TerminalValue.io_
>>manually approved · 507 tools indexed·since 2026

> The investing tools index.

97 research for multi-asset investors in the index, manually reviewed and ranked by community upvotes — including Quartr, Koyfin, Market Terminal. Compare features, pricing and who each tool is best for below.

|most clicked 7d:Rogo479↗·Researchr390↗·Midas388↗·Scouter AI384↗·Qualitate384↗·Rallies: AI Financial Copilot381↗·Portrait Analytics378↗·Canary Data378↗
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97 tools in [Multi-asset] · [Research]
  1. 01.4
    Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.
    [key] Live earnings audio + real-time transcripts for 14k+ companies[asset] Multi-asset·[function] Research·added 5mo ago·[via] mobile, api, mcp
  2. 02.4
    Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
    [key] Institutional dashboards + charting at <2% of Bloomberg cost[asset] Multi-asset·[function] Research·added 5mo ago·[via] mobile
  3. 03.3
    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.
  4. 04.3
    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.
  5. 05.1
    Displays SEC EDGAR filings with enhanced tables, inline graphs of numbers from paragraphs and tables, and side-by-side comparison against prior year submissions.
  6. 06.1
    Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
  7. 07.1
    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.
  8. 08.1
    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.
  9. 09.1
    Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
  10. 10.0
    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.
    [key] Backtest dollar-cost averaging with real market data[asset] Multi-asset·[function] Research·added 13d ago·[indie]
  11. 11.0
    Turkish financial market data, news, analysis and free tools covering stocks, FX, gold, crypto and the economy.
  12. 12.0
    Converts plain-English trading ideas into backtested, executable strategies with broker-connected automated execution for equities, ETFs, and forex
  13. 13.0
    TradingView overlays that map liquidation pressure and larger participation so traders can read where money sits.
  14. 14.0
    Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
  15. 15.0
    Combines auto-imported trade journaling with TradingView indicators and market intelligence tools for trade analysis and decision support
  16. 16.0
    Provides 250,000+ verified, speaker-attributed transcripts of executive podcasts, TV interviews, and conference talks, joined to companies and tickers, from 2006 to present.
  17. 17.0
    Provides real-time market data, screening signals, news, and watchlist tracking across stocks, crypto, and forex globally
  18. 18.0
    Provides 30+ years of market data, stock fundamentals, and ETF holdings via Excel and Google Sheets add-ons with real-time streaming capability.
  19. 19.0
    Analyzes climate and social impact of thousands of U.S. mutual funds, ETFs, and 401k plans across environmental and social issue areas
  20. 20.0
    Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
  21. 21.0
    Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts
  22. 22.0
    Provides free regulatory tools for verifying broker licenses, researching arbitration awards, analyzing fund fees, and accessing fixed income and equity market data alongside retirement and loan calculators
    [key] broker license verification via BrokerCheck[asset] Multi-asset·[function] Research·added 1mo ago
  23. 23.0
    Provides real-time market data dashboard covering stocks, ETFs, crypto, insider trades, institutional holdings, SEC filings, earnings calendar, and news.
  24. 24.0
    Capitol Gains tracks stock trades by U.S. public officials across all three branches of government. It turns scattered disclosure filings into clear, timely investment intelligence and alerts users to trades worth knowing about.
  25. 25.0
    Teaches quantitative finance models by building them step-by-step in Python then deliberately breaking one assumption to expose failure modes
  26. 26.0
    Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with pre-market briefs and risk mapping.
  27. 27.0
    Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with event-to-asset mapping and causal impact analysis.
  28. 28.0
    Aggregates macro news, economic data, and cross-asset flows into AI-interpreted directional bias and trade signals for active traders
  29. 29.0
    Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
  30. 30.0
    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
  31. 31.0
    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.
    [key] AI scores every stock 0-100 using hedge-fund-grade alternative data feeds[asset] Multi-asset·[function] Alt Data·added 2mo ago·[via] mobile, mcp, api
  32. 32.0
    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
    [key] real-time Reddit stock mention tracking across r/wallstreetbets & investing subs[asset] Multi-asset·[function] Alt Data·added 2mo ago·[via] mobile, api, mcp
  33. 33.0
    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
  34. 34.0
    Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
  35. 35.0
    Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
  36. 36.0
    Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
  37. 37.0
    Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.
  38. 38.0
    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.
  39. 39.0
    Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
  40. 40.0
    Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
  41. 41.0
    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.
    [key] phone call alerts for critical price movements[asset] Multi-asset·[function] Watchlist·added 3mo ago·[via] mobile
  42. 42.0
    Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.
  43. 43.0
    Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
    [key] autonomous strategy iteration agent that designs, backtests, and refines trading strategies[asset] Multi-asset·[function] AI Agents·added 3mo ago·[via] cli, desktop, mcp·[open source]·[indie]
  44. 44.0
    Palantir for markets. One mcp to connect your agents to quantitatively process flight, naval, equities and prediction market data.
    [key] Free real-time quantitative data across flight, naval, equities and prediction market data.[asset] Multi-asset·[function] Research·added 3mo ago·[via] mcp, sdk, api, dataset, prompt·[indie]
  45. 45.0
    Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.
  46. 46.0
    Provides REST API and WebSocket access to real-time and historical market data for stocks, forex, crypto, ETFs, commodities, and fundamentals across 250+ exchanges.
  47. 47.0
    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
  48. 48.0
    Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
  49. 49.0
    Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
  50. 50.0
    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
  51. 51.0
    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
  52. 52.0
    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.
    [key] drag-over-chart browser extension works on any trading platform[asset] Multi-asset·[function] Research·added 3mo ago·[via] extension·[indie]
  53. 53.0
    Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
  54. 54.0
    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.
  55. 55.0
    Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access
  56. 56.0
    Connects 775+ stocks to bilateral trade flows, country macro indicators, geographic revenue data from SEC filings, and treasury yield curves in a single dashboard.
  57. 57.0
    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.
  58. 58.0
    Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.
  59. 59.0
    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.
  60. 60.0
    Provides AI-assisted trading workflow covering research, order structuring, and execution across equities and options with natural language prompts and institutional-grade API infrastructure.
  61. 61.0
    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.
  62. 62.0
    Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.
  63. 63.0
    Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
  64. 64.0
    Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
  65. 65.0
    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.
  66. 66.0
    Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.
  67. 67.0
    Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
  68. 68.0
    Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
  69. 69.0
    Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
    [key] AI agent that turns ideas into executable, auto-refreshing investing playbooks[asset] Multi-asset·[function] AI Agents·added 4mo ago·[via] api, mcp, claude skill
  70. 70.0
    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.
    [key] automatic ingestion of research from emails, documents, and third-party sources[asset] Multi-asset·[function] Research·added 4mo ago·[via] desktop, mobile, api, extension
  71. 71.0
    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
  72. 72.0
    Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms
  73. 73.0
    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.
  74. 74.0
    Provides financial market data APIs covering equities, ETFs, crypto, forex, and fundamentals with historical and real-time access.
  75. 75.0
    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.
  76. 76.0
    Calculates the minimum number of trades required to validate a trading strategy's statistical significance based on win rate and risk-reward ratio
    [key] sample size calculator for trading strategy validation[asset] Multi-asset·[function] Backtesting·added 4mo ago·[indie]
  77. 77.0
    Tracks trading performance through verified broker integration and displays public leaderboard of top traders
  78. 78.0
    Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling
  79. 79.0
    Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
  80. 80.0
    Tracks public X (Twitter) investment calls, verifies outcomes against price data, and simulates analyst portfolios across stocks, ETFs, crypto, and macro.
  81. 81.0
    Provides real-time NAV data, comparison tools, and calculators for every Indian mutual fund and credit card available in the market
  82. 82.0
    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.
  83. 83.0
    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
  84. 84.0
    Provides candlestick charts and technical indicators for stocks, crypto, FX, and commodities denominated in gold instead of fiat currency.
  85. 85.0
    Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.
  86. 86.0
    Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.
  87. 87.0
    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.
  88. 88.0
    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.
  89. 89.0
    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.
  90. 90.0
    Financial time-series and econometric analysis platform with reusable analytical objects for bond/option/convertible pricing, simulations, and macro exploration.
  91. 91.0
    Bloomberg-class equities terminal at <$100/mo — sub-100ms real-time equities, options, futures, and historicals built for traders and analysts.
  92. 92.0
    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.
  93. 93.0
    Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.
    [key] Live earnings audio with 99.9% real-time transcription + AI[asset] Multi-asset·[function] Research·added 5mo ago·[via] mobile, mcp, api
  94. 94.0
    Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.
    [key] MIT-licensed open-source terminal + AI Workspace[asset] Multi-asset·[function] Research·added 5mo ago·[via] desktop, api, cli, mcp·[open source]
  95. 95.0
    Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
  96. 96.0
    Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
  97. 97.0
    Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
    [key] Free 3-5yr financials (10-40yr on Pro)[asset] Multi-asset·[function] Research·added 5mo ago·[via] mobile
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