> The investing tools index.

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.

Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.

Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models

Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat

Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations

Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.

Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts

Teaches quantitative finance models by building them step-by-step in Python then deliberately breaking one assumption to expose failure modes

Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with pre-market briefs and risk mapping.

Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.

Generates morning briefs, meeting notes, follow-up emails, client intelligence reports, and parses statements for financial advisors using AI.

Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.

Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation

Aggregates financial system data into real-time dashboards and automated reports for wealth advisors and CPA firms

Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.

Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.

Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.

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.

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

Operates an AI agent orchestration platform enabling users to build, deploy and monetize autonomous trading agents across prediction markets, DeFi protocols and on-chain venues

Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.

Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.

Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accounts