AI Investing Tools

Discover top tools that harness AI to enhance your investment strategies and decision-making.

· March 17, 2025

Investing has always been a blend of art and science, but now, thanks to artificial intelligence, the landscape is evolving at an unprecedented pace. Traditional methods are being enhanced by data-driven insights, predictive analytics, and algorithmic trading, all powered by cutting-edge AI technology. In this fast-changing environment, savvy investors are turning to AI investing tools to gain a competitive edge.

The rise of these tools means you can analyze market trends, assess risks, and automate your investment decisions like never before. Whether you're a seasoned trader or a beginner dipping your toes into the market, the right AI tools can streamline your strategies, helping you make more informed choices with real-time data at your fingertips.

With so many options available, it can be overwhelming to navigate this new world of AI-enhanced investing. I’ve spent considerable time researching and testing the top AI investing tools currently on the market. From portfolio management to predictive analysis, I’m excited to share the best options that can transform the way you invest.

Join me as we explore these innovative AI investing tools that can optimize your portfolio and help you make smarter financial decisions. Whether you're looking to maximize returns or minimize risks, there’s something here for everyone.

The best AI Investing Tools

  1. 16. Portfolio Pilot for tailored investment optimization tools

  2. 17. Candlestick AI for portfolio optimization

  3. 18. Finsheet for real-time market analysis for investors

  4. 19. Sports Prediction Ai for betting odds analysis for smarter investments

  5. 20. Parsers VC for startup and vc matchmaker tool

  6. 21. FinanceGPT for portfolio optimization strategies

  7. 22. Basis Theory for tokenize sensitive investment data securely

  8. 23. Finwise for optimize your investment portfolio easily.

  9. 24. Mezzi for portfolio optimization suggestions

  10. 25. Surmount AI for automate investments with pre-built strategies

  11. 26. Soon for automated investment tracking

  12. 27. Tendi AI for smart investment strategy recommendations

  13. 28. Trading Literacy for personalized investment strategy insights

  14. 29. StockGPT for tailored investment insights and alerts

  15. 30. TradeUI for optimizing investment decisions with ai

133 Listings in AI Investing Tools Available

16 . Portfolio Pilot

Best for tailored investment optimization tools
Portfolio Pilot

Portfolio Pilot pros:

  • Advanced portfolio tracker
  • Personalized investment recommendations

Portfolio Pilot cons:

  • Limited to stocks and trading
  • Potential connection issues with banks

If you’re looking to optimize your investments, PortfolioPilot stands out as a cutting-edge AI-driven portfolio tracker. It combines sophisticated portfolio management features with personalized insights to help enhance your investment strategies. By aggregating your assets and analyzing portfolio strength, it offers tailored recommendations, making it a valuable tool for both novice and experienced investors.

With connections to over 12,000 banks and brokerages, PortfolioPilot provides seamless automated portfolio monitoring. Users can access features like market insights and risk identification, helping them stay informed about potential threats or opportunities. The platform has demonstrated robust results, with many users reporting a 3-6% increase in their returns after implementation.

A standout feature is the Economic Insights Engine, which utilizes AI to track significant macroeconomic trends and news. This tool offers valuable analysis of factors affecting investments, ensuring you remain proactive in your strategies. With both a free plan and premium options starting at just $29 per month, PortfolioPilot gives users flexibility in subscription choices based on their needs.

Security is also a top priority for PortfolioPilot. The platform is designed to protect user data, ensuring that information remains confidential and is never sold to third parties. This commitment helps build trust, allowing users to focus on refining their investment approach without concerns over data privacy. Overall, PortfolioPilot blends innovation with practical features, making it a top choice for individuals seeking to improve their investment outcomes.

Portfolio Pilot Pricing

Paid plans start at $29/month and include:

  • Personalized Recommendations
  • AI Assistant
  • Fee Visualization
  • Portfolio Analysis
  • Net Worth Tracking
  • Daily Summaries

17 . Candlestick AI

Best for portfolio optimization
Candlestick AI

Candlestick AI is an innovative tool designed for investors looking to leverage artificial intelligence to gain an edge in the stock market. By generating weekly stock picks based on a variety of metrics, it simplifies the investment decision-making process, making it accessible for both novice and experienced traders. The AI is built on extensive historical data, enhancing its predictive capabilities for better investment outcomes.

Subscribers can customize Candlestick AI according to their individual investment strategies, allowing for a tailored approach that aligns with personal financial goals. This flexibility is a significant advantage, as users can focus on stocks that match their risk tolerance and investment style.

In addition to stock picks, Candlestick AI keeps users informed on relevant market news, ensuring they are always updated with crucial information that could impact their investments. This comprehensive approach ensures that users are well-equipped to make informed decisions.

The platform also offers investment competitions, fostering a community of like-minded investors eager to challenge themselves and improve their skills. With an introductory price of $9.99 per month, Candlestick AI provides a cost-effective alternative to traditional investment advisory services.

Candlestick AI Pricing

Paid plans start at $9.99/month and include:

  • Customizable AI model
  • Weekly AI stock picks
  • View important news about picks
  • Participate in investing competitions

18 . Finsheet

Best for real-time market analysis for investors
Finsheet

Finsheet pros:

  • No Learning Curve
  • Simple functions

Finsheet is a powerful platform that democratizes access to high-quality market data, offering users the ability to access intraday 1-minute data, stock fundamentals, and more through Excel and Google Sheets at no cost. Designed for users across all skill levels, it eliminates the need for coding knowledge, making it extremely user-friendly.

With Finsheet, you can seamlessly stream live market data across multiple asset classes including US stocks, ETFs, mutual funds, cryptocurrencies, and forex. This real-time access allows investors to make informed decisions based on up-to-the-minute information, enhancing the trading strategy for both amateur and seasoned investors.

The platform also provides historical market data that can be utilized for predictive analysis. This feature is particularly useful for those looking to backtest strategies or understand market trends over time. Finsheet’s capabilities empower users to perform comprehensive analyses without the cumbersome data-gathering process.

Moreover, Finsheet offers detailed pricing plans that cater to different user needs, starting from free access and extending to paid plans with enhanced features. The platform even accommodates enterprise pricing and provides discounts for students and educators, making it an attractive option for a wide range of users.

Overall, Finsheet stands out in the crowded landscape of investing tools by combining accessibility, powerful data features, and affordability. Whether you're a student learning the ropes or a professional in need of institutional-grade data, Finsheet has something valuable to offer.

Finsheet Pricing

Paid plans start at Free/ and include:

  • 3 years of historical price
  • Access to Cryptos and Forex

19 . Sports Prediction Ai

Best for betting odds analysis for smarter investments
Sports Prediction Ai

Sports Prediction Ai pros:

  • AI-Driven Predictions: Provides accurate predictions for various sports with the help of advanced AI technology.
  • User-Friendly Dashboard: Easy access to important data and high-probability predictions for smarter betting decisions.

Sports Prediction AI is a game-changing tool tailored for sports enthusiasts who crave an edge in betting. Utilizing advanced artificial intelligence, it offers reliable predictions across various sports, including football, NFL, and golf. This innovative platform enriches the sports betting experience by enabling users to make more informed decisions based on accurate insights.

The user-friendly interface features essential tools like the Score Centre and Odds Checker, making it easy to access predictions, highlights, and valuable betting opportunities known as 'Sure Bets.' Covering top leagues like the Premier League, Serie A, and LaLiga, Sports Prediction AI ensures comprehensive coverage of significant sporting events.

For those aiming to refine their betting strategies, the dashboard showcases high-probability predictions, enhancing users' chances of success. By signing up, individuals can leverage AI-powered insights to integrate sophisticated predictions into their betting behaviors, potentially maximizing returns.

Overall, Sports Prediction AI empowers users with essential information and predictive tools driven by artificial intelligence. Whether you're a seasoned bettor or just starting, this platform optimizes your sports betting experience and helps you stay ahead in the competitive betting arena.

20 . Parsers VC

Best for startup and vc matchmaker tool
Parsers VC

Parsers VC pros:

  • Simplified Venture Matching and Advanced Learning
  • Ever-improving accuracy in venture capital fund selections

Parsers VC cons:

  • No specific cons were mentioned in the document.
  • The document does not specify any cons of using Parsersvc.

Parsers VC is a game-changer in the venture capital landscape, offering a robust platform driven by sophisticated AI algorithms. Launched in 2019 in New York City, this innovative tool gathers and organizes data from diverse sources, including VC funds, startups, and news outlets. This comprehensive approach provides users with unparalleled insights that drive informed investment decisions.

For startups seeking funding, Parsers VC streamlines the process of identifying potential investors that align with their specific needs and growth stages. By presenting detailed investor information and tailored opportunities, it significantly boosts the chances of securing crucial funding.

Investors, on the other hand, benefit from Parsers VC’s ability to highlight promising startups based on their investment criteria. The platform allows them to access detailed profiles and valuations, facilitating direct networking with startup teams. These capabilities help investors make smarter decisions in a competitive market.

One of its standout features is the predictive investment algorithm, which evaluates the potential of startups with impressive precision. This tool empowers users to navigate the complex venture capital landscape confidently, offering personalized recommendations and accurate predictions based on advanced data analytics.

With subscription plans starting at just $26 per month, Parsers VC presents an accessible option for both seasoned investors and newcomers alike. Its blend of technology and insightful data makes it an essential resource for anyone serious about investing in the future of innovative startups.

Parsers VC Pricing

Paid plans start at $26/month and include:

  • Accessing the Predictive Investments list
  • Full access to data via API
  • Comprehensive information on active venture capitalists (VCs)
  • Funding rounds and past investments details
  • Target potential investors aligned with industry and growth stage
  • Valuable insights on company valuations

21 . FinanceGPT

Best for portfolio optimization strategies
FinanceGPT

FinanceGPT pros:

  • Certified professional review
  • Advanced analytics

FinanceGPT cons:

  • No white-labeling option
  • No mobile application

FinanceGPT is an innovative platform designed to enhance financial analysis and strategic decision-making by utilizing advanced AI technology. Developed by FinanceGPT Labs, it combines generative AI capabilities with the insights of seasoned financial professionals to provide users with comprehensive and reliable financial information.

The platform offers a wide range of features tailored for investors and financial managers, including in-depth balance sheet assessments, cash flow evaluations, and credit analysis. With a focus on equity research and valuation, FinanceGPT equips users with the tools needed for accurate financial forecasting and effective asset management.

Quality assurance is a cornerstone of FinanceGPT's offerings, ensured by a team of certified experts such as Chartered Financial Analysts (CFA) and Certified Accountants (CA). This commitment to precision enables the platform to deliver actionable insights that adapt to individual client needs, making it an invaluable resource in industries that depend heavily on financial data, including banking, investment, and consultancy. With FinanceGPT, users can navigate the complexities of financial planning and analysis more efficiently, ultimately enhancing their investment strategies and decision-making processes.

22 . Basis Theory

Best for tokenize sensitive investment data securely
Basis Theory

Basis Theory cons:

  • Limited information available about the cons of Compliance Genie as the specific details were not found in the provided documents.

Basis Theory is an innovative tool designed for those navigating the complexities of payment regulations. This AI-driven platform delivers on-demand insights specifically related to Mastercard and Visa network rules, making it an invaluable resource for investors and financial professionals alike. With 24/7 accessibility, Basis Theory ensures users have instant access to expert knowledge, allowing them to stay informed about the ever-evolving landscape of payment regulations. Whether you're a seasoned investor or just starting out, Basis Theory streamlines the process of understanding compliance requirements, empowering you to make well-informed decisions in real-time.

Basis Theory Pricing

Paid plans start at $495/month and include:

  • Production-ready PCI Environment included
  • PCI Attestation of Compliance (AOC)
  • 5 monthly interactions per token

23 . Finwise

Best for optimize your investment portfolio easily.
Finwise

Finwise pros:

  • AI capabilities for improved financial management experience
  • Informative and personalized financial guidance

Finwise cons:

  • Limited information on specific cons/features missing from FinWise
  • Lack of information on whether the tool justifies the value for money considering the price

Overview of FinWise

FinWise is an innovative personal finance management platform that aims to empower individuals in taking control of their financial journeys. Founded in February 2023 by Jason Russell and Nicol Vojacek, this subscription-based service has quickly gained traction, amassing over 1,900 users by July 2024. FinWise stands out with its commitment to user privacy; it operates without ads and refrains from selling user data to third parties.

The platform offers a range of features designed to help users plan for their financial futures and monitor their progress. With tools for analyzing spending habits, income, savings, and net worth, FinWise provides a comprehensive approach to personal finance. A standout feature is the FinWise Assistant, an AI-driven tool that offers customized onboarding, tailored advice on various financial topics, and personalized support to enhance the user experience.

Emphasizing security and privacy, FinWise ensures that user data remains protected while guiding clients towards better financial management. For anyone looking to improve their financial wellbeing, FinWise presents a valuable resource packed with practical tools and insights.

Finwise Pricing

Paid plans start at $8.99/month and include:

  • Budgeting
  • Net-worth Tracking
  • Account Syncing
  • Trends & Analysis
  • Bills & Subscriptions
  • Plans & Forecasting

24 . Mezzi

Best for portfolio optimization suggestions
Mezzi

Mezzi pros:

  • Investment account consolidation
  • Personalized advice features

Mezzi cons:

  • Only available for iOS
  • No Android support

Mezzi is a cutting-edge investment management tool designed to empower users with sophisticated insights typically reserved for high-end wealth management clients. By consolidating various investment accounts, Mezzi offers a comprehensive view of users' financial landscapes, making it easier to identify opportunities for growth.

What sets Mezzi apart is its personalized approach to wealth building. The platform analyzes each user’s situation to provide tailored advice, helping them save on capital gains taxes, reduce fees, and maximize passive income. This level of customization can make a significant difference in investment strategies.

The integration of advanced calculators and AI technology further enhances Mezzi's functionality. Users can navigate complex financial tasks with ease, simplifying what was once daunting. This allows individuals to focus on their long-term goals while making informed decisions about their investments.

Mezzi also excels in optimizing portfolio allocation, ensuring that users can strategically manage their assets. With its user-friendly interface and powerful analytics, the platform makes wealth-building not just achievable, but also efficient. For those seeking to elevate their financial game, Mezzi is a vital tool.

25 . Surmount AI

Best for automate investments with pre-built strategies
Surmount AI

Surmount AI pros:

  • Intuitive and easy to use
  • Innovative approach to wealth building

Surmount AI stands out as a leading platform for investors looking to enhance their market engagement through intelligent, data-driven strategies. This innovative tool simplifies the investment process, allowing users to automate trading based on pre-built strategies that have proven effective over time. With just a few clicks, users can start trading more efficiently, accessing a wealth of historical performance data and risk assessments.

A key feature of Surmount AI is its user-friendly interface, which enables both novice and seasoned investors to craft their customized investing strategies. Whether you prefer a no-code approach or want to utilize AI-generated text-to-code strategies, Surmount AI caters to a diverse range of skill levels, making it accessible to everyone.

The platform also fosters a collaborative environment through its marketplace, where users can share and create trading strategies. This community-driven approach not only enriches the user experience but also empowers investors to learn from one another, enhancing their overall investment knowledge.

By democratizing access to passive trading, Surmount AI offers robust tools that empower individuals and institutions alike. The platform is designed to optimize trading strategies, making it an invaluable resource for modern investors who aim to make informed decisions and maximize their investment potential.

26 . Soon

Best for automated investment tracking
Soon

Soon pros:

  • Auto Buy: Utilizes dollar-cost averaging for stress-free investment decisions.
  • Auto Sell: Securely sells your highest gains to cover transactions when you spend.

Soon cons:

  • Missing information on the security measures in place to protect users' investments
  • Does not specify the process or criteria used for selecting managed assets

Soon is an innovative platform that simplifies cryptocurrency investing, appealing to both novices and experienced traders. By offering fully automated features, it allows users to invest effortlessly without the stress of market speculation. Services such as automated buying and selling, portfolio management, and seamless transfer options make wealth-building straightforward.

Designed with principles like dollar-cost averaging and diversification in mind, Soon prioritizes a low-stress investing approach. Users can confidently take advantage of market opportunities while effectively managing their tax implications.

Subscription plans begin at $19.99 per month, catering to a range of investor needs. Each plan offers unique features, including automated stop-loss functionality, tax-loss harvesting, and the ability to reinvest earnings. This tiered approach ensures that users can select the tools that best match their investment style.

Soon's user-friendly design and advanced configuration options empower investors to tailor their strategies. Whether you are looking to start small or require sophisticated management, Soon meets diverse investment goals, making it a valuable addition to the landscape of AI-driven investing tools.

Soon Pricing

Paid plans start at $19.99/mo and include:

  • Default portfolio
  • Automated buying
  • Automated selling w/AI
  • Automated stop-loss
  • Tax-loss harvesting
  • Tax Stash

27 . Tendi AI

Best for smart investment strategy recommendations
Tendi AI

Tendi AI pros:

  • Budgeting advice
  • Debt reduction strategies

Tendi AI cons:

  • Possibly overwhelming for non-tech users
  • No direct integration with investment platforms

Tendi AI stands out as an innovative personal financial advisor that leverages AI technology to provide tailored financial guidance. With a focus on budgeting, investment planning, and retirement strategies, it empowers users to take charge of their financial journeys. Tendi AI links securely to users' financial accounts, analyzing their habits to create customized plans and proactive alerts for significant changes.

The platform's development team boasts expertise from notable companies such as Netflix, Roku, and Paramount+. This diverse background in finance and AI allows Tendi AI to simplify complex financial concepts and make informed decision-making accessible to everyone.

Offering a free basic version and a premium subscription, Tendi AI emphasizes enhanced data protection with advanced encryption and industry-standard cybersecurity practices. Users have the option to receive personalized advice without needing to link their bank accounts, ensuring their comfort and confidentiality.

As a pioneer in promoting financial literacy, Tendi AI also focuses on continuous monitoring for digital threats to safeguard user information. Its mission is not only to enhance individual financial wellbeing but also to address broader issues like financial education and wealth disparity.

28 . Trading Literacy

Best for personalized investment strategy insights
Trading Literacy

Trading Literacy pros:

  • Can provide valuable insights into a trader’s strengths and weaknesses
  • Identifies patterns and trends in trading behavior

Trading Literacy cons:

  • No specific cons or limitations were found in the provided documents

Trading literacy is a crucial element for anyone looking to navigate the complexities of financial markets effectively. It encompasses a broad range of knowledge, from understanding various investment vehicles like stocks and bonds to mastering risk management strategies. This foundational understanding empowers traders to make informed decisions, ultimately helping them work toward their financial aspirations.

Developing trading literacy is an ongoing process. It involves staying abreast of market trends, interpreting economic indicators, and analyzing financial news. Aspiring traders must embrace continuous learning to enhance their skills and adapt to the ever-evolving market landscape. This dedication to education not only sharpens one’s analytical abilities but also builds confidence in trading decisions.

For those looking to refine their trading acumen, dedicated resources and courses can significantly boost one's trading literacy. These resources often provide valuable insights and interactive experiences that cater to various learning styles. As traders develop their skills, they become better equipped to manage risks and seize opportunities, maximizing their potential for success.

Incorporating technology into the learning process can further enhance trading literacy. Many AI investing tools offer real-time market analysis and personalized insights, helping traders to stay informed. By leveraging these advanced tools, investors can gain a competitive edge, making more data-driven decisions that align with their investment strategies.

In summary, trading literacy is essential for those aspiring to excel in the financial markets. A commitment to learning, leveraging resources, and utilizing technology can help traders navigate the complexities of investing and achieve their financial goals.

Trading Literacy Pricing

Paid plans start at $19/month and include:

  • 10 documents
  • 5000 transactions
  • 200 questions per day
  • 5 types of reports
  • Basic transaction anonymization

29 . StockGPT

Best for tailored investment insights and alerts
StockGPT

StockGPT pros:

  • StockGPT allows you to ask for summaries of earnings call transcripts making it easier to quickly grasp the key insights and information.
  • With StockGPT you can analyze company performance across different timeframes helping you identify trends and evaluate growth potential.

StockGPT cons:

  • No specific cons or missing features were identified from the information provided in the StockGPT document.
  • No specific cons, limitations, downsides, or missing features were found in the provided information about StockGPT.

StockGPT redefines the landscape of financial research tools with its AI-driven insights. This sophisticated assistant taps into a vast pool of earnings call transcripts from SP500 companies, offering users a unique advantage in understanding market dynamics and company performance.

Users can effortlessly request summaries or delve into detailed analyses of individual companies over various timeframes. The platform excels in providing specific information on product updates, making it invaluable for investors keen on staying informed.

One of StockGPT's standout features is its customizable filters. These allow users to search transcripts by quarters, years, or entire sectors, offering flexibility in their research. By empowering users to tailor their search, StockGPT enhances the overall research experience.

The tool's commitment to data accuracy is evident as it continuously updates its database with new transcripts. This ensures that users receive the most current information, enabling them to make informed decisions in a fast-paced financial environment. Whether you're a seasoned investor or just starting, StockGPT is designed to keep you ahead in your financial research journey.

30 . TradeUI

Best for optimizing investment decisions with ai
TradeUI

TradeUI pros:

  • Built by Retail Traders, for Retail Traders
  • Comprehensive, data-driven trading platform

TradeUI cons:

  • High pricing compared to similar AI tools in the industry
  • Missing details on specific features and functionality

TradeUI is a robust platform tailored for retail traders seeking advanced tools for market analysis. Its real-time options flow tracking and unusual options activity alerts empower traders to make informed decisions. By focusing on market dynamics, TradeUI helps users spot opportunities that might otherwise go unnoticed, enhancing their competitive edge.

One standout feature of TradeUI is its social trading network. This space fosters collaboration, allowing traders to connect and share insights. By creating a community-driven environment, TradeUI encourages knowledge sharing, helping both novice and experienced traders learn from one another.

Additionally, TradeUI offers a wealth of educational resources. These materials are designed to improve traders' skills and build their confidence, making the platform accessible to users of all experience levels. The focus on education reflects TradeUI's mission to democratize trading intelligence and support the growth of its users.

With pricing starting at $45/month, TradeUI provides a valuable resource for those looking to enhance their trading strategies. Its commitment to transparency, trust, and community interaction sets it apart, making sophisticated trading tools simple and intuitive for everyone. For traders eager to capitalize on market opportunities, TradeUI stands out as a comprehensive solution.

TradeUI Pricing

Paid plans start at $45/month and include:

  • Trading Strategies - Backtested
  • AI Optimized
  • Trade Alerts
  • Stock Backtester
  • 30 Credits/Month
  • Option Backtester