3 min read
6 Powerful Tools to Simplify Your Investment Research in 2025

6 Powerful Tools to Simplify Your Investment Research in 2025

Looking for tools to simplify your investment research? The right stack can help you cut through the noise, save time and make smarter decisions.

In this guide, I’ll walk you through six essential tools — including our own at Nextvestment — that can help you stay informed, analyze markets, and act with confidence.

ToolBest For
TradingViewCharting & Technical Analysis
Google FinanceNews & Market Headlines
FinvizStock Screening
BankratePlanning with Investment Calculators
Reddit r/InvestingSentiment and Crowd Insight
NextvestmentAI Powered Answers & Research

TradingView: A Trader’s Best Friend

If you’re serious about analyzing the market, TradingView is a must-have. It offers some of the most advanced charting and analysis tools out there, with real-time data that’s crucial for spotting trends and making informed decisions. Whether you’re into technical analysis or just like to keep an eye on the charts, TradingView’s got everything you need to stay sharp.

Google Finance: Stay in the Loop

In the fast-moving world of finance, staying informed is half the battle. Google Finance is a super handy tool for keeping up with the latest news and market developments. It pulls together articles, reports, and expert opinions from all over, so you can quickly get a sense of what’s happening and adjust your strategy if needed.

Finviz: The Ultimate Stock Screener

When it comes to filtering through stocks, Finviz is hard to beat. It’s a powerful stock screener that lets you zero in on companies that fit your investment criteria, whether you’re looking at market cap, P/E ratio, or dividend yield. It’s like having a magnifying glass that helps you spot the right opportunities, making your research more focused and effective.

Bankrate’s Calculators: Plan with Precision

Investing isn’t just about picking the right stocks; it’s also about planning for the future. Bankrate’s investment calculators are great for running the numbers and seeing how different scenarios could play out. Whether you’re figuring out how much you’ll need to retire or just estimating your returns, these calculators help you make sure your plan is on point.

Reddit’s r/Investing: Learn from the Crowd

Sometimes, the best insights come from talking to other investors. Reddit’s r/Investing is a huge community where you can pick up tips, share ideas, and learn from people who’ve been there, done that. It’s like having a coffee shop full of investors at your fingertips, where you can drop in anytime for advice or inspiration.

Nextvestment: Your AI-Powered Copilot

Nextvestment Capabilities

Nextvestment is your AI copilot for financial insights. You can ask it anything — from “How will this earnings report impact the stock?” to “What are the key risks in this company’s fundamentals?”

It pulls from a wide range of financial data and responds with up-to-date, easy-to-understand answers. Whether you’re analyzing a stock, planning a portfolio, or trying to understand market trends, Nextvestment helps you go from question to clarity — fast.


These tools cover everything from charting and screening to planning and community insights. Whether you’re building your first portfolio or digging deeper into the markets, the right research stack can make all the difference.

👉 Try Nextvestment for free

Decision-making SkillsFinancial Analysis SoftwareFinancial News AggregatorFinancial News Updatesinformed decisionsInvesting ToolsInvestment CalculatorsInvestment Community EngagementInvestment Community ForumsInvestment PlanningInvestment Research ToolsInvestment StrategyMarket Analysis Softwaremarket trendsRate of ReturnRisk MitigationStock FilteringStock ScreenerTechnical AnalysisWealth Creation

Ready to transform your wealth management practice?

Join leading institutions in delivering AI-powered, personalized wealth management at scale.