Top AI tools for Portfolio Manager

Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.

• Paid
• From 19$

QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

• Free

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$

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$

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$

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• 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$

Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.

• Freemium
• From 19$

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

• Other

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

Kryll simplifies Web3 investments with advanced AI tools that provide clear, actionable advice on cryptocurrencies. It offers features like portfolio tracking, token analysis, and smart money tracking to help users make informed decisions.

• Free

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$

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

Captide is an AI-powered platform that empowers investment research teams to automate the extraction and analysis of insights from financial filings and IR documents, enabling real-time custom insights and dataset creation.

• Freemium
• From 149$

FinSoftAi SSi is an AI and blockchain-powered equity research and trading platform that analyzes social sentiment to help institutional investors maximize gains and minimize risk through real-time market insights.

• Contact for Pricing

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

CoinTable enables real-time cryptocurrency price tracking within Google Sheets, offering seamless integration and privacy with no coding or API keys required. Ideal for hobbyists and professionals, it supports over 10,000 cryptocurrencies and multiple fiat currencies.

• Freemium
• From 4$

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

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

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

GetPineScript is a Pine Script v6 code generator that enables traders to create custom TradingView indicators and strategy scripts without programming knowledge. It offers extensive customization options with over 40 popular technical indicators and built-in risk management features.

• Pay Once
• From 79$

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.

• Freemium

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$

Maasai is a unified platform designed to streamline the buying and selling of startups across Africa, offering expert M&A support, financial tools, and CRM functionalities for founders, buyers, and portfolio managers.

• Free

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

Alvatix offers AI-powered crypto trading tools and strategies, including signals and automated bots, designed for traders of all levels.

• Contact for Pricing

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Workpath is an AI-powered platform designed for strategy execution, connecting overarching business goals with daily operations through frameworks like OKRs.

• Free Trial

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

Traders Insight is an all-in-one market research platform providing real-time SEC filings, stock screening, and AI-powered insights to help traders make faster, informed decisions.

• Freemium
• From 42$

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

WPMarketHacks is an AI-powered suite designed to analyze stocks, predict market movements and prices, and provide deep financial insights for informed trading decisions.

• Free Trial

Wellspring provides comprehensive software solutions for innovation management, technology transfer, and intellectual property optimization, empowering organizations to streamline their innovation lifecycle and drive growth.

• Contact for Pricing

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.

• Freemium

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$

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$

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

Galileo FX provides traders with a fully automated trading bot, featuring over 500 backtested strategies, transparent performance metrics, and total user control over execution and risk. With a one-time license and support for 400+ brokers, users can test and deploy custom or preconfigured trading strategies with confidence.

• Pay Once

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

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

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

REDA is a scalable, cloud-based platform that centralizes real estate operations, automating processes from property management and CRM to accounting and analytics for streamlined management and growth.

• Paid
• From 85$

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

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

Investing.com provides comprehensive real-time data, news, analysis, and tools for global financial markets, including stocks, indices, commodities, currencies, and cryptocurrencies, featuring AI-powered stock picks.

• Freemium

MintCFD offers a seamless online trading platform for Contracts for Difference (CFDs) across stocks, indices, commodities, forex, and cryptocurrencies, with 0% brokerage, tight spreads, and up to 200x leverage. Designed for both beginners and experienced traders, MintCFD provides advanced risk management tools and 24/7 access to Indian and global markets.

• Freemium

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.

• Free