Top AI tools for Portfolio Manager

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• Freemium
• From 50$

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

• Paid
• From 15$

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

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$

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Trader Bag is a multi-chain DeFi platform for managing crypto portfolios, copy-trading, and secure token transfers with built-in AML checks and smart money tracking.

• Freemium

CSS Impact provides enterprise-level automated debt collection and financial management solutions utilizing advanced AI-powered digital collection agents for enhanced efficiency and compliance.

• Contact for Pricing

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$

Splore leverages AI to centralize data, automate extraction, and accelerate decision-making for alternative asset managers, enhancing productivity and operational efficiency.

• 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$

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$

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$

Maasai is a unified platform designed to streamline the buying and selling of startups across Africa, offering expert M&A support, financial tools, and CRM functionalities for founders, buyers, and portfolio managers.

• Free

Track 'n Trade offers award-winning trading platforms for futures, stocks, ETFs, and options, featuring AI-driven auto-pilot capabilities and a visual, drag-and-drop interface for intuitive trading.

• Free Trial

Fundra is an advanced platform that streamlines fund management, automates LP reporting, and delivers actionable portfolio insights using AI. Designed for venture fund managers, it eliminates manual processes and centralizes all your fund data for efficient, data-driven decision-making.

• Paid
• From 550$

TokenGrower enables users to compare and discover the highest and safest DeFi staking and farming returns by analyzing thousands of protocols across the crypto landscape.

• Freemium

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$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

TradeBotBuilder (TBB) by 10XTraders.AI is a platform for creating, testing, fine-tuning, and deploying fully custom trading bots for major cryptocurrency exchanges.

• Contact for Pricing

Strike Market leverages alternative data and analytics to provide real-time stock market insights, discover high-potential stocks, and monitor company trends with advanced data-driven tools.

• Freemium

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$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Bitsleader is an AI-powered crypto trading bot designed for automated portfolio management, helping traders maximize profits and reduce risk in cryptocurrency markets.

• Paid
• From 12$

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

Finster is an AI-powered tool designed for investment analysts. It accelerates research by rapidly gathering, citing, and presenting financial data, enabling faster, more informed decisions.

• Contact for Pricing

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

CryptoSignalAPP provides AI-powered cryptocurrency trading signals, trend monitoring, and market alerts to assist traders in making profitable decisions.

• Freemium

Wallet Finder.ai is an advanced DeFi analytics platform that empowers cryptocurrency traders to discover, analyze, and copy the strategies of top-performing blockchain wallets in real time.

• Freemium
• From 37$

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

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

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

Slider Revolution is an advanced WordPress plugin that enables users to craft visually captivating websites, sliders, and animations without coding expertise. Offering a rich library of templates and real-time visual editing, it accelerates web design for professionals and beginners alike.

• Paid
• From 3$

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

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

Amsflow leverages AI-powered tools to simplify and supercharge financial analysis, empowering teams and individuals to analyze global markets, spot anomalies, and identify trends across all major assets.

• Free Trial

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

Project Insight is an AI-powered project management software designed for growing companies to centralize work, streamline workflows, and make data-driven decisions.

• Freemium
• From 9$

ChainVision.io enables crypto traders to monitor performance, track favorite assets, and connect with others to optimize gains, all in one AI-driven platform.

• Other

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$

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

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$

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

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

• Other

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

Tango Analytics provides a connected suite of solutions using data and insights, including AI and predictive analytics, to help enterprises manage and optimize their real estate portfolios strategically and operationally.

• Contact for Pricing

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$