Freemium
Added on Nov 04,2026
AI Portfolio Analyst is an AI-powered tool that evaluates your stock portfolio using real-time financial data, market trends, corporate news and analyst sentiment.
You add your holdings manually or import them from your brokerage, and the AI scores each position on fundamentals, technicals and news sentiment.
It returns personalised insights including risk scoring, diversification analysis, valuation signals, dividend projections and buy, hold or sell recommendations for every position, along with optimisation suggestions.
The AI also analyses press releases, earnings reports, analyst commentary and financial news, and the platform can send alerts when portfolio risk changes or news affects your positions.
Key features include portfolio reports with visualisations and performance breakdowns, and Virtual Portfolios that let you test stock combinations without real money, compare them against your actual holdings over custom time periods, and have the AI build portfolios from its highest-scoring picks.
Automatic email alerts notify you when a portfolio moves up or down by a percentage you choose.
Pricing: the Silver plan is free with 20 stock analyses a day. Gold costs 9.95 US dollars a month, Platinum 49.95 US dollars a month with API access and custom alerts, and Diamond 199.95 US dollars a month with white-label options and custom integrations.
It is suited to individual investors managing retirement or dividend portfolios, active traders who follow news sentiment, and financial advisors who want AI analysis for client portfolios.
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