Newest Portfoliomanagement Solutions for 2024

Explore cutting-edge Portfoliomanagement tools launched in 2024. Perfect for staying ahead in your field.

Portfoliomanagement

  • Analyze, and optimize your multi-chain crypto portfolio anonymously.
    0
    0
    What is Folionomics?
    Folionomics offers a comprehensive platform to manage, analyze, and optimize your cryptocurrency investments. With support for over 50 blockchains, the platform provides advanced portfolio customization through filters and AI-driven insights for enhanced investment strategies. By focusing on privacy and data security, Folionomics ensures that your investment details remain confidential. The platform also highlights the importance of diversification, asset allocation, and regular rebalancing, illustrating how these can boost your returns while managing risk.
  • Invest with the IIFL Markets app for comprehensive stock trading.
    0
    0
    What is IIFL : Stocks, Demat Account?
    IIFL Markets offers comprehensive stock trading solutions through its mobile app. It provides real-time market data, advanced charting tools, and in-depth research reports, suitable for both beginners and experienced traders. Users can trade across various segments including equities, derivatives, commodities, and mutual funds. The app also features customized stock recommendations, portfolio management, and alerts to help you act swiftly on market opportunities. With secure, integrated trading and banking facilities, IIFL Markets ensures a smooth trading experience.
  • An AI agent that analyzes market data, generates personalized investment strategies, and delivers real-time portfolio insights
    0
    0
    What is Investidor IA?
    Investidor IA harnesses Python libraries like Pandas and Yahoo Finance to fetch and preprocess stock market data, while leveraging OpenAI’s GPT models to interpret complex financial metrics and generate actionable insights. It performs fundamental analysis—examining P/E ratios, revenue growth, and dividend yield—and technical analysis using moving averages and RSI. The agent also scrapes and analyzes news headlines for sentiment trends to gauge market mood. With a CLI interface, users define watchlists and risk preferences, receive CSV reports and visual plots, and get natural language summaries of portfolio health. Scheduled tasks automate daily updates and alerts via email or messaging. Its modular architecture allows integration with brokerage APIs for automated order execution, enhancing both research and trading workflows.
  • Enhance your private banking with Keenai Wealth's AI-driven investment solutions.
    0
    1
    What is Keenai Wealth?
    Keenai Wealth revolutionizes private banking by leveraging AI and human insight to offer a personalized and sophisticated wealth management platform. Investors can access over 40 global markets and a diverse range of investment products, including equities, bonds, hedge funds, and private market opportunities. Tailored pricing ensures a bespoke experience tailored to each client's profile and strategy. With easy onboarding, secure funding, curated investment recommendations, and robust portfolio analysis, Keenai Wealth provides a comprehensive and secure platform for discerning investors looking to elevate their financial journey.
  • AI-powered tools for better investment decisions.
    0
    0
    What is ML Alpha?
    ML Alpha provides investors with hedge-fund-grade technology, AI tools, and community insights to enhance their investment strategies. By leveraging verified AI Scores, fundamental and technical data, and machine learning models, investors can make informed decisions. The platform also offers access to ML-ready datasets for data scientists, portfolio tracking, and a marketplace to follow top-performing investors.
  • Institutional-grade market insights and financial analysis platform.
    0
    0
    What is Monexa?
    Monexa AI is a financial analysis platform offering institutional-grade market insights, AI-powered analytics, and comprehensive financial data. Investors can leverage advanced tools to filter stocks with 100+ metrics, access up to 30 years of financial history, and monitor institutional investment patterns. The platform provides automated SWOT analysis, quarterly insights, and detailed company overviews. Users can also analyze dividend sustainability, earnings calls, and explore various investment strategies. Monexa AI is designed to support informed decision-making and enhance investment strategies with real-time market feedback.
  • Open-source Python framework using multiple AI agents to automate stock data acquisition, signal generation, backtesting, and live trading execution.
    0
    0
    What is Stock Market Multi-Agent?
    Stock Market Multi-Agent is an advanced open-source Python framework designed to streamline automated trading through coordinated AI agents. Each agent specializes in a specific function: Data Acquisition agents fetch and clean real-time market feeds, Signal Generation agents apply machine learning models for predictive insights, Backtesting agents rigorously evaluate strategies on historical datasets, Portfolio Management agents optimize asset allocation, Execution agents interface with brokerage APIs to place orders, and Risk Management agents enforce safeguards. The config-driven architecture allows plug-and-play modules, supporting customization of algorithms, data sources, and risk parameters. Suitable for research, live trading, and development, it accelerates quantitative strategy deployment and operational scalability.
  • Stock AI is a smart chatbot for stock market analysis and investment advisory.
    0
    0
    What is StockAI Vietnam?
    Stock AI is a smart, AI-powered chatbot that provides comprehensive support for stock market analysis and investment advice. Using advanced algorithms, it enables users to make informed investment decisions by analyzing market trends and financial data. Suitable for both novice and experienced investors, Stock AI offers thorough market forecasts and personalized recommendations to help users optimize their investment strategies.
  • AI-driven platform for optimizing trades and portfolios swiftly.
    0
    0
    What is 3pi?
    3pi.ai is an innovative platform that provides advanced AI-driven technical analysis and market insights to traders and investors. Users can optimize their portfolios and investment strategies using comprehensive data and 48-hour analysis. The platform streamlines the decision-making process, enabling users to make informed choices about buying, selling, or holding assets. It caters to both experienced and novice investors by offering user-friendly analytics and real-time risk assessment.
  • Autonomous AI agent framework streamlines financial portfolio analysis, strategy generation, risk management, and automated trading.
    0
    0
    What is AgentVest?
    AgentVest provides a collection of AI-driven agents that collaborate to manage investment portfolios. The DataCollector Agent ingests real-time market data from multiple sources, StrategyGenerator leverages GPT models to propose trading strategies, RiskManager evaluates strategy robustness under various scenarios, and TradeExecutor interfaces with brokerage APIs to perform trades. The framework includes memory management, tool integration, and backtesting modules, allowing developers to build, test, and deploy autonomous investment workflows.
  • Streamlined financial solutions tailored for individuals and businesses.
    0
    0
    What is AI Copilot for bank ALCOs?
    Maverick Financial combines expertise and customized plans to guide clients through various financial landscapes. From personal loans to business advisory services, we understand the unique requirements of our clients. Our comprehensive approach encompasses financial planning, investment strategies, loan services, and more, ensuring a tailored solution that caters to your specific financial aspirations and concerns.
  • Occam AI builds goal-oriented collaborative teams of financial analysts and quant agents.
    0
    0
    What is Occam AI?
    Occam AI specializes in developing teams of financial analysts and quant agents working collaboratively towards defined financial goals. Their advanced systems are designed to provide users with effective tools and methods for financial analysis, leveraging a combination of data-driven approaches and expert insights. This facilitates better decision-making processes and more accurate financial forecasting.
  • AI Crypto Startup Bot delivers real-time market trend analysis and automated crypto trading via predictive AI models.
    0
    0
    What is AI Crypto Startup Bot?
    AI Crypto Startup Bot is a comprehensive AI agent designed for cryptocurrency traders. It ingests real-time market feeds, applies machine learning models to forecast price trends, and automatically places trades on connected exchanges. The system continuously adapts to market volatility, rebalances portfolios according to user-defined risk profiles, and delivers detailed reports on strategy performance. Users benefit from 24/7 market monitoring and emotion-free execution backed by advanced predictive analytics.
  • Algorithmics: Detailed risk analytics and management solutions.
    0
    0
    What is alg.li?
    Algorithmics provides an array of financial risk management solutions designed to help institutions measure and manage risk more effectively. Leveraging cutting-edge technology, the platform offers comprehensive pricing, simulation, and scenario generation tools. These advanced features support the construction and aggregation of complex financial models, enabling real-time analytics and enhanced decision-making processes for better risk mitigation.
  • AI-powered investment analysis for real-time market insights.
    0
    0
    What is AllMind AI?
    AllMind AI is a cutting-edge platform designed to streamline investment research and analysis. It uses advanced artificial intelligence and large language models to provide real-time stock insights, predictive analytics, and comprehensive market data. The platform aims to empower investors by simplifying the complexities of financial analysis, enabling them to make data-driven decisions faster. Users can access market trends, portfolio analysis, and tailored investment strategies, optimizing their investment processes effortlessly.
  • AI agent automates quantitative investment strategy creation, backtesting, portfolio optimization, and risk analysis using OpenAI Autogen.
    0
    0
    What is Autogen Quant Invest Agent?
    Autogen Quant Invest Agent leverages large language models to automate the full quantitative investment pipeline. It connects to data APIs for market, fundamental, and alternative datasets, performs feature engineering and statistical analysis, and formulates algorithmic trading strategies. The agent orchestrates backtesting across historical periods, generates performance reports, and conducts risk assessments including drawdown, Sharpe ratio, and VaR. With customizable modules, users can tune strategy parameters, integrate custom indicators, and automate portfolio rebalancing rules. The framework’s modular chain-of-agents design allows seamless integration with order execution systems or data warehouses. This tool streamlines systematic research, reduces manual scripting, and empowers quantitative analysts to rapidly prototype, evaluate, and deploy investment models.
  • Black Swan AI Agent offers advanced analytics and predictions for financial markets.
    0
    0
    What is Black Swan?
    The Black Swan AI Agent utilizes cutting-edge algorithms to analyze financial data, identify trends, and forecast market movements. Designed for financial professionals, it assists in risk assessment, portfolio management, and strategy development, enabling users to optimize their investment decisions and achieve better financial outcomes.
  • Clarity AI offers comprehensive sustainability insights powered by machine learning and big data.
    0
    0
    What is ClarityAI?
    Clarity AI is an advanced sustainability technology platform designed to deliver comprehensive and actionable environmental and social insights. It leverages machine learning and big data to help investors make informed decisions. The platform covers end-to-end sustainability use cases, including analysis, portfolio creation, and simulation. It integrates seamlessly with existing ecosystems to assess and improve sustainability performance. Clarity AI's capabilities are tailored to ensure regulatory compliance, making it an indispensable tool for sustainable investing.
  • Merlu is an AI-driven crypto robo-advisor for effective trading.
    0
    0
    What is Cryptocurrency Forecast and RoboAdvisor?
    Merlu is an AI-powered crypto robo-advisor that delivers real-time predictive analytics and insights into the cryptocurrency market. By leveraging advanced algorithms, it provides users with critical data on price trends, potential investments, and market fluctuations. Designed for both novice and experienced traders, Merlu helps users make informed decisions regarding their cryptocurrency investments. Through its innovative features, including portfolio management and market analysis, it stands out as a versatile tool in the ever-evolving digital asset landscape. Embrace smart trading and maximize your investment potential with Merlu.
  • AI-driven stock research and selection for informed investment decisions.
    0
    0
    What is Curlent?
    Curlent provides AI-powered tools for stock selection and research, tailoring reports to your investment preferences. Users can set preferences, create reports on desired topics, and receive detailed analyses from reliable sources. The platform offers insights into industry trends, financial performance, and future outlooks, allowing for more informed investment decisions. Interaction with the AI assistant ensures clarity and further inquiry based on the generated reports.
Featured