VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

Top Portfolio Tools for Investing

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

Every entry here is part of our living directory of portfolio 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 portfolio 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.

Ranked tools

  1. 1
    Google Finance logo

    Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.

    Pricing: FreePlatforms: Web

    Categories: Watchlist • Portfolio • News • Stock Comparison • Data Visualizations • Financials • ETF Overview • ETF Holdings

  2. 2
    GuruFocus logo

    A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

    Pricing: Free, SubscriptionPlatforms: Web, Mobile, API

    Categories: Screeners • Stock Ideas • Stock Comparison • Portfolio • Backtesting • Investor Holdings • US Government Trades • News • Alerts • Calendar • GDP • Interest Rates • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Yield Curves • Financials • Valuation Models • Scores • Transcripts • Insider Data • 13F • ETF Overview • ETF Holdings • APIs & SDKs • Sheets / Excel Add-ins

  3. 3
    Koyfin logo

    Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

    Pricing: Free, SubscriptionPlatforms: Web, Mobile

    Categories: Screeners • ETF Screeners • Data Visualizations • News • Alerts • Calendar • Financials • Transcripts • ETF Overview • ETF Performance • ETF Holdings • ETF Overlap • ETF Fundamentals • ETF Valuation • Watchlist • Portfolio • Short Interest • Dividends

  4. 4
    Portfolio123 logo

    Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

    Pricing: Free, SubscriptionPlatforms: Web, Desktop, API

    Categories: Screeners • Quant • Backtesting • Portfolio • Correlation • Calendar • APIs & SDKs • Data APIs • Broker Connectors • Data Visualizations

  5. 5
    Stock Analysis logo

    A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.

    Pricing: Free, SubscriptionPlatforms: Web, Mobile

    Categories: Screeners • ETF Screeners • IPO • Top Analysts • Stock Comparison • ETF Comparison • Portfolio • Watchlist • News • Calendar • Dividends • Splits • Delisted • Spin-offs • Ticker Changes • Acquisitions • Bankruptcy • Financials • ETF Overview • ETF Holdings • ETF Fundamentals • ETF Performance

  6. 6
    Fiscal.ai logo

    A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.

    Pricing: Free, SubscriptionPlatforms: Web, Mobile, API

    Categories: Screeners • Data Visualizations • Stock Comparison • Portfolio • Watchlist • Alerts • Calendar • Dividends • Splits • Financials • Transcripts • ETF Overview • ETF Holdings • ETF Performance • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Insider Data • Institutional Data • 13F • Valuation Models • Data APIs

  7. 7
    DEGIRO logo

    European brokerage offering access to more than 45 exchanges across around 30 countries. Pricing is commission-based rather than subscription. Real-time quotes are available as per-exchange paid add-ons, while free quotes are typically delayed by 15 minutes. Short selling and derivatives access require an Active, Trader, or Day Trader profile. Certain order types (e.g. trailing stops) are only supported on select venues. U.S. BATS quotes become real-time after executing a U.S. trade and remain active until the end of the following month.

    Pricing: OtherPlatforms: Web, Mobile

    Categories: Brokerage • Portfolio • Watchlist • Advanced Order Types • Smart/Direct Routing • Order Book / Level II

  8. 8
    FINVIZ logo

    A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

    Pricing: Free, SubscriptionPlatforms: Web, API

    Categories: Screeners • Data Visualizations • Portfolio • Watchlist • Backtesting • News • Alerts • Data APIs • Financials • ETF Overview • ETF Holdings • Insider Data • 13F • Short Interest • Options

  9. 9
    Interactive Brokers logo

    A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.

    Pricing: OtherPlatforms: Web, Mobile, Desktop, API

    Categories: Brokerage • Paper Trading • Advanced Order Types • Smart/Direct Routing • Order Book / Level II • APIs & SDKs • Data APIs • Portfolio • Watchlist • Risk Metrics (VaR/ES/Drawdown) • Scenario & Stress Tests • Performance Attribution • Options & Derivatives

  10. 10
    Revolut (Invest) logo

    Revolut offers commission-free stock and ETF trading within a monthly allowance that scales with your plan. Beyond that, fees are tiered (as low as 0.12% on Ultra). Web trading is available in the EEA with Trading Pro, while the app is the main entry point elsewhere. Bonds, commodities, and crypto round out the product set, alongside a robo-advisor in the US with a 0.25% annual fee. Precious metals are offered but not FCA-regulated.

    Pricing: Free, SubscriptionPlatforms: Mobile, Web

    Categories: Brokerage • Portfolio • Watchlist • Alerts • News • ETF Overview • Wealth Management • Downloadable Tax Reports • Education

Showing the top 10 of 65 tools with votes. View the full Portfolio directory for the complete list.

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.

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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!

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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.