Top AI tools for # portfolio analysis

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

Projility offers services and solutions for Microsoft Project Portfolio Management (PPM), Microsoft Planner Premium, and its own all-in-one cloud PPM solution, helping enterprises manage projects, resources, and portfolios with enhanced visibility and efficiency.

• Contact for Pricing

IP.com provides AI-powered workflow solutions and services for intellectual property management, helping organizations accelerate innovation, protect IP assets, and make data-driven decisions with semantic search and analytics.

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RiskAPI is an AI-powered cloud-based risk engine offering portfolio risk analysis, including Value at Risk, exposure analysis, stress testing, and valuation for financial professionals.

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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.

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Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

Multiples provides institutional-quality public comps and private valuation multiples, offering deep sector categorization, advanced analytics, and automation designed for VC, PE, and finance professionals.

• Free Trial
• From 239$

Ecochain provides fast, accurate, and scalable LCA automation software, enabling companies to quickly measure and manage product and portfolio environmental footprints with ease.

• Freemium
• From 300$

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Spatialzr offers real-time market analysis and site selection algorithms for commercial real estate (CRE) across Europe, aiding investors and businesses in making informed location decisions.

• Paid
• From 216$

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

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

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.

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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.

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Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

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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.

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