Arithmos · Explainer

Best tools for portfolio managers in 2026

A short, opinionated list — what's actually used at modern PM desks.

What software portfolio managers actually use in 2026: Bloomberg, FactSet, Refinitiv, MSCI BarraOne, AlphaSense, Sentieo, TradingView, and where Arithmos fits.

A typical large-cap-equity PM desk in 2026 runs a stack like this. None of these are Arithmos — and Arithmos doesn't try to be any of them.

Job to be doneMost-used tool
Real-time market data + chatBloomberg Terminal
Fundamentals, modelling, attributionFactSet
Risk modelling and factor decompositionMSCI BarraOne, Axioma (Qontigo)
Earnings-call and document searchAlphaSense, Sentieo (Visible Alpha)
Charts and technicalsTradingView, Bloomberg charts
Order managementCharles River, Bloomberg AIM, BlackRock Aladdin
ESG screensMSCI ESG, Sustainalytics, ISS

Where Arithmos fits

Arithmos is a research tool for the prototyping stage — "what would it look like if we built an index that does X?" It's complementary to FactSet, BarraOne and the rest. PMs typically use it the way a design team uses Figma: a fast, opinionated way to mock up an idea before formalising it in the real production stack.

FAQ

Can Arithmos integrate with FactSet or Bloomberg?

We export holdings as CSV and JSON. Both FactSet's PA platform and Bloomberg PORT accept CSV-imported portfolios for analysis. A native API integration is on the roadmap.

Is Arithmos suitable for institutional PMs?

It's not a Bloomberg replacement. For a PM, the value is the prompt-to-prototype workflow — generating dozens of candidate baskets in an afternoon for committee review. The production-grade work still happens in BarraOne / FactSet PA.

Try it now

Arithmos turns a sentence into a transparent, rule-based index with institutional-grade backtests. We've pre-filled the prompt below — tweak it or ship it.

An index of US-listed financial-data and analytics platforms (S&P Global, MSCI, FactSet, Moody's, Morningstar, Tradeweb, Nasdaq), market-cap weighted.

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Arithmos · investment research & data tool · not investment advice · not a regulated broker or advisor · past performance does not guarantee future results.
Investment research & data tool · not investment advice · not a regulated broker or advisor · past performance does not guarantee future results.