
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
7Assets records 152 monthly visits with -65% month-over-month growth and Freemium, Paid pricing. SimFin records 15,391 monthly visits with -27.5% growth and Freemium pricing.
Know your numbers: overnight reconciliation and reporting for serious wealth
| Dimension / Metric | ![]() | |
|---|---|---|
| Official Domain | 7assets.app | simfin.com |
| Pricing Model | Freemium, Paid | Freemium |
| Monthly Visits | 152 (152) | 15.39K (15,391) |
| MoM Traffic Delta | -282 (-65%) | -5.84K (-27.5%) |
| Primary Market & Share | 🇩🇪 Germany (58.5%) | 🇺🇸 United States (49.4%) |
| Direct Visits / mo | 74 | 6.25K |
| User Rating | 4.1 | 4.4 |
| Supported Platforms | Website | Website |
Know your numbers: overnight reconciliation and reporting for serious wealth
Automatic nightly synchronisation with more than 2,500 banks and custodians, so positions are reconciled and valuations refreshed without manual uploads.
One consolidated view over securities, property, private equity, hedge funds, metals, art and crypto, with automatic transaction categorisation and balance-sheet consolidation.
Client and portfolio reports, wealth statements and performance overviews are generated automatically and are ready to share under your own branding.
Rental income, ancillary costs and returns are consolidated per property and analysed across the whole portfolio, including capital calls, distributions, IRR and multiples for private markets.

Fundamental stock data, screening and backtesting for self-directed investors
Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app.

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams

AI trading indicators, real-trade orderflow and charts in one platform
AI trading indicators, real-trade orderflow and charts in one platform
Global macro data and AI research platform for smarter economic decisions
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Meet your proactive AI financial advisor
AI investing copilot for stock research, screening and market signals
AI investing copilot for stock research, screening and market signals

Finance-owned software that turns fragmented data into decisions you can trust
Finance-owned software that turns fragmented data into decisions you can trust

AI-driven stock scores that rank every pickable stock by probability of beating the market
AI-driven stock scores that rank every pickable stock by probability of beating the market

AI-driven market analysis for faster, data-backed investing decisions
AI-driven market analysis for faster, data-backed investing decisions

AI financial advisor that puts sophisticated portfolio tools in your own hands
AI financial advisor that puts sophisticated portfolio tools in your own hands
AI-native platform for extra-financial intelligence

SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistAI-native wealth management platform for accredited individuals and financial institutions

Your always-available, SEC-registered AI wealth adviser
Your always-available, SEC-registered AI wealth adviser