>_ best Long-Term Investing tools
The 135 top long-term investing tools in the index, ranked by upvotes.
- 01.Yellowbrick Investing— Aggregates stock pitches, 13F holdings, and trades from elite investors and hedge funds into a searchable feed with leaderboards.
- 02.Superstocks— Instantly analyze stocks using strategies modeled on Graham, Lynch, Buffett, and Akre. Gives deep insights (algorithm + AI), scores and tracks(watchlist) selected equities. Scoring system is based on 4 pillars: financials, management, predictability and technicals.
- 03.Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- 04.AIIR Finance— AIIR is an investment research tool tailored to long-term investors.
- 05.DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.
- 06.EdgarReader— Every SEC filing, word for word, beautifully laid out, with graphs of what you're reading and smart tables.
- 07.Rebalancerpro— RebalancerPro is a software platform designed to provide automated portfolio review, analysis, and rebalancing tools specifically for independent financial advisers.
- 08.Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
- 09.MyFundData— Free, no-login portfolio tracker for Chinese mutual funds, A-shares and Hong Kong stocks, with data stored locally in your browser.
- 10.Fair Value Calculator— Fair value for 40,000+ stocks worldwide, blended from up to 26 valuation models (DCF, residual income, multiples), with a 0-100 quality score and an evidence rating. Free to use; also works in Claude and ChatGPT via MCP.
- 11.Wall Street Zine— Free "what if I had invested?" calculator that shows what a one-off or monthly investment in 149 stocks, ETFs or cryptos would be worth today on real historical prices.
- 12.DeepVal— DeepVal is AI company research: in-depth and moat reports on U.S. companies, plus tracking of the key questions behind each one, with weekly summaries of what changed.
- 13.EquityDive— On-demand privacy first comprehensive US equity research built with auditable and deterministic workflows for financials / forecasts and choice of leading frontier AI models for subjective overlays.
- 14.Dividend Data— Provides dividend history, financials, and valuation data on 80,000+ stocks and funds with portfolio tracking and spreadsheet integrations.
- 15.DeepVal— AI company research on U.S.-listed companies: in-depth and moat reports plus tracking of key questions with weekly summaries of what changed. Research information only, not investment advice.
- 16.ValuEdge— Research stocks and ETFs with valuation models, editable assumptions, a stock screener, portfolio tracking and an AI research assistant.
- 17.Investment Visual— Free tools for backtesting multi-asset portfolios, researching companies and funds, and planning retirement, with no sign-up required.
- 18.ClearGuidance Studio— Provides DCF valuation models, scenario analysis, and portfolio construction tools with transparent assumptions and educational frameworks for equity research.
- 19.PWW— Workspace for individual investors to keep US stock and ETF watchlists, portfolio holdings, ETF comparisons and research notes in one place, with data dates and coverage shown.
- 20.13F.chat— Tracks quarterly 13F filings from 132 hedge fund managers and uses AI to explain each buy, add and sell in dollar terms, with industry and stock-level views.
- 21.Beacon— Beacon is an opinionated ETF research tool for individual investors, helping them navigate thousands of ETFs and choose funds using sensible investing principles.
- 22.EDGAR Analyst— Pulls SEC filings from EDGAR in seconds, extracts line items, redlines disclosures across periods, and delivers citation-grounded analysis of 10-Ks, 10-Qs, 8-Ks, S-1s, proxies, and insider trades
- 23.Yield Theory— Provides monthly stock research reports, fundamental analysis lessons, and financial modeling tools for individual investors learning to evaluate US equities
- 24.Portfolio Lens— Generates pre-event company analysis with bull/base/bear scenarios, multi-persona analyst panels, and portfolio theme exposure tracking for S&P 500 stocks
- 25.DCA Calculator — DCAKit— Free DCA calculator that backtests dollar-cost averaging for ETFs (SPY, QQQ, SCHD…) and Bitcoin on real dividend-adjusted history — vs lump sum, with drawdowns.
- 26.Moatigo— Generates AI-driven stock analysis reports grounded in value investing principles with moat assessment and valuation scoring.
- 27.Wonderfolio— Calculates fair value and intrinsic value for 3,100+ US and Canadian stocks using DCF models from company filings, scoring them on quality and flagging buy/sell price zones
- 28.Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- 29.Finlly— Generates AI-powered stock scores with explainable factors, investment theses with invalidation triggers, and automatic market monitoring for watchlisted assets.
- 30.The Motley Fool— Publishes monthly stock recommendations across subscription tiers and provides retirement planning guidance and personal finance product reviews
- 31.QuarterMark— Equity research platform tracking management guidance and quarterly results for Indian listed companies.
- 32.StocksToFind— Provides financial data, screening, company comparison, and SEC filings for US-listed stocks and ETFs with educational guides on fundamentals and valuation.
- 33.EvidInvest— Computes fair value for 500+ US companies from SEC filings using seven independent valuation methods, solving backwards to show what today's price implies for each method's key assumption
- 34.RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- 35.Intrinsiqq— All-in-one stock workstation for 10.000+. Analyze individual stocks or track your whole portfolio, all from SEC data, not opinions.
- 36.PickSkill— Generates investor-grade PowerPoint decks, Word reports, and Excel models from natural-language prompts, sourced from live SEC filings and market data for US, Hong Kong, and China A-share equities.
- 37.Finsheet— Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.
- 38.Multpl— Provides historical charts and data for S&P 500 valuation metrics, Treasury rates, and US economic indicators with data sourced from Standard & Poor's and Robert Shiller.
- 39.As You Sow— Analyzes climate and social impact of thousands of U.S. mutual funds, ETFs, and 401k plans across environmental and social issue areas
- 40.Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
- 41.Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts
- 42.Arcana— Provides institutional investors with factor risk models, crowding data, and portfolio decomposition tools to isolate idiosyncratic returns and optimize construction.
- 43.GuidanceIQ— Generates AI research reports on NSE-listed Indian equities by reading earnings calls and annual reports, grading management and producing valuation bridges, balance-sheet scores and red-flag assessments
- 44.AlphaVue— AI investment research platform that runs 20+ agents in parallel to analyze stocks, earnings, news and sentiment — delivering a BUY / HOLD / SELL verdict with confidence, risk, and full evidence trail.
- 45.Innovative Income Investor— Tracks preferred stocks and baby bonds with master lists, screeners, earnings alerts, yield calculators, and daily commentary on calls, redemptions, and market moves.
- 46.Veradon— Delivers a personalized daily deck of overlooked US common stocks ranked by business quality, opportunity timing, and relative attention with inspectable evidence for each recommendation
- 47.Stock Portfolio One— Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios
- 48.Stock Simplifier— Guides investors through structured stock analysis using AI-powered research wizard covering business model, moat, management, financials, and valuation in phase-aware framework
- 49.finqOS— Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.
- 50.DeepFundamental— Presents SEC filing data with source tracing for each number, custom metric builder, Sankey visualizations of financial statements, and DCF simulator for US equities.
- 51.iPulse AI— Generates multi-agent AI forecasts for stocks, crypto, commodities, indices, and forex with ranked buy/sell signals, scenario reasoning, and transparent advisor disagreement across 1-5 year horizons
- 52.FinanceProbe— Provides company fundamentals, interactive DCF valuation modeling, portfolio analytics with live broker sync, congressional trade tracking, and 20-year financial exports in a unified workspace.
- 53.TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
- 54.Quantified Odds— News, charts, fundamentals, and explanations that show their work, in one place built for self-taught investors.
- 55.Warifin— Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
- 56.Quantified Odds— Provides stock market research tools, charting, fundamentals analysis, and guided educational content for learning investors.
- 57.Valye— Generates AI-powered research summaries and visibility scores from SEC filings, earnings transcripts, and public company documents.
- 58.Norn— Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
- 59.Investi— Provides a workspace combining live company data, AI-assisted research, and note organization for equity investors.
- 60.Convex— Runs an 8-step conviction framework on individual stocks, combining quality screens, DCF valuation, Monte Carlo scenarios, and asymmetry analysis to generate buy/sell zones with entry and exit prices.
- 61.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 62.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 63.empor.top— The Stories of Top Companies. A website and a podcast which details the history of the company, it's inflection points, 7 powers and 5 forces analysis all in an engaging manner. Inspired by acquired.fm generated by AI.
- 64.Exent— Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools
- 65.Rest n Vest— Generates investment thesis, financial health analysis, competitive landscape, and timing signals from SEC filings for individual stocks.
- 66.JII Compounders— Profiles Japanese listed companies with high capital efficiency, low valuations, and cash-compounding characteristics, focusing on valuation gaps and capital allocation debates for global investors.
- 67.StockAInsights— Extracts financial data and metrics from SEC filings using multi-strategy AI trained on industry-specific patterns, delivering 12+ years of standardized statements, ratios, and AI-generated investment narratives.
- 68.FN2— Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.
- 69.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 70.Curation— Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.
- 71.MarketRoom.ai— Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
- 72.6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- 73.Traydzee— Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.
- 74.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 75.Stock Rover— Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs
- 76.Intrinsik— Builds a complete DCF model with bear, base, and bull scenarios for US stocks in under 60 seconds using SEC filings
- 77.QntAify— Provides financial data, charts, and analysis on over 5,000 companies for investment decision making.
- 78.Terminal Investor— Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.
- 79.MicroCapClub— Provides an exclusive forum for experienced microcap investors to share and discuss sub-$1B market cap companies trading on global markets
- 80.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 81.NanoStreet— Explains stock and ETF research in plain English with adaptive difficulty levels, guided lessons, and paper trading for retail investors
- 82.Simplifin— Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.
- 83.TradeFrame— Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.
- 84.Researchr— Spawns 12 specialist AI agents to research any stock ticker across fundamentals, news, sentiment, technicals, valuation, and risk and delivers a structured report in minutes.
- 85.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 86.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 87.Smallfolk— Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.
- 88.Bipsync— Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.
- 89.Homesage.ai— Provides AI-powered investment property search, property analysis reports, and real estate data APIs covering 150M+ US residential properties with computer vision-driven renovation estimates and investment scoring.
- 90.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 91.Grufity— Provides stock research with historical financial ratio trends, fund holdings tracking, insider trading data, and macro-economic analysis for US equities.
- 92.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- 93.Chartloom— Provides AI-generated SEC filing summaries, interactive charts, scenario modeling, and DCF valuation tools for US equities research.
- 94.StockIQ— Generates 14-section AI research reports on Nigerian Exchange (NGX) stocks covering financials, leadership, sentiment, and competitive positioning in under 5 minutes.
- 95.StableBread— Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks
- 96.Buffett-Style Equity Analyst— Runs a value-investing framework inside Claude that scores stocks using owner earnings yield, ROIC, FCF conversion, moat evidence, bear-case-first analysis, reverse DCF, and Half-Kelly position sizing
- 97.StockPitch— Provides weekly equity research reports with DCF models, comp analysis, and thesis frameworks for tech, AI, robotics, medicine, and finance stocks.
- 98.Wolfora— Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.
- 99.AI Bottlenecks— Tracks companies in AI infrastructure supply chains including photonics, memory, power, cooling and custom silicon.
- 100.testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
- 101.ValueInvesting.io— Generates automated discounted cash flow valuations and intrinsic value estimates for over 45,000 stocks across 60 global exchanges using public data and consensus forecasts.
- 102.Intuifi— Visualizes income statements, balance sheets, and cash flow statements for US public companies as interactive charts
- 103.Wallace Finance— Enables creation of custom equity portfolios by modifying ETF holdings, adjusting index weights, and building strategies from natural language prompts with automated rebalancing.
- 104.Creget— Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market
- 105.The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- 106.Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- 107.Stock Expert AI— Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
- 108.Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts
- 109.ATLASRIFT— AI-powered investing platform that tracks your portfolio in real time and combines market data, prediction markets, and behavioral signals to guide investment decisions without emotion.
- 110.Investilo AI— An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
- 111.Beanvest— Quality Investing focuses on finding the best companies in the world with incredibly strong fundamentals and durable competitive advantages, while trying to buy them at a reasonable price to achieve long-term returns with your portfolio.
- 112.captide— Agentic AI systems grounded on public companies' disclosures that power leading long/short hedge funds and investment banks
- 113.Finsee— AI reviews of public companies: plain English summaries; bull and bear cases to get both sides of the story; explanation of main themes, drivers, and concerns for the quarter; KPIs and guidance analysis; charts to visualize the main points.
- 114.Snowball Analytics— Snowball Analytics is a portfolio tracking and dividend analytics platform that helps retail investors consolidate brokerage accounts, monitor performance, forecast dividend income, and analyze portfolio diversification
- 115.ValuationBot— ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Research Desk adds always-on regional market coverage and fresh valuation-backed ideas.
- 116.Portrait Analytics— Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.
- 117.OwnerView— Long-term value-investing workspace — custom DCF/intrinsic-value models, moat & management qualitative scoring, plus financials and analysis queues.
- 118.Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- 119.Hudson Labs— Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
- 120.Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- 121.StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- 122.Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- 123.Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- 124.ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- 125.Equilyse— AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 126.TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- 127.Investment Bastion— Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.
- 128.Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- 129.Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- 130.Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- 131.ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- 132.Stock Unlock— All-in-one stock research with proprietary Stock Scores, DCF fair-value calculator, and brokerage sync across 170k+ global tickers.
- 133.Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- 134.Build a Thesis— AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
- 135.DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
more lists
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- best Fundamental Analysis tools 303
- best Equities tools 300
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- best Free Research tools 211
- best Value Investing tools 164
- best AI Agents tools 163
- best Multi-asset tools 163
- best Event-Driven / Special Situations tools 160
- best Screeners tools 114
- best AI Research Agent tools 113
- best Multi-Asset Research tools 102