---
title: QuoTrend Reviews
meta_title: 'QuoTrend Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how QuoTrend works for a business like yours.
date_modified: '2026-07-27'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# QuoTrend Reviews
**Vendor:** Candlewise Technologies  
**Category:** [Financial Research Software](https://www.g2.com/categories/financial-research)  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About QuoTrend
QuoTrend is an AI-powered stock screener and market-data platform for everyday traders and investors. Instead of learning 170+ filters, you describe what you want in your own words — "dividend payers under 15 P/E with rising earnings" — and the AI builds the screen for you. The filters stay visible and editable, so you always see exactly what you're screening. Coverage spans thousands of US stocks and ETFs with about 20 years of price history: interactive charts, sector and industry heatmaps, insider and congressional trading, earnings, dividend and economic calendars, ETF data, and news. A daily signals board highlights notable setups and shows its historical track record — including the losers. Watchlists and email + Telegram alerts keep you current. The free tier covers most of the platform; Premium — $12.90/mo (billed annually) · $19.90 monthly, with a 7-day free trial — adds full signal depth, advanced filters and data export. QuoTrend is an information tool, not investment advice.






- [View QuoTrend pricing details and edition comparison](https://www.g2.com/products/quotrend/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-05+17%3A23%3A59+-0500&secure%5Bsession_id%5D=7079688c-cf87-443e-b057-215a922e192c&secure%5Btoken%5D=36e6a0065fd2dbe8063d0c9cea4f5a3bb948c914696820d0b10f1883548c4f1e&format=llm_user)

## QuoTrend Features
**Financial Information**
- Data Visualization

**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Basics**
- Mobility
- Interoperability

## Top QuoTrend Alternatives
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (438 reviews)
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (710 reviews)
  - [Crunchbase](https://www.g2.com/products/crunchbase/reviews) - 4.4/5.0 (408 reviews)