Top AI tools for # portfolio management

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

• Contact for Pricing

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

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

• Freemium
• From 25$

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$

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• Other

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

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

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

• Freemium
• From 30$

Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

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

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$

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

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$

intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.

• Freemium
• From 3$

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$

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

• Contact for Pricing

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

• Freemium
• From 180$

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

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$

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

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