Top AI tools for Portfolio Manager

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

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

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

AI Trader's Assistant is an AI-powered tool designed for forex traders, providing trend predictions for the EUR/USD currency pair across various timeframes.

• Freemium
• From 20$

ABC Quant offers advanced risk analytics and portfolio management software, including Risk Shell, for hedge funds, family offices, and institutional investors since 2005.

• Contact for Pricing

Deltaray Research provides a suite of options trading tools for retail and institutional traders, including backtesting with MesoSim, live trading with MesoLive, and enterprise solutions with FundPro.

• Freemium
• From 83$

Bizzdesign is an AI-assisted enterprise transformation SaaS platform that helps organizations plan, design, and govern complex change by creating shared visibility between business and IT teams.

• 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

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$

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

Mynd provides tech-driven, full-service property management solutions for real estate investors, leveraging AI-powered tools and human expertise to streamline operations, maximize returns, and ensure transparency across portfolios.

• Contact for Pricing

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

Built is an AI-powered platform that streamlines construction loan administration, deal management, and construction financials for banks, private credit, owners, developers, and general contractors.

• Contact for Pricing

Streitwise is a real estate investment company offering access to commercial real estate through a non-traded equity REIT, providing passive income opportunities with tax advantages and professional management.

• Contact for Pricing

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

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$

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

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$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

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

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

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

• Contact for Pricing

Chat2Invest is an AI-powered chatbot that assists users in making informed stock market investment decisions by providing technical and fundamental analysis.

• Paid
• From 10$

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

DYOR AI is an AI platform for crypto investors, offering tools to audit blockchain projects, smart contracts, and tokens for safety and viability.

• Contact for Pricing

Building is an AI-powered platform that helps property owners organize, verify, and deliver asset data to keep portfolios finance-ready across their lifecycle through digital twins, tokenization, and centralized data rooms.

• Contact for Pricing

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.

• Contact for Pricing

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$

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

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

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

Street Solutions, Inc. provides SaaS solutions for secondary loan market participants to finance, buy, manage, and sell residential whole loans through automated, streamlined processes.

• Contact for Pricing

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

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

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

Theory A provides an advanced investment research platform that combines options chain data with fundamental analysis, offering deep insights for value investors. Its hybrid analysis tools reveal hidden market patterns and support both short-term and long-term investment strategies.

• Freemium
• From 30$

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

BestETF.net is an AI-powered platform that helps investors find, screen, and compare ETFs across various categories like AI, Bitcoin, Gold, and Semiconductors, offering tools for performance analysis and overlap detection.

• Other

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$

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$

Burokku offers an advanced, customizable Web3 dashboard that aggregates on-chain and off-chain data, allowing users to track wallets, NFTs, token prices, and receive AI-curated feeds tailored to their preferences.

• Other

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$

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

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

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

• Free

Fileinbox enables professionals to create custom, secure file upload portals for receiving large files from clients, with automatic organization and cloud storage integration.

• Freemium
• 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

Optii Solutions is an AI-powered platform designed to automate and predict hotel operations, enhancing efficiency across housekeeping, maintenance, service, and communication.

• Contact for Pricing

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$