Portfolio Analytics

PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.

Flowpoint offers a single‑panel dashboard that aggregates key website analytics: top traffic sources, high‑performing pages, real‑time audience by geography, and detailed event timelines. It provides step‑by‑step funnel analysis and session recordings to pinpoint conversion drop‑offs.

FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager

Tradesviz is an online trading journal that supports multiple asset classes, offering auto-importing from 200+ brokers, detailed analytics, customizable dashboards, and tools for strategy testing, performance evaluation, and trading goal tracking.

Moontower is an options analytics tool for tracking volatility metrics across multiple asset classes. It features proprietary charts, a position visualizer, a VRP scanner, and educational resources, facilitating informed decision-making for traders.

An AI‑powered Fantasy Premier League assistant that evaluates squads, recommends lineups, suggests transfers based on form and fixtures, tracks mini‑league standings, provides OPta stats for player comparisons, and includes a calendar for chip planning.

Simple Analytics delivers privacy‑first web analytics, capturing only non‑personal data. It offers real‑time dashboards, goal and event tracking, AI chat support, encrypted data, and integrations with GTM, WordPress, and visualization tools.

Insightfolio is an AI-driven portfolio analysis tool that evaluates performance, risk, and diversification. It offers detailed reports, cost evaluation, Monte Carlo simulations for future projections, and personalized recommendations to align investments with individual goals and risk tolerances.

Macroaxis Wealth Optimization Platform unifies portfolio construction, analysis, and rebalancing for stocks, ETFs, funds, and crypto. Users build or compare portfolios via prompts or AI, inspect overlap, correlation, concentration risks, and run scenario tests to keep thesis integrity.

Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.

Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an

Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc

Parthean automates client onboarding, data extraction, and research for financial advisors. Its AI‑powered paraplanner delivers rapid investment reports, risk metrics, tax‑efficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.

Trend Rocket gathers publicly available Shopify brand data, scoring scalability and delivering trend‑viability reports through a unified dashboard. It tracks real‑time sales, ad spend, and social engagement, enabling product research, supplier estimation, and competitor benchmarking.

7Assets consolidates portfolio data across asset classes, syncing positions nightly from 2,500 banks, auto‑categorizes transactions, updates valuations, flags discrepancies, and auto‑generates unified reports for family offices, wealth managers, and advisors.

Urbalytics is a data analysis platform for the Japanese real estate market, offering property valuations, sales history tracking, cash flow simulations, and risk assessments, enabling informed investment decisions for investors, brokers, and rental management companies.

Base for Music centralizes marketing data for music entities, delivering real‑time campaign analytics, Spotify popularity scores, and audience profiling. It supports targeted advertising, personalized smartlinks, ticket and merch revenue integration, enabling teams to adjust strategies instantly for

Polar consolidates Shopify, Amazon, and POS data into a single dashboard, leveraging Snowflake for scalable queries. A semantic layer supplies pre‑built metrics, while AI agents deliver tailored insights. Incrementality tests validate marketing impact, and role‑based permissions control team access.

Lebesgue centralizes eCommerce data from Shopify, WooCommerce, Meta, Google, TikTok, Klaviyo, Amazon, and GA4 into a unified dashboard. It offers first‑party attribution, C‑LTV modeling, product performance, competitive benchmarking, and AI‑guided budget recommendations.

Airroi is an Airbnb analytics tool that utilizes AI to optimize revenue for short-term rentals. It provides insights into market trends, dynamic pricing strategies, and an interactive atlas for analyzing property performance metrics.

Testmarket connects buyers with sellers offering discounted or free products in exchange for reviews. Users browse categories, receive rebates, and get payouts via PayPal or bank transfer. Sellers gain brand visibility on U.S. marketplaces and access analytics for keyword targeting.

ITONICS is an AI-driven innovation management platform that centralizes idea generation, project management, and strategic foresight. It offers collaborative tools, trend analysis, and portfolio management to enhance organizational innovation workflows while ensuring data privacy and security.

Trendspid is a comprehensive trade platform offering technical analysis tools, price alerts, market scanning, backtesting strategies, raindrop charts, unusual option flow tracking, and a 7-day free trial with market data from multiple sources.

Capital Companion delivers real‑time market data and instant stock analysis, offering second‑opinion insights, pattern spotting, and risk‑reward calculations. It generates trade plans, tracks win‑rate, and supplies position‑sizing and sentiment tools to improve trading confidence.

Particl tracks sales, pricing, inventory, and promotions for 10,000+ competitors, offering SKU‑level insights. Real‑time assortment analysis shows overlap and gaps, while benchmarking highlights profitable categories. Promotion monitoring reveals how competitor actions influence sales trends.

Depth aggregates user sessions, feedback, and key metrics into a single feed, delivering actionable insights, automated reports, and feature ideas for pricing, membership, and video pages. Export to Linear, Jira, Asana, or Notion—no tags or funnel setup needed.

PortfolioGPT builds customized investment portfolios using GPT‑4.1‑mini based on user inputs such as amount, risk tolerance, horizon, age, goals, and asset preferences. It offers instant recommendations for stocks, ETFs, real estate, and crypto, with backtesting and market data.

Explo is a customer-facing analytics platform that streamlines data sharing and reporting for industries like SaaS and e-commerce. Key features include report building, embedded dashboards, and AI-powered analytics, ensuring secure, customizable user experiences.

Meerkat Analytics aggregates Shopify store data into visual dashboards, segmenting customers and attributing sales to precise touchpoints. It delivers real‑time insights on demographics, lifetime value, and channel impact, enabling swift adjustments to ad spend and product assortment.

Lopus Probe integrates sales, marketing, and product data for real-time GTM analytics, helping RevOps teams identify churn risks, enhance revenue forecasting, and simplify query management while providing timely insights without extensive BI requests.

PPSPY is an AI‑powered platform for Shopify merchants that collects and analyzes competitor sales, predicts order volumes, and delivers 15‑day sales reports. It helps users uncover profitable products, assess traffic sources, and gain design insights across 1 M+ stores.

Plandek aggregates issue tracker, repo, CI/CD, and monitoring data to give real‑time delivery insights. It offers dashboards for DORA, flow, productivity, custom metrics, AI summaries, and GenAI impact tracking to improve velocity, quality, and resource alignment.

Pitch is an AI‑driven presentation platform for teams, agencies, sales, and marketing. It provides customizable templates, AI text generation, brand asset import, real‑time collaboration, interactive embeds, and integrations with HubSpot, Slack, Notion, Loom, Unsplash. Mobile apps enable on‑the‑go e

Slidebean is an AI‑powered tool that auto‑generates slide content and layouts for investor decks. It supports real‑time collaboration, integrates financial modeling for budgeting, and provides analytics on viewer engagement.

By the Numbers delivers real‑time Shopify analytics, segmenting customers and generating RFM loyalty and cohort reports, with 50+ e‑commerce metrics. Its 75+ dynamic filters and cross‑channel ROI insights streamline email, Meta, Google, TikTok campaigns—no code needed.

intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.

Viral.app is a comprehensive platform for UGC marketers, allowing management of over 1,000 social media accounts. It offers analytics, device management, and post analysis to optimize content performance across TikTok, Instagram, and YouTube.

Arta is a wealth management platform for accredited investors, offering access to diverse investment opportunities, personalized portfolio management with an AI co-pilot, and educational resources to enhance financial knowledge and strategy comprehension.

Scandilytics AI offers automated analytics for eCommerce, pulling GA4 or Adobe data, using ML to spot trends, anomalies, and optimization opportunities. It delivers concise reports and actionable insights for marketing, pricing, inventory, and risk alerts.

VidStats is an AI-driven YouTube analytics tool that offers insights on channel performance, audience preferences, and optimal posting times. It features competitor benchmarking and content optimization suggestions to enhance engagement and drive channel growth.

DevDynamics offers real‑time engineering analytics, tracking DORA metrics, forecasting delivery, and aligning output with business goals. It integrates with 20+ tools, provides custom reports, and meets SOC 2 Type II security standards.

SageFusion is an AI‑driven investment platform that aggregates statistical models, financial statement analysis, and alternative data—including social media—to build diversified portfolios. It offers dynamic risk control with options hedging, real‑time tracking via Interactive Brokers, and automated

Growify is a marketing attribution and analytics software that enables users to track marketing performance across channels, offering multi-touch attribution, real-time analytics, and customizable reporting for data-driven decision-making and campaign optimization.

SherlockAI delivers real‑time consumer movement and behavior insights by aggregating millions of data points updated every minute. It offers block‑level global movement resolution, GDPR‑compliant privacy, and API access for actionable predictions.

Plot is a creative hub for social media teams, offering content planning, storage, and sourcing. It includes an AI video listening tool, a content calendar, and trend discovery features to enhance collaboration and optimize engagement.

INOP consolidates HR, finance, market, and AI impact data into an analytics layer, providing skills insights, gap analysis, scenario modeling, and cost‑risk assessment for executives and boards. Its Talent Intelligence and Compensation Analytics modules enable data‑driven hiring and pay decisions.

42Signals AI delivers real‑time e‑commerce intelligence, tracking product listings, pricing, and search performance across major marketplaces. It monitors unauthorized sellers, provides price alerts, and analyzes customer reviews to inform inventory and marketing decisions.

Finlo uses AI to generate monthly, ten‑stock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive pre‑market email updates with performance metrics versus the S&P 500.

FlowCog automatically syncs accounting data from QuickBooks, Xero, and Puzzle to create dynamic, real‑time financial projections. It replaces spreadsheets with an interactive canvas for revenue, cash runway, and break‑even analysis, enabling rapid what‑if comparisons for startups and small businesse

Simple Analytics AI lets website owners and marketers query traffic data with natural language, delivering instant insights, comparison charts, and social‑ready snippets. It provides quick, actionable analysis without complex reporting, ideal for analysts, growth marketers, and small businesses.