Independent Investment Research Tools


Each week our editorial team keeps you up with the latest financial news, shares reading recommendations, and provides useful tips on how to make, save and grow your money. Stock Rover is a popular stock scanner and research platform for long term investors. A lot of thought has gone into keeping the layout straightforward and easy to navigate. Stock Rover will give you a great deal of information on any stock, including 10 years of historical data and 8-page research reports.

Investor Tools

Their software executes time-tested investment strategies, automatically looking for opportunities to improve your portfolio’s performance. You can find the right tool for each of them in our collection of the best personal finance software. They also publish investment articles such as the best investments for the current year, the best online brokers, detailed brokerage reviews and general investment advice. Bankrate provides many financial calculators including certificate of deposit calculator, savings calculator, investment calculator and annuity calculator. TradeStops is a web-based stock tracking and alerting program for online investment portfolios. With TradeStops, you can set alerts on certain positions, so that you will be notified when there is a change in those positions.

We are a lean team at Sonos, with many people wearing a variety of hats. Being able to lean on the capabilities and expertise of Q4 has been critical to our investor relations efforts. Build a high-quality shareholder base with the right strategy across earnings, investor days and ESG events.

Allocation attribution attributes excess return to hierarchical allocation decisions and return differences within each grouping. Solutions that identify credits of concern, archive research electronically, and prioritize use of time.

The platform’s unique dashboard, alerts and portfolio simulator are designed to enable sound investment decision-making. Most retirement investors who want insight into their current 401 account should be fine with the one-portfolio free version of Instant X-Ray. Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolio’s total return. Explore the math behind these calculations and learn how Custom Index Manager can help you explain the performance of your portfolios. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940.

Retirement Planning

TradingView is a powerful charting system for traders and investors of all experience levels. On top of that, it has a social network where people share ideas, scripts, and set up topic-based chats to discuss their views. There are nine investment reports, highlighting asset allocation, income generation, total performance and portfolio value versus cost. The report helpfully shows you where you have asset overlap among different funds.

Investor Tools

FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. A complete stock research platform, MarketSmith helps investors find the best stocks using our customizable screener or over 30 prescreened reports. Investors can evaluate stocks or track current holdings with company fundamentals and price/volume action in a single stock chart.

Plans Tools

This also gives you access to a wide range of research resources and other features, such as screeners, watchlists and net worth tracking. Users enter each mutual fund in a portfolio into the Instant X-Ray tool. The app gives you a dashboard view of how the total balance and each individual balance have changed over time. You also get a complete list of holdings across your accounts and a news feed for all the stocks you own. The planning category includes savings information, a fee analyzer, an investment check and a superb retirement planner.

Our Planning & Guidance Center can help you create and track progress toward your investing goals. Download essential documents for those who want to invest in Vale or are already shareholders. Stock reports, publications, webinars that will make you a more informed, successful investor. Get notified whenever we release new tools, reports, whitepapers, and more. Systematically align the expectations and constraints of your investment teams with changing market dynamics. Ravel is a proprietary visualization tool that provides transparency and insight into the unique factors that shape our macroeconomic trading models and econometric framework.

We’re not simply content to give you the tools to make more money; we want to reach out and help you achieve that goal. Our team of market experts is available for coaching sessions that help you get the most out of MarketSmith. Recognize that the automated tool’s output directly depends on what information it seeks from you and what information you provide. Crypto Assets Expand your knowledge about investment opportunities in crypto assets on our spotlight page. Learn more about an investment professional’s background, registration status, and more.

You can review the asset allocation at the portfolio, account level, or individual security. Investing apps for portfolio management are browser or mobile apps that aggregate data from your various investment accounts. Many people have more than one investment account, like IRAs, 401 accounts and taxable brokerage accounts. These apps give you a holistic view of your entire investment portfolio across different accounts. Mint’s investment portfolio management tools give you a complete view of your total balance across all linked portfolios. You can view your asset allocation across accounts and compare your returns to market benchmarks.

Learn More About A Specific 529 Plan

The funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund/ETF before investing.

Rowe Price funds based on your investment goals, time horizon, and risk tolerance. To access the Investment Allocation Tool1, you’ll need to log in or create https://xcritical.com/ an account. Use our financial tools and calculators to guide your decisions, from saving for retirement to finding funds that match your investment goals.

PCTY Stock: Will Paylocity Keep Outperforming? Investor’s Business Daily – Investor’s Business Daily

PCTY Stock: Will Paylocity Keep Outperforming? Investor’s Business Daily.

Posted: Tue, 04 Oct 2022 20:33:00 GMT [source]

Increase stakeholder engagement with tools designed to let the viewer interact by interest. Our tools help show a different side to your data, and demonstrate your service commitment to investors. Fully licensed and supported 24/7, our investor relations tools are engaging, secure and customisable to your needs. Password-protect mobile devices that are linked to investment tools or accounts. Discover bonds and CDsthat may help you pursue your long-term investing goals with this investment research tool.

Best Portfolio Management Apps Of October 2022

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Its banking subsidiary, Charles Schwab Bank , provides deposit and lending services and products. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Quicken is a comprehensive budgeting and financial planning platform that’s been around for decades. Among many other features, it offers great tools for tracking your investments, making it the best choice for experienced investors looking for a complete portfolio management solution. In addition, automated tools typically do not take into account that your financial goals may change.

Investor Tools

Established in 1951, the National Association of Investors is a national 501 nonprofit organization who has helped more than 5 million people from all walks of life learn how to improve their financial future. We provide unbiased investment education and powerful online stock analysis tools to create successful lifelong investors. The SEC’s Office of Investor Education and Advocacy and the Financial Industry Regulatory Authority, Inc. are issuing this alert to provide investors with a general overview of automated investment tools. The universe of mutual funds defined by TD Ameritrade and the Premier List selected by Morningstar Research Services are subject to change at any time without notice. Morningstar Research Services may have more favorable opinions of certain mutual funds which are not included in the universe of mutual funds made available through TD Ameritrade. The Morningstar Research Services selections were based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar Research Services’ Manager Selection team.

One click opens the Related Information panel, giving you current company news, ownership data, industry groups and more. You can even see if a stock passes the checklists of famous investors. Avoid accessing investment tools or accounts on a shared computer or through an unsecure wireless connection.

Stock Selection Tools

Finviz’s mission is to provide leading financial research, analysis, and visualization to its users. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by our partners. With just four questions, our Scam Meter will help you tell if an investment opportunity might be a scam. Calculate the amount you must invest each year to have enough money to cover the cost of education. See how a consistent approach to investing can make your money grow.

  • You get the transparency and information you need to help identify strategies that have delivered positive environmental and social outcomes.
  • Additionally, we leverage New Markets Tax Credits to stimulate investments specifically to bring jobs and much-needed services to distressed communities.
  • Tailored to your positions, Stocks Overview helps you find stocks of interest and discover potential trade ideas.
  • Build and manage your portfolio with these helpful investment tools.
  • You can find the right tool for each of them in our collection of the best personal finance software.
  • The platform also offers free and well-regarded investment portfolio management tools.

View a daily summary of signals and reads from Ravel, RQSI’s visualization tool. Assess the performance of your allocations with full transparency into the drivers of your return. Understand how core factors and asset classes were affected during significant global stress events. Let our ecosystem of powerful fintech tools help you gain insight and control over RQSI’s award-winning strategies.

Required Minimum Distribution Calculator

There is also an excellent retirement tool that lets you test drive various saving and spending scenarios. Use FINRA’s tools and calculators to help you make informed financial decisions based on your own personal circumstances and financial needs. Get a personalized plan for retirement and other goals delivered by a financial advisor.

Past performance of a security does not guarantee future results or success. TD Ameritrade receives remuneration from certain ETFs for shareholder, administrative and/or other services. S&P Sector Returns – A snapshot of U.S. stock sector returns ranked best to worst over the past 15 years. Asset Class Returns – A snapshot of asset class returns ranked best to worst over the past 15 years. Dividend Aristocrats – A list of companies with a proven track record of consistently increasing their dividend for 25 consecutive years or more. NAPFA – The National Association of Personal Financial Advisors has a location tool to help you find a qualified fee-only advisor in your area.

Tools For Investors

The social data discovery, filtering and analysis are provided by SwanPowers, LLC’s LikeFolio. Use our quick-start tool to narrow down your choices and find investment options that best fit you. Emerging Market Returns – A Trading or Investing snapshot of emerging stock market returns ranked best to worst over the past 15 years. International Market Returns – A snapshot of developed international stock market returns ranked best to worst over the past 15 years.

We strive to provide up-to-date information but make no warranties regarding the accuracy of our information. GuruFocus.com believes that investors make a lot fewer mistakes investing if they select stocks from the ones that have been researched by the best investors in the world. It tracks the stock picks and portfolio changes of the best investors in the world. At WealthFront, they believe technology can handle some things better than people.

Performance Reports And White Papers

Instead of spending hours reading dozens of websites, newsletters and magazines, you can streamline your investing research into a single window. Download our brochure to learn more about our full listing of tools packages and data tiers available. Our tools are simple for you to implement and manage, yet sophisticated enough to satisfy the most data-hungry audiences. We’re constantly developing our products to improve functionality and performance, with a clear roadmap that anticipates audience needs.

Find stocks, options, mutual funds, or ETFsthat meet your criteria with our predetermined screeners based on strong buys, lifecycle, highest alpha, lowest expense ratio, and more – or create your own custom screens. StockCharts.com provides online investors with high-quality technical charts for stocks, funds and indexes from the USA, Canada, UK and India. Their website has been awarded the prestigious “Readers Choice Award for Best Technical Website” from the readers of Stocks & Commodities magazine for every year since 2002. When you connect investment accounts to Simplifi—IRAs, 401s and brokerage accounts—you get a unified view of your total investment portfolio balance across all linked accounts. The investing category provides you with a view of your total holdings across all linked accounts, sector weighting of the holdings, performance statistics, asset allocation and more.


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