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AssetsAnalyzer presents a free investment research platform that boasts over 20 years of historical data for upwards of 8,000 stocks and 5,000 ETFs. Users have the ability to engage in price analysis, assess performance relative to the S&P 500, and explore detailed financial reports that include drawdowns, dividends, and key metrics like market capitalization and earnings per share. The platform features a stock screener with more than 30 metrics and an ETF screener that offers over 20 metrics, allowing investors to effectively filter and categorize their investment choices. Moreover, it facilitates the exploration of relationships among various stocks and ETFs, which can aid in enhancing portfolio diversification by uncovering low-correlation assets or identifying closely related alternatives within high-correlation investments. Uniquely, no subscription fees or registration are required, granting unrestricted access to a wealth of information for every user. This combination of features positions it as an invaluable tool for both novice investors eager to learn and seasoned professionals aiming to refine their strategies. Ultimately, AssetsAnalyzer empowers users to make well-informed investment decisions with ease.
What is AdvisoryWorld?
Our robust API facilitates the development of advanced user experiences, gaining the trust of leading investment advisors who depend on AdvisoryWorld’s web applications to improve their wealth management strategies. Users are empowered to explore and assess investment prospects based on a wide array of criteria, such as asset classification, manager experience, performance indicators, and specific investment styles. Investments can be compared effectively through diversification and performance metrics that include Asset Allocation, Hypothetical Historical Performance, as well as various Modern Portfolio Theory metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be conducted using indicators such as P/E Ratio, Duration, Expense Ratio, and geographic elements like Country and Region, along with Sector and Equity Overlap, all while complying with Standardized Returns requirements set forth by FINRA. The platform simplifies the creation of customizable Asset Fact Sheets and facilitates side-by-side investment comparisons in a user-friendly manner. With institutional-level financial modeling tools seamlessly integrated into an intuitive interface, users can easily build and evaluate portfolios. Moreover, the platform provides in-depth analysis on how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates influence portfolio performance over time, ultimately delivering a holistic wealth management solution that caters to diverse client needs. This ensures that advisors can tailor their recommendations with precision, enhancing the overall investment experience for their clients.
Media
No images available
Integrations Supported
MoneyGuide
SmartOffice
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
AssetsAnalyzer
Date Founded
2026
Company Location
United Kingdom
Company Website
assetsanalyzer.com
Company Facts
Organization Name
AdvisoryWorld
Date Founded
1987
Company Location
United States
Company Website
www.advisoryworld.com
Categories and Features
Categories and Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management