Best Tools for Financial Planner in 2026

A curated shortlist of tools for financial planner, picked by editors and the PeerPush community.

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  1. #01Top pick
    Shibui Finance

    Natural language stock screener for Claude

    74 PeerPush
    Trending
    2 product updates
    Top 10% of its category by AI engine reads
  2. #02
    Reverse Mortgage Calculator

    Calculate reverse mortgages and payoffs with privacy

    21 PeerPush
    Trending
    1 product update
  3. #03
    KormaDesk

    Run four frontier AI models to analyze your next trade

    19 PeerPush
    Trending
    7 comments
  4. #04
    Stokestox

    Score stock portfolios in seconds

    14 PeerPush
    Trending
    1 comment
    $0 MRR
  5. #05
    Moza

    A calm financial workspace to organize and plan your money

    10 PeerPush
    #2 Product of the Day
    2 comments
    2 product updates
  6. #06
    OracleBet AI

    AI sports predictions and crypto trading signals

    10 PeerPush
  7. #07
    OpenData Finance

    Enterprise AI for real-time market intelligence

    9 PeerPush
    Trending
  8. #08
    Sumyfi

    AI-powered personal finance dashboard for all your accounts

    8 PeerPush
    #2 Product of the Day
    2 comments
    Top 10% of its category by AI engine reads
  9. #09
    Pairtrade

    Non-custodial Kraken trading bots with trade-only API access

    7 PeerPush
    Trending
    -100% OFF
    7 comments
    1 product update
    Top 5% of its category by AI engine reads
  10. #10
    excelmacros.net

    Describe your Excel problem. Get the right macro in seconds.

    7 PeerPush
    Trending