Top portfolio management AI tools

Leni is an AI-powered platform for real estate that provides data aggregation, analytics, and AI-driven optimization for rental portfolios. It helps owners and operators make data-driven decisions to maximize returns.

• Contact for Pricing

Immediate Edge UK is a cryptocurrency trading platform offering advanced charts, real-time market reports, and educational resources to help traders make informed decisions. It provides a secure and customizable trading experience for both beginners and experienced traders.

• Free

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

Cryptohopper is a cryptocurrency trading bot that automates trading, manages portfolios, and offers advanced tools like trailing features and AI trading.

• Freemium
• From 25$

Anaqua provides comprehensive Intellectual Property (IP) management software and services solutions, tailored to meet specific business needs and drive success.

• 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

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

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

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

AppFolio is an AI-powered property management platform that streamlines and automates real estate operations, offering comprehensive solutions for portfolio management, accounting, maintenance, and leasing.

• Contact for Pricing

Knownwell is an AI platform providing instant, unbiased insights into your client portfolio's health. It helps professional service firms minimize churn, maximize growth, and drive effectiveness.

• Contact for Pricing

AlgosOne utilizes advanced AI machine-learning technology for automated trading across crypto, forex, and stock markets, aiming to generate profits with enhanced security and risk management.

• Contact for Pricing

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$

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Coinrule allows users to create automated trading rules for cryptocurrency exchanges or follow professional traders, enhancing their investment strategies.

• Freemium
• From 30$

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

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$

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

CryptoRobotics offers a comprehensive crypto trading platform with automated bots, including AI-driven strategies, copy trading, and signal features. Suitable for both novice and experienced traders, it aims to simplify and enhance portfolio growth.

• Freemium
• From 19$

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

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

• Freemium
• From 180$

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

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Affinity CRM is a relationship intelligence platform designed for private capital investors to source, manage, and close deals more effectively. It leverages AI and data to provide insights and drive investment decisions.

• Contact for Pricing

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• Contact for Pricing

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$

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

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

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

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$

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

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

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• Freemium

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$

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$

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$

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

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$

Forecast is an AI-powered project and resource management platform designed to help businesses plan, execute, and track projects efficiently, providing clear visibility across operations.

• Contact for Pricing

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

SQOR is an AI-powered business intelligence platform that transforms SaaS data into actionable insights, featuring the Execution Score Algorithm (ESA) for monitoring performance across tools, divisions, and company levels.

• Free Trial
• From 199$

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

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

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

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$

Stoic is a crypto trading bot that automates portfolio management using advanced AI-driven strategies. It offers multiple strategies to suit different risk profiles and market conditions.

• Paid
• From 5$

Capital Companion is an AI-powered trading assistant that provides instant technical analysis, trend predictions, and market insights for US stock trading, offering both free and premium features.

• Freemium
• From 10$