Best Risk Metrics Tools for Investing

LIQN

LIQN, or Liquidation Nation, tracks factors and themes across more than 3,000 U.S. equities. It combines factor maps, flow and short-interest context, historical analysis, crowd and podcast signals, news, event exposures, thesis prompts, and custom baskets.

Marketlog

Marketlog tracks portfolios on web and mobile through manual or broker-connected holdings, dividends, goals, target allocation, benchmarks, forecasts, alerts, market pages, calendars, and portfolio sharing. It is useful for monitoring positions and behavior, not for brokerage, advice, execution, or a public market-data API.

MarketXLS

MarketXLS puts market data, options, portfolio analytics, screens, and templates inside Excel. It covers stocks, ETFs, options, funds, crypto, forex, fundamentals, FRED, ETF holdings, and broker order tickets. It is personal-use spreadsheet software, not a redistributable data API; real-time coverage and exchange access are tiered.

okama

okama is an open-source portfolio analytics toolkit with web widgets, a REST API, and Python for efficient frontiers, risk, Monte Carlo, cash flows, and historical market or macro data. It suits technical users who want reproducible analysis.

OnlyDividends

OnlyDividends is a privacy-first dividend tracker with manual holdings, paydays, withholding-tax estimates, income charts, calendars, health scores, and mobile access. Free supports a small portfolio; Premium raises limits. It is not a broker, tax-lot system, rebalancer, API, or full ledger.

Orion Advisor Tech

Orion Advisor Tech is enterprise infrastructure for RIAs and wealth firms covering accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk, client portals, APIs, and data. It is not a self-serve tracker, consumer research app, discount broker, or low-cost individual tool.

Portfolio Visualizer

Portfolio Visualizer backtests allocations, runs Monte Carlo, optimizes portfolios, analyzes factors and correlations, and researches funds. It suits DIY investors, analysts, and advisers. Free is constrained; paid tiers add larger portfolios, saving, imports, exports, and commercial use. It is not a broker or live ledger.

PortfoliosLab

PortfoliosLab offers portfolio backtesting, optimization, risk, correlations, screens, and AI-assisted workflows across stocks, ETFs, funds, crypto, and models. Paid plans add more history, imports, exports, and MCP access.

Portseido

Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free and Plus suit smaller portfolios; Pro removes limits after a no-card trial. It is not a broker, live sync system, tax filer, public API, or adviser platform.

Sharesight

Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.

Snowball Analytics

Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.

Stock Rover

Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.

Testfol.io

Testfol.io is a portfolio backtesting site for allocations, cash flows, rebalancing, tactical signals, correlations, and historical risk and return. Free use remains available; paid tiers add analytics, uploads, downloads, alerts, and cloud features. Backtests use historical assumptions and are not execution or guarantees.

The Ledger Terminal

The Ledger Terminal is a web fundamental-research service with one-page U.S. stock sheets, valuation charts, quality checks, screens, comparisons, and SEC-linked history. It is built for long-term business analysis, not trading or portfolio accounting.

Total Real Returns

Total Real Returns charts nominal and inflation-adjusted total returns with dividends reinvested. It provides tables, drawdowns, normalization, and multi-symbol comparisons with end-of-day updates. It is deliberately narrow, not a screener, broker, API, or portfolio tracker.

Tradervue

Tradervue is a trading journal for imports, charts, performance, sharing, mentoring, MFE/MAE, R-based risk reports, exports, and a REST API across stocks, ETFs, futures, forex, and options. Free is limited to 30 grouped trades monthly; Silver and Gold add more reports.

TradeZella

TradeZella is a paid journal for broker imports, tagging, playbooks, performance, backtesting, replay, AI review, risk reports, and mentoring across stocks, options, forex, futures, and crypto. Plan tiers control accounts, AI credits, backtests, and replay. It is not a brokerage.

Trefis

Trefis combines public company data, valuation models, risk and return comparisons, trade ideas, and model portfolios. Its software also converts Excel models into web dashboards. Paid research and software plans start at $19.95 per month.

Wealthfolio

Wealthfolio is a local-first portfolio tracker for holdings, performance, dividends, net worth, and imports. It suits investors who want privacy and manual control, not brokerage execution, a market terminal, or a hosted tax service.

YCharts

YCharts is a professional charting and reporting platform for market data, fundamentals, economics, portfolios, comparisons, and client-ready visuals. It suits advisors and analysts building repeatable research or reports, not retail brokerage execution.

Zenvesto

Zenvesto is a portfolio and market-monitoring app for stocks and crypto with watchlists, gainers, losers, alerts, and basic research views. It is a lightweight tracking tool, not a full terminal, broker, or tax-accounting system.