Top AI tools for Portfolio Manager

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

Tradebreath is an AI-powered backtesting platform that enables traders to simulate strategies across 700+ assets, with advanced analytics and AI strategy optimization. It supports users at all levels to boost trading confidence and performance.

• Freemium
• From 6$

Projility offers services and solutions for Microsoft Project Portfolio Management (PPM), Microsoft Planner Premium, and its own all-in-one cloud PPM solution, helping enterprises manage projects, resources, and portfolios with enhanced visibility and efficiency.

• Contact for Pricing

StockPicker is an AI-powered trading platform that provides real-time insider trading data, daily stock picks, trending stocks, and breaking news analytics to help investors make informed decisions.

• Freemium
• From 25$

AI Trader's Assistant is an AI-powered tool designed for forex traders, providing trend predictions for the EUR/USD currency pair across various timeframes.

• Freemium
• From 20$

CeFinan is an AI-powered financial analytics platform offering deep-dive analysis for over 70,000 companies worldwide, providing news summaries, advanced financial metrics, correlation analysis, and visual insights to help investors identify opportunities and risks.

• Freemium
• From 10$

ChainVision.io enables crypto traders to monitor performance, track favorite assets, and connect with others to optimize gains, all in one AI-driven platform.

• Other

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.

• Free

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

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

Xanthrex is an AI-powered DeFi yield finder that scans 100+ protocols in real-time, allowing users to discover, invest in, and monitor crypto yields through natural language commands.

• Free Trial

Epicflow is an AI-powered project portfolio management software that uses machine learning and predictive analytics to optimize resource allocation, detect bottlenecks, and ensure on-time project delivery across multiple simultaneous projects.

• Contact for Pricing

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

Quad Terminal is an all-in-one crypto platform offering AI-powered trading bots, multi-exchange smart trading, and portfolio tracking for traders of all levels.

• Freemium
• From 49$

Quartr is an AI-powered financial research platform offering access to live earnings calls, real-time transcripts, company documents, and AI research tools for investors and financial professionals.

• Contact for Pricing

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Magia Trade is an AI trading analysis platform that provides real-time market insights, technical chart interpretation, and news sentiment analysis to help traders make data-driven decisions.

• Freemium

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$

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

Backrr offers a powerful suite of AI-driven tools to help startups connect with investors, manage funding rounds, and showcase growth, while providing investors with robust deal sourcing and portfolio management capabilities.

• Freemium
• From 20$

Augur Infinity is an AI-driven platform offering financial analytics and visualization for investors. It provides insights into economic growth, inflation, and yield curves across numerous economies using big data.

• Contact for Pricing

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$

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

Wave3 is an AI-powered momentum scanner that helps traders identify trending assets across stocks, crypto, and ETFs with visual heatmaps and multi-timeframe alignment to reduce noise and improve trade quality.

• Free Trial
• From 50$

Prospero.ai provides AI-powered analysis of institutional data and market movements, offering signal-driven stock picks and trend recognition to aid confident investment decisions.

• Free

Astral is a private AI platform designed specifically for family offices, helping them deploy secure AI solutions across due diligence, risk management, reporting, and investment analytics to transform operational workflows.

• Contact for Pricing

Decode Investing provides automated fundamental analysis, valuation, and recommendations for US public companies, leveraging AI to assist with investment due diligence.

• Freemium
• From 13$

Goyzer is an advanced AI-driven real estate management software designed for brokers, developers, and property managers to automate workflows, improve lead conversions, and optimize portfolio performance from a single platform.

• Contact for Pricing

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

NITG is a leading AI quantitative trading platform that leverages AI, blockchain, and big data to provide secure and efficient cryptocurrency trading solutions. It offers automated trading, enhanced risk control, and 24/7 customer support.

• 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

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

• Free

StartEngine is an equity crowdfunding platform that enables both accredited and non-accredited investors to invest in startups and collectibles, providing access to early-stage investment opportunities with a secure online process.

• Other

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

CarinaBot is an AI-powered algorithmic trading robot that automatically analyzes markets and executes trades on your external trading account, offering a risk-free trial period with performance-based pricing.

• Usage Based

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

Shmoney AI is an advanced trading platform that leverages proprietary AI agents to deliver real-time market signals, in-depth analysis, and community-driven insights for stocks, ETFs, crypto, and forex assets.

• Freemium
• From 50$

StockNews.AI monitors and analyzes financial articles in real-time, providing actionable insights and alerts to help users save time and make informed decisions.

• Paid
• From 25$

Criffy is a crypto aggregator platform that enables users to find, compare, and track the best APY offers for their cryptocurrencies, ensuring maximum returns through advanced earning and alert features.

• Freemium
• From 15$

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

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$

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$

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

Trading Technologies provides a comprehensive multi-asset trading platform for futures, options, fixed income, FX, and cryptocurrencies, featuring industry-leading execution tools, global infrastructure, and data analytics.

• Contact for Pricing

Trade Ideas provides AI-powered trade signals and tools to identify high-momentum stocks and optimize trading strategies. It helps traders catch market movers with precision.

• Freemium
• From 89$

TradeBotBuilder (TBB) by 10XTraders.AI is a platform for creating, testing, fine-tuning, and deploying fully custom trading bots for major cryptocurrency exchanges.

• Contact for Pricing