Top portfolio management AI tools

HouseCanary is an AI-driven real estate platform providing comprehensive property data, valuations, and analytics for 136M+ properties, helping professionals make smarter real estate decisions.

• Paid
• From 19$

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$

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

CryptoRobotics offers a comprehensive crypto trading platform with automated bots, including AI-driven strategies, copy trading, and signal features. Suitable for both novice and experienced traders, it aims to simplify and enhance portfolio growth.

• Freemium
• From 19$

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

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

Koble utilizes AI and proprietary algorithms to analyze vast public data, identifying promising early-stage startup investments and aiming to outperform the market.

• Free Trial
• From 495$

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

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

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

• Other

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

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$

AppFolio is an AI-powered property management platform that streamlines and automates real estate operations, offering comprehensive solutions for portfolio management, accounting, maintenance, and leasing.

• Contact for Pricing

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

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

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$

Affinity CRM is a relationship intelligence platform designed for private capital investors to source, manage, and close deals more effectively. It leverages AI and data to provide insights and drive investment decisions.

• Contact for Pricing

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

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

• Freemium
• From 180$

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

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

Anaqua provides comprehensive Intellectual Property (IP) management software and services solutions, tailored to meet specific business needs and drive success.

• Contact for Pricing

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

• Other

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$

Trader Bag is a multi-chain DeFi platform for managing crypto portfolios, copy-trading, and secure token transfers with built-in AML checks and smart money tracking.

• Freemium

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

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

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$

Cryptohopper is a cryptocurrency trading bot that automates trading, manages portfolios, and offers advanced tools like trailing features and AI trading.

• Freemium
• From 25$

3Commas offers a comprehensive suite of crypto trading bots and tools designed to automate strategies across multiple exchanges. Enhance your trading with DCA, GRID, and Signal bots, all within a secure, user-friendly platform.

• Freemium
• From 37$

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$

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

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

• Contact for Pricing

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

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

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

Quad Terminal is an all-in-one crypto platform offering AI-powered trading bots, multi-exchange smart trading, and portfolio tracking for traders of all levels.

• Freemium
• From 49$

ML Alpha provides AI-powered tools and insights for investors to make data-driven decisions and improve investment performance. Access AI scores, financial expert insights, and a collaborative community.

• Freemium
• From 30$

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

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$

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$

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

• Freemium
• From 29$
• API

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