Top AI Tools for

📁 Portfolio Manager (201 ai tools)

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

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

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

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

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

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

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

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$

Ai Pro Trading Signal delivers AI-powered trading signals for Forex, Crypto, F&O, and Stocks via a mobile app, aiming to enhance profitability with automated bots and real-time analysis.

• Paid
• From 35$

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

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$

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$

HappyCo is an AI-powered platform for multifamily property management, offering centralized maintenance, asset management, and leasing & CRM solutions. Optimize operations, improve resident experiences, and increase efficiency across your portfolio.

• Contact for Pricing

Rose AI is an intuitive platform for financial professionals, simplifying data discovery, analysis, and visualization using advanced language models. It ensures data traceability and transforms complex data into actionable insights.

• Contact for Pricing

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing

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

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

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

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

• Paid
• From 15$

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

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

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$

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$

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

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$

Causa offers a causal ML platform to integrate AI-powered optimization into applications, enabling businesses to make data-driven decisions and improve outcomes.

• Contact for Pricing

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

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

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

• Other

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

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

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$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

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

• Free

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$

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

CryptoRobotics offers a comprehensive crypto trading platform with automated bots, including AI-driven strategies, copy trading, and signal features. Suitable for both novice and experienced traders, it aims to simplify and enhance portfolio growth.

• Freemium
• From 19$

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

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

Auto Market Scanner is a tool for stock and crypto traders to scan markets using custom strategies and live data.

• Free Trial
• From 10$

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.

• Freemium
• From 10$

Sentieo, now part of AlphaSense, was a financial intelligence platform designed for the investment management industry. It offered AI-powered search, monitoring, extraction, and summarization capabilities.

• Free Trial

Dash 2 Trade offers automated crypto trading tools, including DCA and Grid bots, copy trading, and market signals. Access powerful features to optimize your trading strategies in both bull and bear markets.

• Freemium
• From 10$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

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

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