I'm looking for an app or other tool for evaluating possible investments (mutual funds, stocks, ETFs, etc.). Not looking for a brokerage app for making trades, already have that. And I know all the major brokerage platforms have the ability to search securities, make watchlists, etc. But I'm looking for something with a bit more power in this area, where you can do things like:
* do searches with complex filter logic
* save searches
* make multiple lists and easily copy/move securities between them
* take notes and have those notes show up in lists
Anyone got anything to recommend?