Best Custom Dashboards Tools for Investing

Koyfin

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Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.

Dune

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Dune is a crypto and onchain analytics platform for SQL dashboards, decoded blockchain data, APIs, alerts, uploads, teams, and AI-agent workflows. It is useful when you want to build or automate custom onchain analysis across many blockchains rather than consume a fixed market-data screen.

EPSMomentum

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EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. It is useful when earnings acceleration and entry-timing discipline are central to your research process.

GeminIQ

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GeminIQ is a browser-based U.S. public-company research platform built around as-filed SEC financial statements. It combines XBRL-traceable 10-K and 10-Q data with calculated metrics, interactive visualizations, reusable custom tables, stock screening, watchlists and comparable-company analysis, Form 4 insider transactions, institutional ownership monitoring, and post-earnings price-reaction views. It is strongest for filing-grounded fundamental research, but coverage is U.S.-focused and new filing data is available the next day rather than in real time.

IBISWorld

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IBISWorld is a premium industry research platform for analysts, lenders, consultants, operators, and investors who need industry reports, risk ratings, forecasts, benchmarking, business environment profiles, API delivery, and AI-assisted report exploration. It is strongest for understanding markets and industries before underwriting a company, sector, customer base, loan, or strategic plan. It is not a stock-analysis terminal: memberships, API access, dashboards, Snowflake delivery, and add-ons are sales-led, while single reports are high-value one-off purchases.

Kubera

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Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office style users who need one balance-sheet view across bank accounts, brokerages, crypto, real estate, private-company equity, alternatives, documents, beneficiaries, and multiple currencies. It supports global account aggregation, scenario modeling, document storage, estate handoff workflows, white-label advisor portals, and a first-party API. It is tracking and reporting software, not a broker, tax engine, trading/rebalancing execution system, or free personal-finance app.

LIQN

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LIQN (Liquidation Nation) is a factor-first market intelligence workspace for reading which themes and behaviors are working across 5,000+ stocks, what regime surrounds them, and what may move them next. Its unusual mix spans live factor maps, classified net/gross flows, short-interest context, historical analysis, crowd and podcast intelligence, factor news, event-to-factor exposure mapping, thesis prompts, and custom baskets.

Masttro

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Masttro is an enterprise wealth operating system for UHNW families, single-family offices, multi-family offices, RIAs, private banks, and professional-services firms that need consolidated reporting across custodians, entities, currencies, alternatives, documents, compliance, client portals, and AI-assisted workflows. It is built for complex wealth operations, not self-directed retail portfolio tracking. Pricing is quote-based, fixed annual licensing rather than AUM-based, and evaluation normally requires a demo and implementation scoping.

OpenBB

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OpenBB combines an open-source financial data layer with a hosted Workspace for dashboards, AI research, custom agents, and team workflows. It is best for analysts, quants, developers, and firms that want to connect their own market data, internal datasets, provider API keys, widgets, MCP tools, and AI workflows instead of buying a closed terminal. Community access is useful for individuals; Lite adds a self-hosted collaboration tier without Excel or Copilot, while Pro adds the broader enterprise feature and deployment set. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.