>_ best Long-Term Investing tools
The 72 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.Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- 03.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.
- 04.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.
- 05.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.
- 06.FN2— Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.
- 07.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 08.Curation— Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.
- 09.MarketRoom.ai— Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
- 10.6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- 11.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.
- 12.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 13.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
- 14.Intrinsik— Builds a complete DCF model with bear, base, and bull scenarios for US stocks in under 60 seconds using SEC filings
- 15.QntAify— Provides financial data, charts, and analysis on over 5,000 companies for investment decision making.
- 16.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.
- 17.MicroCapClub— Provides an exclusive forum for experienced microcap investors to share and discuss sub-$1B market cap companies trading on global markets
- 18.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 19.NanoStreet— Explains stock and ETF research in plain English with adaptive difficulty levels, guided lessons, and paper trading for retail investors
- 20.Simplifin— Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.
- 21.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.
- 22.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 23.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 24.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.
- 25.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.
- 26.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.
- 27.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 28.Grufity— Provides stock research with historical financial ratio trends, fund holdings tracking, insider trading data, and macro-economic analysis for US equities.
- 29.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- 30.Chartloom— Provides AI-generated SEC filing summaries, interactive charts, scenario modeling, and DCF valuation tools for US equities research.
- 31.StockIQ— Generates 14-section AI research reports on Nigerian Exchange (NGX) stocks covering financials, leadership, sentiment, and competitive positioning in under 5 minutes.
- 32.StableBread— Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks
- 33.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
- 34.StockPitch— Provides weekly equity research reports with DCF models, comp analysis, and thesis frameworks for tech, AI, robotics, medicine, and finance stocks.
- 35.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.
- 36.AI Bottlenecks— Tracks companies in AI infrastructure supply chains including photonics, memory, power, cooling and custom silicon.
- 37.testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
- 38.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.
- 39.Intuifi— Visualizes income statements, balance sheets, and cash flow statements for US public companies as interactive charts
- 40.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.
- 41.Creget— Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market
- 42.The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- 43.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.
- 44.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
- 45.Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts
- 46.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.
- 47.Investilo AI— An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
- 48.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.
- 49.captide— Agentic AI systems grounded on public companies' disclosures that power leading long/short hedge funds and investment banks
- 50.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.
- 51.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
- 52.ValuationBot— ValuationBot is an AI-powered equity analyst. It reads the reports, builds the model and presents the investment case, so you can invest with clarity without weeks of manual researc
- 53.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.
- 54.OwnerView— Long-term value-investing workspace — custom DCF/intrinsic-value models, moat & management qualitative scoring, plus financials and analysis queues.
- 55.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.
- 56.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.
- 57.Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- 58.StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- 59.Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- 60.Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- 61.ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- 62.Equilyse— AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 63.TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- 64.Investment Bastion— Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.
- 65.Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- 66.Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- 67.Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- 68.ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- 69.DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- 70.Stock Unlock— All-in-one stock research with proprietary Stock Scores, DCF fair-value calculator, and brokerage sync across 170k+ global tickers.
- 71.Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- 72.Build a Thesis— AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
more lists
- best Research tools 227
- best Fundamental Analysis tools 196
- best Equities tools 181
- best Equity Research tools 147
- best AI Agents tools 113
- best Free Research tools 113
- best Multi-asset tools 104
- best Value Investing tools 104
- best Event-Driven / Special Situations tools 102
- best AI Research Agent tools 77
- best Quant / Systematic tools 70
- best Data & APIs tools 62