Top AI tools for Portfolio Manager

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$

Sentieo, now part of AlphaSense, was a financial intelligence platform designed for the investment management industry. It offered AI-powered search, monitoring, extraction, and summarization capabilities.

• Free Trial

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• 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

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• Freemium

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

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$

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

Tradebacon is a social trading platform that connects users with friends and family to share trading activities and performance data from their brokerage accounts.

• Other

Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

MOMO Pro is a real-time stock scanner and trading platform that uses AI-powered momentum indicators to identify breakouts, providing traders with instant alerts, customizable screens, and integrated news for enhanced decision-making.

• Freemium
• From 27$

Compoundeer is an AI-powered investment platform offering discounted cash flow (DCF) analysis and stock screening tools for intelligent investors.

• Other