Shypd.aiThe largest open index of AI toolsPortfolio Genius is a Finance tool that provides an advanced AI portfolio tracker and management. It offers real-time analytics, smart trade suggestions, and data-driven insights without requiring a signup to try.
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About
Portfolio Genius is an advanced AI portfolio tracker and management tool designed to analyze holdings 24/7, offering real-time analytics, smart trade suggestions, and data-driven insights. It works with major US brokerages like Fidelity, Schwab, Vanguard, and Robinhood, allowing users to track 401(k), IRA, and brokerage accounts. The platform provides AI-powered analysis, multi-portfolio management, trade management, and performance monitoring. Users can try it free without signing up, and it offers a free tier with up to 3 portfolios and weekly AI reviews. Premium plans unlock unlimited portfolios, daily reviews, and brokerage integration.
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Pricing & Plans
Freemium · Paid
Free tier available. Check portfoliogenius.ai for current pricing.
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