Investment & Portfolio Tools
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Personal finance software for budgets, investments, and small business.
Money & Personal Finance ResourcesQuicken offers subscription-based finance tools for households, couples, freelancers, small businesses, and property owners. Its product lineup includes cloud-based web and mobile apps plus Classic desktop software for Windows and Mac, covering budgeting, spending, bills, investments, cash-flow projections, invoicing, tax tracking, and retirement planning.
0 votesVisit siteStock, fund, and ETF research with rankings, screens, and reports.
Money & Personal Finance ResourcesZacks is a financial research site centered on stock analysis, analyst-style rankings, screeners, earnings tools, and portfolio tracking. It also covers mutual funds, ETFs, options, crypto, dividends, retirement, taxes, and investing education, with both free site access and paid research services.
0 votesVisit siteMarket quotes, news, watchlists, and finance tools in one portal.
Money & Personal Finance ResourcesYahoo Finance combines live market data, business news, portfolio tracking, research links, and personal-finance resources. It covers stocks, ETFs, mutual funds, crypto, commodities, currencies, mortgage rates, credit cards, loans, and other consumer finance topics from a broad mainstream finance-news hub.
0 votesVisit siteAn online finance hub for banking, investing, and auto loans.
Money & Personal Finance ResourcesAlly is a digital financial services company offering online bank accounts, savings products, auto financing, and investment services. Its site brings together everyday spending and saving, CDs, self-directed trading, robo portfolios, personal advice options, and financial education content.
0 votesVisit siteA retirement and investing hub with linked-account money planning tools.
Money & Personal Finance ResourcesEmpower combines retirement accounts, investment services, cash management, and personal finance tracking in one consumer-facing platform. Its site emphasizes IRA rollovers, managed investment advice, account aggregation, and planning tools for retirement, budgeting, net worth, debt, and cash flow.
0 votesVisit sitePortfolio tracking for holdings, dividends, performance, and tax.
Money & Personal Finance ResourcesSharesight is a web-based investment portfolio tracker that consolidates stocks, ETFs, funds, dividends, precious metals, brokers, and global markets into one reporting view. It is aimed at investors who want performance measurement, dividend tracking, and tax-related reports without maintaining spreadsheets.
0 votesVisit siteA large web library of calculators for money, business, and investing.
Money & Personal Finance ResourcesOmni Calculator’s finance section collects hundreds of interactive calculators covering personal finance, business planning, investing, debt, taxes, retirement, and related money decisions. Each tool focuses on a specific calculation, from break-even analysis and loan payments to ROI, dividends, depreciation, churn, and budgeting metrics.
0 votesVisit siteA net-worth dashboard for complex portfolios beyond stocks and banks.
Money & Personal Finance ResourcesKubera is a paid personal wealth tracker for people who want one balance-sheet view across traditional accounts, crypto, private investments, real estate, valuables, and other assets. It supports multi-currency holdings, nested portfolios for entities or trusts, shared access for collaborators, reporting, liquidity planning, AI-assisted portfolio queries, and legacy-transfer features.
0 votesVisit siteMarket charts, trade ideas, and watchlists in one trader network.
Money & Personal Finance ResourcesTradingView is a web-based charting and market-research platform for traders and investors. It combines real-time-looking market dashboards, interactive charts, broker connections, community trade ideas, and user-built indicators across stocks, crypto, futures, forex, indices, and economic data.
0 votesVisit siteA mobile finance app for banking, rewards, investing, and credit tools.
Money & Personal Finance ResourcesOnePay is a mobile-first financial app that combines everyday banking with savings, credit-building, investing, crypto, rewards, and pay-over-time options. It is closely connected to Walmart shopping benefits, including cash back and Pay Later features, while banking services are provided through partner banks rather than OnePay itself.
0 votesVisit siteOpen-source portfolio analytics across accounts, depots, and currencies.
Money & Personal Finance ResourcesPortfolio Performance is an open-source app for tracking investments and calculating portfolio returns across multiple brokerage accounts and cash accounts. It records detailed transactions such as purchases, sales, taxes, and fees, then calculates metrics including true time-weighted return and internal rate of return.
0 votesVisit siteA shared finance dashboard for budgets, accounts, goals, and net worth.
Money & Personal Finance ResourcesMonarch is a personal finance app for pulling bank accounts, credit cards, loans, real estate, and investments into one organized view. It supports budgeting, transaction review, recurring subscription tracking, financial reports, shared household planning, and savings goals across web, iOS, and Android.
0 votesVisit siteCrowdsourced market analysis with portfolio tools and earnings coverage.
Money & Personal Finance ResourcesSeeking Alpha is an investing research site that combines market news, stock and ETF analysis, contributor commentary, earnings coverage, screeners, and portfolio tools. It serves self-directed investors who want both timely headlines and deeper opinion-driven research around public markets.
0 votesVisit siteResearch, ratings, and portfolio tools for self-directed investors.
Money & Personal Finance ResourcesMorningstar is a financial research site covering mutual funds, ETFs, stocks, markets, and personal finance topics. It combines market data, editorial analysis, security ratings, screeners, and portfolio tools to help investors compare holdings and make more informed decisions.
0 votesVisit siteA wealth tracker for portfolios, cash flow, dividends, and retirement goals.
Money & Personal Finance Resourcesgetquin is a personal wealth platform for monitoring investments, bank accounts, net worth, and long-term financial goals in one place. It connects to many financial providers, adds portfolio analytics and dividend forecasting, and offers AI-assisted insights for planning and performance review.
0 votesVisit siteAn online bank for deposits, lending, investing, and business accounts.
Money & Personal Finance ResourcesAxos Bank is a digital-first U.S. bank offering personal checking and savings, mortgages, personal loans, investing options, and business banking. Its site supports account opening, online account access, payments, alerts, debit card management, and customer support for both consumer and commercial banking needs.
0 votesVisit siteA mobile bank combining everyday accounts, savings, and investing.
Money & Personal Finance ResourcesN26 is a digital bank centered on app-based accounts for personal users, freelancers, and small businesses. It offers free and paid plans with virtual and physical cards, joint and under-18 account options, savings products, in-app investing, and travel-oriented benefits on higher tiers.
0 votesVisit siteAutomated investing, cash management, and borrowing in one finance app.
Money & Personal Finance ResourcesWealthfront is a digital personal finance platform for saving, investing, and borrowing. It offers a high-yield cash account, automated index-based portfolios, self-directed stock and ETF investing, retirement and 529 account options, and home-loan rate shopping.
0 votesVisit siteQuick market snapshots, portfolio lists, and news from Google.
Money & Personal Finance ResourcesGoogle Finance is a web-based market information hub for stock quotes, major indexes, currencies, crypto, futures, and business news. It also lets signed-in users create watchlists or portfolios to monitor holdings and see movers across their lists.
0 votesVisit sitePortfolio tracking centered on dividends, earnings, and market events.
Money & Personal Finance ResourcesStock Events is a portfolio tracker for following stocks, crypto, dividends, earnings dates, news, and economic events from a single dashboard. It combines holding-level performance views with calendars and alerts aimed at investors who want timely updates without a full trading terminal.
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