The Software Serious Investors Actually Use
By Thomas Lovas Lokoy — researched and drafted with AI assistance from published sources; edited and published by NorwegianSpark SA
Compare investment analytics tools, portfolio trackers, and financial planning software.
These are productivity tools to help you organise your research — not trading platforms or investment advisers. This page contains affiliate links. See our disclosure.
Moneydance
Personal finance software for Mac, Windows and Linux, with iPhone, iPad and Android apps. Online banking and bill payment, budgeting, multi-currency accounts and investment tracking for stocks, bonds and funds. Data is stored locally and encrypted. The free trial is limited to 100 manually entered transactions.
Not financial advice
Empower
Empower Personal Dashboard: link your accounts to follow your investments and net worth in one place. Available in the US only.
Not financial advice
Pubrio — Find Your Best Customers
B2B intent data and lead intelligence to identify high-value prospects for your business.
Software, not an investment product. Not financial advice.
PopAi Sheets — AI-Powered Excel
Automate spreadsheet workflows with AI. Build financial models, analyse data, and generate reports faster.
Software, not an investment product. Not financial advice.
Investment Tools Guide
- •AI Portfolio Tracking: Aggregate all your accounts and get automated insights on allocation and performance
- •Financial Planning: Mind-map your strategy and model scenarios before committing capital
- •Document Management: Organise contracts, prospectuses, and research reports in one place
- •Data Visualisation: Turn raw financial data into actionable charts and dashboards
Further reading:
Investment tools guides
8 Best Investment Tools for DIY Investors 2026: AI to Crypto
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Seven ways to track all your investments in one place — Sharesight, Snowball, Delta, Kubera, two open-source apps and a spreadsheet — with prices read at source.
AI Personal Finance Tools in 2026: Uses and Limits
AI personal finance tools in 2026: five jobs they do well, how to check their numbers with simple formulas, what they cannot replace, and privacy limits.
Best Retirement Planning Tools for Self-Directed Investors
Six retirement planning tools for DIY investors — ProjectionLab, Boldin, Pralana, FI Calc, cFIREsim and Wise for retiring abroad — with prices read at source.
Discounted Cash Flow (DCF) Valuation: How It Works and Fails
Discounted cash flow valuation explained: forecasting cash flows, choosing a discount rate, terminal value, why analysts disagree and how DCF gets misused.