Portfolio Tracking AI
The best 50 Portfolio Tracking AI tools - Free & Paid
Explore 50 AI for Portfolio Tracking AI
PortfolioPilot aggregates all personal assetsâbrokerage, retirement, crypto, realâestate, private equityâinto a single dashboard, providing realâtime netâworth tracking, automated tax optimization, scenario modeling, and AIâdriven portfolio recommendations for selfâdirected investors and retirees.
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
Finlo uses AI to generate monthly, tenâstock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive preâmarket email updates with performance metrics versus the S&PâŻ500.
Paid
PrediktâŻAI unifies account, resource, project, and finance management, automating opportunityâtoâcontract workflows and generating instant proposals. It offers realâtime budget alerts, continuous workload visibility, profitability tracking, mixedâbilling automation, and predictive risk insights for
Paid
Fiscal.ai Terminal offers a publicâcompany research platform with global financial data for stocks, ETFs, and funds. It aggregates investorârelations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, realâtime feeds, portfolio tracking, notifications, and lowâlatenc
Freemium
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, autoâcategorizes 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
Syft Analytics delivers AIâpowered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, eâcommerce, payroll, and ERP systems into IFRS/GAAPâcompliant statements. It offers realâtime spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo
AIâdriven research platform that supplies monthly stock picks, realâtime 5%âmove alerts, earnings previews, and analystâvalidated recommendations. It merges proprietary data, machineâlearning models, and hedgeâfund expertise to pinpoint buyâandâhold opportunities for investors.
Freemium
Parthean automates client onboarding, data extraction, and research for financial advisors. Its AIâpowered paraplanner delivers rapid investment reports, risk metrics, taxâefficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.
Subscription
Careerflow AI streamlines hiring for job seekers, recruiters, and career centers. It autoâgenerates ATSâoptimized resumes and cover letters, tracks applications, offers LinkedIn optimization, networking trackers, mock interviews, and skillâgap analysis, integrating via plugâandâplay.
Freemium
sectionai.com is an enterprise platform that accelerates AI adoption by providing personalized, role-specific training and certification to transform workforce proficiency. It measures usage, identifies barriers, and connects AI activity to business KPIs and ROI through detailed analytics dashboards
Free
Hawke AI aggregates campaign data into realâtime dashboards, tracks KPIs across accounts, alerts anomalies, offers AIâdriven budget recommendations, forecasting, segmentation, and benchmark comparisons, with customizable reports and controlled sharing for collaborative optimization.
Subscription
- $249/mo
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
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
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. Itâs designed for developers, teams, freelancers, researchers, and founders to streamline workflow and a
Paid
FolioProjects consolidates realâestate asset, project, risk, and performance data into realâtime dashboards, ESG and incident metrics, and sentiment analytics. It offers AIâgenerated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager
Free
- $10
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
Fastrak AI is a talentâacquisition platform that locates and hires AI engineers in seven days. It scans 14âŻmillion profiles, audits candidates with a 2âŻ% pass rate, and delivers a vetted shortlist of three productionâready professionals.
Paid
Pitch is an AIâdriven presentation platform for teams, agencies, sales, and marketing. It provides customizable templates, AI text generation, brand asset import, realâtime collaboration, interactive embeds, and integrations with HubSpot, Slack, Notion, Loom, Unsplash. Mobile apps enable onâtheâgo e
Free
StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tagâbased insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.
Freemium
Template.net's AI Production Engine is a content creation platform that instantly generates structured, layered outputs with full customization, leveraging AI agents for various industries.
Subscription
- $12/mo
Workdiary is an AIâpowered 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
An AIâpowered Fantasy Premier League assistant that evaluates squads, recommends lineups, suggests transfers based on form and fixtures, tracks miniâleague standings, provides OPta stats for player comparisons, and includes a calendar for chip planning.
Free trial
Learn AI, ML, and data science through free tutorials, live coding playgrounds, and 100+ handsâon projects. The curriculum covers core machine learning, regression, and deep learning, with specialized projects and a 3,958âquestion quiz to reinforce knowledge.
Free
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
intelliAssets aggregates digital asset data into a unified dashboard, offering realâtime portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AIâdriven insights for informed investment decisions and analysis.
Freemium
PortfolioGPT builds customized investment portfolios using GPTâ4.1âmini 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
ThirdâŻi consolidates Google, Meta, TikTok, LinkedIn Ads, and GA4 data into a single workspace. It autoâgenerates a prioritized Action Feed for creative, keyword, and budget changes, plus AIâdriven insights and autoâreporting, freeing teams for strategy.
Subscription
- $249/mo
TeamifAI centralizes employee profiles and project data on a single dashboard, enabling efficient retrieval, update, and sharing. It supports project planning, AIâdriven team composition, resource forecasting, skill search, assessment, and audit logging.
Subscription
Flowtrail AI lets users ask naturalâlanguage questions across databases, spreadsheets, APIs, and files, generating charts, dashboards, and PDFs without writing code. It offers roleâspecific assistants, realâtime alerts, automated report scheduling, and oneâclick sharing to Slack, Teams, or WhatsApp.
Free trial
- $1.17/mo
FoundrAI is an AIâpowered platform that helps founders and teams validate ideas, analyze markets, estimate TAM, build personas, conduct competitor SWOT, design GTM channels, and collaborate with realâtime feedback and embedded advisor guidance.
Freemium
Candlestick automates portfolio construction and management using GPTâ4, offering multiple AI strategies, realâtime news analysis, transparent trade reasoning, quick account setup, iOS/Android access, Alpaca brokerage execution, and a riskâdisclosure framework to tailor riskâreturn preferences.
Paid
Workstreams.ai is an AIâpowered task and workflow platform that lets teams generate detailed tasks, create checkable subtasks, track time, flag stalled work, view schedules in an inâapp calendar, and collaborate via Slack and Teams.
Free
TradingPlatforms.ai aggregates AIâdriven trading tools, bots, and brokers, offering searchable listings and detailed reviews. Users compare features, add personal insights, and explore categories like automation, stockâpicker software, and broker services to match strategy preferences.
Paid
RAFA PRO audits workflows, maps tool handâoffs, and deploys AI agents for compliance, portfolio, and client engagement tasks. It consolidates half a firmâs SaaS stack, reduces compliance review time by up to 95âŻ%, and speeds prospectâtoâclient conversion.
Freemium
- $29.99/mo
SectorFlow AI Agents connects to Salesforce, MicrosoftâŻ365, HubSpot, Slack, and Zendesk to automate document processing, invoices, and customer support. Within 4â8 weeks, it maps workflows, deploys custom agents for data movement and validation, cuts manual effort, speeds contract handling, and prov
Subscription
- $5/mo
Walling offers a single visual canvas where teams can dragâandâdrop media, create moodboards, embed tables and task boards, and use AI to generate content. Realâtime collaboration, mobile responsiveness, and link sharing keep projects aligned.
Freemium
Plandek aggregates issue tracker, repo, CI/CD, and monitoring data to give realâtime 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
Techtrust.ai lets earlyâstage AI startups submit progress updates that are automatically verified and converted into investorâready credibility signals. Investors filter by field, industry, and stage, evaluating maturity, scalability, and readiness. Founders receive reminders, feedback, and reduced
Freemium
AIâpowered ATS for startups and SMEs that automates candidate scoring and matching, lets recruiters build career portals without code, syncs emails with Google/Microsoft, offers an editable pipeline, filters by qualifications, and enables fast job publishing and team collaboration.
Freemium
Profound is a fullâstack AI marketing platform that tracks brand visibility in AI search, analyzes user queries, and automates SEO, content, PR, and demandâgeneration tasks. It offers dashboards, AIâassistant integrations, and an API for custom extensions.
Subscription
- $99/mo
Unlock Power AI Retail enhances retail operations with predictive insights, optimizing inventory management, customer engagement, and loss prevention. It analyzes foot traffic and conversion rates to improve store layout and promotional strategies, driving overall efficiency and effectiveness.
Freemium
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 highâresolution output.
Freemium
TeamStation AI delivers realâtime engineering capacity and health telemetry to executive dashboards, automates onboarding, payroll, and benefits, secures corporate devices, and matches talent from 2.6âŻmillion LATAM profiles using AI.
Freemium
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
- $25/mo
Gradai is an AI-driven platform that helps users enhance their careers with tools like a resume maker, AI profile enhancer, portfolio builder, and skill development resources across various fields such as coding and design.
Free trial