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

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.

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.

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.

Hermes by ConsX
Hermes by ConsX is an AI-driven Equity Research Center that empowers users to make informed investment decisions in the stock market. The platform offers AlphaFlex Portfolio for strong returns with reduced risk, and AlphaFlex Equity Research Hub for real-time research on over 6,000 companies. By combining human expertise with AI-driven insights, Hermes by ConsX provides cutting-edge tools for investors to navigate market conditions and build generational wealth.

AngelList
AngelList is a platform that provides tools for investors and innovators to grow their venture funds. It offers solutions for venture funds, SPVs, scout funds, and digital subscriptions, along with full service fund management. With over half of top-tier VC deals running through the platform, AngelList plays a crucial role in fueling innovation and bridging gaps in the VC market.

Cryptohopper
Cryptohopper is a powerful crypto trading bot that allows users to automate their trading strategies, manage their portfolio across multiple exchanges, and leverage advanced trading tools like DCA, market-making, and arbitrage. With features such as social trading, AI trading, and a strategy designer, Cryptohopper caters to a wide range of users, from beginners to advanced traders. The platform also offers a marketplace for trading signals, strategies, and bot templates, making it easy for users to trade like experts without coding skills. Cryptohopper prioritizes security and privacy, providing industry-leading security protocols to protect users' accounts and data.

CryptoRobotics
The website is a platform offering Crypto Trading Bots for spot and futures exchanges, along with features like automated trading, copy trading, signal trading, and portfolio management. Users can access expert trading strategies, demo trading, and pay only for profitable trades. The platform provides a user-friendly experience for both beginners and pro traders, with built-in risk management and customizable settings. It also offers a mobile app for managing bots on the go.

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.

Soon
Soon is a fully automated crypto investing platform that makes it easy for anyone to invest in crypto, regardless of their experience level. With Soon, you can set up simple buying and selling schedules, automatically reinvest your profits, and even track your capital gains taxes. Soon also provides a robust set of investing features, such as auto-pilot selling, reimburse spending, and stop loss, to give you powerful tools in a simple, intuitive app.

Patlytics
Patlytics is the premier AI-powered patent platform that serves as a trusted partner in patent creation, protection, enforcement, and defense. It offers comprehensive discovery and analytics, cutting-edge infringement monitoring detection, AI patent drafting assistance, office action response optimization, whitespace detection, patent inventory harvesting, and more. The platform combines market-leading technology with deep industry expertise to provide unmatched quality and innovative solutions for patent professionals.

Token Metrics
Token Metrics is an AI-powered crypto trading and research platform that provides users with real-time market trends, live trade alerts, and AI grades to help make informed investment decisions. With features like AI ratings, personalized research, and trading signals, Token Metrics aims to empower users to navigate the cryptocurrency markets effectively. Trusted by over 70,000 crypto investors, Token Metrics offers a comprehensive suite of tools and resources to enhance crypto investment strategies.

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.

Algomist
Algomist.io is a user-friendly AI system that works 100% on autopilot and gives you the best trading options in the market with our automated AI-driven trading model. No prior experience is required.

SenseIP
SenseIP is an AI-powered patent protection platform designed to assist innovators, including inventors, startups, R&D teams, and universities, in managing their intellectual property. The platform offers services such as ideation and patentability assessment, prior art search, AI patent drafting, and IP portfolio management. SenseIP's AI expert, Leo, provides users with instant patentability assessments and helps streamline the patent filing process. The platform aims to democratize access to IP protection and make it more accessible to entrepreneurs and innovators navigating the digital economy.

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.

Octavia
Octavia is a cryptocurrency assistant that helps you track your portfolio, get real-time market data, and make informed trading decisions. With Octavia, you can:

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.

Vindey
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.

heyy-ai
heyy-ai is a domain management platform that specializes in buying, selling, and valuating domains. The platform offers portfolio management services and insights to help users make informed decisions about their domain assets. With a focus on domain sales and upgrades, heyy-ai provides a comprehensive solution for individuals and businesses looking to optimize their online presence.
1 - Open Source AI Tools

FinRobot
FinRobot is an open-source AI agent platform designed for financial applications using large language models. It transcends the scope of FinGPT, offering a comprehensive solution that integrates a diverse array of AI technologies. The platform's versatility and adaptability cater to the multifaceted needs of the financial industry. FinRobot's ecosystem is organized into four layers, including Financial AI Agents Layer, Financial LLMs Algorithms Layer, LLMOps and DataOps Layers, and Multi-source LLM Foundation Models Layer. The platform's agent workflow involves Perception, Brain, and Action modules to capture, process, and execute financial data and insights. The Smart Scheduler optimizes model diversity and selection for tasks, managed by components like Director Agent, Agent Registration, Agent Adaptor, and Task Manager. The tool provides a structured file organization with subfolders for agents, data sources, and functional modules, along with installation instructions and hands-on tutorials.
20 - OpenAI Gpts

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

Warren
The intelligent investor. Analyse stocks using Warren Buffet's favourite investment framework, outlined in Benjamin Graham's famous book. Warren takes no responsibility for investment risk.

Smart Investor
I provide investment insights and data, clarifying complex financial concepts.

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

1nvestMate
Comprehensive crypto advisor with personalized insights and educational tools.

Account Executive
Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

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