19 Best Finance Tools: to Keep Your Finances Running Smoothly in 2025


SovereignBoss adheres to a stringent code of editorial guidelines, but some articles may feature partner references. Here is an explanation for how we make money.
- The best finance tools for equity release in the UK include online calculators, comparison websites and financial planning software.
- Equity release calculators and comparison sites can greatly simplify the process by providing instant, tailored results.
- They can assist in making accurate financial projections, including interest rates, total loan amounts, and monthly repayments.
- They can provide accurate projections for equity release by incorporating current market rates and personal financial details.
- Seniors should use them as they provide easy-to-understand information and visuals, helping them make informed decisions about their future finances.
In This Article, You Will Discover:
In the information era in which we live it would be a great pity not to take advantage of some of the best finance tools that exist to help us make financially smarter decisions.
We've shortlisted 19 of the best investment and finance tools to make your life easier. These tools will help you save money and make wise investment decisions.
#1. Best Site for Financial Training

Street of Walls
The Street of Walls is a site for financial training that focuses on personal finance skills.
They have courses in stocks, bonds, ETFs1 and more.
#2. Best Personal Finance Site

Mint
Mint is a free site that helps you manage all of your finances in one place.
It's also helpful for budgeting and money management2, as it has tools like graphs to help keep track of spending habits.
#3. Top Asset Management Tools

SigFig
SigFig is an investment management3 system that helps you pick the investments with the best potential returns.
It also offers guidance on what to do if your investments go down in value during a market downturn, and how much risk you should take when investing in stocks.

Personal Capital
Personal Capital is a free, secure site for online money management that combines high-level insights on your portfolio with the latest market data.

Betterment
Betterment is the first and only automated investing service that takes into account your goals, timeline for achieving them, tolerance for risk, and past investments to create a customized portfolio.

Level Money
Level Money is a free, secure online financial management service that tracks and analyses your income and expenses,
To give you the best possible understanding of where your money is being spent.
#4. The Top Earnings Estimate Site

Estimize
Estimize is the leading financial predictions platform, powered by a community of thousands of analysts and investors.
#5. The Top Site for Deep Revenue Analysis

Trefis
Trefis is a financial modeling software with an intuitive interface that takes the mystery out of valuation, helping you forecast how your stocks will react to market movements.
#6. The Best Finance Portal Sites

Finviz
Finviz is an interactive financial service that provides stock market research and analysis.
It's one of the leading providers of financial data and research for stocks, ETFs, mutual funds and other securities.

Morningstar
Morningstar is an independent provider of investment research services, including stock market analysis and financial planning tools.

Gurufocus
Gurufocus is a leading finance website that provides in-depth coverage of stocks with an emphasis on value investing.
#7. Best Data Visualization Websites

Bloomberg Visual Data
Bloomberg Visual Data is a data visualization4 service that provides unique and high quality, interactive charts for companies to track their progress.

XBRL
XBRL, or Extensible Business Reporting Language is a technical standard enabling the electronic exchange of business information using eXtensible Markup Language.
#8. The Top Charting Websites

Trading View
Trading View is a social network for traders and investors, providing real-time data from the stock exchanges on one screen.

StockCharts.com
Stockcharts.com is a charting company that provides comprehensive charts for stock forecasts and commodities trading on the web
#9. The Best Site for Conference Calls

Earnings Cast
Earnings cast is a site that dissects conference call transcripts and sentiment to tell you what the CEO said,
How they feel about their company's prospects and what investors should know.
#10. The Top SEC Filings Tools on the Web

SEC Live
SEC Live is a comprehensive mobile application for SEC filings, including company profiles and key information.

Rank and Filed
Rank and filed is a suite of free tools that help you find the best stocks, funds, ETFs, and options.

BamSEC
BamSEC is a comprehensive resource for SEC filings, including company profiles and key information.
Common Questions
What Are the Best Finance Tools for Equity Release in the UK?
Why Should Seniors Use Finance Tools When Considering Equity Release?
Which Finance Tools Help Simplify the Equity Release Process?
How Do Finance Tools Assist in Equity Release Calculations?
Can Finance Tools Provide Accurate Equity Release Projections?
In Conclusion
Making the right decision about your investments or financial decisions can be a daunting task. With so many tools out there, it’s hard to find which ones are best for you and what they offer.
Whether you need an app with extensive research capabilities, have a specific goal in mind like saving up for college tuition or want guidance from professionals as well as other students who may share similar goals, these free apps are the best finance tools to help make better investing decisions easier than ever before.
References
- www.oldschoolvalue.com/investment-tools/finance-investment-tools/
- www.g2.com/categories/financial-research
- www.cbinsights.com/research/personal-finance-apps-strategies/
- www.g2.com/categories/financial-research/free
- www.sourceforge.net/software/financial-research/