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14 tools for “Portfolio”

ITONICS
Innovation and R&D portfolio platform with AI scouting agents
FreemiumLegal, finance & HRMade in Germany
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Mezzi
SEC-registered AI advisor for tax, retirement and portfolio planning
FreemiumLegal, finance & HRMade in United States
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AltIndex
AI stock scores and picks built on alternative data signals
Freemium · $29/moLegal, finance & HR
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StockaivisorNew
Generative AI stock analysis, forecasts and signals
Freemium · $29/moLegal, finance & HRMade in United States
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Elsa
Chat-driven crypto copilot for swaps, portfolios and yield
FreemiumLegal, finance & HR
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LeewayNew
AI stock analysis with ratings, screening and a data API
FreemiumLegal, finance & HR
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MiDashNew
Chat with an AI to analyze stocks and run trading strategies
FreemiumLegal, finance & HR
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Calypso
AI research workspace for public equities with sourced answers
FreemiumLegal, finance & HR
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ESG Analytics
AI-derived ESG scores and signals for investment teams
FreemiumLegal, finance & HR
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FinanceGPT
AI platform for financial analysis, modelling and forecasting
FreemiumLegal, finance & HR
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Feathery
AI workflow platform for insurance and wealth management firms
FreemiumLegal, finance & HRMade in United States
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Intellectia AI
AI stock picks, signals and screeners for self-directed investors
Freemium · $14.95/moLegal, finance & HR
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Artwork Flow
Packaging and label artwork management with AI proofing and compliance checks
Freemium · $30/moLegal, finance & HR
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ProsperseNew
Stock screener and backtesting with AI strategy building
FreemiumLegal, finance & HR
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