Top AI tools for # investment tracking

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.

• Freemium
• From 3$

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

• Freemium
• From 180$

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

Technote offers a data-driven platform for analyzing R&D opportunities and strategically positioning organizations in global value chains. Access insights on market trends, competition, investments, and technology potential.

• Contact for Pricing

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

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$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

Polaris is an AI agent that tracks companies across hundreds of data points, delivering curated insights via email to help users make smarter business decisions.

• Freemium
• From 5$

My Stocks provides an easy platform for monitoring, tracking, and reporting real-time stock and cryptocurrency performance, profits, and losses, with free and premium features.

• Freemium
• From 5$

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

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