Best portfolio analysis software

11 tools with AI-ranked alternatives, pricing, pros and cons.

Genuine Impact logo

Genuine Impact

Genuine Impact is an investing research and portfolio-analysis platform for individual investors. It scores stocks and...

CryptoAdvisor.Club logo

CryptoAdvisor.Club

CryptoAdvisor Club is an online cryptocurrency research and advisory service for people evaluating digital-asset investments. It...

Jitta logo

Jitta

Jitta is an online stock-analysis platform for long-term investors, with coverage focused on fundamental company research...

Exirio logo

Exirio

Exirio is an investment portfolio tracker for individual investors who want to consolidate holdings and evaluate...

MarketXLS logo

MarketXLS

MarketXLS is an Excel-based investment research and portfolio analysis platform for individual investors, advisors, and analysts....

Pyfolio logo

Pyfolio

pyfolio is an open-source Python library for analyzing portfolio performance, returns, drawdowns, exposures, and risk statistics....

Alphalens logo

Alphalens

Alphalens is an open-source Python library for evaluating predictive investment factors and alpha signals. It analyzes...

MarketGrader logo

MarketGrader

MarketGrader is an online stock research and portfolio analysis service that grades publicly traded companies using...

CapitalView logo

CapitalView

CapitalView is an online investment research and portfolio-analysis service for individual investors and financial professionals. It...

Income Reign logo

Income Reign

Income Reign is an online investment research service for investors seeking dividend and income-producing stocks. It...

Investorean logo

Investorean

Investorean is an online investment research service for individual investors who want help evaluating stocks and...