Top AI tools for Portfolio Manager

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$

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$

Celoxis is an AI-powered project management and portfolio management software offering advanced analytics, resource optimization, and customizable dashboards for data-driven decision-making.

• Paid
• From 25$

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

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

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$

CoinLobster provides on-chain intelligence for cryptocurrency traders, offering real-time alerts, smart wallet leaderboards, and scam filters to help users follow profitable traders.

• Freemium
• From 10$

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$

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

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

AssetKing is an AI-driven asset management platform that provides diversified investment strategies across 12 investment options, making smart investing accessible to all investors regardless of experience level.

• Free

TrendEdge is an AI-driven platform that analyzes real-time social trends and alternative data to help investors identify market opportunities. It provides comprehensive market insights for smarter investment decisions.

• Paid
• From 39$

SAFIRE-IQ is an AI-powered debt collection and recovery platform designed for financial institutions, combining advanced automation with decades of banking expertise to streamline collections, reduce risk, and ensure compliance.

• Contact for Pricing

Coinfeeds provides custom AI agents for crypto exchanges, investment funds, and consumer apps, offering portfolio monitoring and personalized news feeds.

• Contact for Pricing

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

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$

Strike Money is an AI-powered stock analysis tool that provides real-time market insights, advanced charting capabilities, and data-driven recommendations for traders and investors.

• Freemium
• From 8$

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

• 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

Haystacks.AI provides data-driven solutions to solve inefficiencies in real estate investment, enabling users to achieve better returns.

• Contact for Pricing

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

ApeWisdom provides real-time tracking of trending stocks and cryptocurrencies, analyzing sentiment and mentions across popular Reddit and 4Chan boards.

• Free

Trade Brains is a comprehensive financial news platform providing stock market analysis, investment ideas, and business insights for Indian markets, helping investors make informed decisions.

• Other

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

TradeLens is an AI-powered trading journal platform that helps traders track trades, analyze performance, and optimize strategies with automated insights and emotional tagging for disciplined trading.

• Freemium
• From 9$

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

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

Short Interest Tracker provides real-time short interest data, cost to borrow rates, and share availability analytics to help traders identify potential short squeezes and capitalize on market movements.

• Freemium
• From 15$

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

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

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$

The Invest Nest is a comprehensive platform that enables real estate investors to search, track, and analyze property leads using advanced AI-driven data and workflow automation tools.

• 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

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

FinDusk is an advanced Web 3.0 analytics platform that helps users track crypto portfolios, analyze investments, and make data-driven decisions with features like AI-powered price forecasting, risk assessment, and price alerts.

• Free

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$

RunStocks offers a database of historical gap and run days for 8,000+ small-cap stocks since 2022, enabling traders to analyze market trends and make informed decisions. Access stock behavior analysis, key fundamentals, and historical performance data.

• Freemium
• From 35$

Trade Signal enables seamless automation of TradingView strategies into live trades on MT4/MT5, supporting multiple asset classes and eliminating manual trading errors.

• Freemium
• From 45$

The Print Edit provides creative coaching services and trend analysis for fashion and textile designers, focusing on sustainability and industry insights.

• Contact for Pricing

Tradespoon is an AI-powered trading platform that uses predictive analytics and real-time market data to help traders identify profitable stock opportunities with high accuracy.

• Freemium
• From 147$

Stoic is a crypto trading bot that automates portfolio management using advanced AI-driven strategies. It offers multiple strategies to suit different risk profiles and market conditions.

• Paid
• From 5$

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

• Contact for Pricing

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$

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$

Pepper is a cloud-native investment data platform that provides alternative asset managers with CRM, deal management, investment management, and analytics capabilities to optimize portfolio investments and ensure regulatory compliance.

• Contact for Pricing

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$

TradeReview is a comprehensive trading journal platform that helps traders log, analyze, and improve their trading performance across multiple asset classes with real-time analytics and mobile accessibility.

• Freemium
• From 15$