Top AI tools for Portfolio Manager

Mafin is an advanced AI model from Vectify AI, specializing in financial data analysis. It enhances investment research efficiency by providing accurate insights from up-to-date financial documents and real-time market data.

• Contact for Pricing

QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

• Free

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

SaaSquare is a specialized marketplace platform that facilitates the buying and selling of micro SaaS startups, offering integrated escrow services and AI-powered consulting for secure and efficient transactions.

• Usage Based

AlphaSense is an AI-powered market intelligence platform that combines advanced AI technology with extensive business content sources to help professionals make smarter strategic decisions. The platform analyzes millions of documents across earnings, broker research, expert calls, and company documents.

• Contact for Pricing

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

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$

QuoteMedia delivers real-time market data, advanced analytics, and financial research tools for businesses and investors seeking to enhance decision-making and engagement.

• Contact for Pricing

Quartr is an AI-powered financial research platform offering access to live earnings calls, real-time transcripts, company documents, and AI research tools for investors and financial professionals.

• Contact for Pricing

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$

Sentieo, now part of AlphaSense, was a financial intelligence platform designed for the investment management industry. It offered AI-powered search, monitoring, extraction, and summarization capabilities.

• Free Trial

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

ChainVision.io enables crypto traders to monitor performance, track favorite assets, and connect with others to optimize gains, all in one AI-driven platform.

• Other

Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• 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

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$

HODL it! is an AI-driven cryptocurrency investment platform that provides emotionless trading signals and portfolio management tools, combining technical analysis with social trading features.

• Freemium

Tango Analytics provides a connected suite of solutions using data and insights, including AI and predictive analytics, to help enterprises manage and optimize their real estate portfolios strategically and operationally.

• Contact for Pricing

HappyCo is an AI-powered platform for multifamily property management, offering centralized maintenance, asset management, and leasing & CRM solutions. Optimize operations, improve resident experiences, and increase efficiency across your portfolio.

• Contact for Pricing

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

• Freemium

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$

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$

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

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

Causa offers a causal ML platform to integrate AI-powered optimization into applications, enabling businesses to make data-driven decisions and improve outcomes.

• Contact for Pricing

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

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

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.

• Freemium
• From 19$

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$

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.

• Freemium
• From 10$

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

Ai Pro Trading Signal delivers AI-powered trading signals for Forex, Crypto, F&O, and Stocks via a mobile app, aiming to enhance profitability with automated bots and real-time analysis.

• Paid
• From 35$

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

• Contact for Pricing

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

Prospero.ai provides AI-powered analysis of institutional data and market movements, offering signal-driven stock picks and trend recognition to aid confident investment decisions.

• Free

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$

CoinStats is a comprehensive crypto portfolio tracker that allows users to manage cryptocurrencies, NFTs, and DeFi assets across multiple wallets and exchanges from a single platform, featuring AI-powered insights.

• Freemium
• From 14$

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

Workpath is an AI-powered platform designed for strategy execution, connecting overarching business goals with daily operations through frameworks like OKRs.

• Free Trial

Distill Intelligence uses AI to automate the tracking and summarization of news, updates, and insights across any company or industry, delivering personalized recaps and alerts directly to users’ inboxes.

• Paid
• From 59$