Portfolio Genius
Smart portfolio tracking with AI-driven trade ideas
Portfolio Genius – AI-powered portfolio tracking and trade suggestions
Summary: Portfolio Genius is an AI-driven portfolio tracker and optimizer that builds, monitors, and suggests specific trades based on real-time market data and user-defined investment goals. It supports manual entry, CSV import, or Alpaca brokerage connection, offering both review-based and fully automated trading options.
What it does
It analyzes portfolios using live market data, technical indicators, and news to provide actionable trade recommendations and performance tracking. Users can compare AI models and browse public portfolios on investing leaderboards.
Who it's for
Investors seeking AI-assisted portfolio management with customizable involvement levels and goal-based optimization.
Why it matters
It automates portfolio analysis and trade suggestions, addressing the challenge of timely rebalancing and informed decision-making.