VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

Top Quant Tools for Investing

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

Every entry here is part of our living directory of quant 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 quant 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 10 quant tools Discover the full investing catalog

Ranked tools

1
Portfolio123
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
2
OpenBB
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: APIs & SDKs • Sheets / Excel Add-ins • Custom Dashboards • Data APIs • News • IPO • Dividends • Splits • Interest Rates • GDP • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Dark Pool & Off-Exchange • Data Visualizations • Options & Derivatives • Quant • Financials • Transcripts • ETF Overview • ETF Performance • ETF Holdings • Analyst Forecasts • Analyst Price Targets • Regulatory Filings Monitoring • AI • AI Chat
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
ORTEX
Analytics platform focused on short interest and securities lending, with additional coverage of options flow, insider trades, analyst views, and index rebalances. Offers a free tier with limited features, plus paid plans (Basic $39/mo, Advanced $129/mo). Options data is sourced from OPRA and requires agreeing to OPRA terms. API access is available with key-based authentication, and an Excel Add-in (beta) supports short interest data.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
Categories: Short Interest • Insider Data • Quant • Data Visualizations • Index Rebalancing • Money Flow • Options & Derivatives • Options • Analyst Recommendations • Analyst Price Targets • News • Calendar • Data APIs • US Government Trades • Screeners • Blogs
5
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
6
PortfoliosLab
Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Screeners • ETF Screeners • Portfolio • Watchlist • Backtesting • Correlation • Stock Comparison • ETF Comparison • Risk Metrics (VaR/ES/Drawdown) • Factor Exposure • Quant • Financials • APIs & SDKs
7
Qfinr
Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.
Pricing: SubscriptionPlatforms: Web, Mobile
Categories: Portfolio • Watchlist • Backtesting • Scenario & Stress Tests • Screeners • ETF Screeners • Stock Ideas • Quant
8
QuantConnect
QuantConnect runs on the open-source LEAN engine, giving quants and systematic traders a unified workflow from research to backtesting to live deployment. You can run everything locally or in the cloud. Historical data down to tick and second resolution is available on paid tiers, and live-trading notifications scale by plan (from a handful per hour to thousands). Some broker and data feeds—like Trading Technologies futures or premium vendors—are only unlocked at higher tiers.
Pricing: Free, SubscriptionPlatforms: Web, Desktop, API
Categories: Quant • Backtesting • Paper Trading • Auto-Trading & Bots • Options & Derivatives • APIs & SDKs
9
QuantRocket
A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: Screeners • Quant • Backtesting • Auto-Trading & Bots • Advanced Order Types • Paper Trading • Data APIs • Broker Connectors
10
Reflexivity
Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.
Pricing: SubscriptionPlatforms: Web, API
Categories: Screeners • Quant • Performance Attribution • Scenario & Stress Tests • Portfolio • Backtesting • Alerts • News • Data APIs • Transcripts • AI • AI Chat • AI Report • APIs & SDKs

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.