portfolio management tools for active traders - AI tools

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$

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$

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$

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

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$

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

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

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$

ACrypto is an all-in-one cryptocurrency portfolio tracker and trading tool that provides real-time tracking, alerts, and technical analysis for cryptocurrencies like Bitcoin and Ethereum.

• Other

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

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

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

• Free

LYNX is a comprehensive online brokerage platform offering access to global markets, advanced trading software, and educational resources for investors of all experience levels.

• Contact for Pricing

My Stocks provides an easy platform for monitoring, tracking, and reporting real-time stock and cryptocurrency performance, profits, and losses, with free and premium features.

• Freemium
• From 5$

AlgosOne utilizes advanced AI machine-learning technology for automated trading across crypto, forex, and stock markets, aiming to generate profits with enhanced security and risk management.

• Contact for Pricing