AI Portfolio Dashboard
The best 50 AI Portfolio Dashboard tools - Free & Paid
Explore 50 AI for AI Portfolio Dashboard
aiOS is an AI marketing automation platform that orchestrates GPT, Claude, and Gemini models with 1,200+ agentic skills to automate content creation, ad optimization, lead generation, and multi-channel publishing. It unifies sales, marketing, and operations workflows through a central dashboard wit
Free trial
PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.
Freemium
intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.
Freemium
Finlo uses AI to generate monthly, ten‑stock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive pre‑market email updates with performance metrics versus the S&P 500.
Paid
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an
Freemium
Airroi is an Airbnb analytics tool that utilizes AI to optimize revenue for short-term rentals. It provides insights into market trends, dynamic pricing strategies, and an interactive atlas for analyzing property performance metrics.
Free trial
AI‑driven research platform that supplies monthly stock picks, real‑time 5%‑move alerts, earnings previews, and analyst‑validated recommendations. It merges proprietary data, machine‑learning models, and hedge‑fund expertise to pinpoint buy‑and‑hold opportunities for investors.
Freemium
Arta is a wealth management platform for accredited investors, offering access to diverse investment opportunities, personalized portfolio management with an AI co-pilot, and educational resources to enhance financial knowledge and strategy comprehension.
Freemium
STRATxAI centralizes model portfolio creation, comparison, and deployment for RIAs, portfolio managers, and networks. Its API‑first, white‑label engine automates workflows, client communication, and analytics, reducing operational overhead while enhancing performance and risk insights.
Freemium
Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc
Freemium
Insightfolio is an AI-driven portfolio analysis tool that evaluates performance, risk, and diversification. It offers detailed reports, cost evaluation, Monte Carlo simulations for future projections, and personalized recommendations to align investments with individual goals and risk tolerances.
Freemium
Syft Analytics delivers AI‑powered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, e‑commerce, payroll, and ERP systems into IFRS/GAAP‑compliant statements. It offers real‑time spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo
Hawke AI aggregates campaign data into real‑time dashboards, tracks KPIs across accounts, alerts anomalies, offers AI‑driven budget recommendations, forecasting, segmentation, and benchmark comparisons, with customizable reports and controlled sharing for collaborative optimization.
Subscription
- $249/mo
AiHouse is an AI‑powered platform that creates 2D/3D floor plans and renders detailed virtual houses in seconds. It offers 80 M 3D models, automatic customization, 4K photorealistic images, and integrates with JEGA Cloud for seamless production.
Freemium
- $9.99/mo
FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager
Free
- $10
White-label SEO agency platform provides a brandable dashboard to manage local and national SEO, paid campaigns, link building and web design, with AI-generated summaries, AEO/geo ranking monitoring, on-site optimization, analytics attribution and client reporting.
Paid
- starting at $104/mo
StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tag‑based insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.
Freemium
An AI‑powered Fantasy Premier League assistant that evaluates squads, recommends lineups, suggests transfers based on form and fixtures, tracks mini‑league standings, provides OPta stats for player comparisons, and includes a calendar for chip planning.
Free trial
RAFA PRO audits workflows, maps tool hand‑offs, and deploys AI agents for compliance, portfolio, and client engagement tasks. It consolidates half a firm’s SaaS stack, reduces compliance review time by up to 95 %, and speeds prospect‑to‑client conversion.
Freemium
- $29.99/mo
Macroaxis Wealth Optimization Platform unifies portfolio construction, analysis, and rebalancing for stocks, ETFs, funds, and crypto. Users build or compare portfolios via prompts or AI, inspect overlap, correlation, concentration risks, and run scenario tests to keep thesis integrity.
Paid
AirOps merges AI, SEO, and analytics to guide content prioritization and creation. It aggregates insights from SEO, AI signals, and GA4, turns them into structured workflows, and exports to CMS, streamlining collaborative editing and automated tasks.
Free trial
Intellectia AI supplies automated trade signals and execution for day, swing, and long‑term traders. It highlights top daily picks, pauses signals in high‑risk periods, and syncs real‑time portfolio data across brokers like Webull and Alpaca.
Freemium
- $23.9/mo
Composer is an AI‑driven, no‑code platform that lets users describe investment goals in natural language to generate, backtest, and auto‑execute strategies. It offers real‑time monitoring, pre‑built strategies, community sharing, and brokerage integration for tax‑efficient trading.
Freemium
Piktochart is an AI‑powered visual creation platform that turns text into infographics, charts, and videos within seconds. It offers templates, a brand kit, collaborative editing, interactive graphics, and export options for print and digital use.
Freemium
PageAI generates production-ready Next.js + TypeScript websites from a single prompt, producing a downloadable codebase, landing pages, MDX blogs, Tailwind/shadcn component library, SEO and performance optimizations, drag-and-drop editing, export and one-click deployments.
Freemium
Market‑Genius.ai turns natural‑language questions into interactive dashboards with real‑time data on equities, crypto, and macro assets. It offers 16 chart types, drag‑and‑drop layout, live watchlists, company deep dives, AI insights, and export options.
Subscription
- $9/mo
worldmonitor.app is a real-time global intelligence dashboard that overlays live signals from 500+ feeds and 65+ data providers onto an interactive map. It correlates geopolitical events, infrastructure outages, and sensor alerts with market movements for analysts, traders, and risk managers.
Freemium
ProAI is an AI-powered platform offering tailored solutions for business planning, funding, and market research. It integrates essential resources, provides on-demand guidance, and utilizes AI-based business advisors to optimize strategic plans and positioning for growth.
Free trial
sectionai.com is an enterprise platform that accelerates AI adoption by providing personalized, role-specific training and certification to transform workforce proficiency. It measures usage, identifies barriers, and connects AI activity to business KPIs and ROI through detailed analytics dashboards
Free
Designedbyai.io converts interior, exterior, and landscape photos or renders into multiple 8K visualizations within hours. It provides contractors, designers, and homeowners with rapid, royalty‑free images for presentations, proposals, and documentation, while securely deleting data after 48 hours.
Free
Pitch is an AI‑driven presentation platform for teams, agencies, sales, and marketing. It provides customizable templates, AI text generation, brand asset import, real‑time collaboration, interactive embeds, and integrations with HubSpot, Slack, Notion, Loom, Unsplash. Mobile apps enable on‑the‑go e
Free
Alfie is an AI‑driven assistant that supplies real‑time stock, ETF, and market data, analyzes 42+ technical indicators, and delivers concise reports, portfolio optimization, and risk assessments on iOS and Android.
Free
AI-Flow is a no‑code platform enabling creators to build and run AI workflows via drag‑and‑drop, integrating models from OpenAI, StabilityAI, Anthropic, and Replicate for batch image, video, and content summarization.
Paid
a1.art is an online AI image and video generator offering 250,000 collections and millions of filters for rapid editing. It supports style transfer, batch processing, category search, API integration, asset logging, and high‑resolution output.
Freemium
Reviewporto is an AI-powered tool that evaluates user portfolios, offering detailed feedback on strengths and weaknesses. It supports collaboration through public sharing and provides mentor assistance, helping creative professionals optimize their presentations for clients and employers.
Subscription
StocksAI.io is an AI-powered stock market analysis platform that uses machine learning and real-time data to generate forecasts, signals, and sentiment insights. It offers customizable watchlists, risk assessment, and multi-device access for informed trading decisions.
Free trial
MoneyMade AI matches investors with diversified asset classes—real estate, fine wine, art, stocks, crypto, collectibles—by providing AI‑driven, curated platform recommendations, investment details, and aggregated news, tax tips, and trending reads for informed decisions.
Freemium
Template.net's AI Production Engine is a content creation platform that instantly generates structured, layered outputs with full customization, leveraging AI agents for various industries.
Subscription
- $12/mo
Remodel AI Free turns photos or sketches into realistic interior and exterior designs in seconds, offering virtual staging, paint palettes, landscaping plans, and renderings for rooms and facades. It serves homeowners, designers, architects, and agents on all devices.
Paid
- $29/mo
TheAnalystAI is an AI-powered investment research platform offering quick insights, in-depth reports, and customizable analysis for various investment strategies, streamlining the research process for traders and investors focused on market benchmarks and tailored insights.
Freemium