Portfolio management 34

AI-powered investment research platform simplifying complex analysis for all investors.
Norn combines LLMs with quantitative analysis to simplify investment research. It allows users to perform complex investment tasks with simple prompts, such as 'How is MSFT doing?' or 'Help me build a portfolio with MSFT, NVDA, and LLY'. Norn aims to make investment research accessible to new and everyday investors by providing AI-driven insights and suggestions tailored to their goals and experience level. Users can connect their brokerage accounts to view their portfolio in a single dashboard and receive easy-to-understand updates and tips.
AI-powered crypto trading and portfolio management platform.
Wisdomise is an AI-powered platform democratizing wealth management by bringing market intelligence and trading capabilities to everyone. It offers AI-driven crypto trading and insights, including coin radar, social radar, technical radar, and whale radar. The platform allows users to discover trending coins, validate insights with market data, and automate trades with an Auto Trader.
AI-driven investment platform offering diverse investment plans and trading strategies.
Loulou Investments Limited is a platform that uses an AI-based mechanism to manage and implement investment strategies. It offers investment plans in various sectors, including energy, information technology, communication services, industrials, financials, and real estate. The platform aims to provide users with opportunities for financial growth through AI-driven trading and investment strategies.

AI-powered stock market analysis platform for smarter investment decisions.
Stockaivisor is an AI-powered stock market analysis platform that provides real-time insights, predictions, and trends to help users make smarter investment decisions. It leverages generative AI for advanced financial analysis, covering over 20,000 stocks and portfolios. Stockaivisor offers features like AI-driven insights through summarization, topic detection, sentiment analysis, predictive analytics, forecasting, trading signals, and automated portfolio management.

AI-powered project, portfolio, and resource management platform.
missionX offers an all-in-one, AI augmented mission achievement platform to help organizations and individuals manage their projects. It aims to disrupt how people plan, collaborate, and get things done, using AI automation and visual tools that require as little data entry as possible. It provides professional project, portfolio, and resource management capabilities, ready out of the box with no coding or consultants needed.

AI-powered digital asset management platform for investments and personal finance.
intelliAssets is an AI-supported digital asset management project designed to assist organizations of all sizes in effectively managing their digital assets. It combines AI with user-friendly tools to track, categorize, and optimize investments, including stocks, ETFs, mutual funds, and cryptocurrency.

Intelligent personal finance platform for investment tracking and budget management.
Money Owl is an intelligent personal finance platform designed to help users take control of their financial future. It offers tools to track investments, manage budgets, and achieve financial goals. The platform provides features such as a wealth dashboard, expense tracking, portfolio management, and bank integrations. It also offers AI-powered financial assistance and customized financial insights.

AI-powered platform for personalized trade recommendations and portfolio management.
Alphanso is an AI-powered platform that offers personalized trade recommendations and portfolio management. It leverages AI algorithms to generate favorable financial returns, providing users with personalized investment recommendations, dynamic rebalancing, stock news, and intelligent tracking to increase returns. The platform integrates with major brokers and offers features like portfolio health checks, top stock picks, and market news analysis.

Occupancy intelligence platform for workplace optimization.
VergeSense is a company that provides occupancy intelligence solutions. Their platform uses data analytics, insights, and AI-driven recommendations to help businesses optimize their workplaces. They offer a range of sensors (Infinity Area Sensor, Area Sensor, Entryway Sensor) and integrate with existing building systems like WiFi and space booking platforms to provide a comprehensive view of space utilization. Their solutions address problems like portfolio management, space optimization, and workplace automation, serving various industries including financial services, technology, and life sciences.
Lemonstocks uses GPT-4 to recommend investments and build balanced portfolios.
Lemonstocks employs GPT-4 to analyze companies' financial data and daily news to recommend the best investments. The algorithm selects from over 100 top stocks to construct a balanced portfolio designed to outperform the market.

AI-powered platform for investment portfolio optimization and personalized stock recommendations.
EarnGPT, powered by EarnAI, is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. It helps generate knowledge on-the-spot & create your portfolio 20X faster, saving energy and hours of time. EarnAI provides multilingual facilities effortlessly.

AI-driven stock analysis and portfolio management tools for informed investment decisions.
Leeway is a Berlin-based Fintech company that uses Artificial Intelligence (AI) to transform institutional investing. It offers AI-driven stock analysis, fundamental and market analysis with machine learning, Telegram updates for stocks and market commentary, and portfolio monitoring and diversification tools for balancing growth and value. Leeway helps investors make faster, more informed decisions by providing transparent information and analysis of individual stocks and market situations.

Mest is a wallet tracker with accounting, analytics, and personalized insights.
Mest is a wallet tracker with accounting, analytics, and personalized insights. It allows users to connect their wallets, explore and share wallets with the community, and manage their crypto wallet and exchange portfolio from one place. Mest also helps users track costs for Tokens, NFTs, DeFi, and Gas Fees, and make intelligent trading decisions.

AI-powered app for automated trading portfolios in crypto, stocks, and forex.
Lendal Pro is launching an app that allows anyone to put their trading portfolio on autopilot and leverage AI to get guidance on choosing assets & strategies based on their preferences and risk profiles. It automates trading for crypto, stock, and more without taking custody of funds. The platform aims to provide individuals with the technology and resources to trade like Wall Street institutions, using AI and algorithmic trading to handle portfolios.

A crypto tracker to view and manage assets across multiple chains.
Folionomics is a comprehensive crypto tracker that allows users to effortlessly view and track their crypto assets across multiple chains. It enables users to add unlimited wallets, create unlimited portfolios, and monitor all their holdings in one place. Folionomics aims to simplify the technicalities of managing wallets and assets without compromising security or privacy.

AI-powered platform for dollar-cost averaging and portfolio management.
DollarDrip enhances dollar-cost averaging with AI-driven ticker balancing, portfolio projections, and community insights. It helps users manage portfolios, stay updated with relevant news, and refine strategies with AI tools. DollarDrip simplifies AI-powered investing with smart dollar-cost averaging, allowing users to build, discover, and refine portfolios for smarter investing.

AI-powered investing platform providing stock picks, news, and company ratings.
Candlestick is an AI-powered investing platform that provides users with three stock picks each week from a market-beating AI model, AI-generated news highlights, and company ratings. It aims to make investing easy for regular people by using AI to analyze business and financial news, identify investment opportunities, and offer customizable AI models and conversational AI interface.

AI-powered wealth manager democratizing hedge fund tools for institutions and individual investors.
Ultralgo is a modern-age wealth manager that aims to democratize hedge fund-grade tools by using AI to empower both institutions and individual investors. It helps automate financial decisions with confidence, bridging short and long-term financial goals. Ultralgo offers an AI Wealth Manager (Ultra WM) that provides personalized guidance, integrates with financial data, understands risks and goals, and offers intelligent management with human oversight.

RAFA AI provides AI-powered investing tools and personalized insights to enhance your portfolio and simplify investing.
RAFA's AI Agents help you invest like an expert with personalized insights. It’s like having a team of experts, each specializing in one task: Fundamental analysis, Technicals, Momentum, Macro etc, all working together to maximize your portfolio 24/7. RAFA.AI offers advanced AI-based investing tools to enhance your portfolio, simplifying your investment journey and helping you invest smarter. It provides data-driven trading strategies, portfolio management, equity research, news sentiment analysis, and options flow analysis. RAFA AI also offers portfolio risk analysis, options activity monitoring, and stock screening.

Valuemetrix provides AI-driven investment insights and real-time market news for smarter decisions.
Valuemetrix helps investors make smarter decisions with real-time data, news, and AI-driven insights. Our AI chatbot simplifies complex information, giving you clear guidance for confident investing. Elevate your investment experience with AI driven insights and real time market news.
Wealth management app for HNWI investors, offering diverse global investment opportunities and personalized portfolio management.
Keenai Wealth is a wealth management app designed for high-net-worth individuals (HNWI) and accredited investors. It offers bespoke investment opportunities across 40+ global markets, backed by deep insights and tailored to individual needs. The platform provides access to a diverse range of investment products, including equities, bonds, options, hedge funds, and private markets, all within a secure and user-friendly environment. Keenai Wealth aims to provide a superior private banking experience at your fingertips, leveraging augmented intelligence and AI-driven analytics to help investors make informed decisions and secure their financial future.

Notion templates for venture capital, from dealflow CRM to LP fundraising.
NotionVC aims to be the #1 Notion template resource for the venture capital industry and VC practitioners - from dealflow startup CRM to LP fundraising management. NotionVC is the the #1 resource and collection of Notion templates for venture capital industry.

ML Alpha: AI-powered marketplace for smarter stock investing.
ML Alpha is a marketplace that transforms stock investing by providing access to top-performing portfolios from data scientists and pro-investors. It offers innovative tools to make informed decisions and generate alpha in the market. ML Alpha provides data, AI tools, and a community for smarter investing, allowing expert investors and AI engineers to optimize and monetize stock portfolios to outperform the stock market.

All-in-one platform to manage and boost wealth with investment tracking and AI analysis.
Moning is an all-in-one platform designed to help users manage and boost their wealth easily. It provides tools to track investments, anticipate dividends, and make informed decisions using AI analysis and safety scores for stocks, ETFs, and cryptos. The platform aims to give users a global view of their wealth, avoid costly mistakes, and increase their performance.