Top AI tools for # portfolio management

Shrimpy is a crypto portfolio management platform enabling users to connect exchanges, automate trading strategies like rebalancing, track performance, and backtest strategies.

• Freemium
• From 19$

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

Smartsheet is a dynamic work management platform that empowers teams to manage projects, automate workflows, and build solutions at scale. It offers a comprehensive suite of tools for enhanced collaboration, security, and productivity.

• Paid
• From 9$

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

• Freemium

Kryll simplifies Web3 investments with advanced AI tools that provide clear, actionable advice on cryptocurrencies. It offers features like portfolio tracking, token analysis, and smart money tracking to help users make informed decisions.

• Free

3Commas offers a comprehensive suite of crypto trading bots and tools designed to automate strategies across multiple exchanges. Enhance your trading with DCA, GRID, and Signal bots, all within a secure, user-friendly platform.

• Freemium
• From 37$

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

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$

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$

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

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

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$

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

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.

• Free Trial

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

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

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

Token Metrics provides AI-driven cryptocurrency investment research and analytics to help users identify potential opportunities and make informed trading decisions.

• Freemium
• From 40$

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

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$

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

Bryckel is an AI-powered platform designed for real estate teams to automate lease abstraction and document analysis, helping mitigate risks and improve insights.

• 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

Koble utilizes AI and proprietary algorithms to analyze vast public data, identifying promising early-stage startup investments and aiming to outperform the market.

• Free Trial
• From 495$

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

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

• Freemium

Trader Bag is a multi-chain DeFi platform for managing crypto portfolios, copy-trading, and secure token transfers with built-in AML checks and smart money tracking.

• Freemium

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

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

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial

CompStak offers verified, nationwide commercial real estate data, helping professionals access lease, sale, loan, and property details for informed decision-making.

• Contact for Pricing

Spacebase is a comprehensive, user-friendly platform for lease accounting and lease management, designed to streamline compliance, reporting, and portfolio oversight for organizations of all sizes.

• Contact for Pricing

TeamGantt is a user-friendly online project management and Gantt chart software that streamlines team collaboration, scheduling, and resource allocation across multiple industries.

• Freemium
• From 49$

Nexoya leverages artificial intelligence to automate and optimize cross-channel marketing budget allocation, driving more conversions while minimizing ad spend. Marketers benefit from AI-powered predictions, scenario simulations, and actionable data insights for maximum campaign performance.

• Paid
• From 600$

QuoteMedia delivers real-time market data, advanced analytics, and financial research tools for businesses and investors seeking to enhance decision-making and engagement.

• Contact for Pricing

My Stocks provides an easy platform for monitoring, tracking, and reporting real-time stock and cryptocurrency performance, profits, and losses, with free and premium features.

• Freemium
• From 5$

domainIQ provides in-depth research tools for analyzing domains, IP addresses, and web data, aiding professionals with cybersecurity, legal, and investigative needs.

• Paid

Nansen is a blockchain analytics platform offering real-time on-chain data, wallet labeling, portfolio tracking, and smart alerts for crypto investors and teams.

• Freemium

FirstradeGPT offers AI-driven analytics and investment research tools to help traders make informed decisions across stocks, options, mutual funds, and more.

• Free

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

Tempus Resource streamlines resource management with advanced forecasting, capacity planning, and scenario modeling features, empowering organizations to make data-driven decisions about their teams and projects.

• Contact for Pricing

ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.

• Free

Veritaseum enables seamless blockchain-based capital markets interactions through decentralized, peer-to-peer software solutions, allowing users to connect directly without intermediaries.

• Other

Rent Manager is a comprehensive property management software that offers advanced accounting, reporting, maintenance, and communication tools for real estate portfolios of all sizes.

• Contact for Pricing

Geospatial Analytics delivers advanced real estate management technologies and analytical platform solutions, enabling portfolio optimization and informed decision-making through data-driven insights.

• Contact for Pricing