Financial Portfolio Tracking
The best 70 Financial Portfolio Tracking AI tools - Free & Paid
Explore 70 AI for Financial Portfolio Tracking
$29/mo
5
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Freemium
$0
PortfolioPilot is an AI-powered financial assistant that provides in-depth portfolio analyses, personalized recommendations, and economic insights. It ensures risk management, tailored suggestions, and secure asset aggregation for optimized investment strategies.
Free trial
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
Wealth Tracker Cloud enables users to manage diverse investment portfolios, including stocks, real estate, cryptocurrencies, and collectibles, through an integrated dashboard that provides real-time tracking and insights into asset performance across multiple categories.
Subscription
PortfolioGPT generates personalized investment portfolios based on user inputs such as risk tolerance and financial goals, streamlining the investment process. It offers tailored strategies and risk profiling, making it suitable for both novice and experienced investors.
Freemium
Principal is an AI-driven wealth platform that consolidates financial data from various institutions, offering real-time tracking, historical balance insights, and transaction filtering, while ensuring robust security and future features like risk analysis and real estate tracking.
Free trial
5
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
Free
5
Magnifi is an AI-powered investor tool that offers personalized opportunity discovery, analysis, goal planning, investment search/comparison, portfolio tracking, and integrated account access. It provides data, planning tools, and assistance to help subscribers make informed decisions.
Freemium
$29.99/mo
5
Rafa AI Tool delivers real-time investment insights for informed decision-making. Key features include portfolio alerts, risk assessment, options monitoring, top stock idea summaries, performance tracking, and customizable AI agents catering to all investor levels, streamlining processes and boosti
Free trial
5
Tendi is an AI-driven personal finance advisor that assists users in goal setting, budgeting, debt reduction, saving, investing, retirement planning, and provides insights, alerts, and a user-friendly dashboard for better financial management.
Freemium
minimum $10
Folioprojects is an AI-powered portfolio management tool for real assets. It optimizes value, enhances performance, and simplifies project workflows through AI-assisted management, data-rich dashboards, and stakeholder engagement features for informed decision-making.
Subscription
5
Mezzi is an AI-enhanced investment tax management tool that provides personalized strategies to minimize taxes, cut fees, and enhance portfolio optimization. It features advanced calculators, secure data handling, and facilitates easy allocation rebalancing and performance tracking for efficient we
Freemium
Finlo is an AI-powered stock portfolio management tool that curates six high-performance stocks monthly, utilizing a quantitative equity hedge strategy to enhance returns, minimize risk, and streamline trading while providing real-time performance tracking and automated tax optimization.
Subscription
FinanceGPT is an AI tool that converts intricate financial data into valuable insights & narratives. It provides personalized forecasting, real-time data collection, and sophisticated analytics for better decision-making in asset management and financial planning, catering to investors, financial m
Freemium
Rocket Money is an all-in-one financial management tool that simplifies tracking subscriptions, managing spending, creating budgets, and improving financial wellness. Features include automated subscription tracking, spending insights, bill negotiation, net worth tracking, credit score monitoring, a
Free trial
Finance Stuff is a personal finance tracker that automates expense tracking, connects accounts for investment visibility, and provides AI-powered insights. It features growth charts for effective budgeting and employs secure data handling practices to protect user privacy.
Subscription
Swaggi Stocks is a tool that tracks social media sentiment, offers real-time stock talk views, and provides market analysis features.
Free
Fire Mate: AI-powered financial assistant guiding users towards financial independence. Features personalized recommendations, real-time support, easy income/expense tracking, goal setting, and progress monitoring for efficient money management.
Free
$19
Trading Literacy is a conversational AI tool that helps investors gain insights into their investment activity. Users can ask questions and get reports to find risk-adjusted values. It supports uploading trade history files, emphasizes privacy and security.
Subscription
$0
AI Stock Radar: Pioneering AI investment tool enhancing stock research. Simplifies fundamental analysis, identifies high-performers, and equips users with AI-driven insights for informed decisions.
Freemium
Finstreets is an AI-driven financial planning platform offering calculators, a financial search engine, educational resources, and a budget planner, helping users manage investments, expenditures, and gain insights into personal finance and cryptocurrency.
Subscription
Qashboard is a financial management AI tool that links accounts, analyzes transactions, and visualizes insights via an easy-to-use dashboard. It ensures secure finance tracking & organization, prioritizing data privacy and offering an intuitive conversational interface for informed decisions.
Free trial
0$/mo
StockInsights is an AI-driven platform that merges large language models and financial data to offer users advanced investment insights. Easily track portfolios, receive updates, generate ideas, and make informed decisions with real-time alerts and customizable options.
Freemium
$8.99/mo
5
Wefire is an AI-driven personal finance tool that offers insights into spending habits, investment opportunities, and cash flow analysis. It enhances financial literacy with educational resources while prioritizing user security and providing timely alerts for account activity.
Freemium
DataRails is a financial planning and analysis platform for Excel users that automates data consolidation, reporting, and budgeting, enhancing accuracy and efficiency. It supports scenario modeling, data visualization, and forecasting for effective financial analysis and decision-making.
Freemium
Uptrends.ai is a real-time stock monitoring tool that tracks over 5,000 US stocks, delivering customizable alerts and AI-driven summaries for significant market events, enabling users to make informed investment decisions efficiently.
Freemium
Goodbudget Envelope Budgeting modernizes traditional budgeting with virtual envelopes for spending, saving, and giving. Track finances and share budgets while saving for big expenses and managing debt seamlessly.
Subscription
Financial Fusion is an AI-driven financial management tool that analyzes financial data, offering real-time recommendations, trend identification, and performance forecasting. It integrates with major accounting platforms to streamline workflows for small to medium-sized businesses.
Free trial
Moneymade is an AI platform that helps users discover investment opportunities in real estate, wine, art, and stocks, offering personalized recommendations based on financial goals to aid informed decision-making and portfolio diversification.
Free
$13.5/mo
Stock Market GPT is an AI-powered investment research tool that offers seamless stock comparison and analysis, providing up-to-date data on global equities for informed decision-making. Save time on manual data gathering and make better investment choices effortlessly.
Free trial
Telescope, Transform a prompt into curated stock portfolios, driving discovery and increasing trading volumes, all backed by cutting-edge AI. It offers AI investing and helps users learn about stock discovery and trading.
Subscription
$0 cad/mo
Outseek Copilot is a financial research platform that offers real-time data, stock quotes, and key metrics. It aids investors in analysis, portfolio management, and insights on economic indicators, enhancing informed decision-making in securities investment.
Subscription
$14.99/mo
Gorilla Terminal is an AI-driven investment research tool with features such as macro-economic data analysis, intuitive dashboard design, risk management tools, sector overviews and real-time updates on the latest news.
Freemium
SageFusion is an AI-powered asset management platform catering to accredited investors. It combines trend forecasting and statistical models to optimize returns, providing transparent, liquid investments with risk management and flexible withdrawal options for busy individuals and companies.
Freemium
£ 99/year
Recap Crypto Tax Software simplifies UK investors' tax concerns by tracking crypto portfolios, calculating taxes, and ensuring HMRC compliance. Effortlessly import transactions, generate reports, and optimize future investments with ease. Stay informed and in control of your crypto tax obligations.
Freemium
$25/mo
Tradepost.ai is an AI-powered tool that personalizes investment insights by summarizing financial newsletters and SEC filings. It allows customization of the AI model, provides real-time alerts on filings, and offers advanced trading insights for improved market analysis and informed decisions.
Free trial
Automated Trading Portfolios streamline trading decisions with advanced AI algorithms, achieving a 70% success rate in US markets. Users benefit from faster, more consistent trading, competing effectively with institutional firms using AI.
Free trial
StockNear is an AI-powered tool for small investors, featuring stock price exploration, options analysis, news aggregation, price predictions, charts, community discussions, trend tracking, ETFs monitoring, analyst recommendations, and virtual stock analysis tournaments.
Freemium
Financial Flow is an AI-driven financial news aggregator that offers smart article summaries, real-time stock tracking, sentiment analysis, and investment trend insights, helping users efficiently navigate market information and enhance their trading strategies.
Freemium
Kniru AI-powered Finance is an all-inclusive aid that offers custom investment, expense, retirement planning, tax, and credit management insights. It provides personalized savings tips, bill reminders, and portfolio monitoring for informed financial choices.
Freemium
Alfie is an AI investment analyst that offers real-time analysis of stocks and ETFs, generates personalized research reports, and provides insights using 42 technical indicators to enhance portfolio optimization and investment strategies for various users.
Free
PublicView is an AI tool for effortless stock market research, enabling quick analysis of SEC filings by company name or ticker. It simplifies gathering vital data for informed investment decisions, emphasizing simplicity and efficiency.
Subscription
$9.99/mo
5
Zumma Financial is a personal finance platform that organizes budgeting, income tracking, expense management, featuring receipt scanning/manual entry and city-specific financial resources.
Subscription
5
Cleo is an AI-powered personal finance assistant that streamlines money management through savings, budgeting, investment growth, credit building, and offers privacy-focused financial insights and tracking tools.
Freemium
DollarDrip is an AI investment tool that optimizes dollar-cost averaging by adjusting portfolio weights based on user risk profiles. It offers market insights, scenario simulations, and a community for collaborative learning among investors.
Freemium
Financial AI Companion is a personalized financial assistant that helps users identify their financial personality and provides tailored guidance on budgeting, saving, investing, and managing debt, promoting informed decision-making and enhancing financial literacy.
Freemium
Investilyze is an AI-driven stock analysis platform that processes real-time market data, offering smart notifications for significant movements and performance analytics to help traders and investors identify high-potential opportunities and improve their trading strategies.
Subscription
$5/mo
4.6
Fina Money is a money management app that automates expense tracking, budgeting, and financial insights by securely syncing with bank accounts. It offers AI-powered categorization, customizable templates, and real-time analytics for personal and business finances.
Free trial
$0/mo
Market Genius AI transforms earnings transcripts into interactive dashboards, allowing investors to analyze sentiment and CEO confidence. Its custom chart builder and financial analysis tools help users make data-driven investment decisions, catering to both novice and experienced investors.
Freemium
ESG Analytics offers real-time ESG scores and ratings for over 230,000 companies, leveraging a proprietary AI engine to analyze 1,000,000 data points monthly, aiding portfolio construction, risk management, and due diligence for investment firms.
Freemium
$29/mo
ChatterQuant is an AI-powered finance tool for professionals, featuring enterprise dashboards that enable alpha generation, risk management, and enhanced due diligence. It provides real-time data, tracks market trends, and monitors stock sentiments on social media for informed decision-making.
Subscription
Folionomics is a multi-chain crypto portfolio management tool that helps users optimize investments across various blockchains through AI-driven insights, advanced filtering options, and regular rebalancing features, all while ensuring data privacy and security.
Freemium
AlphaResearch is a tool that helps investors extract information from unstructured texts, filings, earnings call transcripts, and other financial data to make informed investment decisions.
Freemium
5
Trillion is a budget management app that enables users to track income and expenses, categorize transactions automatically, and generate detailed reports, all while supporting multiple accounts and currencies for effective personal finance management.
Free
FinNews.ai is an AI-driven finance tool for US stocks, cryptocurrencies, forex, and news. It delivers real-time insights, quantitative analysis, predictive modeling, anomaly detection, and timely updates for informed financial decision-making.
Freemium