Alternatives
Products that do what Berkshire Wealth Management does
Institutional investment analysis
- 1WP
Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
2024 · wealthfolio.app
- 2IB
2024 · useequityval.com
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Free Hedge Fund Systemic Risk Data & Financial Calculators
17d ago · hedgefundmonitor.com
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Intelligent portfolio management for self-directed investors
2022
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- 8WV
Hello Hacker News! My name is Anonyo, and I am a seventeen-year-old from Southeast Michigan. This is wallstreetlocal, my passion project for the last year (and a half). I've posted this before, but I've finally open-sourced this entire project, so I thought I'd post it again. Heres the short pitch. The Securities and Exchange Commission (SEC) keeps record of every company in the United States. Companies whose holdings surpass $100 million though, are required to file a special type of form: the 13F form. This form, filed quarterly, discloses the filer's holdings, providing transparency into…
2024 · github.com
- 9PW
Problem: If you have less than $100k to invest, you get a robo-advisor that asks you 5 questions and dumps you into one of three cookie-cutter portfolios. If you have more than $100k, you get a human advisor who charges 1-1.5% annually to... basically do the same thing with a smile and calming voice attached. Meanwhile, institutional investors get custom strategies built around specific durations, target dates, tax situations and actual investment goals. Not because the math is harder—but because the economics only work at scale. Here's the thing: Both traditional advisors and robo-advisors…
2025 · fulfilledwealth.co
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My main motivation was that I wanted to be able to drill down and filter across all the available stocks, look at the data for myself, and narrow down on the stocks I am interested based on my own sets of criteria, and make data-driven analysis for my personal investment strategies. I used PostgreSQL as the backend database for ELT data pipelines, and used Citus Data cstore_fdw for columnar compression for the final dataset. All financial data is coming from SEC Edgar, https://www.sec.gov/developer. I used Python for downloading most of the data. I also run the data load…
2023 · tesseractanalytics.ai
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We’re thrilled to announce the launch of our AI-powered stock market analyst chatbot, designed to help you analyze stocks and gain valuable market insights with ease. Our intuitive conversational chat interface makes it simple for anyone to get started. Why You’ll Love It: Our AI Analyst uses a long-term value-growth investing strategy, similar to those employed by legendary investors like Warren Buffett, Mohnish Pabrai, Phil Town and Charlie Munger. It’s built to provide you with thorough, data-driven analysis to help you make informed investment decisions. Key Features: - Comprehensive…
2024 · decodeinvesting.com
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Investy is a portfolio analyzation tool that allows individual or professional investors to breakdown a stock portfolio and see financial data across the aggregated investments. Investors can model hypothetical portfolios, leverage diversification and allocation data as well as compare their portfolio against professionals such as Warren Buffett and others. http://www.investy.com
2011
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Buffett, Munger, Klarman & Marks. One verdict per ticker.
25d ago · aiberkshire.onrender.com
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Build investor-ready 5-year forecasts in minutes.
Jul 2026 · yourfinancialmodel.com
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