strategic portfolio management tools - AI tools

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

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

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$

Acuity PPM streamlines project portfolio management with a user-friendly interface, enabling organizations to track, prioritize, and manage resources effortlessly. Ditch spreadsheets and gain strategic visibility for smarter decision-making.

• 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$

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

• Free

SCOPY.ME is an AI-powered platform that helps businesses create comprehensive strategies in minutes using various frameworks and real-time market research.

• Freemium
• From 49$

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

OnePlan is an AI-powered solution that centralizes portfolio, financial, project, and resource management, enabling organizations to seamlessly align strategy with execution and make data-driven decisions.

• Freemium
• From 7$

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$