Portfolio Tracking AI
The best 50 Portfolio Tracking AI tools - Free & Paid
Explore 50 AI for Portfolio Tracking AI
PortfolioPilot aggregates all personal assetsābrokerage, retirement, crypto, realāestate, private equityāinto a single dashboard, providing realātime netāworth tracking, automated tax optimization, scenario modeling, and AIādriven portfolio recommendations for selfādirected investors and retirees.
Freemium
intelliAssets aggregates digital asset data into a unified dashboard, offering realātime portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AIādriven insights for informed investment decisions and analysis.
Freemium
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, autoācategorizes 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
Hawke AI aggregates campaign data into realātime dashboards, tracks KPIs across accounts, alerts anomalies, offers AIādriven budget recommendations, forecasting, segmentation, and benchmark comparisons, with customizable reports and controlled sharing for collaborative optimization.
Subscription
- $249/mo
Fiscal.ai Terminal offers a publicācompany research platform with global financial data for stocks, ETFs, and funds. It aggregates investorārelations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, realātime feeds, portfolio tracking, notifications, and lowālatenc
Freemium
AIādriven research platform that supplies monthly stock picks, realātime 5%āmove alerts, earnings previews, and analystāvalidated recommendations. It merges proprietary data, machineālearning models, and hedgeāfund expertise to pinpoint buyāandāhold opportunities for investors.
Freemium
Syft Analytics delivers AIāpowered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, eācommerce, payroll, and ERP systems into IFRS/GAAPācompliant statements. It offers realātime spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo
Careerflow AI streamlines hiring for job seekers, recruiters, and career centers. It autoāgenerates ATSāoptimized resumes and cover letters, tracks applications, offers LinkedIn optimization, networking trackers, mock interviews, and skillāgap analysis, integrating via plugāandāplay.
Freemium
Track AI Answers aggregates responses from multiple chatbotsāChatGPT, Bing, Bardāabout a person, brand, or product. It displays them on one page, sends alerts on changes, and lists top AI endorsements for reputation monitoring.
Freemium
Parthean automates client onboarding, data extraction, and research for financial advisors. Its AIāpowered paraplanner delivers rapid investment reports, risk metrics, taxāefficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.
Subscription
The AI Workspace is a tool that generates imaginary images using AI. It allows users to train models using photos and supports custom identifiers and prompts.
Presentations.AI automatically turns text prompts into fully formatted slide decks, including charts, infographics, timelines, and roadmaps. It applies consistent branding, exports to PowerPoint, supports multilingual collaboration, and offers engagement analytics for content refinement.
Freemium
Tara AI is a product delivery platform that provides real-time insight on delivery progress and integrates with existing tools to improve team efficiency and communication.
Freemium
- $0.42/mo
Skywork.ai is a versatile AI workspace agent that can analyze data, manage content, and integrate with 300+ tools to streamline market research, stock evaluation, and knowledge base creation.
Freemium
Pitch is an AIādriven presentation platform for teams, agencies, sales, and marketing. It provides customizable templates, AI text generation, brand asset import, realātime collaboration, interactive embeds, and integrations with HubSpot, Slack, Notion, Loom, Unsplash. Mobile apps enable onātheāgo e
Free
The PrometAI AI Business Plan Generator simplifies business plan creation with strategic guidance, AI-assisted content generation, and expert valuation tools. It ensures security and offers step-by-step guidance, making planning effortless for all entrepreneurs.
Freemium
- $29/mo
Airfocus AI delivers AIāgenerated product requirement documents, user stories, and concise summaries via slash commands. It analyzes feedback sentiment, reduces jargon, offers edits, streamlines repetitive tasks, and helps prioritize roadmap items.
Freemium
- $5.75/mo
Process AI is a workflow orchestration platform that automates manual processes, managing documents, approvals, and tasks. It generates AIādriven workflows from prompts, offers analytics, and integrates with Slack, Trello, and Zapier, keeping data within the workflow for security.
Free trial
- $100/mo
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
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
StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tagābased insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.
Freemium
FolioProjects consolidates realāestate asset, project, risk, and performance data into realātime dashboards, ESG and incident metrics, and sentiment analytics. It offers AIāgenerated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager
Free
- $10
Learn AI, ML, and data science through free tutorials, live coding playgrounds, and 100+ handsāon projects. The curriculum covers core machine learning, regression, and deep learning, with specialized projects and a 3,958āquestion quiz to reinforce knowledge.
Free
Candlestick automates portfolio construction and management using GPTā4, offering multiple AI strategies, realātime news analysis, transparent trade reasoning, quick account setup, iOS/Android access, Alpaca brokerage execution, and a riskādisclosure framework to tailor riskāreturn preferences.
Paid
AI Sports Betting applies machine learning to spot value bets across soccer, basketball, football, baseball, hockey, tennis, and cricket. It delivers 100ā200 daily picks, offers Kellyābased bankroll management, realātime odds comparison across 40+ bookmakers, and a live analytics dashboard.
Free trial
TeamifAI centralizes employee profiles and project data on a single dashboard, enabling efficient retrieval, update, and sharing. It supports project planning, AIādriven team composition, resource forecasting, skill search, assessment, and audit logging.
Subscription
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
Walling offers a single visual canvas where teams can dragāandādrop media, create moodboards, embed tables and task boards, and use AI to generate content. Realātime collaboration, mobile responsiveness, and link sharing keep projects aligned.
Freemium
Nowadays consolidates venue sourcing, budget tracking, registration, and vendor coordination into a single interface. It offers instant flight estimates, venue comparisons, automated outreach, realātime expense alerts, and unified contract management for endātoāend event planning.
Paid
Workstreams.ai is an AIāpowered task and workflow platform that lets teams generate detailed tasks, create checkable subtasks, track time, flag stalled work, view schedules in an ināapp calendar, and collaborate via Slack and Teams.
Free
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. Itās designed for developers, teams, freelancers, researchers, and founders to streamline workflow and a
Paid
Papermark AI is a secure document platform that lets users chat with files, autoāgenerate summaries and investor personas, update pitch decks in real time, track viewer engagement, and integrate with Notion and other workflow tools.
Free
PortfolioGPT builds customized investment portfolios using GPTā4.1āmini 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
GanttChart.AI generates full project timelines from plaināEnglish descriptions, autoāsetting dates, dependencies, and milestones. Users edit tasks, durations, dependencies, assign members in a web editor, and integrate with GoogleāÆSheets or export to Excel, CSV, or JSON.
Freemium
TaskingAI is an innovative AI app development tool featuring an AI-native assistant with advanced functionalities like API retrieval, vector-based search, and autonomous decision-making. It facilitates smooth integration of leading LLM services, model switching, and sophisticated inference capabili
Subscription
Flowtrail AI lets users ask naturalālanguage questions across databases, spreadsheets, APIs, and files, generating charts, dashboards, and PDFs without writing code. It offers roleāspecific assistants, realātime alerts, automated report scheduling, and oneāclick sharing to Slack, Teams, or WhatsApp.
Free trial
- $1.17/mo
EmbedSocial aggregates reviews from Google, Trustpilot, Yelp, Facebook, Instagram, TikTok, YouTube, and more into customizable widgets. AI tools summarize reviews, draft responses, autoāgenerate CSS, and provide API integration, analytics, moderation, and socialālistening for multiālocation business
Free trial
- $29/mo
PrediktāÆAI unifies account, resource, project, and finance management, automating opportunityātoācontract workflows and generating instant proposals. It offers realātime budget alerts, continuous workload visibility, profitability tracking, mixedābilling automation, and predictive risk insights for
Paid
RAFA PRO audits workflows, maps tool handāoffs, and deploys AI agents for compliance, portfolio, and client engagement tasks. It consolidates half a firmās SaaS stack, reduces compliance review time by up to 95āÆ%, and speeds prospectātoāclient conversion.
Freemium
- $29.99/mo
Plandek aggregates issue tracker, repo, CI/CD, and monitoring data to give realātime delivery insights. It offers dashboards for DORA, flow, productivity, custom metrics, AI summaries, and GenAI impact tracking to improve velocity, quality, and resource alignment.
Freemium
- $59/mo
Coinfeeds AI supplies AI agents for crypto exchanges and funds, offering portfolio monitoring, personalized news feeds, and NLPāasāaāService. It integrates with existing data feeds and can be roleāspecific, delivering actionable insights to improve crypto decisionāmaking.
Freemium
ThirdāÆi consolidates Google, Meta, TikTok, LinkedIn Ads, and GA4 data into a single workspace. It autoāgenerates a prioritized Action Feed for creative, keyword, and budget changes, plus AIādriven insights and autoāreporting, freeing teams for strategy.
Subscription
- $249/mo
Bizplanr uses AI to generate structured business plans, market analyses, and financial forecasts quickly. It guides users through questions, offers templates, realātime collaboration, and export options while maintaining secure data handling for varied industries.
Freemium
InfluencerMarketing.ai streamlines influencer discovery, outreach, and measurement using AIāpowered naturalālanguage search. It centralizes briefs, payouts, and performance tracking, integrates with eācommerce, payment, and CRM systems, and delivers secure, multiāmarket dashboards with industry benc
Free
- $1200/mo
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 highāresolution output.
Freemium
Telescope is an AI platform for financial institutions that delivers plugāin APIs and preābuilt integrations, enabling quick deployment of language models. It offers tools for investment basket creation, realātime market analysis, AIādriven research, compliant answer generation, and continuous compl
Freemium
Flowpoint offers a singleāpanel dashboard that aggregates key website analytics: top traffic sources, highāperforming pages, realātime audience by geography, and detailed event timelines. It provides stepābyāstep funnel analysis and session recordings to pinpoint conversion dropāoffs.
Freemium
- $5/mo