Top AI tools for Portfolio Manager

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

Trade Signal enables seamless automation of TradingView strategies into live trades on MT4/MT5, supporting multiple asset classes and eliminating manual trading errors.

• Freemium
• From 45$

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$

Investing.com provides comprehensive real-time data, news, analysis, and tools for global financial markets, including stocks, indices, commodities, currencies, and cryptocurrencies, featuring AI-powered stock picks.

• Freemium

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Dash 2 Trade offers automated crypto trading tools, including DCA and Grid bots, copy trading, and market signals. Access powerful features to optimize your trading strategies in both bull and bear markets.

• Freemium
• From 10$

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

d-loop offers a fully collateralized digital currency, managed through AI-optimized portfolio strategies and decentralized community governance for enhanced treasury exposure.

• Other

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.

• Contact for Pricing

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

AI Crypto Analyzer is an advanced cryptocurrency analysis tool that processes complex market data into clear, actionable intelligence for smarter trading decisions.

• Freemium
• From 17$

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

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.

• Freemium
• From 9$

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

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$

Chadwin provides AI-powered stock analysis and price forecasts through comprehensive research reports and 10 years of financial statements to help investors build growth-oriented portfolios.

• Paid
• From 15$

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

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

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

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$

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Trading Technologies provides a comprehensive multi-asset trading platform for futures, options, fixed income, FX, and cryptocurrencies, featuring industry-leading execution tools, global infrastructure, and data analytics.

• Contact for Pricing

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

Capitalise.ai allows traders to easily create, test, and automate trading scenarios using everyday English. It offers backtesting, simulated trading, smart notifications, and a strategies library, all without requiring coding.

• Free

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed decisions.

• Contact for Pricing

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

• Free

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

Rose AI is an advanced financial data platform that combines natural language processing with powerful visualization tools to simplify data analysis and integration for financial professionals.

• Contact for Pricing

StockHero is an AI-powered stock trading bot platform offering automated trading strategies and a high win rate for users of all experience levels. Access preset bots or customize your own to trade intelligently.

• Paid
• 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$

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

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$

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• Contact for Pricing

Celoxis is an AI-powered project management and portfolio management software offering advanced analytics, resource optimization, and customizable dashboards for data-driven decision-making.

• Paid
• From 25$

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Cryptohopper is a cryptocurrency trading bot that automates trading, manages portfolios, and offers advanced tools like trailing features and AI trading.

• Freemium
• From 25$

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

Bizzdesign is an AI-assisted enterprise transformation SaaS platform that helps organizations plan, design, and govern complex change by creating shared visibility between business and IT teams.

• Contact for Pricing

Fundra is an advanced platform that streamlines fund management, automates LP reporting, and delivers actionable portfolio insights using AI. Designed for venture fund managers, it eliminates manual processes and centralizes all your fund data for efficient, data-driven decision-making.

• Paid
• From 550$

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

StealthEX is a non-custodial cryptocurrency exchange enabling instant, private swaps among 1400+ digital assets with no registration or account required.

• Other