Top AI Tools for

📁 Portfolio Manager (37 ai tools)

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

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

• Other

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

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PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• Freemium

Rose AI is an advanced financial data platform that combines natural language processing with powerful visualization tools to simplify data analysis and integration for financial professionals.

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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$

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

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.

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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$

Bloks is an AI-powered platform designed specifically for venture capital teams, automating CRM management, note-taking, and reporting tasks while providing intelligent meeting briefs and data analysis.

• Freemium
• From 19$

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$

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$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

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Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

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WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

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$

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

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

SaaSquare is a specialized marketplace platform that facilitates the buying and selling of micro SaaS startups, offering integrated escrow services and AI-powered consulting for secure and efficient transactions.

• Usage Based

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

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.

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Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

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ChatterQuant is an AI-powered market intelligence platform that monitors millions of social media posts daily to provide actionable trading insights and risk management data for professional trading firms.

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Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

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$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

STRProfitMap is a comprehensive analytics platform designed for short-term rental investors, offering reliable Airbnb revenue data, interactive profit maps, and AI-powered insights to make informed investment decisions.

• Freemium
• From 30$

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

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$