Top AI tools for Portfolio Manager

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Veritaseum enables seamless blockchain-based capital markets interactions through decentralized, peer-to-peer software solutions, allowing users to connect directly without intermediaries.

• Other

Investiment.io is a platform that uses generative AI to analyze news, earnings calls, and financial data, helping traders make informed decisions.

• Free

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

MultiCharts is a powerful trading platform that enables users to design, backtest, and automate high-performance trading strategies with advanced charting and simulation tools. Supporting integration with industry-leading brokers and a variety of programming languages, it is trusted by professional traders worldwide.

• Freemium

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

QuoteMedia delivers real-time market data, advanced analytics, and financial research tools for businesses and investors seeking to enhance decision-making and engagement.

• Contact for Pricing

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

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

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

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

• Other

ARMswap is a decentralized cross chain bridge platform that enables fast, secure, and seamless token transfers across more than 30 blockchain networks, optimizing decentralized finance (DeFi) interoperability.

• Other

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$

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

ASCN.ai is a comprehensive crypto AI assistant that provides instant analysis, market insights, and real-time data for cryptocurrency trading and investment decisions.

• Paid
• From 29$

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

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

• Contact for Pricing

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

• Freemium

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$

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

Acuity PPM streamlines project portfolio management with a user-friendly interface, enabling organizations to track, prioritize, and manage resources effortlessly. Ditch spreadsheets and gain strategic visibility for smarter decision-making.

• Paid

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

Pattern Vista offers AI-powered stock chart pattern recognition, automatically scanning markets like the S&P 500 and Nasdaq 100 daily to identify trading opportunities based on classic and advanced patterns.

• Free Trial

CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.

• Paid
• From 18$

Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

• Contact for Pricing

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$

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

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

CoinSwitch is a leading cryptocurrency trading platform in India, offering advanced spot and futures trading, personalized services, and access to over 300 cryptocurrencies.

• Other

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

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$

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

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

ML Alpha provides AI-powered tools and insights for investors to make data-driven decisions and improve investment performance. Access AI scores, financial expert insights, and a collaborative community.

• Freemium
• From 30$

Trade Ideas provides AI-powered trade signals and tools to identify high-momentum stocks and optimize trading strategies. It helps traders catch market movers with precision.

• Freemium
• From 89$

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

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

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

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing