Investment Analysis Tools and Software You Should Know
Corgage Team · · 1 min read
Investment analysts should know tools such as Bloomberg Terminal, LSEG Workspace, FactSet, and S&P Capital IQ for market data, company research, financial estimates, and valuation analysis. Microsoft Excel remains essential for financial modeling, including discounted cash flow, comparable-company, merger, and scenario analysis. Platforms such as Morningstar Direct, Portfolio Visualizer, and Power BI support portfolio management, performance measurement, risk analysis, and reporting. Python, R, SQL, and Jupyter Notebook help analysts automate data collection, analyze large datasets, and test investment strategies. Tools such as SEC EDGAR, BamSEC, and company investor-relations websites provide access to reliable primary-source filings and disclosures. Beginners should prioritize Excel, financial modeling, a market-data platform, and basic Python or SQL skills.
Corgage helps you consolidate much of this workflow in one place, from market data to automated analysis and reporting. It helps you spend less time wrestling with tools and more time making sound investment decisions.
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