Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.
Description
Redstone is an online platform designed for portfolio analysis and investment research, catering to self-directed investors, analysts, and individuals interested in portfolio theory. It offers a variety of return and risk metrics for approximately 2,900 U.S. stocks and 1,200 ETFs, such as Sharpe ratio, maximum drawdown, volatility, and correlation coefficients. Users have the ability to screen securities, make comparisons between tickers, create and share portfolios, assess their allocations, and conduct backtests using historical data and benchmarks. Public ticker information and comparative analyses can be accessed without the need for an account. Both free and premium subscription options provide additional features, including increased portfolio capacity, advanced optimization tools, and the ability to maintain private portfolios and watchlists. Additionally, a free, read-only Model Context Protocol (MCP) server allows compatible AI systems to fetch metrics, screen or compare securities, analyze portfolios, and perform backtesting. The platform updates its data daily following the closure of the U.S. market. It is important to note that Redstone is intended solely for educational and informational purposes and should not be interpreted as investment advice. This distinction is crucial for users seeking to enhance their understanding of investments while leveraging the tools provided by Redstone.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
AlternativeSoft
Yes
Broadridge 15(c) Board Reporting
Yes
Claude
No
Claude for Financial Services
Yes
FA Solutions
Yes
Fintech Sandbox
Yes
Magnifi
Yes
Model Context Protocol (MCP)
No
Molecule
Yes
MoneyGuide
Yes
Integrations
AlternativeSoft
No
Broadridge 15(c) Board Reporting
No
Claude
Yes
Claude for Financial Services
No
FA Solutions
No
Fintech Sandbox
No
Magnifi
No
Model Context Protocol (MCP)
Yes
Molecule
No
MoneyGuide
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$0/month
Starter is $0/month and includes 5 portfolios, 10 assets per portfolio, and 3 daily optimizations. Plus is $15/month with 25 portfolios, 25 assets per portfolio, and 50 daily optimizations. Pro is $50/month with unlimited portfolio and asset capacity and daily optimizations. Annual billing is advertised with a 17% saving.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
Redstone Markets
Founded
2025
Country
United States
Website
redstonemarkets.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Alternatives
Alternatives
No Alternatives