Thursday, September 25, 2025

1. 1

   

   Interactive Brokers

   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

2. 2

   

   YCharts

   Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

   Pricing: SubscriptionPlatforms: Web, API

   Categories: Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Portfolio • Watchlist • Correlation • Risk Metrics (VaR/ES/Drawdown) • Performance Attribution • Scenario & Stress Tests • News • Alerts • Data APIs • Financials • Scores • ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • ETF Overlap • Analyst Forecasts • Short Interest • Insider Data • Inflation Rates • Unemployment Rates • GDP • Interest Rates • Yield Curves • APIs & SDKs • Sheets / Excel Add-ins • Broker Connectors

3. 3

   

   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

4. 4

   

   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

5. 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. 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. 7

   

   Portseido

   Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

   Pricing: Free, SubscriptionPlatforms: Web, Mobile

   Categories: Portfolio • Dividend • Data Visualizations • Risk Metrics (VaR/ES/Drawdown)

8. 8

   

   Sharesight

   Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

   Pricing: Free, SubscriptionPlatforms: Web, Mobile, API

   Categories: Portfolio • Watchlist • Performance Attribution • Risk Metrics (VaR/ES/Drawdown) • Downloadable Tax Reports • Capital Gains Estimator • Dividend Tax / ADR Withholding • Broker Connectors • APIs & SDKs • Blogs • Videos

9. 9

   

   Tradervue

   A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

   Pricing: Free, SubscriptionPlatforms: Web

   Categories: Portfolio • Risk Metrics (VaR/ES/Drawdown) • Data Visualizations • APIs & SDKs • Broker Connectors