VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

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Top Monte Carlo Tools for Investing

Community-ranked monte carlo software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of monte carlo software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.

Explore more tools

Use this shortlist to zero in on the monte carlo standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.

See all 4 monte carlo tools Discover the full investing catalog

Ranked tools

1
Stock Rover
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Screeners • ETF Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Correlation • Monte Carlo • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Valuation Models • Transcripts • ETF Overview • ETF Holdings • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Analyst Recommendations • Analyst Price Targets • Education • Videos
2
MarketXLS
Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.
Pricing: SubscriptionPlatforms: Desktop, Web
Categories: Sheets / Excel Add-ins • Broker Connectors • Screeners • Options & Derivatives • Options • Options P&L • Monte Carlo • Risk Metrics (VaR/ES/Drawdown) • Portfolio • Watchlist • Correlation • Financials • ETF Overview • ETF Holdings • ETF Fundamentals • Which ETF includes this Stock? • Interest Rates • Unemployment Rates • Inflation Rates • GDP • Blogs
3
okama
Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.
Pricing: FreePlatforms: Web, API
Categories: Quant • Data Visualizations • Portfolio • Correlation • Backtesting • Risk Metrics (VaR/ES/Drawdown) • Monte Carlo • Data APIs • ETF Performance • Inflation Rates • Interest Rates
4
Portfolio Visualizer
Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Data Visualizations • Quant • Factor Exposure • Risk Metrics (VaR/ES/Drawdown) • Monte Carlo • Backtesting • Correlation

Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

Twitter / X: @Jera_Value
Substack: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

Got ideas for new features?

Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.