Best Financial Research Software for Mac of 2025

Jika.io allows retail investors to exchange insights and have portfolio-based discussions. The platform allows users to conduct due diligence in groups, track portfolio performance, transactions, and participate in stock discussions. The portfolio data is directly linked to the brokerage accounts. This adds a layer of liability to posts by members and allows for real-time tracking between stock trades. Jika offers a interactive academy to help new investors learn more about investing. It features bite-sized videos and practical exercises, all in a gamified environment.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

TipRanks is a multi-award-winning stock research platform. It helps millions of retail investors make data-driven investment decisions by providing them with institutional-level data and tools, presented in a visual and easy-to-use way. TipRanks levels the playing field for retail investors by giving them the same research power as the biggest asset managers. The company’s algorithms analyze millions of pages of financial data. Its technology turns this data into unique datasets. Datasets include analyst rating consensus, news analysis, corporate insider, hedge fund, & financial blogger sentiment, a stock score called the Smart Score, and more. TipRanks tracks the buy and sell recommendations and transactions of over 100,000 financial experts and ranks them according to their performance track record. TipRanks has become the standard for Wall Street accountability. This transparency enables investors to see how experts rank, including how they perform per-stock. The TipRanks platform also provides tools to find new ideas, a portfolio tracking tool, news, and analysis. Over 50 leading global banks, institutions, and exchanges integrate TipRanks tools for their clients. TipRanks also provides data to hedge funds.

Bipsync unifies your complete research workflow into a single, cohesive, and user-friendly platform. Demonstrated to improve efficiency, foster teamwork, and streamline compliance, the Bipsync Research Management Platform is meticulously crafted to assist professional investors in effectively overseeing and expediting their research endeavors, ensuring they stay ahead in a competitive market.

Countercyclical, the ultimate financial research and valuation tool for the modern value investor. Create insightful valuations and collaborate in real-time. Work securely in one place. Capture your entire investment lifecycle and keep everyone in your company on the same page. Our mission, founded in 2022 is to empower investors to discover the value of the world.

QuantRocket is a Python-based platform for researching, backtesting, and trading quantitative strategies. Built on Docker, QuantRocket can be deployed locally or to the cloud and has an open architecture that is flexible and extensible. It provides a JupyterLab environment, offers a suite of data integrations, and supports multiple backtesters: Zipline, the open-source backtester that originally powered Quantopian; Alphalens, an alpha factor analysis library; Moonshot, a vectorized backtester based on pandas; and MoonshotML, a walk-forward machine learning backtester.

The Bloomberg Terminal, a pivotal tool for 325,000 of the world's top decision makers, stands as a symbol of contemporary financial markets. Introduced in 1981, at a time when personal computers and the internet were not yet common, it revolutionized the financial landscape by enhancing transparency. By linking market participants to an innovative service that provided data, analytics, and information delivery, it transformed how the industry operated. Over thirty years later, the Bloomberg Terminal continues to lead in innovation, offering swift access to crucial news, data, and trading tools on any device with internet connectivity, thereby empowering users to convert insights into actionable strategies. It integrates real-time market data, urgent news updates, comprehensive research, robust analytics, communication tools, and exceptional execution features into a cohesive solution, making it an indispensable resource for finance professionals. The enduring relevance and evolution of the Bloomberg Terminal illustrate its vital role in shaping the financial sector.

Effortlessly tap into, explore, and interact with innovative solutions that enhance both productivity and influence. Workspace serves as your primary resource for a wide array of information—ranging from extensive datasets and analytical tools to reliable news and various content types. It incorporates a cohesive developer environment that provides the flexibility to utilize and interpret data, as well as the ability to create and share customized applications, systems, and tools within an open community that fosters creativity and collaboration. Gain access to top-tier data analytics and solutions powered by AI and contributions from the community. We provide exceptional, curated resources across numerous asset classes, which include ESG-centric portfolio suggestions and alternative data insights. With its user-friendly, browser-like interface, Workspace simplifies the process of locating and analyzing the information you require, while also enabling you to track market trends across multiple screens. This seamless integration of tools and resources ensures that users can maximize their efficiency and effectiveness.