>_ best Multi-Asset Research tools
The 78 top multi-asset research tools in the index, ranked by upvotes.
- 01.Quartr— Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.
- 02.Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- 03.AlphaSense— AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.
- 04.Market Terminal— Market Terminal brings institutional-grade market data to retail investors, powered by AI—featuring AI stock predictions, an AI trading co-pilot, and real-time screeners for breakouts, growth, extended-hours moves, and insider activity.
- 05.Valyu - Finance— Provides web search and specialized data APIs for AI agents covering SEC filings, clinical trials, patents, market data, and macro sources through a unified interface.
- 06.TradeOdds— Analyzes historical patterns by matching current market conditions against 30+ years of data across 2,000+ stocks, ETFs, and crypto to calculate base rates for specific moves.
- 07.WithAI— Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
- 08.MRKT— Aggregates macro news, economic data, and cross-asset flows into AI-interpreted directional bias and trade signals for active traders
- 09.TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
- 10.FinImpulse— Provides global financial data for stocks, ETFs, and mutual funds via REST API and dashboard across 97 markets with 56 years of historical pricing, fundamentals, holdings, analyst data, and options chains
- 11.Aurum Terminal— Aurum Terminal is a modern, web-based financial terminal that brings institutional-quality market data, research, and analytics into a single platform for investors, traders, students, and financial professionals.
- 12.AltIndex— Aggregates alternative data signals including Reddit mentions, web traffic, app downloads, job postings, and sentiment across 2,527+ stocks, ETFs, and cryptocurrencies with AI-powered scoring and alerts.
- 13.AltIndex— Tracks social media mentions, sentiment, and alternative data signals across Reddit, Twitter, and other platforms for 2,500+ stocks, ETFs, and cryptocurrencies with historical time series and real-time alerts
- 14.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
- 15.Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
- 16.Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- 17.THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
- 18.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 19.Finotaur— Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.
- 20.Third Bridge— Connects institutional investors and consultancies with over 1.5 million vetted industry experts for 1:1 calls, surveys, and access to a library of 100,000+ expert transcripts covering 75,000+ companies.
- 21.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 22.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 23.Stock Alarm— Sends real-time alerts via call, text, email, or push for 65k+ stocks, ETFs, crypto, forex, commodities, and economic signals based on 125+ trigger types including technical indicators, price movements, and earnings.
- 24.HeyFinn— Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.
- 25.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 26.Pref— Palantir for markets. One mcp to connect your agents to quantitatively process flight, naval, equities and prediction market data.
- 27.Artemis— Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.
- 28.Twelve Data— Provides REST API and WebSocket access to real-time and historical market data for stocks, forex, crypto, ETFs, commodities, and fundamentals across 250+ exchanges.
- 29.Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps
- 30.Comparables.ai— Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
- 31.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 32.You.com Finance Research API— Provides cited, multi-step financial research API delivering structured intelligence from filings, macro data sources, and licensed S&P Global data with inline citations and source reconciliation
- 33.SecBot— Surfaces insider clusters, congressional trades, FDA catalysts, 13F moves, and 50+ primary-source filings within minutes of publication via real-time feed and twice-daily institutional briefs
- 34.ChartRead— Analyzes candlestick charts via screenshot or ticker to identify technical patterns and generate trade setups with entry, stop, and target levels using Claude AI vision.
- 35.MarketRoom.ai— Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
- 36.Tradervue— Tracks and analyzes trades across stocks, futures, forex, and options with automated charts, performance metrics, and trade journaling to identify patterns and improve trading decisions.
- 37.CountryRisk.io— Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access
- 38.MetricsHour— Connects 775+ stocks to bilateral trade flows, country macro indicators, geographic revenue data from SEC filings, and treasury yield curves in a single dashboard.
- 39.Socrates Platform— Analyzes over 1,000 global financial instruments using proprietary computer models to generate pattern recognition, technical indicators, and AI-written market commentary across stocks, bonds, commodities, and currencies.
- 40.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.
- 41.Terminal X— Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
- 42.Clear Street Omni AI— Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.
- 43.Trading Terminal— Provides multi-asset analysis tools including scanners, market replay, fundamental heatmaps, and a news feed powered by Benzinga for stocks, futures, crypto, forex, and bonds.
- 44.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.
- 45.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 46.Hebbia— Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
- 47.Edge Hound— Generates AI-driven trade ideas with entry points, targets, and thesis for stocks, crypto, forex, and commodities using multi-agent analysis of filings, news, forums, and social sentiment.
- 48.DeepExa— Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
- 49.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 50.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 51.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.
- 52.AllMind AI— Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors
- 53.SumZero— Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms
- 54.Thinknum— Provides alternative data scraped from the web covering store locations, job listings, product pricing, real estate listings, car inventories, and app engagement metrics across 450,000+ companies.
- 55.Tiingo— Provides financial market data APIs covering equities, ETFs, crypto, forex, and fundamentals with historical and real-time access.
- 56.Finaeon— Provides manually transcribed historical financial data from original archives spanning 1000+ years, covering equities, bonds, commodities, exchange rates, and economic indicators with unbroken chain-linked series.
- 57.How Many Trades— Calculates the minimum number of trades required to validate a trading strategy's statistical significance based on win rate and risk-reward ratio
- 58.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
- 59.Fontics— Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling
- 60.testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
- 61.Schwerelos— Tracks public X (Twitter) investment calls, verifies outcomes against price data, and simulates analyst portfolios across stocks, ETFs, crypto, and macro.
- 62.Creget— Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market
- 63.Reflexivity— Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.
- 64.Octagon AI— Generates continuously updated research reports on prediction markets with cited sources, probability analysis comparing model forecasts to market prices, and coverage of public and private company data via API
- 65.Priced in Gold - Elite— Provides candlestick charts and technical indicators for stocks, crypto, FX, and commodities denominated in gold instead of fiat currency.
- 66.Kavout— Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.
- 67.StockAgents— Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.
- 68.Xynth— Analyzes 300+ market data sources including options flow, dark pool prints, SEC filings, gamma exposure, and sentiment feeds to generate trade setups with entry and exit levels through conversational AI.
- 69.VynthraQuant— Provides eight integrated dashboards covering Bitcoin cycle models, options gamma exposure across Deribit/OKX/Bybit, FRED macro series, regime classification, and halal-screened equity allocation with risk parity weighting.
- 70.edgeful— Retail-trader analytics platform with 150+ historical setup reports (gap fills, ORB, FVG, inside bars), AI report analysis, a daily bias screener, TradingView indicators, and automated algos across stocks, forex, crypto, and futures.
- 71.RainbowStats— Financial time-series and econometric analysis platform with reusable analytical objects for bond/option/convertible pricing, simulations, and macro exploration.
- 72.Godel Terminal— Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.
- 73.Fincept Terminal— Free, open-source desktop terminal in native C++/Qt — 100+ data connectors (Yahoo, FRED, IMF, Polygon), 19k+ instruments, 37 AI investor personas, and a quant suite.
- 74.Aiera— Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.
- 75.OpenBB— Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.
- 76.Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- 77.ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- 78.Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
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