portfolio management tools - AI tools

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

Shrimpy is a crypto portfolio management platform enabling users to connect exchanges, automate trading strategies like rebalancing, track performance, and backtest strategies.

• Freemium
• From 19$

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

Palance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.

• Freemium

Acuity PPM streamlines project portfolio management with a user-friendly interface, enabling organizations to track, prioritize, and manage resources effortlessly. Ditch spreadsheets and gain strategic visibility for smarter decision-making.

• Paid

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

StockPenguins was an AI-driven platform for tracking, analyzing, and optimizing investment portfolios, providing tools to help users manage their investments effectively.

• Other

OnePlan is an AI-powered solution that centralizes portfolio, financial, project, and resource management, enabling organizations to seamlessly align strategy with execution and make data-driven decisions.

• Freemium
• From 7$

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

Nexoya leverages artificial intelligence to automate and optimize cross-channel marketing budget allocation, driving more conversions while minimizing ad spend. Marketers benefit from AI-powered predictions, scenario simulations, and actionable data insights for maximum campaign performance.

• Paid
• From 600$

Tempo is an AI-powered strategic portfolio management platform that unifies time, cost, capacity, and reporting inside Jira, enabling smarter planning and faster adaptation for teams and organizations.

• Freemium