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Best Financial Research Software

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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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Best Financial Research Software At A Glance

Leader:
Morningstar Direct
Morningstar Direct
Highest Performer:
Inven
Inven
Easiest to Use:
Inven
Inven
Top Trending:
Inven
Inven
Best Free Software:
AlphaSense
AlphaSense
Show LessShow More
Easiest to Use:
Inven
Inven
Top Trending:
Inven
Inven
Best Free Software:
AlphaSense
AlphaSense

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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260 Listings in Financial Research Available
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    G2 Score
Morningstar Direct
(348)4.1 out of 5
Optimized for quick response
7th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place

    Users
    • Investment Analyst
    • Analyst
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 38% Enterprise
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Morningstar Direct Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    67
    Data Availability
    41
    Ease of Use
    40
    Reporting
    40
    Comprehensive Data
    38
    Cons
    Slow Performance
    46
    Poor Usability
    42
    Not User-Friendly
    37
    Difficult Learning
    30
    Poor Customer Support
    27
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Morningstar Direct features and usability ratings that predict user satisfaction
    7.4
    Financial Analysis
    Average: 8.4
    7.1
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    5.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Morningstar
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    233,916 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place

Users
  • Investment Analyst
  • Analyst
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 38% Enterprise
  • 34% Small-Business
Morningstar Direct Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
67
Data Availability
41
Ease of Use
40
Reporting
40
Comprehensive Data
38
Cons
Slow Performance
46
Poor Usability
42
Not User-Friendly
37
Difficult Learning
30
Poor Customer Support
27
View All Pros and Cons
Morningstar Direct features and usability ratings that predict user satisfaction
7.4
Financial Analysis
Average: 8.4
7.1
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
5.7
Document Search
Average: 8.1
Seller Details
Seller
Morningstar
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
233,916 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®
PitchBook
(211)4.5 out of 5
Optimized for quick response
3rd Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a d

    Users
    • Analyst
    • Associate
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 39% Small-Business
    • 35% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • PitchBook Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    56
    Company Research
    43
    Customer Support
    41
    User Experience
    38
    Ease of Use
    37
    Cons
    Outdated Information
    34
    Limited Data
    26
    Data Inaccuracy
    20
    Expensive
    18
    Inaccuracy
    18
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PitchBook features and usability ratings that predict user satisfaction
    7.9
    Financial Analysis
    Average: 8.4
    8.3
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    7.5
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    PitchBook Data
    Company Website
    Year Founded
    2007
    HQ Location
    Seattle, WA
    Twitter
    @PitchBook
    47,406 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,556 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a d

Users
  • Analyst
  • Associate
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 39% Small-Business
  • 35% Enterprise
PitchBook Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
56
Company Research
43
Customer Support
41
User Experience
38
Ease of Use
37
Cons
Outdated Information
34
Limited Data
26
Data Inaccuracy
20
Expensive
18
Inaccuracy
18
View All Pros and Cons
PitchBook features and usability ratings that predict user satisfaction
7.9
Financial Analysis
Average: 8.4
8.3
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
7.5
Document Search
Average: 8.2
Seller Details
Seller
PitchBook Data
Company Website
Year Founded
2007
HQ Location
Seattle, WA
Twitter
@PitchBook
47,406 Twitter followers
LinkedIn® Page
www.linkedin.com
1,556 employees on LinkedIn®

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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
(270)4.1 out of 5
Optimized for quick response
6th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Morningstar Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 60% Small-Business
    • 26% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Morningstar Direct Advisory Suite (formerly Advisor Workstation) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Investment Management
    44
    Research Support
    40
    User Experience
    39
    Reporting
    35
    Cons
    Not User-Friendly
    50
    Poor Usability
    47
    Difficult Learning
    34
    Feature Deficiency
    30
    Poor Navigation
    25
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    7.6
    Ease of Admin
    Average: 8.7
    7.3
    Charting
    Average: 8.2
    6.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Morningstar
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    233,916 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Morningstar Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 60% Small-Business
  • 26% Enterprise
Morningstar Direct Advisory Suite (formerly Advisor Workstation) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Investment Management
44
Research Support
40
User Experience
39
Reporting
35
Cons
Not User-Friendly
50
Poor Usability
47
Difficult Learning
34
Feature Deficiency
30
Poor Navigation
25
View All Pros and Cons
Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
7.6
Ease of Admin
Average: 8.7
7.3
Charting
Average: 8.2
6.7
Document Search
Average: 8.1
Seller Details
Seller
Morningstar
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
233,916 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®
AlphaSense
(301)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Research software
View top Consulting Services for AlphaSense
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes

    Users
    • Analyst
    • Associate
    Industries
    • Financial Services
    • Pharmaceuticals
    Market Segment
    • 49% Enterprise
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AlphaSense Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    58
    Search Functionality
    44
    Useful
    40
    Helpful
    31
    Features
    29
    Cons
    Search Functionality
    20
    Insufficient Information
    17
    Usage Limitations
    16
    Lacking Features
    14
    Lack of Information
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AlphaSense features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    6.4
    Charting
    Average: 8.2
    9.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AlphaSense
    Company Website
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @AlphaSenseInc
    30,520 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,736 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes

Users
  • Analyst
  • Associate
Industries
  • Financial Services
  • Pharmaceuticals
Market Segment
  • 49% Enterprise
  • 32% Small-Business
AlphaSense Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
58
Search Functionality
44
Useful
40
Helpful
31
Features
29
Cons
Search Functionality
20
Insufficient Information
17
Usage Limitations
16
Lacking Features
14
Lack of Information
14
View All Pros and Cons
AlphaSense features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
6.4
Charting
Average: 8.2
9.3
Document Search
Average: 8.2
Seller Details
Seller
AlphaSense
Company Website
Year Founded
2011
HQ Location
New York
Twitter
@AlphaSenseInc
30,520 Twitter followers
LinkedIn® Page
www.linkedin.com
2,736 employees on LinkedIn®
Koyfin
(104)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 86% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Koyfin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    37
    Features
    32
    User Interface
    24
    Affordable
    23
    Charting
    20
    Cons
    Feature Deficiency
    19
    Limited Data
    17
    Insufficient Data
    11
    Poor Usability
    10
    Difficult Learning
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Koyfin features and usability ratings that predict user satisfaction
    9.3
    Financial Analysis
    Average: 8.4
    9.3
    Ease of Admin
    Average: 8.7
    9.3
    Charting
    Average: 8.2
    8.3
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    71,043 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 86% Small-Business
  • 8% Mid-Market
Koyfin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
37
Features
32
User Interface
24
Affordable
23
Charting
20
Cons
Feature Deficiency
19
Limited Data
17
Insufficient Data
11
Poor Usability
10
Difficult Learning
8
View All Pros and Cons
Koyfin features and usability ratings that predict user satisfaction
9.3
Financial Analysis
Average: 8.4
9.3
Ease of Admin
Average: 8.7
9.3
Charting
Average: 8.2
8.3
Document Search
Average: 8.1
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
71,043 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
Inven
(87)4.7 out of 5
1st Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Private market sourcing is still stuck in the past — manual research, incomplete data, and missed opportunities. Inven changes that. Our deal sourcing platform helps M&A teams quickly find,

    Users
    • Analyst
    Industries
    • Investment Banking
    • Venture Capital & Private Equity
    Market Segment
    • 71% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Inven Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Search Functionality
    19
    Target Identification
    15
    Time-saving
    15
    Company Research
    13
    Cons
    Inaccuracy
    9
    Search Functionality
    8
    Inadequate Filtering
    7
    Company Exclusion
    6
    Outdated Information
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Inven features and usability ratings that predict user satisfaction
    6.1
    Financial Analysis
    Average: 8.4
    9.5
    Ease of Admin
    Average: 8.7
    6.1
    Charting
    Average: 8.2
    5.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Inven
    Company Website
    Year Founded
    2022
    HQ Location
    Helsinki, Uusimaa
    Twitter
    @inven_ai
    203 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    81 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Private market sourcing is still stuck in the past — manual research, incomplete data, and missed opportunities. Inven changes that. Our deal sourcing platform helps M&A teams quickly find,

Users
  • Analyst
Industries
  • Investment Banking
  • Venture Capital & Private Equity
Market Segment
  • 71% Small-Business
  • 16% Mid-Market
Inven Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Search Functionality
19
Target Identification
15
Time-saving
15
Company Research
13
Cons
Inaccuracy
9
Search Functionality
8
Inadequate Filtering
7
Company Exclusion
6
Outdated Information
6
View All Pros and Cons
Inven features and usability ratings that predict user satisfaction
6.1
Financial Analysis
Average: 8.4
9.5
Ease of Admin
Average: 8.7
6.1
Charting
Average: 8.2
5.7
Document Search
Average: 8.1
Seller Details
Seller
Inven
Company Website
Year Founded
2022
HQ Location
Helsinki, Uusimaa
Twitter
@inven_ai
203 Twitter followers
LinkedIn® Page
www.linkedin.com
81 employees on LinkedIn®
FactSet Workstation
(35)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 46% Small-Business
    • 40% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FactSet Workstation Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Features
    3
    User Experience
    3
    Accuracy
    2
    Analytics
    2
    Cons
    Poor Usability
    2
    Slow Performance
    2
    Complexity
    1
    Data Inaccuracy
    1
    Difficult Navigation
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FactSet Workstation features and usability ratings that predict user satisfaction
    8.1
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    7.6
    Charting
    Average: 8.2
    7.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FactSet Research Systems
    Company Website
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,077 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 46% Small-Business
  • 40% Enterprise
FactSet Workstation Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Features
3
User Experience
3
Accuracy
2
Analytics
2
Cons
Poor Usability
2
Slow Performance
2
Complexity
1
Data Inaccuracy
1
Difficult Navigation
1
View All Pros and Cons
FactSet Workstation features and usability ratings that predict user satisfaction
8.1
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
7.6
Charting
Average: 8.2
7.7
Document Search
Average: 8.1
Seller Details
Seller
FactSet Research Systems
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,077 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
YCharts
(78)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 78% Small-Business
    • 9% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • YCharts Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    8
    Ease of Use
    6
    Research Data
    6
    Ease of Access
    5
    Features
    4
    Cons
    Expensive
    5
    Integration Issues
    3
    Limited Customization
    2
    Company Exclusion
    1
    Difficult Learning
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • YCharts features and usability ratings that predict user satisfaction
    9.2
    Financial Analysis
    Average: 8.4
    9.6
    Ease of Admin
    Average: 8.7
    9.4
    Charting
    Average: 8.2
    8.4
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    YCharts
    Year Founded
    2009
    HQ Location
    Chicago, IL
    Twitter
    @ycharts
    39,836 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    176 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 78% Small-Business
  • 9% Enterprise
YCharts Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
8
Ease of Use
6
Research Data
6
Ease of Access
5
Features
4
Cons
Expensive
5
Integration Issues
3
Limited Customization
2
Company Exclusion
1
Difficult Learning
1
View All Pros and Cons
YCharts features and usability ratings that predict user satisfaction
9.2
Financial Analysis
Average: 8.4
9.6
Ease of Admin
Average: 8.7
9.4
Charting
Average: 8.2
8.4
Document Search
Average: 8.1
Seller Details
Seller
YCharts
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@ycharts
39,836 Twitter followers
LinkedIn® Page
www.linkedin.com
176 employees on LinkedIn®
Macrobond
(49)4.7 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Macrobond accelerates financial research workflows—integrating global financial data, time-series analysis, advanced visualization and seamless collaboration—freeing your research teams to focus on hi

    Users
    No information available
    Industries
    • Financial Services
    • Consulting
    Market Segment
    • 45% Enterprise
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Macrobond Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Easy Integrations
    17
    Ease of Use
    16
    Efficiency
    13
    Features
    12
    Analytics
    10
    Cons
    Complexity
    9
    Search Functionality
    7
    Limited Data
    4
    Poor Usability
    4
    Slow Performance
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Macrobond features and usability ratings that predict user satisfaction
    5.9
    Financial Analysis
    Average: 8.4
    8.7
    Ease of Admin
    Average: 8.7
    9.1
    Charting
    Average: 8.2
    6.8
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Macrobond
    Company Website
    Year Founded
    2008
    HQ Location
    Malmö, SE
    LinkedIn® Page
    www.linkedin.com
    277 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Macrobond accelerates financial research workflows—integrating global financial data, time-series analysis, advanced visualization and seamless collaboration—freeing your research teams to focus on hi

Users
No information available
Industries
  • Financial Services
  • Consulting
Market Segment
  • 45% Enterprise
  • 33% Small-Business
Macrobond Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Easy Integrations
17
Ease of Use
16
Efficiency
13
Features
12
Analytics
10
Cons
Complexity
9
Search Functionality
7
Limited Data
4
Poor Usability
4
Slow Performance
4
View All Pros and Cons
Macrobond features and usability ratings that predict user satisfaction
5.9
Financial Analysis
Average: 8.4
8.7
Ease of Admin
Average: 8.7
9.1
Charting
Average: 8.2
6.8
Document Search
Average: 8.1
Seller Details
Seller
Macrobond
Company Website
Year Founded
2008
HQ Location
Malmö, SE
LinkedIn® Page
www.linkedin.com
277 employees on LinkedIn®
Crunchbase
(386)4.5 out of 5
4th Easiest To Use in Financial Research software
View top Consulting Services for Crunchbase
Save to My Lists
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users.

    Users
    • Founder
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
    • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
    • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Crunchbase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Comprehensive Data
    21
    Data Accuracy
    20
    Contact Information
    19
    Comprehensive Information
    18
    Cons
    Missing Information
    14
    Outdated Information
    12
    Expensive
    11
    Outdated Data
    10
    Inaccurate Data
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Crunchbase features and usability ratings that predict user satisfaction
    8.5
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    8.2
    Charting
    Average: 8.2
    8.0
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Crunchbase
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, CA
    Twitter
    @crunchbase
    152,091 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users.

Users
  • Founder
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
  • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
  • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
Crunchbase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Comprehensive Data
21
Data Accuracy
20
Contact Information
19
Comprehensive Information
18
Cons
Missing Information
14
Outdated Information
12
Expensive
11
Outdated Data
10
Inaccurate Data
8
View All Pros and Cons
Crunchbase features and usability ratings that predict user satisfaction
8.5
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
8.2
Charting
Average: 8.2
8.0
Document Search
Average: 8.1
Seller Details
Seller
Crunchbase
Company Website
Year Founded
2007
HQ Location
San Francisco, CA
Twitter
@crunchbase
152,091 Twitter followers
LinkedIn® Page
www.linkedin.com
257 employees on LinkedIn®
Wokelo AI
(20)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large la

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    Market Segment
    • 85% Small-Business
    • 15% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Wokelo AI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Insights Delivery
    11
    User Experience
    9
    Company Research
    5
    Reporting
    5
    Ease of Use
    4
    Cons
    Slow Performance
    3
    Company Exclusion
    2
    Inaccuracy
    2
    Information Overload
    2
    Integration Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Wokelo AI features and usability ratings that predict user satisfaction
    9.0
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    0.0
    No information available
    9.4
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wokelo AI
    Year Founded
    2023
    HQ Location
    Seattle, US
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large la

Users
No information available
Industries
  • Venture Capital & Private Equity
Market Segment
  • 85% Small-Business
  • 15% Enterprise
Wokelo AI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Insights Delivery
11
User Experience
9
Company Research
5
Reporting
5
Ease of Use
4
Cons
Slow Performance
3
Company Exclusion
2
Inaccuracy
2
Information Overload
2
Integration Issues
1
View All Pros and Cons
Wokelo AI features and usability ratings that predict user satisfaction
9.0
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
0.0
No information available
9.4
Document Search
Average: 8.1
Seller Details
Seller
Wokelo AI
Year Founded
2023
HQ Location
Seattle, US
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Ideagen Audit Analytics
(76)4.5 out of 5
Optimized for quick response
5th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ideagen Audit Analytics is a specialized insights database tailored for the audit industry, designed to provide users with comprehensive data and actionable insights. This platform serves a diverse au

    Users
    • Assistant Professor
    Industries
    • Accounting
    • Higher Education
    Market Segment
    • 47% Enterprise
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Ideagen Audit Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    12
    Ease of Use
    10
    Analytics
    9
    Customer Support
    7
    Research Data
    6
    Cons
    Limited Data
    5
    Data Management
    4
    Difficult Navigation
    3
    Limited Accessibility
    3
    Poor Usability
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ideagen Audit Analytics features and usability ratings that predict user satisfaction
    7.8
    Financial Analysis
    Average: 8.4
    7.6
    Ease of Admin
    Average: 8.7
    6.7
    Charting
    Average: 8.2
    7.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ideagen
    Company Website
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,193 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,314 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen Audit Analytics is a specialized insights database tailored for the audit industry, designed to provide users with comprehensive data and actionable insights. This platform serves a diverse au

Users
  • Assistant Professor
Industries
  • Accounting
  • Higher Education
Market Segment
  • 47% Enterprise
  • 32% Mid-Market
Ideagen Audit Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
12
Ease of Use
10
Analytics
9
Customer Support
7
Research Data
6
Cons
Limited Data
5
Data Management
4
Difficult Navigation
3
Limited Accessibility
3
Poor Usability
3
View All Pros and Cons
Ideagen Audit Analytics features and usability ratings that predict user satisfaction
7.8
Financial Analysis
Average: 8.4
7.6
Ease of Admin
Average: 8.7
6.7
Charting
Average: 8.2
7.7
Document Search
Average: 8.1
Seller Details
Seller
Ideagen
Company Website
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,193 Twitter followers
LinkedIn® Page
www.linkedin.com
1,314 employees on LinkedIn®
Bloomberg Terminal
(69)4.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 subsc

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 41% Enterprise
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bloomberg Terminal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Company Research
    2
    Customer Support
    2
    Data Accessibility
    2
    Database Quality
    2
    Financial Information
    2
    Cons
    Expensive
    2
    Difficult Navigation
    1
    Information Overload
    1
    Poor Usability
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bloomberg Terminal features and usability ratings that predict user satisfaction
    9.5
    Financial Analysis
    Average: 8.4
    6.7
    Ease of Admin
    Average: 8.7
    9.0
    Charting
    Average: 8.2
    8.3
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Bloomberg Industry Group
    Year Founded
    1929
    HQ Location
    Arlington, VA
    Twitter
    @BBGIndustry
    19,694 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,877 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 subsc

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 41% Enterprise
  • 32% Small-Business
Bloomberg Terminal Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Company Research
2
Customer Support
2
Data Accessibility
2
Database Quality
2
Financial Information
2
Cons
Expensive
2
Difficult Navigation
1
Information Overload
1
Poor Usability
1
View All Pros and Cons
Bloomberg Terminal features and usability ratings that predict user satisfaction
9.5
Financial Analysis
Average: 8.4
6.7
Ease of Admin
Average: 8.7
9.0
Charting
Average: 8.2
8.3
Document Search
Average: 8.1
Seller Details
Seller
Bloomberg Industry Group
Year Founded
1929
HQ Location
Arlington, VA
Twitter
@BBGIndustry
19,694 Twitter followers
LinkedIn® Page
www.linkedin.com
1,877 employees on LinkedIn®
S&P Capital IQ Platform
(36)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 peopl

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 39% Enterprise
    • 36% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • S&P Capital IQ Platform features and usability ratings that predict user satisfaction
    9.0
    Financial Analysis
    Average: 8.4
    8.6
    Ease of Admin
    Average: 8.7
    9.0
    Charting
    Average: 8.2
    8.9
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    S&P Global
    HQ Location
    New York, NY
    Twitter
    @SPGlobal
    45,986 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43,207 employees on LinkedIn®
    Ownership
    NYSE: SPGI
Product Description
How are these determined?Information
This description is provided by the seller.

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 peopl

Users
No information available
Industries
  • Financial Services
Market Segment
  • 39% Enterprise
  • 36% Mid-Market
S&P Capital IQ Platform features and usability ratings that predict user satisfaction
9.0
Financial Analysis
Average: 8.4
8.6
Ease of Admin
Average: 8.7
9.0
Charting
Average: 8.2
8.9
Document Search
Average: 8.1
Seller Details
Seller
S&P Global
HQ Location
New York, NY
Twitter
@SPGlobal
45,986 Twitter followers
LinkedIn® Page
www.linkedin.com
43,207 employees on LinkedIn®
Ownership
NYSE: SPGI
S&P Capital IQ Pro
(67)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

    Users
    • Associate
    Industries
    • Financial Services
    • Investment Banking
    Market Segment
    • 36% Enterprise
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • S&P Capital IQ Pro features and usability ratings that predict user satisfaction
    9.7
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    9.7
    Document Search
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    S&P Global
    HQ Location
    New York, NY
    Twitter
    @SPGlobal
    45,986 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43,207 employees on LinkedIn®
    Ownership
    NYSE: SPGI
Product Description
How are these determined?Information
This description is provided by the seller.

The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

Users
  • Associate
Industries
  • Financial Services
  • Investment Banking
Market Segment
  • 36% Enterprise
  • 33% Mid-Market
S&P Capital IQ Pro features and usability ratings that predict user satisfaction
9.7
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
9.7
Document Search
Average: 8.1
Seller Details
Seller
S&P Global
HQ Location
New York, NY
Twitter
@SPGlobal
45,986 Twitter followers
LinkedIn® Page
www.linkedin.com
43,207 employees on LinkedIn®
Ownership
NYSE: SPGI
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Financial Research Topics

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Learn More About Financial Research Software

What is Financial Research Software?

Financial research software is vital for investment sector professionals that need to access up-to-date financial market information. They use products in this category to carry out in-depth research and analysis to make informed investment decisions. Financial services professionals use financial research software to conduct research to fuel strategic decisions, carry out analysis on potential mergers and acquisitions, and stay informed on market movements. Many financial research platforms are now AI-enabled, which augments their ability to conduct detailed analysis of potential investments to improve decision-making.

Key Benefits of Financial Research Software

  • Up-to-date market information
  • Investment analysis
  • Historical market data
  • Visualization tools

Why Use Financial Research Software?

Financial research software is extremely useful for investment professionals looking to obtain a solid understanding of potential investments.

Research potential investments — One of the main uses for financial research software is diving into potential investments. Investors use these platforms to stay updated on company news and examine the details of specific earnings calls, market moves, and more.

Stay current on market news — Staying current in the financial services world is vital to success, and financial research platforms make this possible. Financial research software gathers market data and news from various sources and compiles it into a searchable format, allowing users to digest relevant news items and craft narratives that support their investment choices.

Craft comprehensive financial strategy — In addition to driving investment choices in individual companies, financial research software helps investors develop comprehensive investment strategies across industries. This may include identifying potential mergers and acquisitions, opportunities, and pitfalls across various industries.

Who Uses Financial Research Software?

Financial services professionals, specifically investment advisors and fund managers, use financial research software most often. Business and market analysts will also use the software to predict trends and create compelling content based on accurate market data.

Investment advisors — Investment advisors are the most avid users of financial research software. They rely on these applications to fuel their decision-making, basing their investments on a sound base of information and reasonable assumptions made from historical data patterns they observe.

Analysts — Industry analysts use financial research software to conduct detailed trend analysis on the environment within certain sectors. The segmenting and reporting capabilities that financial research software provides allow analysts to write accurate predictions and analyze trends.

Consultants — Consultants leverage the insights gleaned from financial research software to give their clients comprehensive, data-grounded recommendations. These recommendations can include everything from investment advice to merger and acquisition strategy. The comprehensive information provided by financial research platforms can be used as a solid starting point for research into specific companies’ readiness for acquisition or to accrue information on potential acquisitions to consider. Analysis of the financial health of a company, rumors about potential company moves, product pipeline, and more, can all be of great value when making important decisions regarding who to acquire.

Financial Research Software Features

Financial research software often includes, but is not limited to, the following features:

Real-time alerts — Users receive real-time notifications based on keyword alerts the user inputs. This can be used to track a multitude of updates on many types of information, from regulatory actions to stock screening.

Document comparison — Documents are shared and compared with old versions, highlighting changes. This feature is useful for quick analysis on updated documents.

Team collaboration — This functionality allows teammates to engage in document sharing, note taking, annotations, and highlighting directly within relevant documents.

Financial data — It’s important for users to have direct access to financial data of multiple types, including: earnings call transcripts, SEC and global filings, broker research, etc.

Data comparison — Users can use this feature to compare different types of data in multiple fields.

Analytics — Some solutions include predictive analytical tools, which digest historical data and make informed predictions about future movements.

Integrations — Many users have other software. These solutions integrate with other financial services software.

Data visualization — This software often contains tools that create visual representations of data gathered by the system.

Reporting — Users can access prebuilt reporting templates, which craft reports according to user input. Investors can use these reports to help build out strategy based on historical data.

Potential Issues with Financial Research Software

Data newness — A key component of financial research software is the inclusion of updated market news and information. Investment decisions are made in real time, and any delay in information acquisition could lead to a poor investment choice. It is imperative that the data sources and the means by which the data is gathered work without issue.

Overabundance of data — The more data there is, the more difficult it is to make sense of. Financial research software provides access to so much information that it may be difficult to parse and extract relevant information. Users should be wary of getting lost in the sheer volume of information available and leverage the increasing number of financial research tools that are good at slicing relevant news to help users make sense of those large amounts of data.

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