What Is Trading & Investment Tooling?
Mix (12 tools)
- License: 6 open source · 6 proprietary
- Hosting: 9 self-hosted · 3 SaaS · 0 both
Platforms and tools for trading and investing – charting and order entry, brokerage access, portfolio tracking, and open-source algorithmic / backtesting frameworks. These are tools; actual execution happens at a broker or exchange they connect to.
Boundaries
- Crypto exchanges and the chains themselves ->
crypto-blockchain. - Market-data feeds and fundamentals ->
financial-data. - Corporate cash / treasury ->
treasury-mgmt.
About this data & disclaimer
The information on these pages was researched by a combination of human review and large language models. This catalogue serves as a reference for the resources, applications, devices, deployment payloads, and other components that the ResorsIT platform integrates, deploys, and manages. To suggest an addition or correction, please contact us. Prepared by Rhodium Systems Inc., author of the ResorsIT platform — a unified IT operations management platform for IT teams and MSPs that integrates a curated suite of open-source, commercial, and SaaS applications into a single system with shared identity, single sign-on, access control, and a common audit trail. This information is compiled on a best-effort basis: it may be incomplete, contain errors, and become out of date as tools, vendors, licences, and features change. Use this catalogue only as a starting point for your own research, and independently verify and review any tool carefully against your own requirements before relying on it.
Comparison
At a glance
| Tool | Type | Self-host | Automation / API | License |
|---|---|---|---|---|
| Freqtrade | Crypto algo bot | Yes | Python strategies, REST/UI | GPL-3.0 |
| Hummingbot | Market-making bot | Yes | Strategy configs, connectors | Apache-2.0 |
| QuantConnect LEAN | Algo engine | Yes | C#/Python algos | Apache-2.0 |
| Backtrader | Backtesting | Yes | Python | GPL-3.0 |
| Jesse | Crypto algo | Yes | Python | MIT |
| Portfolio Performance | Portfolio tracker | Yes (desktop) | Import/CSV | EPL-1.0 |
| MetaTrader | Retail FX/CFD | Desktop | MQL4/5 EAs | Proprietary |
| TradingView | Charting/social | No (SaaS) | Pine Script, webhooks | Proprietary |
| Interactive Brokers | Pro brokerage | Desktop + API | TWS API, FIX, REST | Proprietary |
| NinjaTrader | Futures | Desktop | NinjaScript (C#) | Proprietary |
| eToro | Social broker | No (SaaS) | Limited | Proprietary |
| Sharesight | Portfolio tracker | No (SaaS) | OAuth2 REST API | Proprietary |
How to choose
- Automate a crypto strategy, self-hosted – Freqtrade, Hummingbot, or Jesse.
- Backtest / research multi-asset algos – QuantConnect LEAN or Backtrader.
- Track a portfolio – Portfolio Performance (OSS desktop) or Sharesight (SaaS).
- Charting + broker execution – TradingView (+ a broker); pro traders -> Interactive Brokers; futures -> NinjaTrader; retail FX -> MetaTrader.
Boundaries
- Crypto exchanges/chains ->
crypto-blockchain; market data ->financial-data; treasury ->treasury-mgmt.
Tools
12 tools.
Backtrader
Backtrader is an open-source Python framework for backtesting and live trading with 122+ indicators, multiple data feeds and timeframes, and Interactive Brokers/OANDA brokers.
License: GPL-3.0 (OSS) · Kind: library · Deploy: direct · SSO: none
ResorsIT usage: Library
eToro
eToro is a multi-asset social-trading brokerage for stocks, ETFs, and crypto, known for CopyTrader and Smart Portfolios that let users mirror other investors.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Freqtrade
Freqtrade is an open-source crypto algorithmic trading bot in Python with backtesting, hyperopt, ML (FreqAI), and a web UI, controllable via Telegram and REST.
License: GPL-3.0 (OSS) · Kind: cli · Deploy: direct, docker · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Local host account · Key-based access
Hummingbot
Hummingbot is an open-source crypto trading bot for market making and algorithmic strategies across centralized and decentralized exchanges via standardized connectors.
License: Apache-2.0 (OSS) · Kind: cli · Deploy: direct, docker · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Local host account · Key-based access
Interactive Brokers
Interactive Brokers is a professional multi-asset brokerage whose Trader Workstation desktop platform and TWS/Client Portal APIs serve active and algorithmic traders.
License: Proprietary (proprietary) · Kind: desktop · Deploy: direct · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Vaulted credential · Local host account
Jesse
Jesse is an open-source Python framework for crypto algo trading with fast look-ahead-bias-free backtesting, 300+ indicators, optimization, a web dashboard, and live trading.
License: MIT (OSS) · Kind: cli · Deploy: direct, docker · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Local host account · Key-based access
MetaTrader
MetaTrader 4/5 by MetaQuotes is the dominant retail forex and CFD trading platform, licensed to brokers and free for traders, with MQL-scripted automation.
License: Proprietary (proprietary) · Kind: desktop · Deploy: direct · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Vaulted credential · Local host account
NinjaTrader
NinjaTrader is a futures-focused trading platform and brokerage with advanced charting and NinjaScript (C#) strategy automation, free for charting/backtesting.
License: Proprietary (proprietary) · Kind: desktop · Deploy: direct · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Vaulted credential · Local host account
Portfolio Performance
Portfolio Performance is an open-source desktop app (Java/Eclipse RCP) for tracking and evaluating investment portfolios across stocks, ETFs, crypto, and other assets.
License: EPL-1.0 (OSS) · Kind: desktop · Deploy: direct · SSO: none
ResorsIT usage: Deployment Payload
Access & Identity: Vaulted credential · Local host account
QuantConnect LEAN
QuantConnect LEAN is an open-source, event-driven algorithmic trading engine for backtesting and live trading across equities, forex, options, futures, and crypto in C# and Python.
License: Apache-2.0 (OSS) · Kind: library · Deploy: direct, docker · SSO: none
ResorsIT usage: Library
Sharesight
Sharesight is a web-based investment portfolio tracker and performance/tax reporting tool that consolidates holdings across hundreds of brokers with a developer API.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
TradingView
TradingView is a web-based charting, technical-analysis, and social platform with Pine Script strategies, price/webhook alerts, and broker integrations.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
