Portfolio Tracker
The best 50 Portfolio Tracker AI tools - Free & Paid
Explore 50 AI for Portfolio Tracker
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
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Freemium
- $29/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
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
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
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
Clockk automatically tracks work hours across Asana, Trello, Jira, and Slack, removing manual timers. It logs real‑time activity, calculates billable hours, and provides detailed reports for invoicing, rate adjustment, and project estimation.
Subscription
- $8/mo
Company Tracker is an AI-driven tool for businesses that monitors executive movements, tracks startup funding trends, and provides alerts on layoffs and cybersecurity threats, facilitating strategic decision-making and market analysis.
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
Trendspid is a comprehensive trade platform offering technical analysis tools, price alerts, market scanning, backtesting strategies, raindrop charts, unusual option flow tracking, and a 7-day free trial with market data from multiple sources.
Free trial
- $149/mo
Lingotrack automates language‑learning progress tracking, visualizes study data, and offers a crowdsourced database of foreign media sorted by difficulty. Users log consumption with one‑click or GPT‑powered input, view dashboards, and join community challenges and reviews.
Subscription
PortfolioGPT builds customized investment portfolios using GPT‑4.1‑mini based on user inputs such as amount, risk tolerance, horizon, age, goals, and asset preferences. It offers instant recommendations for stocks, ETFs, real estate, and crypto, with backtesting and market data.
Freemium
Nifty is a project management tool that integrates task management, roadmaps, and Gantt charts, facilitating team collaboration, automated data capture, and customizable workflows to enhance productivity and streamline project tracking across various disciplines.
Freemium
Creates investor decks from prompts, URLs, or existing content, applying brand styles and auto‑populating data. Offers 100+ stage‑specific templates, interactive slide features, personalization variables, real‑time collaboration, CRM integration, analytics, and secure export options.
Free trial
Jobotrak is a job tracking software that streamlines the application and interview process by managing multiple applications, generating cover and thank-you letters, and providing analytics for monitoring progress—all designed to enhance job seekers' chances of success.
Subscription
Recap is a UK crypto‑tax platform that aggregates all transactions from exchanges and on‑chain wallets, provides real‑time portfolio tracking, automatically calculates HMRC‑compliant gains, and delivers SA108‑ready reports with secure accountant data sharing.
Paid
- $8.25/mo
Flowpoint offers a single‑panel dashboard that aggregates key website analytics: top traffic sources, high‑performing pages, real‑time audience by geography, and detailed event timelines. It provides step‑by‑step funnel analysis and session recordings to pinpoint conversion drop‑offs.
Freemium
- $5/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
Fastest Feedback Tool Agencies facilitates collaboration on digital projects by allowing real-time bug reporting directly on the website. It captures essential details, streamlines communication with shareable links, and enhances task management for improved workflow and productivity.
Free trial
Plan Quest helps users set clear, actionable goals with visual timelines. It offers drag‑and‑drop scheduling, automatic progress tracking, checklists, reflective space, workload limits, and historical snapshots for individual or team productivity.
Freemium
TimeMaster is a time management tool that enhances productivity through task organization, time tracking, and deadline reminders. It supports freelancers and teams by optimizing workflows, prioritizing tasks, and analyzing work patterns effectively.
Freemium
Rocket Money centralizes checking, savings, credit, and investment accounts into one dashboard. It tracks subscriptions, offers cancellation help, provides real‑time spending insights, automatic budgeting, net‑worth and credit monitoring, savings automation, and bill‑negotiation services.
Free
Workdiary is an AI‑powered career tracker that lets users log achievements, set goals, and manage projects with links, tasks, and outcomes. Copilot generates summaries, performance insights, and milestone alerts to prepare for reviews and interviews.
Freemium
TimeHero automatically schedules tasks and projects across calendars and tools, pulling items from Gmail, Slack, Asana, and 1,000+ apps. It adapts to changes, flags deadlines, tracks time, and delivers real‑time capacity reports for managers.
Freemium
- $5/mo
TimeMaster tracks macOS app usage and projects automatically, storing encrypted local data. It highlights peak productivity, warns of distractions, and offers a Pomodoro timer with session scores. Users set goals, receive break reminders, and get AI‑summarized reports for workflow improvement.
Freemium
- $19/mo
Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.
Paid
- $97/mo
Stocknear delivers real‑time U.S. stock and ETF data—including prices, options flow, dark‑pool activity, and news—alongside customizable dashboards, portfolio tracking, and screening tools for active traders and investors, and live index data—S&P 500, Nasdaq, Dow, Russell—for timely market shift det
Subscription
Ledger One is a teamwork tool that consolidates project tracking, performance analysis, and user experience management. It focuses on efficient data management and privacy preferences, improving team productivity and simplifying complex workflows.
- $39/mo
Progr.io centralizes idea and project tracking, allowing notes, tags, attachments, and collaborative sharing. AI transforms briefs into tasks, delivers competitor insights, and suggests features. It’s designed for developers, teams, freelancers, researchers, and founders to streamline workflow and a
Paid
Go Global World centralizes startup scouting, matchmaking, and deal flow for investors and founders. It aggregates submissions, AI‑filters opportunities, provides a standardized one‑page view, daily traction updates, Kanban analytics, and a global investor directory for direct messaging.
Freemium
- $249/mo
Slidebean is an AI‑powered tool that auto‑generates slide content and layouts for investor decks. It supports real‑time collaboration, integrates financial modeling for budgeting, and provides analytics on viewer engagement.
Subscription
- $7/mo
Storyboarder.ai transforms scripts into detailed shot lists, storyboards, and animatics. Upload PDFs, Fountain, or prompts to auto‑generate visual panels; edit frames, adjust camera, and export PDFs for crew. Supports film, TV, commercials, and web projects.
Freemium
PoseTracker provides real‑time human pose estimation with 40 ms latency using MoveNet, supporting iOS, Android, web, and low‑code APIs. It handles over 100,000 movement types, offers joint‑angle detection, pose comparison, and quick iframe/webview integration.
Subscription
Real‑time employee monitoring for Windows, macOS, and Linux. Tracks screens, keystrokes, and apps, offering dashboards, analytics, and reports. Supports office, remote, hybrid, and offline modes with time‑tracking, alerts, SSO, API, and compliance‑ready data retention.
Subscription
- $3/mo
missionX is an AI‑powered workspace that consolidates project planning, budgeting, resource allocation, time tracking, invoicing, and HR tools. It supports Agile, Gantt, Kanban, and hybrid methods, providing real‑time analytics and a unified view for teams.
Paid
Capital Companion delivers real‑time market data and instant stock analysis, offering second‑opinion insights, pattern spotting, and risk‑reward calculations. It generates trade plans, tracks win‑rate, and supplies position‑sizing and sentiment tools to improve trading confidence.
Paid
Rize tracks team activity automatically, recording app, window, and URL usage without timers or screenshots. It aggregates data by client, project, and task, and delivers real‑time dashboards and scheduled client‑ready reports for efficient billing and workload monitoring.
Subscription
- $9.99/mo
FlowCog automatically syncs accounting data from QuickBooks, Xero, and Puzzle to create dynamic, real‑time financial projections. It replaces spreadsheets with an interactive canvas for revenue, cash runway, and break‑even analysis, enabling rapid what‑if comparisons for startups and small businesse
Free trial
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
Focus Buddy is an AI productivity tool that structures work intervals, manages to-do lists, and tracks progress. It provides personalized insights and real-time coaching to help users overcome procrastination and enhance focus for improved time management.
Free
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
- $16/mo
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
Trend Rocket gathers publicly available Shopify brand data, scoring scalability and delivering trend‑viability reports through a unified dashboard. It tracks real‑time sales, ad spend, and social engagement, enabling product research, supplier estimation, and competitor benchmarking.
Subscription
- $32/mo
ScrumDesk combines Scrum and Kanban with OKR alignment, letting product owners structure initiatives, epics, and stories while teams use drag‑and‑drop boards for task management. AI copilot supports prioritization, sprint forecasting, and root‑cause analysis, and Slack integration tracks updates.
Freemium
- $29/mo
Stepseed is an AI‑driven goal‑tracking platform that breaks long‑term objectives into actionable milestones and auto‑adjusts schedules based on progress. It offers analytics, a personal AI coach, journaling, and curated resources to keep users motivated.
Subscription