Top AI tools for Portfolio Manager

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

Goyzer is an advanced AI-driven real estate management software designed for brokers, developers, and property managers to automate workflows, improve lead conversions, and optimize portfolio performance from a single platform.

• 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

StockHero is an AI-powered stock trading bot platform offering automated trading strategies and a high win rate for users of all experience levels. Access preset bots or customize your own to trade intelligently.

• Paid
• 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

AlphaStreet delivers AI-driven market intelligence and investor services, featuring live event streaming, financial data feeds, and corporate solutions.

• Contact for Pricing

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$

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

Gearco Cloud Property Management Systems offers a comprehensive, AI-powered platform for managing hotels, extended stay properties, vacation rentals, and self-storage facilities. It streamlines daily operations, improves revenue generation, and automates business processes for properties of all sizes.

• 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$

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$

Weave.AI is an agentic, GenAI-powered SaaS platform designed for automating risk management, compliance, and due diligence processes across various organizational levels.

• Contact for Pricing

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

• Paid
• From 25$

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

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$

TradesViz is an advanced online trading journal offering AI-powered analytics, trade simulation, and in-depth performance tracking to help traders improve their strategies and find their edge across stocks, options, futures, forex, and crypto.

• Freemium
• From 20$

StockPriceAlerts delivers near real-time notifications for U.S. stock price movements, enabling investors to set custom alerts and make informed trading decisions.

• Other

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$

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$

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

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

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$

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

• Free

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

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

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• 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

Pilot Trading is an AI-powered app that uses advanced order book analysis and mathematical psychology to predict market shifts and provide real-time trading alerts.

• Free Trial
• From 20$

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• 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

Scorehood is an AI-driven cryptocurrency analysis tool providing real-time trading signals and insights for 76 high-market-cap coins, helping traders make informed decisions.

• Free Trial

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

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$

Cryptohopper is a cryptocurrency trading bot that automates trading, manages portfolios, and offers advanced tools like trailing features and AI trading.

• Freemium
• From 25$

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

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

• Free Trial

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

• Other

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

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

• 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

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$

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

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

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

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.

• Contact for Pricing

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

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

Quad Terminal is an all-in-one crypto platform offering AI-powered trading bots, multi-exchange smart trading, and portfolio tracking for traders of all levels.

• Freemium
• From 49$

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

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing