Top portfolio management AI tools

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

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

Capital Companion is an AI-powered trading assistant that provides instant technical analysis, trend predictions, and market insights for US stock trading, offering both free and premium features.

• Freemium
• From 10$

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Bloks is an AI-powered platform designed specifically for venture capital teams, automating CRM management, note-taking, and reporting tasks while providing intelligent meeting briefs and data analysis.

• Freemium
• From 19$

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

SQOR is an AI-powered business intelligence platform that transforms SaaS data into actionable insights, featuring the Execution Score Algorithm (ESA) for monitoring performance across tools, divisions, and company levels.

• Free Trial
• From 199$

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.

• Contact for Pricing

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$

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$

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$

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$

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

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

• Freemium
• From 180$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• Contact for Pricing

Leni is an AI-powered platform for real estate that provides data aggregation, analytics, and AI-driven optimization for rental portfolios. It helps owners and operators make data-driven decisions to maximize returns.

• Contact for Pricing

Smartsheet is a dynamic work management platform that empowers teams to manage projects, automate workflows, and build solutions at scale. It offers a comprehensive suite of tools for enhanced collaboration, security, and productivity.

• Paid
• From 9$

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

• Freemium