VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

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Top Scenario & Stress Tests Tools for Investing

Community-ranked scenario & stress tests software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of scenario & stress tests 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.

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Use this shortlist to zero in on the scenario & stress tests 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 scenario & stress tests tools Discover the full investing catalog

Ranked tools

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
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
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
4
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.