Top AI tools for Portfolio Manager

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

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.

• Free

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

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

• Contact for Pricing

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

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

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

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$

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

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$

Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

• Contact for Pricing

Finster is an AI-powered tool designed for investment analysts. It accelerates research by rapidly gathering, citing, and presenting financial data, enabling faster, more informed decisions.

• Contact for Pricing

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

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$

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$

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

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

REDA is a scalable, cloud-based platform that centralizes real estate operations, automating processes from property management and CRM to accounting and analytics for streamlined management and growth.

• Paid
• From 85$

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

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

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$

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$