Portfolio Analysis
The best 70 Portfolio Analysis AI tools - Free & Paid
Explore 70 AI for Portfolio Analysis
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
$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
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
$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
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
MacroMicro is a macro analytics platform offering a vast database of market trends across multiple sectors. It provides real-time analytics, trend visualization tools, and a community for sharing insights, enhancing investment research and decision-making.
Free trial
$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
$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
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
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
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
Swaggi Stocks is a tool that tracks social media sentiment, offers real-time stock talk views, and provides market analysis features.
Free
$42/mo billed annually
The All In One Marketing Platform provides comprehensive tools for marketing teams to manage and track their plans and campaigns on multiple platforms, while collaborating with team members.
Freemium
$0/mo
Positional is a robust tool for content and SEO teams, offering keyword research, performance analysis, site audits, editorial calendar management, and social listening to optimize online content and improve search engine rankings effectively.
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
$0
Graphy.app is an AI-powered tool for data analysis, charts, and graphs that provides AI-generated insights to analyze trends and patterns in datasets.
Free
$19/mo
Portageur is an AI-powered stock evaluation tool that aggregates and analyzes vast data from SEC filings, investor presentations, and corporate policies to deliver comprehensive company insights in minutes. It enables customizable evaluation frameworks, empowering investors to uncover hidden pattern
Free trial
$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
$29/mo
5
Altindex is an AI investment tool that harnesses alternative data like job postings and social media trends. It employs sophisticated algorithms to provide real-time insights and high-impact stock alerts, facilitating intelligent portfolio management and uncovering smarter investing prospects.
Freemium
Pitchgrade's AI scans pitch decks for areas of improvement and provides real-time advice, making it a dynamic service for fundraising efforts.
Free
Leeway Aktienanalysen mit KI is an AI tool that merges fundamental analysis and AI pattern recognition for consistent gains. It offers stock ranking, portfolio assessment, market analysis, clear information, and risk warning signals for informed investment decisions.
Freemium
$16/mo
VentureKit is an AI tool that generates detailed business plans and provides valuable insights to help users make informed decisions. It offers tailored strategies, market research, and financial projections for varied business models, enhancing decision-making processes and strategic planning.
Freemium
5
Lebesgu is an AI-powered tool for market intelligence, competitor analysis, and advertising audits that offers step-by-step recommendations, lifetime value analysis, market research, and dashboard analytics to improve business growth.
Free trial
Spot bot is a Twitter analysis tool with 86% model accuracy that analyzes current and past trends, allows users to choose trends by location, checks statistics, and updates on Twitter. No pricing or marketing information is provided.
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
5
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
Free
AI-driven trade toolkit for retail traders with mobile app, Discord bot, and blog. Offers data analytics, live option flow, scanner, and AI portfolio design.
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
$15/mo
PlanPros is an AI-driven business plan generator that helps create tailored, comprehensive plans in minutes, featuring executive summaries, market analysis, and financial projections, making it easier for entrepreneurs to attract investors and secure funding.
Free trial
A comprehensive marketing tool set offering a wide range of functionalities for your website, blog, or online business. Enhance your SEO efforts with tools like keyword finder, SEO analysis, backlinks checker, and more. Utilize the keyword rank checker to track your keywords' positions on Google and
Free
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
The AI Pestel Analysis Generator expedites creation of in-depth company PESTEL reports encompassing political, economic, social, technological, environmental, and legal factors. It facilitates external environment evaluation for strategic decision-making and adaptation by organizations.
Subscription
The AI tool provides a curated selection of recent news articles about various stocks and investment opportunities to inform users' investment decisions.
Freemium
Toggle is a natural language analytics platform that transforms complex data into actionable insights, empowering users to explore relationships and test hypotheses without coding. Its LLM-powered interface and knowledge graph capabilities enable asset managers and institutional investors to make in
Freemium
$0/mo
NeoAnalyst is an AI-powered data analysis platform for businesses. It provides pre-built models, instant queries, predictive analytics, visualizations, and custom recommendations to streamline decision-making, forecast sales, analyze customer behavior, and enhance strategic optimization.
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
$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
$9.99
4.8
AI-based tool for validating side business ideas pre-launch with market research, competitor analysis, MVP proposals, monetization, user acquisition strategies, and idea rating.
Freemium
$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
Venturus AI is a platform that utilizes GPT-3.5 and GPT-4 to provide analysis and feedback on business ideas, helping users make them successful.
Freemium
AI Consulting Tools is an AI-powered productivity tool for consultants that automates the generation of SWOT analyses, user personas, and Lean canvases.
Free trial
$43.95/mo (billed mo)
Bonsai is a tech analysis tool for traders, offering Bonsai OS for trend identification and Bonsai BX for strategy evaluation. Receive alerts, integrate with TradingView, and enhance trading decisions with solid data.
Free trial
$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/mo$0 per year
StockAIVisor is an analytics platform for stock market analysis, offering features like financial statement evaluation, predictive analytics, and advanced asset screening. It helps users assess risks and optimize investment strategies through actionable insights.
Subscription
ChartChatAI is an AI stock analysis tool that offers technical analysis, forecasting, and a strategy builder. It features a ChartChat bot for real-time assistance, enhancing decision-making for both novice and experienced traders.
Free
$0
5
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
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
$0
4.6
MyPortfolio offers a dynamic platform for professionals to create narrative-driven portfolios. Enhanced by AI integration, storytelling tools, and customizable templates, it enables users to authentically showcase their career and projects with in-depth insights.
Freemium
SWOTAnalysis.dev is an AI-powered tool that generates a SWOT analysis for a company based on its description, identifying internal and external factors affecting success.
Usage based
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
Music Tomorrow is an analytics platform for the music industry that enhances artist visibility on streaming services through SEO solutions, detailed profiles, playlist optimization, and targeted audience marketing strategies, providing actionable insights for improved engagement and exposure.
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
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
$15/mo
Prospere's AI stock market analysis tools offer automated stock screening, charting, and backtesting. With simplified stock screening, alerts, and customizable strategies, it helps users identify high-potential stocks efficiently for automated investment strategies.
Subscription