by Financh, enhancing their investment decisions with detailed analyses.
- Users value Financh's **robust analytics tools** that significantly enhance strategic decision-making and forecast accuracy.
- Users value the **comprehensive data** from Financh, which greatly improves decision-making and strategic growth initiatives.
- Users value the **comprehensive information** provided by Financh, enhancing strategic decision-making and market clarity.

##### Cons

- Users find the platform **difficult to learn** , noting the need for an intuitive onboarding process for new users.
- Users note the need for improved **mobile accessibility** , which limits convenience for those frequently on the go.

#### What Are Recent G2 Reviews of Financh?

**["Exceptional financial market insights"](https://www.g2.com/survey_responses/financh-review-10396752)**

**Rating:** 5.0/5.0 stars

_— Shaila Q._

[Read full review](https://www.g2.com/survey_responses/financh-review-10396752)

**["Streamlined financial benchmarking and analysis"](https://www.g2.com/survey_responses/financh-review-10381602)**

**Rating:** 5.0/5.0 stars

_— Danish A._

[Read full review](https://www.g2.com/survey_responses/financh-review-10381602)

### [InvestmentMetrics](https://www.g2.com/products/investmentmetrics/reviews)

InvestWorks is a comprehensive, easy-to-use analytical tool used widely by institutional investment consultants and investors for evaluating money managers and analyzing investment performance.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate InvestmentMetrics?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind InvestmentMetrics?

- **Seller:** [Confluence Technologies](https://www.g2.com/sellers/confluence-technologies-3a4451ae-5ef1-48e6-8eb7-90d9d10e4d26)
- **Year Founded:** 1991
- **HQ Location:** Pittsburgh, Pennsylvania, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=562491cd6bc71aeab0031d9f32e25e5c93d8191b205a43a475de965e008171fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconfluence-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
910 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of InvestmentMetrics?

**["Consistent, Accurate, and Resourceful Financial Analytical Program for Organizations."](https://www.g2.com/survey_responses/investmentmetrics-review-4980794)**

**Rating:** 4.5/5.0 stars

_— David L._

[Read full review](https://www.g2.com/survey_responses/investmentmetrics-review-4980794)

**["Style analytics - review"](https://www.g2.com/survey_responses/investmentmetrics-review-9591186)**

**Rating:** 5.0/5.0 stars

_— Kartik T._

[Read full review](https://www.g2.com/survey_responses/investmentmetrics-review-9591186)

### [Money.Net](https://www.g2.com/products/money-net/reviews)

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.

**Average Rating:** 3.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Money.Net?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 7.5/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Money.Net?

- **Seller:** [Money.net](https://www.g2.com/sellers/money-net)
- **Year Founded:** 2021
- **HQ Location:** Matawan, US
- **Twitter:** @Money\_Net  
6,477 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=239edbf2a34e07ba3ae604074ec3cdc463fcf7e7315508e7a1a8d53e0f1eef84&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5042486&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

#### What Are Recent G2 Reviews of Money.Net?

**["Money logistics!!"](https://www.g2.com/survey_responses/money-net-review-4597216)**

**Rating:** 4.0/5.0 stars

_— Holly K._

[Read full review](https://www.g2.com/survey_responses/money-net-review-4597216)

#### What Are G2 Users Discussing About Money.Net?

- [What is Money.Net used for?](https://www.g2.com/discussions/what-is-money-net-used-for)

### [Perspective Analytics](https://www.g2.com/products/perspective-analytics/reviews)

Perspective Analytics is an intelligence layer that uses generative AI to analyze documents of alternative investments like HF quarterly letters or PE decks. It reads through the content and extracts key insights. It is designed for LPs/Advisors/FoF to quickly get up to speed on their portfolio of funds without manually reading 100s of pages.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Perspective Analytics?

- **Financial Analysis:** 3.3/10 (Category avg: 8.5/10)
- **Charting:** 5.0/10 (Category avg: 8.3/10)
- **Document Search:** 5.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Perspective Analytics?

- **Seller:** [Perspective Analytics AI](https://www.g2.com/sellers/perspective-analytics-ai)
- **Year Founded:** 2025
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d5c0979be626a1c6870e21b58fb5adecd47fe6dfd799967d979b0784ecf5671&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fperspective-analytics-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Perspective Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **centralized insights** on one dashboard invaluable for making faster, informed investment decisions across asset classes.
- Users find Perspective Analytics **highly useful for quickly synthesizing insights** across various asset classes for better investment decisions.
- Users find that Perspective Analytics enhances **efficiency** by quickly synthesizing insights for better investment decisions.
- Users value the **speed** of Perspective Analytics for quickly synthesizing insights to enhance investment decision-making.

##### Cons

- Users find the learning curve **difficult** , requiring time to fully utilize the features of Perspective Analytics.

#### What Are Recent G2 Reviews of Perspective Analytics?

**["Impressed Early User"](https://www.g2.com/survey_responses/perspective-analytics-review-11964985)**

**Rating:** 5.0/5.0 stars

_— Ryan C._

[Read full review](https://www.g2.com/survey_responses/perspective-analytics-review-11964985)

**["Perfect for asset allocators!"](https://www.g2.com/survey_responses/perspective-analytics-review-12311467)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/perspective-analytics-review-12311467)

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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

Show More