investment portfolio management software - AI tools

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

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

• Freemium
• From 180$

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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

StockPenguins was an AI-driven platform for tracking, analyzing, and optimizing investment portfolios, providing tools to help users manage their investments effectively.

• Other

PrimeInvestor offers professional Portfolio Management Services (PMS) with multi-asset strategies, comprehensive portfolio reviews, and research-driven investment solutions for long-term wealth creation.

• Contact for Pricing

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$

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

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

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

• Free

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

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

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

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

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

ABC Quant offers advanced risk analytics and portfolio management software, including Risk Shell, for hedge funds, family offices, and institutional investors since 2005.

• Contact for Pricing

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Shrimpy is a crypto portfolio management platform enabling users to connect exchanges, automate trading strategies like rebalancing, track performance, and backtest strategies.

• Freemium
• From 19$

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

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$

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

AlgosOne utilizes advanced AI machine-learning technology for automated trading across crypto, forex, and stock markets, aiming to generate profits with enhanced security and risk management.

• 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

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