Best AI tools for< Manage Investment Portfolio >
20 - AI tool Sites

Three Sigma
Three Sigma is a quantitative hedge fund that uses advanced artificial intelligence and machine learning techniques to identify and exploit trading opportunities in global financial markets.

Trader AI App
Trader AI App™ is a premier AI trading application that stands out in the cryptocurrency space for its cutting-edge technology and advanced software capabilities. It empowers traders with precise and real-time market research and analysis through the integration of AI and sophisticated algorithms. The app ensures users can capitalize on the dynamic cryptocurrency market with confidence and efficiency, making it a leader in the field of AI trading platforms.

Investilyze
Investilyze is a real-time stock analysis platform powered by AI that provides users with instant notifications about market movements to make data-driven decisions. The platform processes thousands of data points across global markets to identify potential trading opportunities, assigns confidence scores and impact levels to signals, and offers different subscription plans for users with varying investment needs. Investilyze aims to help investors overcome information overload, analysis paralysis, and missed opportunities by leveraging AI technology for smarter trading decisions.

Lektify
Lektify is an AI-powered platform designed to revolutionize the way users manage their investment portfolios. By leveraging advanced artificial intelligence algorithms, Lektify helps users discover top-performing stocks and make informed investment decisions. The platform provides valuable insights and recommendations based on extensive data analysis, enabling users to optimize their investment strategies and maximize returns. With Lektify, users can stay ahead of market trends and enhance their portfolio performance with confidence.

Surmount AI
Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.

PortfolioGPT
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.

Pluto.fi
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.

Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

Betterment
Betterment is an automated investing platform that helps you build wealth, grow your savings, and plan for retirement. With Betterment, you can invest in a diversified portfolio of stocks and bonds, earn interest on your cash, and get personalized advice from financial experts. Betterment is a fiduciary, which means we act in your best interest. We'll help you set financial goals and set you up with investment portfolios for each goal.

EarnAI
EarnAI is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. Whether you’re a beginner or a seasoned investor, EarnGPT provides actionable insights to enhance your investment decisions.

Bhavv
Bhavv is India's first and most powerful AI platform for Nifty and Bank Nifty Options buying. The platform offers automated trade management, personalized risk management, integrated stop loss, and a user-friendly interface. Bhavv's AI algorithms continuously analyze market data to create and manage a diversified trading portfolio tailored to individual goals and risk tolerance. The platform aims to revolutionize trading by simplifying the process and making it more accessible and enjoyable for traders.

Rafa.ai
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.

Moning
Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.

MDOTM Ltd
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.

Rize Capital
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.

Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform designed to meet the needs of active traders. It provides powerful tools such as real-time market scanning, AI-driven trade signals, customizable alerts, advanced charting capabilities, and time-saving data visualization. Trade Ideas offers users the confidence to make smarter trading decisions and the freedom to conquer markets anytime, anywhere. The platform also includes features like a trading simulator for practicing new strategies, Picture in Picture charts for visualizing multiple timeframes, and integration with leading brokers and trading platforms.

Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform that provides unmatched precision in finding the biggest movers first. It offers AI-powered Buy/Sell signals, real-time market scanning, customizable alerts, advanced charting capabilities, and time-saving data visualization. Users can access the platform on any device, empowering them to make smarter trading decisions and stay ahead of the game. Trade Ideas also features a live trading room with expert market commentary and a simulator for practicing new trading strategies under actual market conditions. The platform is trusted by leading brokers and trading platforms, offering users a competitive edge in the market.

Capital Companion
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.

Wale.ai
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.

Stockaivisor
Stockaivisor is an AI-driven platform that offers comprehensive stock analysis, financial statement analysis, risk assessment, and predictive analytics for investors. With over 20,000 stocks and portfolios, the platform provides advanced insights through generative AI technology, predictive correlation models, and automated portfolio management. Stockaivisor empowers users to make informed decisions, anticipate market shifts, and optimize their investment strategies with data-driven trading signals. The platform also features dedicated customer support and tools for stock and portfolio screening, making it a valuable resource for both novice and experienced investors.
1 - Open Source AI Tools

gpt-bitcoin
The gpt-bitcoin repository is focused on creating an automated trading system for Bitcoin using GPT AI technology. It provides different versions of trading strategies utilizing various data sources such as OHLCV, Moving Averages, RSI, Stochastic Oscillator, MACD, Bollinger Bands, Orderbook Data, news data, fear/greed index, and chart images. Users can set up the system by creating a .env file with necessary API keys and installing required dependencies. The repository also includes instructions for setting up the environment on local machines and AWS EC2 Ubuntu servers. The future plan includes expanding the system to support other cryptocurrency exchanges like Bithumb, Binance, Coinbase, OKX, and Bybit.
20 - OpenAI Gpts

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

策略研报分析 Investment Strategy Research
专注于“投资策略”类型的研报分析总结,提炼对行业配置的核心观点 Focusing on the analysis and summary of research reports on the type of "investment strategy", refining core perspectives on industry allocation

股票预测分析专家 | A股 | 实时数据
一款基于深度神经网络预测给出中国A股股票买入建议的智能投资顾问 An intelligent investment advisor based on deep neural network for predicting buy recommendations for Chinese A-share stocks.

Instructors in Global Economics and Finance
Multilingual support in Global Economics & Finance studies.

Canna-Invest GPT
Cannabis investment AI expert, delivering clear, adaptable, and comprehensive guidance.

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

Investment Management Advisor
Provides strategic financial guidance for investment behavior to optimize organization's wealth.

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

Personal Business Manager
Seasoned investment manager offering detailed financial plans and strategies.