Top AI tools for Portfolio Manager

Broadwalk is an AI-powered intelligence platform that aggregates and analyzes data from 50+ sources to provide real-time insights, sentiment tracking, and financial analytics for professional investors.

• Freemium
• 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

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

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

Compoundeer is an AI-powered investment platform offering discounted cash flow (DCF) analysis and stock screening tools for intelligent investors.

• Other

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

• Freemium

Equities Lab is an advanced investment research platform that provides tools for stock screening, backtesting, and portfolio simulation using comprehensive financial data to help investors make informed decisions.

• Free Trial

Traze is a regulated trading platform offering CFD and forex trading with access to 120+ instruments including metals, forex, cryptocurrency, shares, commodities, and indices through MT4, MT5, and mobile apps.

• Other

TradeLogger is an AI-powered trading journal that analyzes trading screenshots to provide instant insights, performance analytics, and personalized coaching for traders.

• Free Trial
• From 20$

ChoiceTrade is a regulated U.S. brokerage offering commission-free trading on stocks and ETFs with advanced tools for active traders and API-driven solutions for fintech partners.

• Contact for Pricing

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Distill Intelligence uses AI to automate the tracking and summarization of news, updates, and insights across any company or industry, delivering personalized recaps and alerts directly to users’ inboxes.

• Paid
• From 59$

Gainify provides AI-powered stock research and market intelligence, leveraging institutional-grade S&P Global data and expert-verified valuations to help investors identify opportunities.

• Free

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

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

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

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$

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$

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$

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.

• Free

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$

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

CarinaBot is an AI-powered algorithmic trading robot that automatically analyzes markets and executes trades on your external trading account, offering a risk-free trial period with performance-based pricing.

• Usage Based

FXStreet provides real-time forex market analysis, news, charts, and educational resources for traders and investors, leveraging AI-powered tools for technical analysis and market forecasting.

• Free

Lendlord is an all-in-one AI-powered platform for property investors and landlords to find, analyze, manage, and finance real estate investments with comprehensive tools and data.

• Freemium
• From 12$

Stonk Tracker leverages AI to help investors discover stocks aligned with their investment strategies by utilizing natural language search and live data.

• Free

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

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

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.

• Free

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$

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$

XRP Profit Calculator is an advanced online tool that enables cryptocurrency investors to instantly determine profit and returns from XRP investments using real-time price data and customizable scenarios.

• Free

Marketgenius is a free stock-market platform offering color-coded heatmaps, in-depth stock data, and built-in financial calculators for smart investing.

• Free

Thinknum is an alternative data platform that helps investors and businesses track company activity by scouring the web for actionable insights such as job listings, store locations, product pricing, and more.

• Contact for Pricing

PoliticHook delivers real-time email alerts on congressional stock trades, leveraging GPT-powered OCR to decipher filings, helping investors potentially gain an edge.

• Freemium
• From 3$

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

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

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

Proggio is an AI-powered project portfolio management platform that transforms project goals into actionable timelines through conversational AI and intelligent agents, offering seamless integration with tools like Monday.com and Jira.

• Freemium
• From 9$

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

• Contact for Pricing

Dow Jones delivers premium business news, market data, and AI-driven analytics to help professionals and organizations manage risk, drive growth, and make informed decisions.

• Contact for Pricing

Oddup is an AI-powered data and insight platform that helps users research startups, cryptocurrencies, forex markets, and stocks to uncover prime investment opportunities across various sectors and global locations.

• Freemium
• From 29$

HomePortfolio is an AI-powered property intelligence platform that provides real-time UK property data insights, including valuations, market trends, investment potential, flood risk, crime rates, and school quality analysis.

• Freemium
• From 28$

Odesis provides an AI-powered automated trading system for cryptocurrencies, designed to execute trades emotionlessly and save users time. It connects to exchanges, operates 24/7, and offers various strategies based on risk tolerance.

• Free Trial

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

DrugPatentWatch offers comprehensive biopharmaceutical intelligence, including global drug patent data, clinical trials, litigation tracking, and market insights. Utilize its AI research assistant for authoritative, cited information to inform strategic decisions.

• Free Trial
• From 595$

Fortuna AI is an AI assistant that helps investors manage cryptocurrency portfolios with data-driven trust scores, portfolio guidance, news reviews, and alerts to reduce risk and improve investment success.

• Freemium

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

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$