Top AI tools for Portfolio Manager

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

Generated Assets uses AI to help users search for stocks and ETFs, build and refine custom portfolios, and compare them against the S&P 500 for educational analysis.

• Free

AlphaStreet delivers AI-driven market intelligence and investor services, featuring live event streaming, financial data feeds, and corporate solutions.

• Contact for Pricing

AppFolio is an AI-powered property management platform that streamlines and automates real estate operations, offering comprehensive solutions for portfolio management, accounting, maintenance, and leasing.

• Contact for Pricing

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.

• Paid
• From 18$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Bitsleader is an AI-powered crypto trading bot designed for automated portfolio management, helping traders maximize profits and reduce risk in cryptocurrency markets.

• Paid
• From 12$

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

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Trade Signal enables seamless automation of TradingView strategies into live trades on MT4/MT5, supporting multiple asset classes and eliminating manual trading errors.

• Freemium
• From 45$

SharpCloud empowers organizations to visualize, connect, and interact with critical business data in one platform, enhancing strategic roadmapping, portfolio, risk, and innovation management. The platform breaks down data silos for smarter and faster decision-making.

• Freemium

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.

• Contact for Pricing

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

RobotaLife is a platform for cryptocurrency investors to automate trading with AI-powered bots. Build, test, and deploy custom strategies, connect to major exchanges, and optimize performance with detailed analytics.

• Free Trial

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Tradeum is an AI-powered cryptocurrency trading bot that delivers automated, data-driven spot trading, offering real-time analysis and optimized risk management for consistent profits.

• Paid
• From 50$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Level2 is a visual, no-code platform enabling active traders to create and automate trading strategies without coding. It simplifies technical analysis and automated trading for various experience levels.

• Free Trial

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• Freemium
• From 50$

Pilot Trading is an AI-powered app that uses advanced order book analysis and mathematical psychology to predict market shifts and provide real-time trading alerts.

• Free Trial
• From 20$

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$

Leni is an AI-powered platform for real estate that provides data aggregation, analytics, and AI-driven optimization for rental portfolios. It helps owners and operators make data-driven decisions to maximize returns.

• Contact for Pricing

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Pattern Vista offers AI-powered stock chart pattern recognition, automatically scanning markets like the S&P 500 and Nasdaq 100 daily to identify trading opportunities based on classic and advanced patterns.

• Free Trial

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

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

Haystacks.AI provides data-driven solutions to solve inefficiencies in real estate investment, enabling users to achieve better returns.

• Contact for Pricing

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

Trader Bag is a multi-chain DeFi platform for managing crypto portfolios, copy-trading, and secure token transfers with built-in AML checks and smart money tracking.

• Freemium

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

Open Stock Alert leverages machine learning and data mining to provide advanced stock market analysis, personalized watchlists, and AI-powered trading signal predictions, ideal for investors seeking data-driven insights.

• Free

WideSky is a scalable platform using data analytics to monitor, optimize, and transform energy management for businesses, improving efficiency and reducing costs.

• Contact for Pricing