AI-powered investment advisor that analyzes markets, recommends trades with reasoning, and can auto-execute on your behalf.
| Founded year: | 2025 |
| Country: | United States of America |
| Funding rounds: | Not set |
| Total funding amount: | Not set |
Description
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 Gemini—pick 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.
