Commerce · alternatives · 2026
24 alternatives to Mutual Fund Portfolio Analyzer from CAS
Instant mutual fund portfolio analysis -> from CAS statement
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes.
- 1
Track all your mutual funds in one place instantly
Jan 2026 · mfpa.in · its alternatives →
- 2
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 · its alternatives →
- 3
We just released an MCP server that lets Claude (or any MCP client) pull real-time and historical financial data: equities, options chains, crypto, FX, commodities, fundamentals, economic indicators, and 50+ technical signals. You can ask things like: “Plot NVDA’s RSI vs AMD’s over the past year.” “Show the yield curve shift since 2020.” “What are Apple’s recent earnings surprise trends? “Make a 3-statement model for ORCL.” Claude runs the requests, does the math, and returns the data or generates charts/models all inside the chat. Setup takes about a minute. You’ll need Claude Pro…
Nov 2025 · mcp.alphavantage.co · its alternatives →
- 4
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 · its alternatives →
- 5
Quick scoop on any stock, ETF, or mutual fund
2020 · askfinny.com · its alternatives →
- 6
Analyze your European ETF portfolios
2023 · portfolioanalyser.com · its alternatives →
- 7IB
Hello everyone, I built this tool on Next/Node to automatically analyze new filings from the SEC and probe the Edgar API for new filings 24/7. We use AI to analyze the filings the second they are released. Free accounts to look at real filings (automatically updated) are available to any who sign up. If you have any questions feel free to ask.
2024 · docdelta.ca · its alternatives →
- 8
Analyse VCs' portfolio performance to fundraise wisely
2021 · its alternatives →
- 9
API to Track Mutual Fund Portfolios in India (CAS)
2020 · casparser.in · its alternatives →
- 10
The ultimate stock tracking tool to maximize your returns
2018 · apps.apple.com · its alternatives →
- 11
A portfolio analysis tool that helps active investors deeply understand what drives their performance and risk exposure. It can be connected with Interactive Brokers to have your data automatically updated.
2025 · ibviz.com · its alternatives →
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- 13
StockLift▲11Embedded portfolio analysis for fintech platforms & lenders
2025 · stocklift.co · its alternatives →
- 14
Track your investment performance and get news summaries.
2025 · portfolio.orbiton.app · its alternatives →
- 15
CeFinan▲8I made this project to help investors cut through the noise and make smarter decisions using clear, data-driven insights. Most stock and crypto tools overwhelm users with raw data — I wanted to create something that simplifies analysis without sacrificing depth. CeFinan lets you audit your portfolio with an AI-powered Health Score based on 8 key criteria, including news sentiment and advanced financial indicators. I also built a Correlation tool that shows how stocks move together, helping users spot hidden risks or diversification opportunities. The Growth section visualizes performance…
2025 · cefinan.com · its alternatives →
- 16EC
Hey HN, We recently launched a tool to compare ETFs that I wanted to share with the HN community. I've always found it difficult to quickly contrast important metrics between ETFs and dig into holdings. Existing tools are usually behind paywalls and provide limited functionality. We let you see side-by-side data like AUM, Yield, and Expense Ratio, but it also provides full holding details and correlation and overlap details as well. Correlation Data: The tool shows you which stocks and ETFs are most correlated, uncorrelated, and inversely correlated with each ETF. This can be helpful for…
2025 · its alternatives →
- 17
Investment Funds Analysis and Data Platform
2025 · apps.apple.com · its alternatives →
- 18
A nicer way to view SEC 13F filings data. Contribute to toddwschneider/sec-13f-filings development by creating an account on GitHub.
2021 · github.com · its alternatives →
- 19
Compare stocks & ETFs faster with our interactive tools
2020 · theportfoliolab.com · its alternatives →
- 20
Analyze any stock in 5 minutes – free & easy to understand
Aug 2026 · pointerscore.com · its alternatives →
- 21
I've always found raw SEC filings painful to parse, so I built a site to make institutional holding data more accessible and visual. I recently updated the data to analyze the peter thiel stock portfolio (tracking Founders Fund and associated vehicles) for Q3 2025. It's interesting to see the divergence from standard tech indices—heavy on defense/hard tech and very little consumer SaaS. You can see the visualization here: https://www.13radar.com/guru/peter-thiel Would love any feedback on the UI or suggestions on other metrics I should calculate from the 13F data.
Jan 2026 · 13radar.com · its alternatives →
- 22
Find out if your stock picking actually beats passive ETFs
Jul 2026 · github.com · its alternatives →
- 23
- 24
Hi HN, We’re a small team working on 13Radar.com, which we launched about two weeks ago after 4 months of development. I’m the founder, and together with the team we’re building a platform that tracks hedge fund portfolios in real-time based on SEC Form 13F filings. AI has been a major helper in our workflow. For a single webpage, we often consult multiple AI systems in parallel, generating different versions and comparing them side by side before deciding on the final design or implementation. More than 60% of the research, design, and coding involved AI assistance. For UI design we used…
Nov 2025 · 13radar.com · its alternatives →
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Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →