Top AI tools for Portfolio Manager

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$

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

• Other

Webull is a comprehensive online brokerage platform offering commission-free trading of stocks, ETFs, options, and cryptocurrencies with advanced charting tools, extended trading hours, and multiple account types.

• Free

StoicFX is a trading platform offering access to global markets with competitive conditions, advanced technology, and comprehensive educational support for traders of all experience levels.

• Other

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

CoinSwitch is a leading cryptocurrency trading platform in India, offering advanced spot and futures trading, personalized services, and access to over 300 cryptocurrencies.

• Other

Kardin Portal is a specialist CRE Tech solution that provides dynamic tools for property and asset managers to streamline budgeting, reforecasting, and financial reporting without replacing their accounting system.

• Paid
• From 197$

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

ASCN.ai is a comprehensive crypto AI assistant that provides instant analysis, market insights, and real-time data for cryptocurrency trading and investment decisions.

• Paid
• From 29$

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

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$

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

Oddup is an AI-powered data and insight platform that helps users research startups, cryptocurrencies, forex markets, and stocks to uncover prime investment opportunities across various sectors and global locations.

• Freemium
• From 29$

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

Rock-West is a regulated CFD broker offering transparent trading on forex, crypto, indices, and commodities via true A-Book execution with zero conflict of interest and raw spreads from 0 pips.

• Other

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

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

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

XRP Profit Calculator is an advanced online tool that enables cryptocurrency investors to instantly determine profit and returns from XRP investments using real-time price data and customizable scenarios.

• 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

Decode Investing provides automated fundamental analysis, valuation, and recommendations for US public companies, leveraging AI to assist with investment due diligence.

• Freemium
• From 13$

DrugPatentWatch offers comprehensive biopharmaceutical intelligence, including global drug patent data, clinical trials, litigation tracking, and market insights. Utilize its AI research assistant for authoritative, cited information to inform strategic decisions.

• Free Trial
• From 595$

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• Contact for Pricing

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

Predicto AI offers AI-powered stock analysis, delivering short and long-term price forecasts backed by backtesting to help traders make data-driven decisions.

• Freemium
• From 29$

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

• Contact for Pricing

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

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

Tenant Turner delivers 24/7 automated lead management and leasing solutions for property managers, featuring centralized pre-qualification, scheduling, and secure access options at an affordable price.

• Paid
• From 65$

Forex Tool Store offers a diverse selection of AI-powered Expert Advisors (EAs) and advanced indicators for MetaTrader 4 and 5, designed to automate trading, enhance performance, and suit traders of any experience level.

• Freemium

TradeReview is a comprehensive trading journal platform that helps traders log, analyze, and improve their trading performance across multiple asset classes with real-time analytics and mobile accessibility.

• Freemium
• From 15$

TradeSearcher is an AI-powered platform for traders to discover and analyze over 100,000 TradingView strategies and backtests. It helps users find optimal trading strategies for cryptocurrencies, stocks, and forex, saving research time.

• Freemium
• From 29$

XER Schedule Toolkit is a cloud-based AI-powered project scheduling solution that enables teams to view, analyze, and share Primavera P6 and Microsoft Project files, saving time and improving project management efficiency.

• Freemium
• From 40$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

REDA is a scalable, cloud-based platform that centralizes real estate operations, automating processes from property management and CRM to accounting and analytics for streamlined management and growth.

• Paid
• From 85$

Shmoney AI is an advanced trading platform that leverages proprietary AI agents to deliver real-time market signals, in-depth analysis, and community-driven insights for stocks, ETFs, crypto, and forex assets.

• Freemium
• From 50$

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

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$

ChatterQuant is an AI-powered market intelligence platform that monitors millions of social media posts daily to provide actionable trading insights and risk management data for professional trading firms.

• Contact for Pricing

Coinranking delivers live cryptocurrency prices, market capitalization, and trading volumes for coins and exchanges, offering investors up-to-date market insights.

• Free

Neostox is a virtual trading platform offering risk-free practice with real-time market data and AI-powered analytics to help traders hone their skills without financial risk.

• Free Trial

SharpCloud empowers organizations to visualize, connect, and interact with critical business data in one platform, enhancing strategic roadmapping, portfolio, risk, and innovation management. The platform breaks down data silos for smarter and faster decision-making.

• Freemium

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$

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$