Top AI tools for Portfolio Manager

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

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

Forex Tool Store offers a diverse selection of AI-powered Expert Advisors (EAs) and advanced indicators for MetaTrader 4 and 5, designed to automate trading, enhance performance, and suit traders of any experience level.

• Freemium

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$

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

Sooper is an AI-powered investment platform that analyzes equity portfolios using advanced algorithms to optimize returns versus risk through personalized direct indexing and detailed portfolio analysis.

• Contact for Pricing

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

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

• Free

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

Quad Terminal is an all-in-one crypto platform offering AI-powered trading bots, multi-exchange smart trading, and portfolio tracking for traders of all levels.

• Freemium
• From 49$

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

Autovate combines copy trading and TradingView strategy automation to help traders automate their strategies and improve results.

• Paid
• From 35$

Dhanarthi is an AI-powered stock analysis platform that simplifies fundamental analysis of Indian stocks, providing instant insights from financial reports, stock screening, and real-time market data to help investors make confident decisions.

• Freemium
• From 2$

TradeSearcher is an AI-powered platform for traders to discover and analyze over 100,000 TradingView strategies and backtests. It helps users find optimal trading strategies for cryptocurrencies, stocks, and forex, saving research time.

• Freemium
• From 29$

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

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

AntSignals is an AI-powered trading journal platform that helps traders automate trade tracking, generate advanced reports, visualize trades with charts, identify patterns and mistakes, and improve trading consistency through detailed analysis and insights.

• Freemium
• From 13$

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

Palance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.

• Freemium

Coinranking delivers live cryptocurrency prices, market capitalization, and trading volumes for coins and exchanges, offering investors up-to-date market insights.

• Free

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

Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.

• Freemium

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

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

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

LYNX is a comprehensive online brokerage platform offering access to global markets, advanced trading software, and educational resources for investors of all experience levels.

• Contact for Pricing

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

• Other

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Quantum AI leverages quantum computing and AI to offer an advanced trading platform with automated trading features, real-time market analysis, and portfolio management.

• Freemium
• From 5$

Augur Infinity is an AI-driven platform offering financial analytics and visualization for investors. It provides insights into economic growth, inflation, and yield curves across numerous economies using big data.

• 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

Macroaxis is an AI-powered investment advisory service that helps investors build and optimize portfolios with affordable technology.

• Other

Equidam is an AI-powered startup valuation platform that provides defensible, benchmarked, and investor-ready valuation reports in under one hour using five valuation methods and real market data.

• Pay Once

Recap is a UK-based crypto tax software that helps investors track their cryptocurrency portfolio and automatically calculate capital gains and income taxes compliant with HMRC regulations.

• Freemium
• From 10$

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$

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed decisions.

• Contact for Pricing

Compound Real Estate Bonds offers fixed-income savings bonds with 8.5% APY returns, backed by real estate assets and U.S. Treasuries, featuring daily interest compounding and no lock-in periods.

• Other

Gextron is an AI-powered platform that provides market-implied price targets and key support/resistance levels for stocks and ETFs using real-time options and equities data.

• Freemium
• From 25$

Reporto is an AI-powered platform that provides instant insights, summaries, and analysis of corporate earnings reports using advanced AI technology.

• 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

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$

Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.

• Paid
• From 19$

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium