
Passiv - Alternatives & Competitors
Automate and Simplify Your Portfolio Management
Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.
Ranked by Relevance
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1
Statfolio Advanced Stock and ETF Portfolio Tracker with Powerful Analytics
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
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2
Stonksfolio Unified Investment Portfolio Visualization and Management
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$
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3
Porfoli Smarter investing, together.
Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.
- Free
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4
StockPriceAlerts Real-Time Stock Price Alerts for Smarter Trading
StockPriceAlerts delivers near real-time notifications for U.S. stock price movements, enabling investors to set custom alerts and make informed trading decisions.
- Other
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5
Alphanso Personalized investment advice powered by AI
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
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6
intelliAssets Smarter Asset Management, Simplified
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$
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7
Vyzer Your Smart Wealth Management Assistant
Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.
- Freemium
- From 180$
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8
iPicks AI Insights for Smarter Investments.
iPicks provides AI-powered insights to accelerate research and spot hidden opportunities on over 6,000 stocks and ETFs.
- Free
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9
Vise An all-in-one AI-powered platform for building, managing, and explaining personalized investment portfolios at scale
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
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10
7Assets Your Smart Financial Overview
7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.
- Free
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11
AI Investing Tools A Curated Directory of AI Tools To Help You Automate Your Investing
A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.
- Pay Once
- From 60$
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12
Moning Manage and boost your wealth. Easily.
Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.
- Free
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13
Surmount Data-driven investing made simple
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$
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14
Shrimpy Manage Your Entire Crypto Portfolio In One Place.
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$
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15
StockInsights Effortless Financial Research Enhanced by Generative AI
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$
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16
ETF Insider Precision asset allocation
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$
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17
Finroo AI-Driven Portfolio Management for Simplified Investing
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
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18
Stockaivisor Unleashing the New Era of Smart Investing
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$
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19
Investilyze Real-time Stock Analysis Powered by AI
Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.
- Paid
- From 19$
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20
Nosis The all-in-one investor management tool
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$
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21
Basil Manage your money like a pro
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
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22
Investorean Research Markets Faster Than Ever. Powerful Tools for Retail Investors
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$
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23
Avocado Finance Smarter, Automated Personal Finance Management
Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.
- Free Trial
- From 7$
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24
Productiv Complete Visibility and Intelligent Analytics for SaaS Management
Productiv provides a SaaS Management Platform featuring deep usage analytics, spend tracking, and comprehensive insights to help organizations optimize and manage their software portfolios with advanced AI intelligence.
- Contact for Pricing
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25
Tradeswatch Effortlessly track and optimize your crypto portfolio
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$
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26
Norn Finance Investment Research, Made Easy
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$
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27
Nuant Track. Optimize. Succeed.
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
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28
Allio Capital AI-Powered Macro Investing and Wealth Management
Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.
- Other
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29
Vest AI-Powered Stock Market Insights
Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.
- Other
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30
WealthBee Professional Trading Journal & Portfolio Analytics
WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.
- Freemium
- From 50$
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31
My Stocks Real-Time Stock and Cryptocurrency Market Monitoring
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$
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32
Parthean AI-enhanced financial planning platform for better client decisions
Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.
- Contact for Pricing
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33
Stock Unlock Intelligent Stock Analysis and Portfolio Optimization Platform
Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.
- Freemium
- From 15$
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34
TradesViz Advanced Trading Journal for Data-Driven Performance Improvement
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$
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35
MyInvestment-AI Personalized Investment Plans Tailored for You
MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.
- Paid
- From 10$
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36
ApexCube Free Stock and Crypto Portfolio Tracker
ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.
- Free
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37
QUINETICS AI Trading Agents for Everybody
QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.
- Free
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38
Invxst Analyze financial reports, chat with AI-driven insights, and stay informed with what matters.
Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.
- Freemium
- From 29$
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39
Stoic Automate your crypto trading
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$
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40
Folionomics Unlock the Economics of Your Crypto Universe
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
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41
Sirius Investors AI-Powered Investment Analysis & Automation Platform
Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.
- Freemium
- From 11$
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42
StockNews.AI Live Financial News Analyzer & Alerts
StockNews.AI monitors and analyzes financial articles in real-time, providing actionable insights and alerts to help users save time and make informed decisions.
- Paid
- From 25$
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43
Strabo Track, forecast & get advice in one place to grow your wealth
Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.
- Free Trial
- From 12$
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44
Alchemyze The future of investing is Intelligence
Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.
- Freemium
- From 25$
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45
AppFolio One powerful platform for your entire real estate portfolio
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
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46
Splore AI-driven Insights for Streamlined Fund Management
Splore leverages AI to centralize data, automate extraction, and accelerate decision-making for alternative asset managers, enhancing productivity and operational efficiency.
- Contact for Pricing
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47
Traderstats The AI-powered trading tool that helps you track, analyze, and improve your trading performance.
Traderstats is an AI-powered platform designed for traders to track, analyze, and enhance their trading performance through journaling, metric analysis, and AI feedback.
- Free Trial
- From 19$
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48
TIFIN AI for financial prosperity
TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.
- Contact for Pricing
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49
Barudion Adaptive ETF Portfolios for Enhanced Growth and Stability
Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.
- Freemium
- From 19$
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50
SimplifiedETF Easy ETF Investing for Beginners
A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.
- Pay Once
- From 10$
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