Top AI tools for # portfolio management

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

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

• Freemium
• From 180$

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

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$

Immediate Edge UK is a cryptocurrency trading platform offering advanced charts, real-time market reports, and educational resources to help traders make informed decisions. It provides a secure and customizable trading experience for both beginners and experienced traders.

• Free

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

Kryll simplifies Web3 investments with advanced AI tools that provide clear, actionable advice on cryptocurrencies. It offers features like portfolio tracking, token analysis, and smart money tracking to help users make informed decisions.

• Free

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$

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

DipSway provides automated AI crypto trading bots requiring zero configuration. It leverages proprietary AI models and technical indicators to analyze markets and execute trades automatically on user exchanges.

• Free Trial
• From 64$

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

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

Forecast is an AI-powered project and resource management platform designed to help businesses plan, execute, and track projects efficiently, providing clear visibility across operations.

• 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$

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.

• Free Trial

AlgosOne utilizes advanced AI machine-learning technology for automated trading across crypto, forex, and stock markets, aiming to generate profits with enhanced security and risk management.

• 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$

Weave.AI is an agentic, GenAI-powered SaaS platform designed for automating risk management, compliance, and due diligence processes across various organizational levels.

• 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

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

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

• Contact for Pricing

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

Token Metrics provides AI-driven cryptocurrency investment research and analytics to help users identify potential opportunities and make informed trading decisions.

• Freemium
• From 40$

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

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$

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$

Bryckel is an AI-powered platform designed for real estate teams to automate lease abstraction and document analysis, helping mitigate risks and improve insights.

• Contact for Pricing

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

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$

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

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

• Freemium

Nexoya leverages artificial intelligence to automate and optimize cross-channel marketing budget allocation, driving more conversions while minimizing ad spend. Marketers benefit from AI-powered predictions, scenario simulations, and actionable data insights for maximum campaign performance.

• Paid
• From 600$

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

KIT.domains streamlines domain and SSL certificate monitoring, offering proactive alerts and management tools for entrepreneurs, developers, and businesses seeking robust digital asset security.

• Free Trial
• From 15$

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

StockBits is an intelligent platform that leverages AI for real-time stock and crypto tracking, analysis, community trading signals, and personalized portfolio management.

• Freemium
• From 15$

Generated Assets uses AI to help users search for stocks and ETFs, build and refine custom portfolios, and compare them against the S&P 500 for educational analysis.

• Free

Spacebase is a comprehensive, user-friendly platform for lease accounting and lease management, designed to streamline compliance, reporting, and portfolio oversight for organizations of all sizes.

• Contact for Pricing

TeamGantt is a user-friendly online project management and Gantt chart software that streamlines team collaboration, scheduling, and resource allocation across multiple industries.

• Freemium
• From 49$

Nansen is a blockchain analytics platform offering real-time on-chain data, wallet labeling, portfolio tracking, and smart alerts for crypto investors and teams.

• Freemium

Monks Project Solutions provides training, consulting, and software solutions focused on Oracle Primavera project management software, helping organizations optimize project planning, scheduling, and execution.

• Contact for Pricing

CompStak offers verified, nationwide commercial real estate data, helping professionals access lease, sale, loan, and property details for informed decision-making.

• Contact for Pricing

FirstradeGPT offers AI-driven analytics and investment research tools to help traders make informed decisions across stocks, options, mutual funds, and more.

• Free

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$

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

Investorean is a premium stock filter and capital markets analytics platform offering broker-specific insights to enhance investment decisions for retail investors.

• Freemium
• From 10$