Top AI tools for Portfolio Manager

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

d-loop offers a fully collateralized digital currency, managed through AI-optimized portfolio strategies and decentralized community governance for enhanced treasury exposure.

• Other

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$

Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

• Contact for Pricing

Coinranking delivers live cryptocurrency prices, market capitalization, and trading volumes for coins and exchanges, offering investors up-to-date market insights.

• Free

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

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

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

Maimo is an AI workspace designed to streamline industry research by enabling users to save, analyze, and retrieve information from various sources like documents, webpages, and audio files.

• Freemium
• From 20$

3Commas offers a comprehensive suite of crypto trading bots and tools designed to automate strategies across multiple exchanges. Enhance your trading with DCA, GRID, and Signal bots, all within a secure, user-friendly platform.

• Freemium
• From 37$

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

Capitalise.ai allows traders to easily create, test, and automate trading scenarios using everyday English. It offers backtesting, simulated trading, smart notifications, and a strategies library, all without requiring coding.

• Free

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$

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$

Centauri AI offers a modern data processing and analytics solution tailored for alternative investments. It helps financial professionals efficiently manage and analyze complex financial data.

• Contact for Pricing

DocDelta utilizes AI to analyze SEC filings, transforming complex financial documents into actionable insights for investment professionals to track companies, detect risks, and monitor market movements.

• Freemium
• From 29$

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

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

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.

• Contact for Pricing

Chat2Invest is an AI-powered chatbot that assists users in making informed stock market investment decisions by providing technical and fundamental analysis.

• Paid
• From 10$

FluentPro delivers automated solutions for backing up, migrating, and managing Microsoft Project and other project portfolio data, optimizing project management processes while reducing risks and manual work.

• 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$

Tradestie offers real-time stock and cryptocurrency market insights by aggregating data from social media platforms like Reddit, Twitter, and StockTwits, alongside financial news and technical analysis. Discover trending assets, track market sentiment, and identify trading ideas.

• Freemium

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$

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.

• Contact for Pricing

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$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• 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

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

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$

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

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

ARMswap is a decentralized cross chain bridge platform that enables fast, secure, and seamless token transfers across more than 30 blockchain networks, optimizing decentralized finance (DeFi) interoperability.

• Other

MiPropertyPortal is a comprehensive property management software solution tailored for Canadian landlords and property managers, streamlining business operations, tenant management, and financial processes in one platform.

• Paid
• From 69$

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

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$

Morning Expert is an AI-powered personal news channel delivering customized briefings on business, finance, and technology, helping users stay informed by filtering out noise and focusing on relevant updates.

• Contact for Pricing

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$

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

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

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed decisions.

• Contact for Pricing

Tenant Turner delivers 24/7 automated lead management and leasing solutions for property managers, featuring centralized pre-qualification, scheduling, and secure access options at an affordable price.

• Paid
• From 65$

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

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

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$

Veritaseum enables seamless blockchain-based capital markets interactions through decentralized, peer-to-peer software solutions, allowing users to connect directly without intermediaries.

• Other

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

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$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$