investor portfolio management tool - 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$

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$

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$

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

• Free

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

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

• Freemium
• From 180$

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

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

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$

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

Investorean is a premium stock filter and capital markets analytics platform offering broker-specific insights to enhance investment decisions for retail investors.

• Freemium
• From 10$

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

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$

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

• Other

Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.

• Freemium
• From 19$

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

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$

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• Other

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

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

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

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$

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

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

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

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$

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial