Top AI tools for Portfolio Manager

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

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$

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

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• 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

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$

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• 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

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$

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$

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

• Freemium
• From 25$

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

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.

• Free

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

TrendEdge is an AI-driven platform that analyzes real-time social trends and alternative data to help investors identify market opportunities. It provides comprehensive market insights for smarter investment decisions.

• Paid
• From 39$

Coinranking delivers live cryptocurrency prices, market capitalization, and trading volumes for coins and exchanges, offering investors up-to-date market insights.

• Free

Predicto AI offers AI-powered stock analysis, delivering short and long-term price forecasts backed by backtesting to help traders make data-driven decisions.

• Freemium
• From 29$

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Gainify provides AI-powered stock research and market intelligence, leveraging institutional-grade S&P Global data and expert-verified valuations to help investors identify opportunities.

• Free

Chat2Invest is an AI-powered chatbot that assists users in making informed stock market investment decisions by providing technical and fundamental analysis.

• Paid
• From 10$

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• 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

Gearco Cloud Property Management Systems offers a comprehensive, AI-powered platform for managing hotels, extended stay properties, vacation rentals, and self-storage facilities. It streamlines daily operations, improves revenue generation, and automates business processes for properties of all sizes.

• Other

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

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• Freemium
• From 50$

Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

• Contact for Pricing

WPMarketHacks is an AI-powered suite designed to analyze stocks, predict market movements and prices, and provide deep financial insights for informed trading decisions.

• Free Trial

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

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

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Level2 is a visual, no-code platform enabling active traders to create and automate trading strategies without coding. It simplifies technical analysis and automated trading for various experience levels.

• Free Trial

ChatterQuant is an AI-powered market intelligence platform that monitors millions of social media posts daily to provide actionable trading insights and risk management data for professional trading firms.

• Contact for Pricing

Morning Expert is an AI-powered personal news channel delivering customized briefings on business, finance, and technology, helping users stay informed by filtering out noise and focusing on relevant updates.

• Contact for Pricing

Auto Market Scanner is a tool for stock and crypto traders to scan markets using custom strategies and live data.

• Free Trial
• From 10$

TradesViz is an advanced online trading journal offering AI-powered analytics, trade simulation, and in-depth performance tracking to help traders improve their strategies and find their edge across stocks, options, futures, forex, and crypto.

• Freemium
• From 20$

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

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$

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

DYOR AI is an AI platform for crypto investors, offering tools to audit blockchain projects, smart contracts, and tokens for safety and viability.

• Contact for Pricing

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

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

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Rose AI is an advanced financial data platform that combines natural language processing with powerful visualization tools to simplify data analysis and integration for financial professionals.

• Contact for Pricing

Shmoney AI is an advanced trading platform that leverages proprietary AI agents to deliver real-time market signals, in-depth analysis, and community-driven insights for stocks, ETFs, crypto, and forex assets.

• Freemium
• From 50$

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.

• Free