What is Investing Software?

Investing Software helps individual investors, traders, and financial institutions make better decisions in the financial markets.

Investing software varies wildly in its scope and application.

Some focus on technical analysis (i.e., chart patterns, previous price history) while some focus on fundamental analysis (i.e., value based on intrinsic characteristics).

Some investing software focuses on only equities, while others specialize in currencies (i.e., FX), commodities, bonds and fixed income, or can be more general in nature.

Others don’t analyze the financial markets directly.

Many tools focus on financial risk and its management. They stress test portfolios through scenario simulations, working to identify various types of risk across multiple asset classes, measure the potential amount of risk, and generate plans and strategies of how to deal with both idiosyncratic and systematic forms of risk.

They help generate reports, and aid investors in evaluating potential deals and investment opportunities and how they might fit into a portfolio.

Financial risk management programs can help investment firms and other businesses generate value by identifying quality hedging opportunities to mitigate risk.

Running a portfolio through scenarios that can be analyzed and reported on can help individuals and institutions find quality investment opportunities and hedging arrangements using financial instruments available to them.

Other financial services software may integrate with investing and risk management software and connect with other sources of data.