Best AI tools for< Portfolio Management >
20 - AI tool Sites

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.

Macroaxis
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.

AI CRE Tools
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.

InsureSmart
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.

Allex
Allex is a project management and portfolio management software that offers a digital multi-project solution. It helps project professionals accelerate time-to-market results by harmonizing projects, resources, and tasks. The platform enables users to have a sweeping overview of projects, predict capacity bottlenecks, improve project coordination through collaboration, and communicate effectively with internal and external stakeholders. Allex is designed to handle complex projects and offers expert support to ensure informed decision-making from planning to launch.

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.

Search&AI
Search&AI is a comprehensive platform designed for patent due diligence, offering efficient and accurate results in minutes. It provides services such as prior art search, claim chart generation, novelty diligence analysis, portfolio analysis, document search, and AI-powered chatbot assistance. The platform is built by a team of experienced engineers and is tailored to streamline the patent discovery and analysis process, saving time and money compared to traditional outsourced search firms.

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.

AnalyStock.ai
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.

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.

Tamarack
Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.

Allex
Allex is an AI-powered project management and portfolio management software solution designed to help businesses efficiently manage projects, resources, and tasks. It offers features such as project planning, resource planning, capacity planning, team collaboration, and seamless communication. Allex is suitable for companies of all sizes and industries, including aviation, automotive, special machinery manufacturing, and pharmaceuticals. The software aims to provide users with a perfect overview of their projects and team activities, ensuring early identification of bottlenecks and effective resolution. With Allex, organizations can validate project requests, plan new projects, and enhance project coordination among different teams and stakeholders.

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.

BIASafe
BIASafe is an AI-driven platform that revolutionizes institutional portfolio management by leveraging artificial intelligence to drive unbiased, efficient, and scalable investment decisions. The platform offers a comprehensive suite of tools, including Soteria AI for data analytics, research and development capabilities, and portfolio management solutions. BIASafe empowers users with AI-powered intelligence for data-driven decision-making, predictive analytics, and uncovering hidden opportunities across portfolio strategies. The platform features a no-code R&D ecosystem for rapid design and strategy deployment, along with fully automated portfolio operations. With a focus on bias-free decisions and accelerated innovation, BIASafe sets a new standard in institutional-grade investment tools.

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.

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.

Stocked
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.

Questel
Questel is a world leader providing end-to-end, AI-enabled and integrated solutions for Intellectual Property and Innovation Management. The platform offers a range of solutions including Patent, Trademark, Innovation, Legal Operations, and Localization services. Questel's software and services are designed to streamline IP strategy, enhance corporate training programs, and provide valuable content to support users in managing their intellectual assets effectively.

Federato
Federato is an AI-powered platform that integrates Google Cloud's AI capabilities to provide new AI underwriting solutions for the insurance industry. It aims to revolutionize underwriting processes by leveraging AI technology to enhance risk assessment, portfolio management, and decision-making. Federato's RiskOps platform empowers underwriters with powerful insights, real-time risk selection guidance, and unified underwriting workflows, enabling them to make more informed decisions and improve operational efficiency.

Composer
Composer is an AI-powered trading platform that allows users to build trading algorithms with AI, backtest them, and execute trades all in one place. The platform does not require coding skills and offers pre-built strategies for users to invest in. Composer also provides automation features for trading strategy execution, portfolio management, and community sharing. With Composer, users can create, customize, and test trading strategies with the help of AI technology.
0 - Open Source AI Tools
20 - OpenAI Gpts

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

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

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

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

Liquidity Management Advisor
Optimizes financial liquidity, mitigates operational risk, and enhances financial performance.

Family Asset Management
Guides asset allocation in family segments, focusing on investments.

Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.

PMP Mentor
PMP Training Instructor, providing lessons, answers, and practice questions on project management.