If you're looking for a suite of portfolio analytics to help you manage risk and maximize returns, FinChat is another standout option. This integrated research platform offers institutional-quality financial data combined with advanced analytics and conversational AI. It features customizable terminals, advanced data visualization, DCF modeling and portfolio dashboarding. With access to financial data on more than 100,000 global public companies, FinChat is designed for individual investors, companies and financial services firms.
Another good option is RAFA, an AI-based investment platform that offers a collection of AI agents for insights and investment ideas. RAFA features include real-time portfolio alerts, daily investment ideas, portfolio risk analysis and options activity monitoring. It's designed to help you make better investment decisions and manage risk, with a 14-day free trial and a monthly subscription of $29.99.
If you prefer a more technical interface, Toggle Terminal offers advanced analytics with natural language querying abilities. It's best for institutional investors and wealth management professionals who need to dig deep but don't need to know how to program. Toggle Terminal features include scenario testing, asset intelligence and chart exploration, so you can get a lot of work done in the portfolio management space.
Last, PinkLion offers AI-based financial reasoning to help you manage stocks, ETFs, funds and cryptocurrency investments. It offers scenario simulations, performance analytics and risk models like standard deviation and Sharpe ratio. PinkLion is good for investors of all skill levels, with a free version and a Pro version for €15/month or €150/year.