Best AI tools for< Track Your Portfolio >
20 - AI tool Sites

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:

RoboFin
RoboFin is an AI-powered investment analyst that helps you make better investment decisions. It analyzes mountains of data - news, financials, trends - faster than any human could. You get clear, actionable information about each stock you are interested in such as positive things, concerns and a forecast of how the price might move based on the data analysis. Data-driven decisions replace gut feelings.

FinChat.io
FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better 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.

OCU AI
OCU AI is a self-learning tool that helps you track your learning, earn badges for consuming educational content, and share your skills with the world. With OCU AI, you can keep track of all the things you learn online, get recognized for your learning, and showcase your skills to potential employers or clients.

Bigdata.com
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.

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.

AltIndex
AltIndex is an AI-powered investment analysis platform that provides unique AI stock picks, stock alerts, and alternative insights to help users make better investment decisions. The platform goes beyond traditional financial data by integrating various alternative data points such as job postings, website traffic, customer satisfaction, app downloads, and social media trends. AltIndex offers impactful insights and alerts, cutting-edge solutions to stay informed about companies in your portfolio, and advanced algorithms for real-time investment decision-making.

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.

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.

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.

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.

Chicago Bull AI Wallstreet Chatbot
Chicago Bull AI Wallstreet Chatbot is an AI application designed to provide users with real-time information and insights on the stock market. Users can interact with the chatbot to ask questions related to equities, crypto, or bond markets. The chatbot is not affiliated with the Chicago Bulls organization or the National Basketball Association. It aims to assist users in making informed investment decisions by providing market updates and analysis.

Stocknews AI
Stocknews AI is an AI-powered platform that curates and provides the best stock news from over 100 sources. It leverages artificial intelligence to analyze and pick the most relevant and impactful stock news for investors. The platform aims to help users stay informed about the latest market trends, investment opportunities, and stock movements. Stocknews AI offers a comprehensive and efficient way to access valuable stock-related information, making it a valuable tool for both novice and experienced investors.

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.

Monexa
Monexa is a professional-grade financial analysis platform that offers institutional-grade market insights, news, and data analysis in one powerful platform. It provides comprehensive market analysis, AI-powered insights, rich data visualizations, research and analysis tools, advanced screener, rich financial history, automated SWOT analysis, comprehensive reports, interactive performance analytics, institutional investment tracking, company intelligence, dividend analysis, earnings call analysis, portfolio analytics, strategy explorer, real-time market intelligence, and more. Monexa is designed to help users make data-driven investment decisions with a comprehensive suite of analytical capabilities.

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.

Decode Investing
Decode Investing is an AI-powered platform that helps users automate their stock research process. The platform offers a range of tools such as an AI Chat assistant, Stock Screener, Earnings Calls analysis, SEC Filings analysis, and more. Users can easily find and analyze stocks by simply entering the stock name or ticker. Decode Investing aims to simplify the investment process by providing valuable insights and data to make informed decisions. The platform is designed to cater to both novice and experienced investors, offering a user-friendly interface and comprehensive features.

AI Sommelier
The AI sommelier is an innovative tool designed to help sell wine by creating memorable experiences for customers. It automates the process of creating offers and materials, allowing wine sales teams to increase efficiency and productivity. The tool is built on the expertise of renowned sommelier Julie Dupouy and has a proven track record of boosting sales and saving time for businesses in the wine industry. With simple pricing and customizable features, the AI sommelier is a valuable asset for distributors, retailers, and agents looking to stay ahead in the digital age of wine sales.
0 - Open Source AI Tools
20 - OpenAI Gpts

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

EquityNestAI
Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.
💹 EcoInvest Navigator
Your go-to AI for green finance! It offers tailored investment tips, market analyses, and sustainability insights to navigate eco-friendly portfolios. 🌱💰

Stock Market Assistant
Your go-to stock market guru. feel free to upload your charts aswell.

Market Maven
I assist with educating individuals on trading , offering market technical & fundamental concepts not financial advice.

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

Earnings Analyzer
I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!