Content
The platform provides templates for building models, but also allows trading and investing difference full customization for advanced users who prefer to input their own data and formulas. One of the many benefits of membership is access to our stock ideas, stock lists, stock screens and stock reports featuring growth stocks, dividend stocks, and more. Our tools help you narrow down quality stocks to the long-term investment ideas which best meet your financial goals. Investment clubs are an ideal way to learn about the stock market. Clubs provide a supportive environment to pool resources, share investment ideas and divide research work.
Mutual Funds and Mutual Fund Investing – Fidelity Investments
The data collected through the tools is treated pursuant to BlackRock’s Data Promise. Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses. See how $10,000 would’ve performed if you’d invested it in the market versus not investing at all. Get an estimate of how much income you could make from a hypothetical yield and investment amount. See if what you’ve been saving—or planning to save—is on track https://www.xcritical.com/ for your retirement income needs. All of our plugins integrate seamlessly into your website, allowing your CSS to control the look of the data.
Portfolio Management & Performance
In this interactive strategy game, learn firsthand about the tactics used to perpetrate fraud, so you’ll be better able to defend against them. Determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Check out the SEC’s lists of unregistered entities that have been attempting to do business in the U.S., impersonators of actual firms and fictitious regulators. Registered representatives can fulfill Continuing Education requirements, Initial exchange offering view their industry CRD record and perform other compliance tasks. Fueled by empathy-driven storytelling and good coffee, Nicole is a content marketing specialist at AlphaSense. Previously, she has managed her own website/blog and has written guest posts for various other publications.
Portfolio analyzer: Portfolio Visualizer
This material is strictly for illustrative, educational, or informational purposes and is subject to change. B2i offers email and phone support with direct access to developers. We encourage feedback and release new features based on user input and requests.
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They allow users to see a single snapshot of the current most important insights for their investment research. Perhaps the most powerful application of AI in stock and investment research tools is semantic search — the ability to deliver not only search results that match your exact keywords, but also those that match your intent. Just enter the names or symbols of your stocks, bonds or funds and the date you purchased each of them. EquityStat will calculate total returns over various time frames and supply more than 30 other measures, including yield, valuation and more.
You should view the suggested asset allocation only as a general guideline for how you might consider investing your savings. It doesn’t provide comprehensive investment advice—such as advice on buying a specific stock or bond mutual fund or ETF (exchange-traded fund)—and shouldn’t be considered the sole or primary basis on which you make investment decisions. The Investor Questionnaire suggests an asset allocation based on information you enter about your investment objectives and experience, time horizon, risk tolerance, and financial situation.
AlphaSense’s industry-leading suite of generative AI tools is purpose-built to deliver business-grade insights, leaning on 10+ years of AI tech development. Investortools has become the preferred software provider in the fixed-income industry through a seamless integration of innovative technology and hands-on support. Our solutions are critical for scalable success, offering comprehensive tools that cover the entire investment lifecycle and meet the needs of a diverse range of industry professionals. Help investors and shareholders calculate the value of their investment – dividends, share price and overall return.
Subscriptions can be seat-based (for small- and medium-sized companies) or custom (enterprise subscription packages). Tegus has an extensive and fast-growing library of high-quality expert research, which includes coverage of 35,000+ public and private companies across TMT, consumer goods, energy, and life sciences sectors. Watchlists and customized dashboards centralize alerts and information about a set of stocks, companies, or industries in one place.
Finally, over time, your answers to these questions may change based on your experience and changing goals. The investor questionnaire doesn’t provide comprehensive investment advice. We therefore recommend that you return to the questionnaire as needed to ensure that your asset allocation continues to meet your evolving needs.
- See if what you’ve been saving—or planning to save—is on track for your retirement income needs.
- For now the classic application is also available, but the Workbench is the future of InVEST.
- You can also benchmark modeling around your priority metrics to drive performance improvement and gain a holistic view of your strategy.
- The platform also provides historical data for financial metrics, helping analysts to track long-term performance and trends across industries.
- This tool is exceptionally useful for those who are visual researchers and/or whose roles require development of data visualizations for stock reporting.
- Business Quant provides detailed financial statements, including income statements, balance sheets, and cash flow statements for publicly traded companies.
Its comprehensive suite of products address portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other market participants.Learn more about Investortools’ commitment to innovation at With access to premium, proprietary, public, and private data and industry-leading AI capabilities, AlphaSense is your one stop shop for comprehensive, data-driven investment research. The platform provides a wealth of financial data, including detailed financial statements, key ratios (such as P/E, P/B, and PEG), and profitability indicators.
Learn more about how Advisor Center’s portfolio and investment tools can help financial professionals grow their business. YCharts allows you to create branded, custom reports that compare your modeling strategy to a prospect’s current portfolio. You can also benchmark modeling around your priority metrics to drive performance improvement and gain a holistic view of your strategy.
This helps investors identify investment opportunities based on their specific strategies. Bloomberg Terminal offers access to real-time financial market data, stock prices, bonds, commodities, currencies, and derivatives. They also offer real-time news coverage of companies, industries, and markets worldwide, along with real-time alerts on significant market events. Finally, Bloomberg provides access to equity research reports from leading analysts, a highly valuable content set that most competitors cannot offer. YCharts was built to democratize stock and investment research for asset managers, financial advisors, and individual investors. This tool is exceptionally useful for those who are visual researchers and/or whose roles require development of data visualizations for stock reporting.
There’s no guarantee, however, that any particular asset allocation or combination of investments will meet your objectives. All investments involve risks, and fluctuations in the financial markets and other factors may cause the value of your account to decline. You should consider all of your options carefully before investing. Vanguard isn’t responsible for reviewing your financial situation or updating the suggestions contained herein. For over four decades, Investortools has been a leading SaaS provider of fixed-income solutions that are regarded by the industry as a prerequisite for investment management.
Make a list of investments you might want to buy and see how they perform over time. Answer a few questions to find the right account and related resources for your investing goal. Select up to 5 different products and compare characteristics like performance and risk measures. Use this tool to help you find the right account and discover resources for your investing goal. Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.
