Top AI tools for # portfolio tracking

Qmarkets is an AI-driven innovation management platform that streamlines idea generation, trend analysis, technology scouting, and portfolio tracking for enterprise organizations.

• Contact for Pricing

Rallies is an AI-driven investment research tool that provides live market data, charts, investor datasets, and portfolio-aware analysis to help investors make better decisions.

• Paid
• From 8$

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

TradeJournal is an AI-powered trading journal platform that helps traders track, analyze, and improve their performance with advanced analytics, risk management tools, and unlimited trade logging.

• Freemium
• From 5$

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium

AntSignals is an AI-powered trading journal platform that helps traders automate trade tracking, generate advanced reports, visualize trades with charts, identify patterns and mistakes, and improve trading consistency through detailed analysis and insights.

• Freemium
• From 13$

WatchMyDomains.link is an AI-powered domain management tool that tracks all your domains in one place and sends custom reminders to prevent expiry, with unlimited domains and team alerts.

• Free

Richify is an AI-powered financial education tool that provides 24/7 access to educational insights, portfolio tracking, and expert-led resources to help users learn investment strategies and boost financial knowledge.

• Free Trial

Recap is a UK-based crypto tax software that helps investors track their cryptocurrency portfolio and automatically calculate capital gains and income taxes compliant with HMRC regulations.

• Freemium
• From 10$

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

Wellspring provides comprehensive software solutions for innovation management, technology transfer, and intellectual property optimization, empowering organizations to streamline their innovation lifecycle and drive growth.

• Contact for Pricing

Open Stock Alert leverages machine learning and data mining to provide advanced stock market analysis, personalized watchlists, and AI-powered trading signal predictions, ideal for investors seeking data-driven insights.

• Free

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

Taskera streamlines project and task management, providing powerful features for teams and individuals to boost productivity, monitor progress, and efficiently achieve goals.

• Freemium
• From 2$

NameBeta is a comprehensive domain name management platform offering instant search results, price comparisons across 15,000+ registration options, and secure domain portfolio management with automated renewal reminders.

• Freemium

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Distill Intelligence uses AI to automate the tracking and summarization of news, updates, and insights across any company or industry, delivering personalized recaps and alerts directly to users’ inboxes.

• Paid
• From 59$

Acuity PPM streamlines project portfolio management with a user-friendly interface, enabling organizations to track, prioritize, and manage resources effortlessly. Ditch spreadsheets and gain strategic visibility for smarter decision-making.

• Paid

TradesViz is an advanced online trading journal offering AI-powered analytics, trade simulation, and in-depth performance tracking to help traders improve their strategies and find their edge across stocks, options, futures, forex, and crypto.

• Freemium
• From 20$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

Gainify provides AI-powered stock research and market intelligence, leveraging institutional-grade S&P Global data and expert-verified valuations to help investors identify opportunities.

• Free

CredCore is an AI-powered debt management platform designed to simplify the mobilization and monitoring of capital for funds and enterprises. It leverages domain-specific AI to automate compliance, track portfolios, and manage risks.

• Contact for Pricing

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

HODL it! is an AI-driven cryptocurrency investment platform that provides emotionless trading signals and portfolio management tools, combining technical analysis with social trading features.

• Freemium

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$

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$