Top AI tools for # portfolio management

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

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$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

Quantum AI leverages quantum computing and AI to offer an advanced trading platform with automated trading features, real-time market analysis, and portfolio management.

• Freemium
• From 5$

Project Insight is an AI-powered project management software designed for growing companies to centralize work, streamline workflows, and make data-driven decisions.

• Freemium
• From 9$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

WideSky is a scalable platform using data analytics to monitor, optimize, and transform energy management for businesses, improving efficiency and reducing costs.

• Contact for Pricing

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

Tango Analytics provides a connected suite of solutions using data and insights, including AI and predictive analytics, to help enterprises manage and optimize their real estate portfolios strategically and operationally.

• Contact for Pricing

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$

Investorean is a premium stock filter and capital markets analytics platform offering broker-specific insights to enhance investment decisions for retail investors.

• Freemium
• From 10$

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

KIT.domains streamlines domain and SSL certificate monitoring, offering proactive alerts and management tools for entrepreneurs, developers, and businesses seeking robust digital asset security.

• Free Trial
• From 15$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

StockBits is an intelligent platform that leverages AI for real-time stock and crypto tracking, analysis, community trading signals, and personalized portfolio management.

• Freemium
• From 15$

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

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

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

• Contact for Pricing

Monks Project Solutions provides training, consulting, and software solutions focused on Oracle Primavera project management software, helping organizations optimize project planning, scheduling, and execution.

• 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

Splore leverages AI to centralize data, automate extraction, and accelerate decision-making for alternative asset managers, enhancing productivity and operational efficiency.

• Contact for Pricing

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

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

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

• Other

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

• Free

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