Top AI tools for Portfolio Manager

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

Capitalise.ai allows traders to easily create, test, and automate trading scenarios using everyday English. It offers backtesting, simulated trading, smart notifications, and a strategies library, all without requiring coding.

• Free

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

• Contact for Pricing

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$

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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$

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

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

• Free Trial

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

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

• Freemium

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

• Free

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

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

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• 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$

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

Acuity PPM streamlines project portfolio management with a user-friendly interface, enabling organizations to track, prioritize, and manage resources effortlessly. Ditch spreadsheets and gain strategic visibility for smarter decision-making.

• Paid

OnePlan is an AI-powered solution that centralizes portfolio, financial, project, and resource management, enabling organizations to seamlessly align strategy with execution and make data-driven decisions.

• Freemium
• From 7$

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

• Contact for Pricing

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

TradeSearcher is an AI-powered platform for traders to discover and analyze over 100,000 TradingView strategies and backtests. It helps users find optimal trading strategies for cryptocurrencies, stocks, and forex, saving research time.

• Freemium
• From 29$

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$

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$

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

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

Metafide provides an AI-driven suite for cryptocurrency trading, offering asset ratings, risk mitigation, and automated strategies for Web3 investors.

• Free Trial

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Wallet Finder.ai is an advanced DeFi analytics platform that empowers cryptocurrency traders to discover, analyze, and copy the strategies of top-performing blockchain wallets in real time.

• Freemium
• From 37$

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$

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

MintCFD offers a seamless online trading platform for Contracts for Difference (CFDs) across stocks, indices, commodities, forex, and cryptocurrencies, with 0% brokerage, tight spreads, and up to 200x leverage. Designed for both beginners and experienced traders, MintCFD provides advanced risk management tools and 24/7 access to Indian and global markets.

• Freemium

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

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

• Contact for Pricing

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$

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

MarketXLS integrates real-time financial market data, advanced analytics, and AI-powered functions directly into Excel, streamlining investment research and trading analysis.

• Paid
• From 70$

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

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

Pattern Vista offers AI-powered stock chart pattern recognition, automatically scanning markets like the S&P 500 and Nasdaq 100 daily to identify trading opportunities based on classic and advanced patterns.

• Free Trial

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

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

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

Alvatix offers AI-powered crypto trading tools and strategies, including signals and automated bots, designed for traders of all levels.

• Contact for Pricing

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Backrr offers a powerful suite of AI-driven tools to help startups connect with investors, manage funding rounds, and showcase growth, while providing investors with robust deal sourcing and portfolio management capabilities.

• Freemium
• From 20$

FluentPro delivers automated solutions for backing up, migrating, and managing Microsoft Project and other project portfolio data, optimizing project management processes while reducing risks and manual work.

• Contact for Pricing