Top AI tools for # investment analysis

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

• Free

DocDelta utilizes AI to analyze SEC filings, transforming complex financial documents into actionable insights for investment professionals to track companies, detect risks, and monitor market movements.

• Freemium
• From 29$

Startup Falcon is an AI-powered valuation tool designed to help entrepreneurs and investors determine a startup's worth using globally recognized qualitative methods.

• Freemium

Spike offers a suite of tools and insights for property investors, featuring property search, investment calculators, valuation estimates, market data, and an AI property expert named Alex.

• Free

DealCheck is a real estate analysis software designed for investors, agents, and homeowners to evaluate investment properties quickly, providing financial projections and market comparisons.

• Freemium
• From 10$

Metafide provides an AI-driven suite for cryptocurrency trading, offering asset ratings, risk mitigation, and automated strategies for Web3 investors.

• 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

Complete Intelligence offers a suite of AI-driven forecasting tools like CI Markets, BudgetFlow™, CostFlow™, and AuditFlow™ to streamline financial planning, risk management, and data validation for businesses and financial managers.

• Freemium
• From 10$

Splore leverages AI to centralize data, automate extraction, and accelerate decision-making for alternative asset managers, enhancing productivity and operational efficiency.

• Contact for Pricing

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$

TEXpert AI is a platform using AI to help companies and asset managers measure, track, and report social sustainability factors (ESG) within their workforce, supply chain, and investments.

• Contact for Pricing

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

Proven is an AI-powered platform that helps economic development agencies and professional services companies attract investors by generating Proven Scores based on local company data and showcasing regional investment readiness.

• Contact for Pricing

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$

RentRange provides comprehensive rental market intelligence through property reports, market metrics, and investor lists to help real estate professionals make data-driven decisions.

• Freemium
• From 15$

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free

Plootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.

• Contact for Pricing

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

• Other

Equitest is an AI-powered business valuation software that enables financial professionals to create comprehensive valuation reports up to 100 times faster than traditional methods, with guaranteed accuracy and expert support.

• Free Trial

Reiance is a comprehensive real estate CRM and deal management system designed to help investors and professionals organize property information, manage contacts, and collaborate effectively on real estate deals.

• Freemium
• From 25$

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$

HouseCanary is an AI-driven real estate platform providing comprehensive property data, valuations, and analytics for 136M+ properties, helping professionals make smarter real estate decisions.

• Paid
• From 19$

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$

S32 is an AI-powered property research assistant that helps users analyze Section 32 documents, research suburbs, and understand property risks in Australia.

• Paid
• From 5$

LocaleScan provides a detailed overview of areas surrounding real estate properties, utilizing AI to assess risks and benefits for informed decision-making.

• Free

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

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$

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.

• Free Trial

Nuvos offers an AI-powered platform for commercial real estate (CRE) professionals to streamline valuations and deal management, enabling faster and smarter deal closures.

• Contact for Pricing

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

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$

Mission Grey provides AI teammates for geopolitical risk management, offering tailored insights and reports for businesses, consultants, and investment managers navigating the global landscape.

• Contact for Pricing

Vela Partners is a San Francisco-based quantitative venture capital firm specializing in early-stage AI startups, utilizing AI to enhance investment strategies and support entrepreneurs globally.

• Other

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

Koble utilizes AI and proprietary algorithms to analyze vast public data, identifying promising early-stage startup investments and aiming to outperform the market.

• Free Trial
• From 495$

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

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

Cresa is an AI-powered analyst for commercial real estate (CRE) that automates deal screening, document analysis, and report generation, helping investment teams operate more efficiently.

• Free Trial

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$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing