# Tools & technology — securities analyst

Source: O*NET 30.3, occupation 13-2051.00 (Financial and Investment Analysts) — manual nearest-occupation mapping via ISCO group 2413; the official ESCO crosswalk has no entry for this ESCO occupation.

| Software | Category | Hot technology |
|---|---|---|
| Alteryx software | Business intelligence and data analysis software | yes |
| Apache Hive | Data base management system software | yes |
| Google Docs | Word processing software | yes |
| IBM SPSS Statistics | Analytical or scientific software | yes |
| Intuit QuickBooks | Accounting software | yes |
| Marketo Marketing Automation | Sales and marketing software | yes |
| Microsoft Access | Data base user interface and query software | yes |
| Microsoft Excel | Spreadsheet software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft Outlook | Electronic mail software | yes |
| Microsoft Power BI | Business intelligence and data analysis software | yes |
| Microsoft PowerPoint | Presentation software | yes |
| Microsoft Project | Project management software | yes |
| Microsoft SharePoint | Document management software | yes |
| Microsoft SQL Server | Data base user interface and query software | yes |
| Microsoft SQL Server Reporting Services SSRS | Data base reporting software | yes |
| Microsoft Visio | Process mapping and design software | yes |
| Microsoft Visual Basic | Development environment software | yes |
| Microsoft Visual Basic for Applications VBA | Development environment software | yes |
| Microsoft Word | Word processing software | yes |
| Oracle Database | Data base user interface and query software | yes |
| Oracle PeopleSoft | Enterprise resource planning ERP software | yes |
| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes |
| R | Object or component oriented development software | yes |
| Salesforce software | Customer relationship management CRM software | yes |
| SAP software | Enterprise resource planning ERP software | yes |
| SAS | Analytical or scientific software | yes |
| Structured query language SQL | Data base user interface and query software | yes |
| Tableau | Business intelligence and data analysis software | yes |
| Teradata Database | Data base management system software | yes |
| The MathWorks MATLAB | Analytical or scientific software | yes |
| Workday software | Enterprise resource planning ERP software | yes |
| Yardi software | Data base user interface and query software | yes |
| ADP Workforce Now | Human resources software |  |
| Advanced Portfolio Technologies Report Builder | Financial analysis software |  |
| Advanced Portfolio Technologies Simulator | Financial analysis software |  |
| Analyse-it | Analytical or scientific software |  |
| AnalyzerXL | Financial analysis software |  |
| Annuities analysis software | Financial analysis software |  |
| Apache Pig | Data base management system software |  |
| Apple AppleWorks | Spreadsheet software |  |
| Apple Keynote | Presentation software |  |
| Aspen Graphics Technical Analysis Software | Financial analysis software |  |
| BizBench | Financial analysis software |  |
| BizPricer | Financial analysis software |  |
| Bloomberg Professional | Financial analysis software |  |
| Business Forecast Systems Forecast Pro | Financial analysis software |  |
| Business intelligence software | Business intelligence and data analysis software |  |
| Corel QuattroPro | Spreadsheet software |  |
| dailyVest Investment Personalization Platform | Information retrieval or search software |  |
| Data visualization software | Analytical or scientific software |  |
| DealMaven Comparable Company Valuation Analysis | Financial analysis software |  |
| DealMaven M&A Accretion/Dilution One-Pager | Financial analysis software |  |
| DealMaven Modeling ToolPack for Excel | Financial analysis software |  |
| DealMaven PresLink for PowerPoint and Word | Presentation software |  |
| Decisioneering Crystal Ball | Analytical or scientific software |  |
| Delphi Technology | Financial analysis software |  |
| Derivatives Imagine Trading System | Financial analysis software |  |
| Derivicom FinOptions XL | Financial analysis software |  |
| Economic forecasting software | Financial analysis software |  |
| Email software | Electronic mail software |  |
| Experian Credinomics | Financial analysis software |  |
| Express Business Valuations | Financial analysis software |  |
| FileMaker Pro | Data base user interface and query software |  |
| Financial modeling software | Financial analysis software |  |
| FinEng Solutions PerfoRM | Financial analysis software |  |
| FinEng Solutions Quantis | Financial analysis software |  |
| Fractal pattern analysis software | Financial analysis software |  |
| Fund accounting software | Accounting software |  |
| Genetic algorithm optimization software | Financial analysis software |  |
| Genetic algorithm software | Analytical or scientific software |  |
| Google Slides | Presentation software |  |
| Harland Financial Solutions DecisionPro | Financial analysis software |  |
| Human resource management software HRMS | Human resources software |  |
| IBM Cognos Impromptu | Business intelligence and data analysis software |  |
| IBM Lotus 1-2-3 | Spreadsheet software |  |
| IBM Lotus Approach | Data base user interface and query software |  |
| IBM Notes | Electronic mail software |  |
| IBM Power Systems software | Enterprise system management software |  |
| I-flex Solutions Reveleus Investment Performance Measurement | Financial analysis software |  |
| Innova Financial Solutions Derivatives Expert | Financial analysis software |  |
| Ivorix Neurostrategy Finance | Expert system software |  |
| Keypoint DataDesk | Analytical or scientific software |  |
| Leading Market Technologies EXPO | Financial analysis software |  |
| LexisNexis | Information retrieval or search software |  |
| Longview Consolidation | Financial analysis software |  |
| Longview Performance Management Platform | Financial analysis software |  |
| Longview Solutions Khalix | Financial analysis software |  |
| Market forecast software | Financial analysis software |  |
| Mathematical software | Analytical or scientific software |  |
| Matheny Pattern Forecaster Plus | Expert system software |  |
| MergerStat Control Premiums | Financial analysis software |  |
| MergerStat Price to Earnings Ratios | Financial analysis software |  |
| Microsoft Dynamics | Enterprise resource planning ERP software |  |
| Microsoft Dynamics GP | Enterprise resource planning ERP software |  |
| Microsoft Exchange | Electronic mail software |  |
| Microsoft OneNote | Word processing software |  |
| Microsoft SharePoint Server | Document management software |  |
| MicroStrategy | Business intelligence and data analysis software |  |
| MoneySoft Corporate Valuation | Financial analysis software |  |
| Monte Carlo simulation software | Financial analysis software |  |
| Montgomery Investment Technology Bonds XL | Financial analysis software |  |
| Montgomery Investment Technology Exotics XL | Financial analysis software |  |
| Montgomery Investment Technology FinTools | Financial analysis software |  |
| Montgomery Investment Technology Options XL | Financial analysis software |  |
| Montgomery Investment Technology QuoteTools | Financial analysis software |  |
| Montgomery Investment Technology Risk XL | Financial analysis software |  |
| Montgomery Investment Technology SigTools | Financial analysis software |  |
| Montgomery Investment Technology Utility XL | Charting software |  |
| Moody's KMV CreditEdge | Financial analysis software |  |
| Moody's RiskCalc | Financial analysis software |  |
| Moss Adams Profit Mentor | Financial analysis software |  |
| Mutual fund analysis software | Financial analysis software |  |
| NetSuite ERP | Enterprise resource planning ERP software |  |
| Neural network modeling software | Analytical or scientific software |  |
| NeuroSolutions for MatLab | Expert system software |  |
| NeuroSolutions Trading Solutions | Financial analysis software |  |
| OptionVue Options Analysis | Financial analysis software |  |
| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software |  |
| Oracle E-Business Suite Financials | Financial analysis software |  |
| Oracle Essbase | Data base user interface and query software |  |
| Oracle Fusion Applications | Enterprise resource planning ERP software |  |
| Oracle Hyperion | Enterprise resource planning ERP software |  |
| Oracle Hyperion Financial Management | Financial analysis software |  |
| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software |  |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |  |
| Palisade Bond @nalyst | Financial analysis software |  |
| Palisade Evolver | Analytical or scientific software |  |
| Palisade StatTools | Analytical or scientific software |  |
| Pattern recognition software | Analytical or scientific software |  |
| Peer-to-Peer Financial Analysis | Financial analysis software |  |
| Perforce Helix software | Configuration management software |  |
| Pi Blue OptWorks Excel | Financial analysis software |  |
| Portfolio management software | Financial analysis software |  |
| Pricing software | Financial analysis software |  |
| Qlik Tech QlikView | Business intelligence and data analysis software |  |
| Quantifying marketability discount QMD modeling software | Financial analysis software |  |
| Report generation software | Word processing software |  |
| Reporting software | Data base reporting software |  |
| RiskMetrics Group WealthBench | Financial analysis software |  |
| Sage 50 Accounting | Accounting software |  |
| SAP Business Objects | Enterprise resource planning ERP software |  |
| SAP BusinessObjects Data Integrator | Enterprise resource planning ERP software |  |
| SAP Crystal Reports | Data base reporting software |  |
| SAS JMP | Analytical or scientific software |  |
| Securities analysis software | Financial analysis software |  |
| Spreadware Business Financial Analysis | Financial analysis software |  |
| Spreadware Business Valuator | Financial analysis software |  |
| Spreadware Pro Forma | Financial analysis software |  |
| SSA Global Infinium Financial Management | Enterprise resource planning ERP software |  |
| StataCorp Stata | Analytical or scientific software |  |
| Steele Mutual Fund and Variable Annuity Expert | Financial analysis software |  |
| SunGard BancWare | Financial analysis software |  |
| SunGard Kiodex Risk Workbench | Financial analysis software |  |
| Tax software | Accounting software |  |
| TechHackers Convertible Bond @nalyst | Financial analysis software |  |
| TechHackers Credit @nalyst | Financial analysis software |  |
| TechHackers Exotic @nalyst | Financial analysis software |  |
| TechHackers Financial @nalyst | Financial analysis software |  |
| TechHackers IRO @nalyst | Financial analysis software |  |
| TechHackers MBS @nalyst | Financial analysis software |  |
| TechHackers Swap @nalyst | Financial analysis software |  |
| Tetrahex Fractal Finance | Financial analysis software |  |
| TickQuest NeoTicker | Charting software |  |
| Tips Standard Securities Calculation Bond Analytics Module | Financial analysis software |  |
| Tips Standard Securities Calculation Mortgage-Backed Analytics Module | Financial analysis software |  |
| TradeTools Financial Market Databases | Information retrieval or search software |  |
| TradeTools Monthly U.S. Economic Database | Information retrieval or search software |  |
| Trendsetter Software ProAnalyst | Financial analysis software |  |
| Unlimited Learning Resources Valusource Pro | Financial analysis software |  |
| ValuSource BIZCOMPS | Financial analysis software |  |
| Ward Systems Group GeneHunter | Analytical or scientific software |  |
| Ward Systems Group NeuralShell Predictor | Analytical or scientific software |  |
| Ward Systems Group NeuroShell Trader | Information retrieval or search software |  |
| Web browser software | Internet browser software |  |
| Whitebirch Software Projected Financials | Financial analysis software |  |
| Wolfram Research Derivatives | Financial analysis software |  |
| Wolfram Research Mathematica | Analytical or scientific software |  |
| Wolfram Research Mathematica Finance Essentials | Financial analysis software |  |
| Wolfram Research Mathematica UnRisk Pricing Engine | Financial analysis software |  |

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## Market evidence (job-ad analysis, 14 ads, as of 2026-07-19)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

### Tools

- Microsoft Excel — **57 %**
- Microsoft PowerPoint — **21 %**
- Microsoft Word — **21 %**
- Bloomberg — **14 %**
- FactSet — **14 %**

<!-- market-evidence -->