
Portfolio Genius
MProfit for Accounting
Assetic Accounting
Altair
Betterment RetireGuide
AI Stock Finder
Boldin
AXYS AI
CommitCat
Portfolio Genius is an AI-powered investment advisor that transforms how you manage your portfolio. Intelligent Recommendations: The AI analyzes markets, news, and your holdings to generate trade suggestions with detailed reasoning for each buy, sell, or hold. Multi-Model Flexibility: Choose from GPT, Claude, or Geminiโpick the AI that matches your investment style. Automated or Manual: Review suggestions and execute manually, or enable auto-trading to act on your behalf. Conversational Interface: Chat with your AI advisor in natural language. Ask questions, request analysis, or discuss strategies. Portfolio Tracking: Monitor positions, trades, and performance in one dashboard. Manage multiple portfolios with different strategies. Ideal for individual investors, busy professionals, beginners, and experienced traders wanting AI-backed insights.
Portfolio GeniusMProfit for Accounting - Try MProfit today for free to manage investments in Stocks, Mutual Funds and other asset classes. Import all your data to MProfit and view your Capital Gain, Annualised Return and other insightful reports.
Assetic Accounting - More control, where you need it Assetic Accounting gives finance professionals who manage asset portfolios flexibility and control.
Altair - Visually Analyze Any Data at the Speed of Business
Betterment RetireGuide - Invest correctly for a comfortable retirement.
AI Stock Finder - Tired of not knowing what to look for in a stock?
Boldin - The #1 retirement planning tool online. Go beyond savings and investments with the best and most comprehensive financial planning software.