Investment Advisor Bot
The best 50 Investment Advisor Bot AI tools - Free & Paid
Explore 50 AI for Investment Advisor Bot
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
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
- $19
Chicago Bull AI Wallstreet Chatbot delivers real‑time market data via conversation: current prices, recent financial statements, interactive ticker charts, sector performance summaries, investment screening, and company news. Accessible on‑site with TradingView integration.
Freemium
24/7 AI therapist providing conversational support for anxiety, depression, stress, and relationship issues. It uses CBT, DBT, and psychodynamic methods, tracks emotional patterns, offers personalized suggestions in 26 languages, and respects privacy for all users.
Free
TradingWizard AI is a trading assistant that uses advanced algorithms to analyze market trends, offering real-time insights, customizable alerts, and backtesting capabilities to enhance trading strategies for both novice and experienced investors.
Freemium
Orbofi lets users create autonomous AI agents in a minute, deploying them to secure sandboxes with code execution. Agents perform tasks such as trading, content generation, and DeFi interactions, and can be traded for fees on decentralized markets.
Paid
Parthean automates client onboarding, data extraction, and research for financial advisors. Its AI‑powered paraplanner delivers rapid investment reports, risk metrics, tax‑efficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.
Subscription
Crypto Arbitrage Bot identifies price discrepancies across over 40 exchanges, enabling users to execute profitable trades. It features real-time alerts, wallet analysis, and AI-driven insights, catering to both novice and experienced cryptocurrency traders.
Free trial
InciteAI is an AI investment tool that streamlines stock and crypto trading through real-time insights, accurate financial guidance, and sophisticated stock forecasts, all powered by its robust data analysis algorithm spanning decades.
Free
Candlestick automates portfolio construction and management using GPT‑4, offering multiple AI strategies, real‑time news analysis, transparent trade reasoning, quick account setup, iOS/Android access, Alpaca brokerage execution, and a risk‑disclosure framework to tailor risk‑return preferences.
Paid
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
Excel Bot is an AI assistant that integrates with Microsoft Excel and Google Sheets, translating formulas into natural‑language text and providing instant answers to data‑manipulation queries, reducing debugging time for analysts, finance professionals, and teams.
Freemium
- $99/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
InspiroBot is an AI generator that produces unlimited unique inspirational quotes. Users can print designs on t‑shirts, posters, mugs, stickers, and themed items such as Christmas cards. It also offers a mindful output mode for reflective content.
Freemium
AIgentor lets users instantly chat with AI characters from books, movies, games, or custom favorites, powered by advanced large‑language models. It delivers specialized guidance—from pet nutrition to queue management, education, or storytelling—without login.
Free
Sirius Investors is an AI-driven platform for investment analysis, offering real-time insights on stocks, cryptocurrencies, and ETFs. It features technical analysis, customizable screening, automated research, sentiment analysis, and market news to aid informed decision-making.
Freemium
Gunbot is a local crypto trading bot that automates strategies across 20+ exchanges. It offers customizable trading options, multi-bot management, and backtesting capabilities, enhancing trading performance while ensuring data privacy and security for users.
Paid
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
AI Office Bot offers AI‑driven tools for professionals: ATS‑compatible resume/cover‑letter scanning, startup funding and no‑code agency insights, fresh lead databases for sales, free career document analysis, wedding vow drafting—all in a light/dark interface.
Free
- $8/mo
BodBot uses AI to deliver personalized workout plans that adapt to real‑time biometric data, while offering nutrition guidance that recalculates macros after each session. It tracks progress, supports joint‑friendly exercises, and syncs with Apple Watch, Fitbit, and other wearables.
Freemium
Line 1: Designerbot, powered by Beautiful.ai, is an AI-assisted tool for swiftly crafting stunning presentations.Line 2: It simplifies the presentation creation process, enabling users to generate high-quality slides effortlessly.
Freemium
DailyBot is an AI chat assistant that runs inside Slack, Teams, Google Chat, and Discord. It automates scheduling, task tracking, status updates, and agile workflows, generating agendas, stand‑up notes, and sprint metrics while protecting privacy by not storing personal data.
Freemium
- $0.18/mo
Tradytics aggregates institutional‑level market data for individual stocks, offering AI‑summarized news, real‑time options flow, sweep detection, 0DTE metrics, daily scanners, and a Discord bot for collaborative alerts, suited for day traders, scalpers, swing traders, and investors.
Freemium
- $69/mo
Profbot is an AI chatbot for university students, providing real-time personalized feedback and study support. Accessible 24/7 on any device, it offers tailored learning experiences to enhance academic performance.
Freemium
Finance Brain is an AI-powered chatbot offering instant finance and accounting answers. Users get 3 free questions upon sign-up. Access 24/7 support for quick responses to any finance query.
Free
eLBot is a WhatsApp and Telegram chatbot that uses OpenAI‑trained neural nets to answer business, technical, and general queries in real time. It captures leads, automates conversations, and creates content, operating 24/7 with secure privacy.
Free
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
Growlonix automates crypto trading with AI‑assisted DCA, hedge, and dual grid bots. It supports signal copy from Telegram, webhooks, TradingView, offers a professional terminal, paper trading, secure API, and multi‑exchange integration.
Freemium
- $17.5/mo
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
ServisBOT delivers AI‑powered agents that automate complex customer interactions across multiple channels while ensuring compliance, auditability, and human oversight. Integrated with legacy systems, it provides real‑time insights, reduces costs, and boosts customer satisfaction.
Freemium
Amigo AI is an AI-driven personal finance management tool that provides personalized advice on budgeting, spending, and investments. It logs transactions, adapts to user habits, and offers quick insights via a responsive chatbot across Apple devices.
Freemium
- $20/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
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
DropbotAI delivers AI‑generated marketing plans for dropshippers. Users input product details and receive up to 20 output categories—copy, creative angles, unit economics, ad‑budget suggestions. Iterative dashboards refine strategies, and built‑in calculators assess profitability before campaigns.
Freemium
Coach is an AI career development platform guiding learners through exploration, skill building, job searching, and interviews with personalized resume feedback. Institutions can embed, customize, and scale advising while meeting FERPA, GDPR, and WCAG compliance.
Freemium
LawBotica transforms legal and regulatory documents into structured, searchable intelligence, providing explainable AI summaries, audit‑ready reports, timeline generation, cross‑document correlation, and gap detection to streamline review and enhance compliance tracking.
Freemium
OwchBuddy provides AI‑based legal guidance for personal injury claims, including car accidents, dog bites, and wrongful death. It generates action plans, connects users to attorneys and medical experts, stores documents centrally, and supports voice and video consultations in multiple languages.
Free
TradingPlatforms.ai aggregates AI‑driven trading tools, bots, and brokers, offering searchable listings and detailed reviews. Users compare features, add personal insights, and explore categories like automation, stock‑picker software, and broker services to match strategy preferences.
Paid
Blissbot is a personalized AI assistant that supports mental, emotional, and spiritual well-being. It offers tailored guidance, facilitates self-reflection, and encourages personal growth, helping users manage their emotional health and cultivate a fulfilling life.
Freemium
SupportAgent.ai is an AI tool that creates automated draft replies for support agents by learning from previous replies and adapting to the writing style.
Free trial
- $29/mo
Boterview is an AI-powered interview preparation tool that offers speech-to-speech simulations and emotion detection to enhance tone, timing, and confidence. It provides dynamic feedback to refine responses and align with company values, with free trials and premium packages for advanced features.
Free trial
AI Excel Bot translates natural‑language prompts into accurate Excel or Google Sheets formulas—SUMIF, VLOOKUP, array functions—providing step‑by‑step explanations and on‑demand VBA script generation. Available as a Chrome extension or add‑in for quick, in‑app access.
Freemium
- $2.99/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
Morpher AI delivers real‑time market analysis for stocks, crypto, forex, commodities, and indices, aggregating news and data into concise AI summaries. It offers trend tracking, bullish/bearish assessments, alerts, a unified trading interface, leveraged positions, and risk disclosures.
Freemium