Best Investment Products in 2025

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Key Sharesight features:

Comprehensive Portfolio Tracking Automatic Dividend Tracking Tax Reporting Performance Benchmarking

Verify your customers in under 15 seconds anywhere in the world with a cutting-edge SaaS & API platform for Identity Verification and AML/KYC compliance.

Key ComplyCube features:

AML & Sanctions Screening PEP Checks Negative Media Screening Watchlist Screening

Try for free freemium $0.1 (per credit)

Wealth tracking solution for individual investors and financial advisors. Manage your wealth with ease.

Key FIREkit.space features:

Investment Portfolio Tracker Advisor Portal Advanced Analytics FIRE Calculator

freemium $5.0 / Monthly (Premium)

Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido.

Key Portseido features:

Comprehensive Portfolio Tracking Diverse Asset Integration User-Friendly Interface Customizable Dashboard

freemium $8.0 / Monthly

OnePortfolio is an all-in-one investment management platform that unifies investments from multiple brokers into a single dashboard, eliminating the complexity of monitoring multiple portfolios, keeping all your investments in one place.

Key OnePortfolio.io features:

Portfolio Tracker Free Portfolio Tracker Portfolio Visualizer Asset Allocation Visualization

freemium

Independent. Insightful. Trusted.

Key Morningstar features:

Comprehensive Research Analyst Ratings Portfolio Management Tools Educational Resources

Protect your wealth.

Key Kubera features:

Comprehensive Asset Tracking Intuitive User Interface Automated Update Feature Security Measures

Koyfin provides tools to help investors research stocks and other asset classes through dashboards and charting.

Key Koyfin features:

Advanced charting Global financials data for 100k+ stocks Global analyst estimates & price targets Global macroeconomic data

freemium

Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.

Key Snowball Analytics features:

Number of portfolios Number of holdings Automatic brokerage connection Stocks, Funds, Cryptocurrencies

freemium $7.99 / Monthly (1 portfolio, automatic brokerage connection)

Invest in Gold, Trade with Confidence – Secure Your Wealth with Bullionz.

paid

Advanced investment portfolio performance and risk analysis tools made simple.

Countercyclical is the definitive investment research and valuation platform built for the modern value investor.

paid Free Trial $80.0 / Monthly (Pro Annual (per user/month))

Exporo is an Internet platform that offers investors the opportunity to invest in real estate projects through crowdinvesting.

Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from EDGAR filings to investment trends. Its GPT-driven insights offer real-time market analytics.

freemium $50.0 / Monthly (Pro)