Top AI tools for Portfolio Manager

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

• Freemium
• From 180$

Machinary is a modular financial analytics platform offering real-time market data, AI predictions, sentiment analysis, and customizable dashboards for smarter investment decisions.

• Other

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

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

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

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Bloks is an AI-powered platform designed specifically for venture capital teams, automating CRM management, note-taking, and reporting tasks while providing intelligent meeting briefs and data analysis.

• Freemium
• From 19$

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

Equities Lab is an advanced investment research platform that provides tools for stock screening, backtesting, and portfolio simulation using comprehensive financial data to help investors make informed decisions.

• Free Trial

Quartr is an AI-powered financial research platform offering access to live earnings calls, real-time transcripts, company documents, and AI research tools for investors and financial professionals.

• Contact for Pricing

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

Tradespoon is an AI-powered trading platform that uses predictive analytics and real-time market data to help traders identify profitable stock opportunities with high accuracy.

• Freemium
• From 147$

Morning Expert is an AI-powered personal news channel delivering customized briefings on business, finance, and technology, helping users stay informed by filtering out noise and focusing on relevant updates.

• Contact for Pricing

CoinStats is a comprehensive crypto portfolio tracker that allows users to manage cryptocurrencies, NFTs, and DeFi assets across multiple wallets and exchanges from a single platform, featuring AI-powered insights.

• Freemium
• From 14$

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

• Freemium

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$

CoinCheckup is a comprehensive cryptocurrency tracking platform that provides live prices, market data, and financial tools for crypto, stocks, and forex traders.

• Free

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$

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

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$

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

RunStocks offers a database of historical gap and run days for 8,000+ small-cap stocks since 2022, enabling traders to analyze market trends and make informed decisions. Access stock behavior analysis, key fundamentals, and historical performance data.

• Freemium
• From 35$

CoinLobster provides on-chain intelligence for cryptocurrency traders, offering real-time alerts, smart wallet leaderboards, and scam filters to help users follow profitable traders.

• Freemium
• From 10$

Finster is an AI-powered tool designed for investment analysts. It accelerates research by rapidly gathering, citing, and presenting financial data, enabling faster, more informed decisions.

• Contact for Pricing

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

Augur Infinity is an AI-driven platform offering financial analytics and visualization for investors. It provides insights into economic growth, inflation, and yield curves across numerous economies using big data.

• Contact for Pricing

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

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$

Wallet Finder.ai is an advanced DeFi analytics platform that empowers cryptocurrency traders to discover, analyze, and copy the strategies of top-performing blockchain wallets in real time.

• Freemium
• From 37$

CSS Impact provides enterprise-level automated debt collection and financial management solutions utilizing advanced AI-powered digital collection agents for enhanced efficiency and compliance.

• Contact for Pricing

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

PCFS Solutions provides comprehensive loan origination and servicing platforms for business lenders, featuring automation, compliance tools, and seamless API integrations to streamline lending operations.

• Contact for Pricing

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

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$

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

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$

Tempo is an AI-powered strategic portfolio management platform that unifies time, cost, capacity, and reporting inside Jira, enabling smarter planning and faster adaptation for teams and organizations.

• Freemium

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

The Invest Nest is a comprehensive platform that enables real estate investors to search, track, and analyze property leads using advanced AI-driven data and workflow automation tools.

• Freemium
• From 30$