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features
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Description

Finominal provides a comprehensive suite of advanced portfolio analysis tools aimed at enhancing transparency and delivering actionable insights for investors in global markets. This platform includes a wide array of features, such as in-depth fund and security analysis, portfolio construction strategies, and effective backtesting capabilities. Notably, the Portfolio Analyzer helps users benchmark their performance, analyze factor exposures, and assess diversification levels. Additionally, the Fund Reviewer and Fee Reducer make it easier to compare various mutual funds or ETFs while identifying more cost-efficient alternatives. For those seeking in-depth analysis, the Alpha Analyzer and Performance Benchmarker scrutinize securities’ performance metrics, while the Diversification Booster and Risk Scorer contribute to optimizing the overall portfolio mix. Furthermore, Finominal’s Index Customizer and Volatility Optimizer support personalized portfolio construction, and the Time Machine tool allows for historical strategy backtesting, providing users with valuable insights into past performance trends. By integrating these sophisticated tools, Finominal empowers investors to make informed decisions and refine their investment strategies.

Description

InvestSpy provides a suite of tools designed for in-depth analysis of investment portfolios, securities, and their performance. Whether you're looking to analyze stocks, ETFs, or mutual funds, InvestSpy offers detailed insights into historical performance, risk characteristics, and correlations between securities in a portfolio. The platform also helps users explore factors contributing to portfolio returns and make smarter, more informed investment decisions. With a focus on minimizing risk, InvestSpy is ideal for investors who want to stay ahead in the market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

$120 per month
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finominal

Founded

2017

Country

United Kingdom

Website

finominal.com

Vendor Details

Company Name

InvestSpy

Founded

2015

Country

United States

Website

www.investspy.com

Product Features

Product Features

Alternatives

Alternatives

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