Best AI tools for< Portfolio Analyst >

AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.

Delta3 AI is an AI-powered tool that offers advanced stock analysis and insights to help investors make informed decisions. The application leverages artificial intelligence technology to analyze market trends and identify stocks with breakout potential. Users can receive alerts on high-potential stock movements and expert analysis to guide their investment strategies. Additionally, Delta3 AI provides services such as investor relations support, investor presentations, message development, and analyst relations to enhance communication with investors and maximize shareholder value.

Patented.ai is an AI-powered platform that specializes in IP commercialization, patent valuation, and litigation support. The platform helps users unlock hidden revenue from their IP portfolio, identify valuable innovations in their codebase, and get data-driven insights on patent value and industry applicability. It offers features such as source code analysis, identifying licensees instantly, and mapping patent claims to source code. Patented.ai is trusted by leading innovators and IP counsel worldwide for lightning-fast insights and comprehensive IP strength assessments.

Rize Capital is an AI-powered investment chatbot designed to provide fast, accurate answers to complex financial and investment questions. It offers real-time data on stocks, cryptocurrencies, ETFs, and more, leveraging institutional investment data and large language models. The chatbot aims to simplify the journey through financial markets by providing personalized insights, portfolio analysis, and alternative data access.

Macroaxis is a wealth optimization platform that leverages artificial intelligence to help users make informed investment decisions. It offers a range of features to generate optimal portfolios, provide investment insights, and rebalance portfolios efficiently. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to invest with AI-driven strategies. Macroaxis aims to empower users with adaptive investment solutions and resilient portfolio management capabilities.

Capital Companion is an AI-powered trading and investing platform designed to provide users with a competitive edge in the markets. The platform offers a range of features including 24/7 AI assistant support, intelligent trading recommendations, risk analysis tools, real-time stock analytics, market sentiment analysis, and pattern recognition for technical analysis. By leveraging artificial intelligence, Capital Companion aims to help traders make well-informed decisions and protect their investments in a dynamic market environment.

AI CRE Tools is a platform that helps users discover and compare the best AI tools for Commercial Real Estate (CRE). Users can explore a curated directory of AI tools across categories such as Property Search & Acquisition, Property Analysis & Valuation, Development & Construction, Legal, Compliance & Due Diligence, and more. The platform showcases innovative AI features developed by real estate experts to meet diverse business needs in the CRE industry.

DRYiCE is an AI foundation for the digital enterprise, offering a range of AI ops products and solutions to transform and simplify IT and business operations by leveraging AI and Cloud technologies. With a diverse portfolio including DRYiCE iAutomate, DRYiCE AEX, DRYiCE MyCloud, DRYiCE MyXalytics, and more, DRYiCE aims to enhance service orchestration, observability, and business flow management across various industries such as energy, healthcare, financial services, and manufacturing. The platform boasts over 12 years of experience in AI-led R&D, serving 283 customers globally and holding 30 patents.

InsureSmart is an AI-powered platform that empowers users to take control of their insurance needs. By leveraging artificial intelligence technology, InsureSmart offers personalized insurance solutions tailored to individual requirements. The platform provides a seamless and user-friendly experience for users to manage and optimize their insurance policies efficiently. With InsureSmart, users can access smart recommendations, compare insurance plans, and make informed decisions to secure their financial well-being.

Vindey is an industry-leading AI-powered CRM platform designed for property management and sales solutions. It offers real-time smart suggestions, automation features, and intelligent sales automation to transform customer experiences. Vindey handles the entire sales pipeline, from lead qualification to deal closing, while providing personalized interactions and seamless lead management. The platform also offers AI-powered payment insights, workflow automation, and tailored solutions for various industries, such as sales, healthcare, real estate, education, and manufacturing.

Rafa.ai is an AI-powered investing application that offers a comprehensive suite of tools and features to assist users in making informed investment decisions. The platform utilizes AI agents to provide real-time insights, portfolio alerts, risk analysis, and options monitoring. Users can access data-driven trading strategies, perform equity research, and analyze news sentiment. Rafa.ai aims to help users manage their investment risks, discover investment opportunities, and make smarter investment decisions.

PortfolioGPT is an AI-powered platform that enables users to generate smart investment portfolios in seconds. It leverages OpenAI's advanced algorithms to automatically create personalized portfolios based on user input, including risk tolerance, investment amount, and financial goals. With features like personalized risk profiling, instant portfolio suggestions, and simple user input, PortfolioGPT aims to simplify the investment process for both novice and experienced investors. The platform offers subscription plans for users to access unlimited queries per day and receive tailored investment recommendations.

Wale.ai is an AI co-pilot designed for venture capital investors. It automates the analysis and sentiment tracking of startup news, providing comprehensive sentiment analysis of positive and negative mentions. The platform offers advanced AI analytics, seamless integration with various tools, and delivers actionable insights to enhance portfolio or pipeline management. Founded by Sergey Mosunov and Valentin Riabtsev, Wale.ai is a data-driven VC tool that helps users stay informed and make informed investment decisions.

Bigdata.com is a platform that powers AI agents for finance, offering instant insights, accelerating research, automating workflows, and enhancing returns. It provides a complete data ecosystem, including a content store with web, paywalled, and internal data, and offers features like intelligent chat, market briefs, smart watchlists, and automated workflows. The platform is designed for investors, analysts, tech & innovation leaders, developers, and engineers in the finance industry, providing access to premium data, reliable search, and enterprise-grade governance.

Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company offers Portfolio Advisory and Asset Allocation services to various financial institutions. MDOTM's AI platform, Sphere, empowers asset and wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

ficc.ai is an AI application that revolutionizes municipal bond pricing by providing real-time, accurate AI technology for informed decisions, portfolio optimization, and compliance. The platform offers a user-friendly web app, direct API access, and integration with existing software or vendors. ficc.ai uses cutting-edge AI models developed in-house by market experts and scientists to deliver highly accurate bond prices based on trade size, ensuring valuable output for trading decisions, investment allocations, and compliance oversight.

Telescope is a generative intelligence application designed for the finance industry. It leverages data and foundation models to co-pilot investors with AI, reducing investor paralysis and enhancing discovery. The application simplifies investment discovery for retail investors, enables the construction of investment baskets across factor and thematic investing, transforms official company announcements into articles, identifies technical trading patterns, and ensures compliance within ethical frameworks. Telescope offers customizable AI-powered investment tools that integrate directly with trading platforms, aiming to improve investment discovery, increase engagement, and boost customer retention.

AI Investing Tools is a curated directory of AI tools designed to help users automate their investing process. The platform offers a handpicked collection of AI investing tools that assist in making more money, developing trading strategies, automating investing, rebalancing portfolios, and analyzing markets. It aims to leverage AI technology to enhance trading efficiency, optimize portfolios, and eliminate emotional biases in investment decisions.

Assistance in Strategic Portfolio Management

Analyzes earnings reports using Warren Buffett's investment model.

A sentiment analysis tool for evaluating management-related texts.

Analyzes companies with a stringent set of investment criteria

Advanced financial analysis and strategy advisor.

Assists in portfolio management, offering optimization strategies and market insights.

A financial analyst GPT with Warren Buffett's analysis style.

Dynamic Risk Assessment Guide for Investors

Analyzes tech stocks with in-depth, qualitative and quantitative analysis

I read and analyze annual reports of companies. Just upload the annual report PDF and start asking me questions!

Expert in gold price analysis.

Specializes in analyzing SEC filings and industry trends for financial advice.

Expert in K-line analysis for professional traders

Maximize your Stock Portfolio Performance with the Pareto Principle

Echoing Warren Buffett's shrewd financial acumen including visual analysis of his latest portfolio.

Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)

Guides through portfolio creation, step by step.

An analyst versed in investment strategies and philosophies of financial icons.

Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.

DeFi analyst specializing in insightful financial narratives.