Investment research tools provide access to a variety of data and analysis methods. These tools can help investment professionals evaluate whether their portfolios are collectively meeting their investing objectives, allowing them to make more informed decisions about their investments. Read more theinvestorscentre.com

Public Web Data

A wide variety of public-domain data can be analyzed with investment research tools, such as Fidelity’s Planning & Guidance Center or the company’s Performance & Analysis experience. This can include a range of metrics, such as profitability, turnover, and revenue. This type of data, often referred to as “public web data,” can be helpful in identifying areas where a portfolio may need to be adjusted.

Learn About Stock Investments: A Beginner’s Guide

A technical approach to investment research examines chart patterns and indicators that can influence price movements. This includes things like moving averages, trend lines, and relative strength indexes. It can be used alongside fundamental research to help predict market conditions and identify trading opportunities.

GuruFocus

This investment research tool provides detailed financial information and analysis on global markets. It also offers a number of valuation models, including discounted cash flow and Graham numbers, to assess stock values. Its unique feature is its ability to screen stocks based on different criteria, which allows investors to find potential investments that align with their investing strategies.

Koyfin markets itself as the Bloomberg terminal for retail investors. Its steep pricing, however, makes it best suited to large firms that need comprehensive investment research tools.