Fri. Jun 2nd, 2023

investment tools

Top 3 Investment Tools

There are a number of investment tools that can help you reach your financial goals. Some are better than others, but each can provide a valuable resource.

A few investment tools can be especially helpful for beginners, such as robo advisors and micro-investing apps. These tools are designed to allow people to start investing with very little money, allowing them to grow their investments over time.

Stock Research & Analysis Software

Stock research and analysis software helps investors make informed decisions about their investments. This includes providing automated investment advice, helping users to screen for specific stocks, and assisting with portfolio management. These programs often use graphics and other visual tools to convey complex information quickly and efficiently.

There are many different types of stock analysis software, with each type focusing on different aspects of the stock market. For example, fundamental analysis looks at the financial statements of a company to determine whether it is growing or deteriorating, while technical analysis uses charts to analyze a stock’s past and present trends.

The stock market is a highly volatile and competitive environment, and it can be difficult to know where to invest your money. Stock research and analysis software can help you make the best decision possible, ensuring that you maximize your returns.

These tools also allow you to track and monitor your portfolios, identify areas of weakness or improvement, and set up alerts when desired thresholds are reached. Some of these systems even offer real-time market data and news feeds that can be used to stay on top of the latest developments.

Some of the most popular stock research and analysis software can be found for free, but some of the better options can cost up to $20 a month. This will vary depending on what features you need and how much support you require.

One of the best stock analysis software for technical traders is MetaStock, which has been around since the 1980s and is trusted by over a million traders worldwide. It offers a wide range of charting tools and pre-built indicators for trading signals, plus it has more than 100 charting templates you can customize to your needs.

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Another excellent stock analysis software is Market Gear, which offers a wide range of technical tools and features. It connects to a variety of trading platforms through APIs, enabling you to access your favorite exchanges from within the program. The interface is simple and intuitive, making it easy to learn how to use.

Portfolio Analyzer

Managing a portfolio of investments can be time-consuming and confusing. Fortunately, there are now a variety of investment tools to help you track and analyze your portfolio. These tools can be used by both small and large investors, and can help you make better decisions about your investment strategy.

Some of these tools can even automate some of the analysis process. For example, SigFig offers a portfolio management service that allows you to set up your portfolio, choose your investments, and automatically rebalance them to keep your allocations in line with your goals. This is a great solution for people who want to have the peace of mind that their portfolio will be properly managed without having to worry about it.

For more technical portfolio analysis, Personal Capital has a free app that provides excellent visualizations. It can also provide high-level recommendations about where to allocate your assets based on your risk tolerance and age.

In addition, it can show you if you’re paying hidden fees for your investments. This is important because it can save you a lot of money over the long haul.

The app also lets you track your finances, so you can see how much you’re spending on things like mortgage payments and other expenses. You can also use it to compare your portfolio to market benchmarks and set goals for your savings and spending.

It’s also a good tool for those who are planning for retirement, as it can recommend a specific asset allocation to match your age and risk tolerance. This can help you maximize your portfolio’s potential for growth and increase your likelihood of success.

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There are many different types of portfolio analysis tools, and some of them are free while others charge a fee. The best way to find the tool that’s right for you is to evaluate your needs and budget before making a decision.

Some of these tools can be expensive, but they can provide deep insights into your investment portfolio. Morningstar is one of the most well-known and comprehensive portfolio analyzers. Its X-Ray tool gives you a thorough review of your stocks, ETFs and mutual funds, and can give you detailed information on how they perform and what fees they may have.


FeeX is a free service that identifies fees in your investment accounts and suggests ways to reduce them. The company was founded in 2012 by Yoav Zurel, David Weisz, Eyal Halahmi and Uri Levine.

Its algorithms identify costs that are often overlooked, such as account maintenance fees and asset-based fees from mutual funds. It then presents the information in a report along with low-cost alternatives that align with an investor’s current strategy.

Unlike other services, FeeX also analyzes advisory fees that are not reflected in a statement of charges, such as those paid to brokers and robo-type advisors. These fees can have a huge impact on your investment portfolio, reducing your returns significantly.

The fee analysis tool can be used by individual investors, or by financial planners or advisors who manage client accounts. It focuses on fees for brokerage accounts, advisor-managed accounts, self-directed IRAs and 401(k) plans.

To use the software, simply link your investment accounts and FeeX will automatically scan for fees. It also provides a list of low-fee investments that are similar to your existing holdings.

A recent addition is the Fund Test Drive, which compares a selected fund with lower-cost ones that may be available. It then displays a list of these alternative funds and shows how much money you could save by switching to them, based on their past performance and fees.

Another new feature is the 401K Rollover Center, which analyzes fees in a user’s inactive 401(k) plan and then recommends whether to keep that account open or roll it over to an IRA. It uses data from FeeX’s own analysis of plan fee disclosures and documents uploaded by users.

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It also offers a concierge service that facilitates 401(k) to IRA rollovers after analyzing whether the move is in your best interest in terms of fees. Its monetization is through payments to IRA providers from users who sign up through its platform.

Now that it has received $80 million in three funding rounds, FeeX has changed its name to Pontera and is recentering its efforts around helping advisors manage their clients’ retirement accounts and other held away assets. Founder and chief executive Yoav Zurel said the company aims to be the bridge between individuals and better retirement outcomes.


Multpl is a slick app that makes it fun to track your finances and a cinch to use. They provide a number of free investment tools, but the most notable is their multi-asset suite of financial products which can be used for everything from retirement planning to day trading. They also have a free app called Money Manager which is the simplest way to handle all of your savings and expenses in one neat and tidy place. It’s also worth checking out their newest mobile app that makes it even easier to manage your 401(k) and other savings accounts. They are also known for their excellent customer service and low prices.

Jeffrey Augers
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By Jeffrey Augers

Jeffrey Augers is a highly skilled and experienced financial analyst with over 12 years of experience in the finance industry. He has a proven track record of delivering exceptional financial insights and recommendations to clients, empowering them to make informed decisions and achieve their financial goals. Jeffrey holds a Bachelor's degree in Finance from the University of Michigan, and an MBA from the Wharton School of Business.