Top portfolio management AI tools

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

PoliticHook delivers real-time email alerts on congressional stock trades, leveraging GPT-powered OCR to decipher filings, helping investors potentially gain an edge.

• Freemium
• From 3$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

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$

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$

Quantum AI leverages quantum computing and AI to offer an advanced trading platform with automated trading features, real-time market analysis, and portfolio management.

• Freemium
• From 5$

Project Insight is an AI-powered project management software designed for growing companies to centralize work, streamline workflows, and make data-driven decisions.

• Freemium
• From 9$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

WideSky is a scalable platform using data analytics to monitor, optimize, and transform energy management for businesses, improving efficiency and reducing costs.

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Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

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Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$