Professional trading and investment software
Investment research software
Investment research products in the WiT Markets software directory: company, fund and market tools from the 16 October 2026 extract.
- Products
- 18 researched products
- Categories
- 8 groups from the extract
- Logos
- 15 verified from the provider. 3 names are shown without a logo file.
- Research date
- 2026-10-16, a compilation, not a hands-on test
Software categories
- Charting and technical analysisCharts, alerts and scanning beyond a basic brokerage chart.3 products
- Stock screenersFilters and visual scans of a named equity universe.3 products
- Investment researchCompany, fund and market context for a research workflow.4 products
- Options analyticsPayoff, volatility and options-event research.2 products
- Trading journalsA record of trades and the statistics that record can support.2 products
- Portfolio trackingHoldings, performance and reporting. Not an order ticket.1 product
- Backtesting and algorithmsHistorical tests and code. A backtest is not a forecast.2 products
- Market news and terminalsNews, alerts and workstation data. Licences and regions vary.1 product
Software in this extract
4 of 18 products. 1 filter active.
Starting prices are not in this extract, so there is no price sort. A free plan and a free trial are separate filters, and both are empty until a plan is verified. Reader focus is the research category, not a suitability score.
Investment research
Koyfin
Global markets research terminal and portfolio tools
Dashboards, equity analytics, macro and ETF research. It is not a brokerage execution tool.
- Dashboards
- Equity analytics
- Macro
- ETF research
Check official pricing Paid subscription. No starting price, free plan or free trial is verified in this extract.
Advantages
- Broad research context
- Custom dashboards
- Integrated research workflows
Considerations
- Paid depth and data entitlements vary
- A large feature set
- No brokerage execution
Fund and portfolio research
Morningstar Investor
Independent fund research and portfolio analysis
Fund research, analyst views and portfolio analysis. Investor products differ by country. Published ratings need interpretation.
- Fund research
- Analyst views
- Portfolio analysis
Check official pricing Paid subscription. No starting price, free plan or free trial is verified in this extract.
Advantages
- An established research brand
- Fund analysis
- Portfolio context
Considerations
- Country-specific products
- Subscription
- Published ratings need interpretation
Equity research and ratings
Seeking Alpha
Seeking Alpha Premium research and analysis
Research articles, transcripts, quantitative ratings and screeners. Ratings are models, not guarantees.
- Research articles
- Transcripts
- Quantitative ratings
- Screeners
Check official pricing Paid subscription. No starting price, free plan or free trial is verified in this extract.
Advantages
- Breadth of opinions
- Transcripts
- Portfolio research
Considerations
- Opinion quality varies
- Paid content
- Ratings are models, not guarantees
Visual equity analysis
Simply Wall St
Visual company reports and fundamental insights
Visual equity reports, financial-health views and portfolio tools. Estimates are model-driven.
- Visual equity reports
- Value and financial health
- Portfolio tools
Check official pricing Paid subscription. No starting price, free plan or free trial is verified in this extract.
Advantages
- Accessible visual summaries
- Global equity research
- A shorter path into a company report
Considerations
- Model-driven estimates need scrutiny
- Paid plan limits
- Not a complete market terminal
Trading and investment software — detailed comparison
The same 4 products as the cards above. Windows, macOS and mobile apps are omitted where the extract does not state them.
| Provider | Category | Core function | Coverage note | Key features | Free plan | Free trial | Subscription | Starting price | Platform | Broker integrations | Advantages | Considerations | Website |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KoyfinGlobal markets research terminal and portfolio tools | Investment research | Global markets research terminal and portfolio tools | Described as a global product. Data packages and local availability need confirming. | Dashboards; Equity analytics; Macro; ETF research | Not verified | Not verified | Paid subscription | Check official pricing | Not stated | Not stated | Broad research context; Custom dashboards; Integrated research workflows | Paid depth and data entitlements vary; A large feature set; No brokerage execution | Visit Koyfin |
| Morningstar InvestorIndependent fund research and portfolio analysis | Fund and portfolio research | Independent fund research and portfolio analysis | Regional investor products differ. Affiliate eligibility is a commercial question, not proof a reader can subscribe. | Fund research; Analyst views; Portfolio analysis | Not verified | Not verified | Paid subscription | Check official pricing | Not stated | Not stated | An established research brand; Fund analysis; Portfolio context | Country-specific products; Subscription; Published ratings need interpretation | Visit Morningstar Investor |
| Seeking AlphaSeeking Alpha Premium research and analysis | Equity research and ratings | Seeking Alpha Premium research and analysis | Geographic access and offers vary. | Research articles; Transcripts; Quantitative ratings; Screeners | Not verified | Not verified | Paid subscription | Check official pricing | Not stated | Not stated | Breadth of opinions; Transcripts; Portfolio research | Opinion quality varies; Paid content; Ratings are models, not guarantees | Visit Seeking Alpha |
| Simply Wall StVisual company reports and fundamental insights | Visual equity analysis | Visual company reports and fundamental insights | International coverage. Subscription availability varies. | Visual equity reports; Value and financial health; Portfolio tools | Not verified | Not verified | Paid subscription | Check official pricing | Not stated | Not stated | Accessible visual summaries; Global equity research; A shorter path into a company report | Model-driven estimates need scrutiny; Paid plan limits; Not a complete market terminal | Visit Simply Wall St |
Side by side
0 of 4 selected. Differences are marked when the selected products do not share the same text.
Add up to four products from the cards. The comparison uses the same records as the table.
What each kind of software is for
Charting and technical analysis
A brokerage chart usually shows price and a few indicators. A dedicated package adds layouts, alerts, scanning and, in some cases, a scripting language. The extra data behind those charts is often a separate charge.
Stock screeners
A screener narrows a universe with filters you choose. The useful question is which market the filter actually covers, and which fields sit behind a paid plan.
Investment research
Research software gathers statements, valuations, transcripts or fund notes into one workflow. A model rating is a model. It is not a promise about the next price.
Options analytics
Payoff diagrams and volatility views show the shape of a structure at the assumptions you enter. WiT Markets already has a free expiry payoff calculator. A specialist package adds chain data and more structures, and it does not remove the risk of the position.
Trading journals
A journal stores the trades you give it and can summarise that history. The free journal on this site stays in your browser. A paid journal may import from a broker. The statistics still describe the imported history, not the next trade.
Portfolio tracking
Tracking software records holdings, income and performance. Tax reports follow the provider's country coverage. It is not the same decision as the allocation calculator, which only weights the holdings you type.
Backtesting and algorithms
A backtest replays rules on a historical set. Survivorship, missing costs and a rule tuned to that history can all flatter the result. Live trading can diverge from the test. Coding platforms make that explicit: the engine runs what you write.
Market news and terminals
A terminal or a news product sells speed, alerts and often a data licence. The licence, the delay and the region are part of the price. This directory does not embed those feeds.
Position size calculatorOptions payoff calculatorTrading journalPortfolio allocation
How we compare trading software
The cards on this page are the research rows from the 16 October 2026 research extract. They stay in provider-name order. This is a category filter, not a ranking and not a hands-on test of each product. Published starting prices are not in the extract, so every card tells you to check the provider. Visit buttons open the official homepage and are not tracking links. Country products can differ. A public website does not prove that a reader in every country can subscribe.
Investment research has 4 products in this extract. Company, fund and market context for a research workflow. The compilation date is 2026-10-16. That date is not a claim that the product was used, and it is not a price check. Software does not determine an investment result.
Provider selection follows the 16 October 2026 workbook: paid third-party software a subscriber might buy, kept apart from broker comparisons. Categories follow the workbook labels, grouped so a reader can filter. Features, advantages and limitations are the workbook's own phrases, edited only for grammar. Missing fields stay missing. Homepage addresses were taken from that workbook and point at the provider's site. Country eligibility is not inferred from a website being reachable.
WiTMarkets may later earn a fee if a provider accepts a partnership and the firm authorises a tracked link. No partnership is active. Compensation would not set the order, the advantages or the limitations. The commercial disclosure page states the standing rule.
Sources and review
Written by: WiT Markets Editorial. Writes and structures WiT Markets pages. Separates a sourced fact from a cell that is Not confirmed.
Review: Editorially reviewed. This is not a qualified specialist review and it is not a legal sign-off.
Last reviewed: . Next review due . The date is an editorial pass. It is not a live check of every third-party fee.
Other sources
- WiT Markets methodology — checked 13 October 2026
Methodology. Editorial policy. Corrections. Report an error.