diff --git a/libs/common/src/lib/personal-finance-tools.ts b/libs/common/src/lib/personal-finance-tools.ts index c4c248793..8d7333c4d 100644 --- a/libs/common/src/lib/personal-finance-tools.ts +++ b/libs/common/src/lib/personal-finance-tools.ts @@ -14,6 +14,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Lifetime Personal Finance Control, One Single Payment.', url: 'https://www.mechcad.net' }, + { + categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'], + key: 'addepar', + name: 'Addepar', + slogan: 'Transform your business with Addepar', + url: 'https://addepar.com' + }, { categories: ['WEALTH_MANAGEMENT'], key: 'akkuro', @@ -361,6 +368,20 @@ export const personalFinanceTools: Product[] = [ platforms: ['WEB'], slogan: 'Next Generation Assets Tracking' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'cbonds', + name: 'Cbonds', + slogan: 'Financial Market Data Hub', + url: 'https://cbonds.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'chaikin-analytics', + name: 'Chaikin Analytics', + slogan: 'Investing tools and research from Marc Chaikin & Team', + url: 'https://chaikinanalytics.com' + }, { founded: 2024, hasFreePlan: true, @@ -442,6 +463,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Customizable and Secure Personal Finance App', url: 'https://countabout.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'danelfin', + name: 'Danelfin', + slogan: 'AI-Powered Stock Picking', + url: 'https://danelfin.com' + }, { categories: ['FAMILY_OFFICE'], founded: 2023, @@ -461,6 +489,14 @@ export const personalFinanceTools: Product[] = [ slogan: 'DeFi Portfolio Tracker', url: 'https://de.fi' }, + { + categories: ['INVESTMENT_RESEARCH', 'WEALTH_MANAGEMENT'], + key: 'deepvest', + name: 'DeepVest', + slogan: + 'The AI-Powered Research Platform for Financial Advisors and Investment Managers', + url: 'https://www.deepvest.ai' + }, { categories: ['CRYPTOCURRENCY'], founded: 2016, @@ -515,6 +551,28 @@ export const personalFinanceTools: Product[] = [ slogan: 'Dividend Portfolio Tracker', url: 'https://www.digrin.com' }, + { + categories: ['DIVIDEND_TRACKING'], + hasFreePlan: true, + key: 'dividend-watch', + name: 'Dividend Watch', + slogan: 'The Essential Dividend and Portfolio Tracker', + url: 'https://dividend.watch' + }, + { + categories: ['DIVIDEND_TRACKING'], + key: 'dividend-wealth', + name: 'Dividend Wealth', + slogan: 'Track Your Dividends Like a Pro', + url: 'https://dividend-wealth.com' + }, + { + categories: ['DIVIDEND_TRACKING'], + key: 'divtracker', + name: 'DivTracker', + slogan: 'Your Ultimate Dividend Tracker', + url: 'https://divtracker.app' + }, { categories: ['DIVIDEND_TRACKING'], founded: 2019, @@ -578,6 +636,44 @@ export const personalFinanceTools: Product[] = [ slogan: 'Take control of your money', url: 'https://emma-app.com' }, + { + categories: ['WEALTH_MANAGEMENT'], + key: 'envestnet', + name: 'Envestnet', + slogan: 'Everybody Deserves Financial Wellness', + url: 'https://www.envestnet.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'epsmomentum', + name: 'EPS Momentum', + origin: 'US', + slogan: 'Stock Selection Analytics for Investors', + url: 'https://epsmomentum.com' + }, + { + categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'], + key: 'etf-action', + name: 'ETF Action', + slogan: 'Markets through the lens of ETFs', + url: 'https://www.etfaction.com' + }, + { + categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'], + key: 'etf-insider', + name: 'ETF Insider', + slogan: 'Precision asset allocation', + url: 'https://etfinsider.co' + }, + { + categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'etf-research-center', + name: 'ETF Research Center', + slogan: 'A Smarter Approach to Exchange Traded Funds', + url: 'https://www.etfrc.com' + }, { categories: ['WEALTH_MANAGEMENT'], founded: 2010, @@ -638,6 +734,20 @@ export const personalFinanceTools: Product[] = [ slogan: 'Die besten ETFs finden, vergleichen und beobachten', url: 'https://extraetf.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'factorstoday', + name: 'FactorsToday', + slogan: 'Modern Quantitative Analysis', + url: 'https://www.factorstoday.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'fast-graphs', + name: 'FAST Graphs', + slogan: 'Invest Intelligently with the Most Powerful Stock Analysis Tool', + url: 'https://www.fastgraphs.com' + }, { categories: ['INVESTMENT_RESEARCH'], founded: 2018, @@ -747,6 +857,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Sync your bank to spreadsheets', url: 'https://fintable.io' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'fintel', + name: 'Fintel', + slogan: 'Essential Tools for Investors and Traders', + url: 'https://fintel.io' + }, { categories: ['ETF_TRACKING', 'STOCK_TRACKING'], founded: 2021, @@ -758,6 +875,15 @@ export const personalFinanceTools: Product[] = [ slogan: 'Grow your wealth in a stress-free way', url: 'https://www.getfinvest.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'finviz', + name: 'Finviz', + slogan: + 'Stock screener for investors and traders, financial visualizations', + url: 'https://finviz.com' + }, { categories: ['BUDGETING', 'FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'], founded: 2023, @@ -783,6 +909,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'A simple solution to track your wealth online', url: 'https://firekit.space' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'fiscal.ai', + name: 'Fiscal.ai', + slogan: 'The Modern Financial Data Platform', + url: 'https://fiscal.ai' + }, { categories: ['BUDGETING'], hasFreePlan: true, @@ -889,6 +1022,13 @@ export const personalFinanceTools: Product[] = [ origin: 'DE', slogan: 'Volle Kontrolle über deine Investitionen' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'gurufocus', + name: 'GuruFocus', + slogan: 'Stock Market Research, Data and Tools', + url: 'https://www.gurufocus.com' + }, { categories: ['BUDGETING', 'NET_WORTH_TRACKING'], founded: 2024, @@ -903,6 +1043,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Prenez enfin le contrôle de votre argent', url: 'https://get-gustav.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'hedgefollow', + name: 'HedgeFollow', + slogan: 'Follow Hedge Funds & Insiders using 13F filings', + url: 'https://hedgefollow.com' + }, { categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -957,6 +1104,13 @@ export const personalFinanceTools: Product[] = [ origin: 'US', pricingPerYear: '$120' }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'insidearbitrage', + name: 'InsideArbitrage', + url: 'https://www.insidearbitrage.com' + }, { hasFreePlan: true, hasSelfHostingAbility: false, @@ -968,6 +1122,13 @@ export const personalFinanceTools: Product[] = [ pricingPerYear: '$60', slogan: 'Managing money, made simple' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'invesst', + name: 'Invesst', + slogan: 'Power Your Portfolio with AI', + url: 'https://invesst.ai' + }, { categories: ['STOCK_TRACKING'], hasFreePlan: true, @@ -1119,6 +1280,20 @@ export const personalFinanceTools: Product[] = [ slogan: 'AI Investing Assistant', url: 'https://magnifi.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'marketinout', + name: 'MarketInOut', + slogan: 'Stock Screener with Backtesting & Advanced Filters', + url: 'https://www.marketinout.com' + }, + { + categories: ['ETF_TRACKING', 'STOCK_TRACKING'], + key: 'marketlog', + name: 'Marketlog', + slogan: 'Stock Portfolio and Investments Tracker', + url: 'https://www.marketlog.com' + }, { categories: ['INVESTMENT_RESEARCH'], founded: 2022, @@ -1134,6 +1309,20 @@ export const personalFinanceTools: Product[] = [ slogan: 'Financial Intelligence Platform', url: 'https://markets.sh' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'marketscreener', + name: 'MarketScreener', + slogan: 'Financial News & Stock Market Quotes', + url: 'https://www.marketscreener.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'marketxls', + name: 'MarketXLS', + slogan: 'Real-Time Stock Data & Analysis in Excel', + url: 'https://marketxls.com' + }, { categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'], founded: 2010, @@ -1194,6 +1383,13 @@ export const personalFinanceTools: Product[] = [ note: 'Microsoft Money was discontinued in 2010', origin: 'US' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'moatmap', + name: 'MoatMap', + slogan: 'AI Stock Screening & Equity Research', + url: 'https://moatmap.ai' + }, { categories: ['BUDGETING'], founded: 2019, @@ -1404,6 +1600,25 @@ export const personalFinanceTools: Product[] = [ slogan: 'Your Finances. Finally Clear.', url: 'https://nexafin.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'okama', + name: 'okama', + slogan: 'Efficient Frontier for the investment portfolios', + url: 'https://okama.io' + }, + { + categories: ['DIVIDEND_TRACKING'], + hasFreePlan: true, + key: 'onlydividends', + languages: ['English', 'Español', 'Français'], + name: 'OnlyDividends', + origin: 'FR', + platforms: ['ANDROID', 'IOS'], + pricingPerYear: '€49.99', + slogan: 'Dividend Day Should Feel Like Payday', + url: 'https://onlydividends.app' + }, { categories: ['NET_WORTH_TRACKING'], founded: 2020, @@ -1600,6 +1815,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Tools for Better Investors', url: 'https://www.portfoliovisualizer.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'portfolio123', + name: 'Portfolio123', + slogan: 'Power Your Portfolio with Backtested Stock Strategies', + url: 'https://www.portfolio123.com' + }, { categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -1612,6 +1834,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'One look. Clear picture of your portfolio.', url: 'https://www.portfolioglance.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'portfolioslab', + name: 'PortfoliosLab', + slogan: 'Financial tools for smart investors', + url: 'https://portfolioslab.com' + }, { categories: ['STOCK_TRACKING'], hasFreePlan: true, @@ -1683,6 +1912,13 @@ export const personalFinanceTools: Product[] = [ 'Your entire financial life in one app, monitored continuously by agents', url: 'https://rallies.ai' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'reflexivity', + name: 'Reflexivity', + slogan: 'Faster Insights. Better Analysis. Greater Confidence.', + url: 'https://reflexivity.com' + }, { categories: ['DIVIDEND_TRACKING', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'], founded: 2014, @@ -1741,6 +1977,14 @@ export const personalFinanceTools: Product[] = [ slogan: 'Track your net worth. Project every possible future.', url: 'https://www.segmio.com' }, + { + categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], + key: 'sharescope', + name: 'ShareScope', + origin: 'GB', + slogan: 'Award-winning investment, trading and portfolio management tools', + url: 'https://www.sharescope.co.uk' + }, { categories: ['STOCK_TRACKING', 'TAX_REPORTING'], founded: 2007, @@ -1787,6 +2031,13 @@ export const personalFinanceTools: Product[] = [ platforms: ['ANDROID', 'IOS', 'WEB'], url: 'https://www.quicken.com/products/simplifi' }, + { + categories: ['DIVIDEND_TRACKING', 'INVESTMENT_RESEARCH'], + key: 'simply-safe-dividends', + name: 'Simply Safe Dividends', + slogan: 'Proven dividend research and tracking tools', + url: 'https://www.simplysafedividends.com' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], founded: 2014, @@ -1845,6 +2096,28 @@ export const personalFinanceTools: Product[] = [ origin: 'US', slogan: 'Manage your money anytime, anywhere.' }, + { + categories: ['WEALTH_MANAGEMENT'], + key: 'ssc-black-diamond', + name: 'SS&C Black Diamond Wealth Solutions', + slogan: 'The Cornerstone of a Successful Business', + url: 'https://www.sscblackdiamond.com' + }, + { + categories: ['ETF_TRACKING', 'STOCK_TRACKING'], + key: 'statfolio', + name: 'Statfolio', + slogan: 'Take control of your investments', + url: 'https://statfolio.net' + }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'stock-analysis', + name: 'Stock Analysis', + slogan: 'Free Online Stock Information for Investors', + url: 'https://stockanalysis.com' + }, { categories: ['STOCK_TRACKING'], founded: 2019, @@ -1856,6 +2129,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Track all your Investments', url: 'https://stockevents.app' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'stockcharts', + name: 'StockCharts', + slogan: 'Advanced Charting, Screening & Financial Analysis Tools', + url: 'https://stockcharts.com' + }, { categories: ['STOCK_TRACKING'], key: 'stockle', @@ -1875,6 +2155,13 @@ export const personalFinanceTools: Product[] = [ note: 'StockMarketEye was discontinued in 2023', slogan: 'A Powerful Portfolio & Investment Tracking App' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'stockopedia', + name: 'Stockopedia', + slogan: 'Data-Driven Stock Research for Active Investors', + url: 'https://www.stockopedia.com' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], founded: 2011, @@ -1888,6 +2175,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Investment Research and Portfolio Management', url: 'https://www.stockrover.com' }, + { + categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], + key: 'stock-unlock', + name: 'Stock Unlock', + slogan: 'Unique Stock Insights & Portfolio Tracking', + url: 'https://stockunlock.com' + }, { categories: ['STOCK_TRACKING'], hasFreePlan: true, @@ -1901,6 +2195,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Visualize all of your portfolios', url: 'https://stonksfolio.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'streamxls', + name: 'StreamXLS', + slogan: 'Excel bridge to IBKR TWS', + url: 'https://streamxls.com' + }, { categories: ['NET_WORTH_TRACKING'], hasFreePlan: true, @@ -1913,6 +2214,35 @@ export const personalFinanceTools: Product[] = [ slogan: 'AI-Powered Portfolio & Net Worth Tracker', url: 'https://www.sumio.app' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'tc2000', + name: 'TC2000', + slogan: 'Helping traders think for themselves for over 30 years', + url: 'https://www.tc2000.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'tickeron', + name: 'Tickeron', + slogan: 'AI Trading Agents, Tools and News', + url: 'https://tickeron.com' + }, + { + categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], + key: 'tickertape', + name: 'Tickertape', + slogan: 'Financial freedom begins here', + url: 'https://www.tickertape.in' + }, + { + categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], + hasFreePlan: true, + key: 'tikr', + name: 'TIKR', + slogan: 'Invest like Wall Street with TIKR Terminal', + url: 'https://www.tikr.com' + }, { categories: ['BUDGETING'], founded: 2016, @@ -1939,6 +2269,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'Your key to empowered wealth management', url: 'https://www.tinywallet.de' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'tipranks', + name: 'TipRanks', + slogan: 'Make Smarter, Data-Driven Investment Decisions', + url: 'https://www.tipranks.com' + }, { categories: ['BUDGETING'], hasFreePlan: true, @@ -1952,6 +2289,14 @@ export const personalFinanceTools: Product[] = [ slogan: 'Make your money go further with daily budgets', url: 'https://www.todays-budget.com' }, + { + categories: ['ETF_TRACKING'], + founded: 2016, + key: 'trackinsight', + name: 'Trackinsight', + slogan: 'Empowering ETF Investors', + url: 'https://www.trackinsight.com' + }, { categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -1978,6 +2323,21 @@ export const personalFinanceTools: Product[] = [ 'Follow the Performance, Payments, and Diversification of Your Dividend Portfolio', url: 'https://www.trackyourdividends.com' }, + { + key: 'tradebb', + name: 'TradeBB', + slogan: + 'Trading journal for tracking, reviewing, and improving your trades', + url: 'https://www.tradebb.ai' + }, + { + categories: ['TAX_REPORTING'], + key: 'tradelog', + name: 'TradeLog', + regions: ['US'], + slogan: 'Take Control Of Trader Taxes', + url: 'https://tradelog.com' + }, { founded: 2011, hasFreePlan: false, @@ -1990,6 +2350,20 @@ export const personalFinanceTools: Product[] = [ slogan: 'The Trading Journal to Improve Your Trading Performance', url: 'https://www.tradervue.com' }, + { + key: 'tradezella', + name: 'TradeZella', + slogan: 'Meet Your AI Trading Partner', + url: 'https://www.tradezella.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'tradingview', + name: 'TradingView', + slogan: 'Track All Markets', + url: 'https://www.tradingview.com' + }, { categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -2024,6 +2398,13 @@ export const personalFinanceTools: Product[] = [ slogan: 'The Extra Leaf for Your Portfolio', url: 'https://trefolio.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'trendlyne', + name: 'Trendlyne', + slogan: 'The Stock Market Platform to Stay Ahead', + url: 'https://trendlyne.com' + }, { categories: ['NET_WORTH_TRACKING'], founded: 2020, @@ -2050,6 +2431,20 @@ export const personalFinanceTools: Product[] = [ slogan: 'Your complete financial dashboard. Actually private.', url: 'https://www.turbobulls.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'tweenvest', + name: 'Tweenvest', + slogan: 'Analyzing stocks has never been easier', + url: 'https://www.tweenvest.com' + }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'uncle-stock', + name: 'Uncle Stock', + slogan: 'Fundamental Stock Screener', + url: 'https://www.unclestock.com' + }, { categories: ['STOCK_TRACKING'], hasFreePlan: true, @@ -2064,6 +2459,14 @@ export const personalFinanceTools: Product[] = [ url: 'https://www.utluna.com', useAnonymously: true }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'validea', + name: 'Validea', + slogan: + 'Factor-Based Portfolios and Investment Research Utilizing Proven Long-Term Strategies', + url: 'https://www.validea.com' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], hasFreePlan: true, @@ -2205,6 +2608,20 @@ export const personalFinanceTools: Product[] = [ origin: 'US', slogan: 'Manage your investments in one place' }, + { + categories: ['INVESTMENT_RESEARCH'], + key: 'wisesheets', + name: 'Wisesheets', + slogan: 'The Ultimate Spreadsheet Add-On for Stock Investors', + url: 'https://www.wisesheets.io' + }, + { + categories: ['INVESTMENT_RESEARCH', 'WEALTH_MANAGEMENT'], + key: 'ycharts', + name: 'YCharts', + slogan: 'Financial Research and Proposal Platform', + url: 'https://ycharts.com' + }, { categories: ['STOCK_TRACKING'], founded: 2021, @@ -2232,6 +2649,21 @@ export const personalFinanceTools: Product[] = [ slogan: 'Change Your Relationship With Money', url: 'https://www.ynab.com' }, + { + categories: ['INVESTMENT_RESEARCH'], + hasFreePlan: true, + key: 'zacks', + name: 'Zacks', + slogan: 'Stock Research, Analysis, & Recommendations', + url: 'https://www.zacks.com' + }, + { + categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'], + key: 'zenvesto', + name: 'Zenvesto', + slogan: 'Smart Investment Portfolio Tracker', + url: 'https://zenvesto.com' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], founded: 2019,