Top AI tools for Portfolio Manager

OurCrowd is an AI-powered investment platform that provides access to exclusive private market deals, including pre-vetted startups, venture funds, and alternative assets for high net worth investors.

• Contact for Pricing

Is the US Stock Market Open provides live tracking of U.S. stock market hours, displaying current open/closed status for NYSE and Nasdaq with automatic updates based on trading schedules and holidays.

• Free

Backrr offers a powerful suite of AI-driven tools to help startups connect with investors, manage funding rounds, and showcase growth, while providing investors with robust deal sourcing and portfolio management capabilities.

• Freemium
• From 20$

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$

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• Other

Rock-West is a regulated CFD broker offering transparent trading on forex, crypto, indices, and commodities via true A-Book execution with zero conflict of interest and raw spreads from 0 pips.

• Other

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

HODL it! is an AI-driven cryptocurrency investment platform that provides emotionless trading signals and portfolio management tools, combining technical analysis with social trading features.

• Freemium

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Tradebreath is an AI-powered backtesting platform that enables traders to simulate strategies across 700+ assets, with advanced analytics and AI strategy optimization. It supports users at all levels to boost trading confidence and performance.

• Freemium
• From 6$

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.

• Free

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

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$

3Commas offers a comprehensive suite of crypto trading bots and tools designed to automate strategies across multiple exchanges. Enhance your trading with DCA, GRID, and Signal bots, all within a secure, user-friendly platform.

• Freemium
• From 37$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Goyzer is an advanced AI-driven real estate management software designed for brokers, developers, and property managers to automate workflows, improve lead conversions, and optimize portfolio performance from a single platform.

• Contact for Pricing

Mainlend provides comprehensive loan management software with an automated decision engine and loan product builder to streamline lending processes from application to servicing, offering a digital lending platform for businesses.

• Contact for Pricing

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

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

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$

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

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

• Contact for Pricing

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

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$

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

Galileo FX provides traders with a fully automated trading bot, featuring over 500 backtested strategies, transparent performance metrics, and total user control over execution and risk. With a one-time license and support for 400+ brokers, users can test and deploy custom or preconfigured trading strategies with confidence.

• Pay Once

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

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

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

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

• Freemium

Broadwalk is an AI-powered intelligence platform that aggregates and analyzes data from 50+ sources to provide real-time insights, sentiment tracking, and financial analytics for professional investors.

• Freemium
• From 49$

Traders Insight is an all-in-one market research platform providing real-time SEC filings, stock screening, and AI-powered insights to help traders make faster, informed decisions.

• Freemium
• From 42$

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

Finster is an AI-powered tool designed for investment analysts. It accelerates research by rapidly gathering, citing, and presenting financial data, enabling faster, more informed decisions.

• Contact for Pricing

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

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

AimFX is an AI-powered trade copier tool that enables seamless synchronization of trades across Sierra Chart, NinjaTrader 8, MetaTrader 4, and MetaTrader 5 platforms with 10 ms latency.

• Freemium
• From 5$

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$

Smart Stop Loss and Target Finder is an AI tool that analyzes stock market data to calculate optimal stop-loss and target prices based on user-defined risk-to-reward ratios, helping traders manage risk effectively.

• Other

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

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$

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

Altrady is an AI-powered cryptocurrency trading platform that automates swing trading strategies across 18+ exchanges, helping traders reduce screen time while maximizing profits through smart automation and portfolio management tools.

• Freemium
• From 20$

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

Equities Lab is an advanced investment research platform that provides tools for stock screening, backtesting, and portfolio simulation using comprehensive financial data to help investors make informed decisions.

• Free Trial

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

• Freemium

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

Sevanta Dealflow is an AI-enhanced platform that streamlines venture capital investment operations from deal entry to portfolio exit, leveraging a private LLM to automate deal logging and document management.

• Contact for Pricing

StockNews.AI monitors and analyzes financial articles in real-time, providing actionable insights and alerts to help users save time and make informed decisions.

• Paid
• From 25$

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing