Top AI tools for Portfolio Manager

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

Webull is a comprehensive online brokerage platform offering commission-free trading of stocks, ETFs, options, and cryptocurrencies with advanced charting tools, extended trading hours, and multiple account types.

• Free

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

XER Schedule Toolkit is a cloud-based AI-powered project scheduling solution that enables teams to view, analyze, and share Primavera P6 and Microsoft Project files, saving time and improving project management efficiency.

• Freemium
• From 40$

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

TakeProfit is a trading platform offering flexible workspaces, advanced charting, custom indicators, cloud alerts, screeners, and financial data for active traders.

• Freemium

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$

The Invest Nest is a comprehensive platform that enables real estate investors to search, track, and analyze property leads using advanced AI-driven data and workflow automation tools.

• Freemium
• From 30$

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

• Contact for Pricing

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

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$

Choice India is a full-service stockbroker offering a comprehensive investment platform for stocks, F&O, commodities, IPOs, mutual funds, and more, backed by expert research and advanced trading tools.

• Free

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$

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

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Edgen is an AI-powered investment platform that provides real-time stock picks, market signals, and trading alerts for US stocks, Hong Kong stocks, and cryptocurrency markets using institutional-grade analytics.

• Free Trial
• From 17$

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

Webmaster.Ninja is a comprehensive website monitoring platform that tracks website downtime, domain expiration, SSL certificates, email blacklists, and website speed to help website investors manage their portfolios efficiently.

• Freemium
• From 5$

Gearco Cloud Property Management Systems offers a comprehensive, AI-powered platform for managing hotels, extended stay properties, vacation rentals, and self-storage facilities. It streamlines daily operations, improves revenue generation, and automates business processes for properties of all sizes.

• Other

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$

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

Nansen is a blockchain analytics platform offering real-time on-chain data, wallet labeling, portfolio tracking, and smart alerts for crypto investors and teams.

• Freemium

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

TokenGrower enables users to compare and discover the highest and safest DeFi staking and farming returns by analyzing thousands of protocols across the crypto landscape.

• Freemium

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

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

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

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

StonkJournal is a comprehensive, fast, and easy-to-use trading journal designed to integrate into daily trading workflows with zero barriers to entry, supporting multiple asset classes.

• Free

REDA is a scalable, cloud-based platform that centralizes real estate operations, automating processes from property management and CRM to accounting and analytics for streamlined management and growth.

• Paid
• From 85$

Fundra is an advanced platform that streamlines fund management, automates LP reporting, and delivers actionable portfolio insights using AI. Designed for venture fund managers, it eliminates manual processes and centralizes all your fund data for efficient, data-driven decision-making.

• Paid
• From 550$

Wheelhouse is a performant and highly customizable AI-powered platform designed for scaling hospitality operators, offering dynamic pricing, dynamic sets, performance analytics, and reporting tools to maximize revenue and growth.

• Freemium
• From 13$

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

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

Astral is a private AI platform designed specifically for family offices, helping them deploy secure AI solutions across due diligence, risk management, reporting, and investment analytics to transform operational workflows.

• 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

Generated Assets uses AI to help users search for stocks and ETFs, build and refine custom portfolios, and compare them against the S&P 500 for educational analysis.

• Free

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Slider Revolution is an advanced WordPress plugin that enables users to craft visually captivating websites, sliders, and animations without coding expertise. Offering a rich library of templates and real-time visual editing, it accelerates web design for professionals and beginners alike.

• Paid
• From 3$

StealthEX is a non-custodial cryptocurrency exchange enabling instant, private swaps among 1400+ digital assets with no registration or account required.

• Other

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

• Free

Exaptive is an AI-powered platform that combines network science, data science, and AI to help knowledge brokers and organizations discover hidden connections, bridge silos, and drive innovation through data-driven models and collaborative environments.

• Free Trial

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

Antura is a comprehensive and user-friendly Project, Portfolio, and Resource Management (PPM) software that enables organizations to manage projects, analyze portfolios, and plan resources with intuitive tools and high security.

• Contact for Pricing

CSS Impact provides enterprise-level automated debt collection and financial management solutions utilizing advanced AI-powered digital collection agents for enhanced efficiency and compliance.

• Contact for Pricing

FinSenty is an AI-driven market sentiment analysis platform that provides daily sentiment scores and indicators for both traditional financial markets and cryptocurrency assets, helping traders and investors make data-driven decisions.

• Paid
• From 33$

Cora is a project portfolio management (PPM) software for large enterprises to reduce costs, improve margins, and gain visibility across projects and portfolios.

• 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$