Top AI tools for Portfolio Manager

Edda is an AI-powered investment management platform that centralizes dealflow, portfolio management, CRM, and investor portal functions for venture capital and private equity firms, helping investors manage over $170B in assets across 40 countries.

• Contact for Pricing

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium

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

• Other

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

AntSignals is an AI-powered trading journal platform that helps traders automate trade tracking, generate advanced reports, visualize trades with charts, identify patterns and mistakes, and improve trading consistency through detailed analysis and insights.

• Freemium
• From 13$

Flanks is a modular wealthtech platform that aggregates, enriches, and standardizes wealth data from multiple sources, enabling AI-driven insights and streamlined wealth management for financial professionals.

• Contact for Pricing

ARMswap is a decentralized cross chain bridge platform that enables fast, secure, and seamless token transfers across more than 30 blockchain networks, optimizing decentralized finance (DeFi) interoperability.

• Other

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

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

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$

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

AssetKing is an AI-driven asset management platform that provides diversified investment strategies across 12 investment options, making smart investing accessible to all investors regardless of experience level.

• Free

Utradea provides AI-powered investment research tools, analytics, and community-driven insights to help retail traders make better stock and crypto investment decisions.

• Other

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

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

Astral is a private AI platform designed specifically for family offices, helping them deploy secure AI solutions across due diligence, risk management, reporting, and investment analytics to transform operational workflows.

• Contact for Pricing

CoinLobster provides on-chain intelligence for cryptocurrency traders, offering real-time alerts, smart wallet leaderboards, and scam filters to help users follow profitable traders.

• Freemium
• From 10$

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

• Freemium
• From 180$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

CoinTable enables real-time cryptocurrency price tracking within Google Sheets, offering seamless integration and privacy with no coding or API keys required. Ideal for hobbyists and professionals, it supports over 10,000 cryptocurrencies and multiple fiat currencies.

• Freemium
• From 4$

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Investiment.io is a platform that uses generative AI to analyze news, earnings calls, and financial data, helping traders make informed decisions.

• Free

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$

DocDelta utilizes AI to analyze SEC filings, transforming complex financial documents into actionable insights for investment professionals to track companies, detect risks, and monitor market movements.

• Freemium
• From 29$

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

• Contact for Pricing

LendingRobot is an SEC-registered investment advisor offering automated alternative investment solutions, including diamond funds, fixed income products, and pre-IPO opportunities, designed for both retail and accredited investors seeking portfolio diversification with high-yield, low-volatility options.

• Other

Equidam is an AI-powered startup valuation platform that provides defensible, benchmarked, and investor-ready valuation reports in under one hour using five valuation methods and real market data.

• Pay Once

BrightWork 365 is a comprehensive project and portfolio management software that integrates with Microsoft 365, providing teams with configurable templates, real-time dashboards, and centralized collaboration tools for improved project visibility and outcomes.

• Freemium
• From 11$

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

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

PCFS Solutions provides comprehensive loan origination and servicing platforms for business lenders, featuring automation, compliance tools, and seamless API integrations to streamline lending operations.

• Contact for Pricing

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

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

Macroaxis is an AI-powered investment advisory service that helps investors build and optimize portfolios with affordable technology.

• Other

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

StockHero is an AI-powered stock trading bot platform offering automated trading strategies and a high win rate for users of all experience levels. Access preset bots or customize your own to trade intelligently.

• Paid
• From 30$

Forex Tool Store offers a diverse selection of AI-powered Expert Advisors (EAs) and advanced indicators for MetaTrader 4 and 5, designed to automate trading, enhance performance, and suit traders of any experience level.

• Freemium

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

Pepper is a cloud-native investment data platform that provides alternative asset managers with CRM, deal management, investment management, and analytics capabilities to optimize portfolio investments and ensure regulatory compliance.

• Contact for Pricing

Goyzer is an advanced AI-driven real estate management software designed for brokers, developers, and property managers to automate workflows, improve lead conversions, and optimize portfolio performance from a single platform.

• Contact for Pricing

Broadwalk is an AI-powered intelligence platform that aggregates and analyzes data from 50+ sources to provide real-time insights, sentiment tracking, and financial analytics for professional investors.

• Freemium
• From 49$

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

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$

Augur Infinity is an AI-driven platform offering financial analytics and visualization for investors. It provides insights into economic growth, inflation, and yield curves across numerous economies using big data.

• Contact for Pricing

Mainlend provides comprehensive loan management software with an automated decision engine and loan product builder to streamline lending processes from application to servicing, offering a digital lending platform for businesses.

• 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

Odesis provides an AI-powered automated trading system for cryptocurrencies, designed to execute trades emotionlessly and save users time. It connects to exchanges, operates 24/7, and offers various strategies based on risk tolerance.

• Free Trial

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

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

MultiCharts is a powerful trading platform that enables users to design, backtest, and automate high-performance trading strategies with advanced charting and simulation tools. Supporting integration with industry-leading brokers and a variety of programming languages, it is trusted by professional traders worldwide.

• Freemium