Top AI tools for Portfolio Manager

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

• Contact for Pricing

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.

• Freemium

BrightWork 365 is a comprehensive project and portfolio management software that integrates with Microsoft 365, providing teams with configurable templates, real-time dashboards, and centralized collaboration tools for improved project visibility and outcomes.

• Freemium
• From 11$

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$

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

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

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

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

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$

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

Cleopatra Enterprise is an integrated software solution for capital project management and shutdown/turnaround operations, designed to help organizations deliver projects safely, on time, and within budget through comprehensive lifecycle support.

• 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

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

Strike Money is an AI-powered stock analysis tool that provides real-time market insights, advanced charting capabilities, and data-driven recommendations for traders and investors.

• Freemium
• From 8$

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$

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

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

• Contact for Pricing

AI Trading Predictor leverages artificial intelligence to analyze market trends and provide actionable insights. Visualize data and enhance your trading strategy across stocks, crypto, and commodities.

• Free

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

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$

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$

Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

Dash 2 Trade offers automated crypto trading tools, including DCA and Grid bots, copy trading, and market signals. Access powerful features to optimize your trading strategies in both bull and bear markets.

• Freemium
• From 10$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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$

SAFIRE-IQ is an AI-powered debt collection and recovery platform designed for financial institutions, combining advanced automation with decades of banking expertise to streamline collections, reduce risk, and ensure compliance.

• Contact for Pricing

Tradebacon is a social trading platform that connects users with friends and family to share trading activities and performance data from their brokerage accounts.

• Other

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

IFA-Planet is a comprehensive mutual fund software platform designed specifically for Mutual Fund Distributors and IFAs, offering client management, portfolio analysis, and real-time reporting tools to streamline advisory business operations.

• Free Trial

StoicFX is a trading platform offering access to global markets with competitive conditions, advanced technology, and comprehensive educational support for traders of all experience levels.

• Other

Flanks is a modular wealthtech platform that aggregates, enriches, and standardizes wealth data from multiple sources, enabling AI-driven insights and streamlined wealth management for financial professionals.

• Contact for Pricing

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

• Contact for Pricing

Trade Brains is a comprehensive financial news platform providing stock market analysis, investment ideas, and business insights for Indian markets, helping investors make informed decisions.

• Other

Triskell is an Enterprise Project Portfolio Management (PPM) software that integrates strategic planning, resource management, and project execution in a unified platform to improve visibility, decision-making, and value delivery across organizations.

• Contact for Pricing

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

DipSway provides automated AI crypto trading bots requiring zero configuration. It leverages proprietary AI models and technical indicators to analyze markets and execute trades automatically on user exchanges.

• Free Trial
• From 64$

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

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$

HappyCo is an AI-powered platform for multifamily property management, offering centralized maintenance, asset management, and leasing & CRM solutions. Optimize operations, improve resident experiences, and increase efficiency across your portfolio.

• Contact for Pricing

Saxo is a comprehensive financial platform offering both simple investing and advanced trading tools with AI-driven market analysis, stock lending, and professional trading capabilities.

• Other

Edda is an AI-powered investment management platform that centralizes dealflow, portfolio management, CRM, and investor portal functions for venture capital and private equity firms, helping investors manage over $170B in assets across 40 countries.

• Contact for Pricing

Immediate Edge UK is a cryptocurrency trading platform offering advanced charts, real-time market reports, and educational resources to help traders make informed decisions. It provides a secure and customizable trading experience for both beginners and experienced traders.

• Free

Opxni leverages advanced analytics and machine learning to transform complex financial market data into actionable insights for strategic investing and trading decisions.

• Contact for Pricing

MiPropertyPortal is a comprehensive property management software solution tailored for Canadian landlords and property managers, streamlining business operations, tenant management, and financial processes in one platform.

• Paid
• From 69$

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

TradingEdge.Pro specializes in creating and testing automated investment strategies, providing proven solutions for effective investment decisions with free strategy test results.

• Free

TradeLens is an AI-powered trading journal platform that helps traders track trades, analyze performance, and optimize strategies with automated insights and emotional tagging for disciplined trading.

• Freemium
• From 9$

ApeWisdom provides real-time tracking of trending stocks and cryptocurrencies, analyzing sentiment and mentions across popular Reddit and 4Chan boards.

• Free

Fear Greed Index provides a clean and simple view of market fear and greed across crypto, stocks, and broader sentiment, with historical trend charts.

• Free