Top AI tools for Portfolio Manager

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• Contact for Pricing

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.

• Freemium

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

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

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

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$

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

• Freemium

Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

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$

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

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$

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$

Maasai is a unified platform designed to streamline the buying and selling of startups across Africa, offering expert M&A support, financial tools, and CRM functionalities for founders, buyers, and portfolio managers.

• Free

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

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

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed 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$

AI Trader's Assistant is an AI-powered tool designed for forex traders, providing trend predictions for the EUR/USD currency pair across various timeframes.

• Freemium
• From 20$

GetPineScript is a Pine Script v6 code generator that enables traders to create custom TradingView indicators and strategy scripts without programming knowledge. It offers extensive customization options with over 40 popular technical indicators and built-in risk management features.

• Pay Once
• From 79$

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

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

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

Pineify is a no-code platform allowing traders to create, customize, and backtest TradingView Pine Script indicators and strategies using a visual editor.

• Freemium
• From 6$

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$

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

• Free Trial

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

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$

Scorehood is an AI-driven cryptocurrency analysis tool providing real-time trading signals and insights for 76 high-market-cap coins, helping traders make informed decisions.

• Free Trial

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

• Contact for Pricing

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

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

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

• Freemium

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

• Free Trial

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

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

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

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

FinSoftAi SSi is an AI and blockchain-powered equity research and trading platform that analyzes social sentiment to help institutional investors maximize gains and minimize risk through real-time market insights.

• Contact for Pricing

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

RobotaLife is a platform for cryptocurrency investors to automate trading with AI-powered bots. Build, test, and deploy custom strategies, connect to major exchanges, and optimize performance with detailed analytics.

• Free Trial