AI for Long-Term Investing

AI tools built for patient investors. Find undervalued stocks, screen for quality, and build diversified portfolios with AI assistance.

• alphaAI Capital

  SEC-registered AI robo-advisor that shifts ETF portfolios between offense and defense as market conditions change.

• TradeZella

  Trading journal with automated broker imports, backtesting and AI trade insights

• Boosted.ai

  Agentic AI portfolio management platform built for institutional asset managers and hedge funds.

• Stock Events

  Dividend and portfolio tracker app with earnings calendar and income projections

• Edgewonk

  Trading journal focused on behavior analysis, trade optimization and simulation

• Astor

  SEC-registered AI investment advisor you text or call, with advice based on the holdings in your linked accounts.

• Stonk Journal

  Free trading journal with rule tracking and a $10/mo AI coach that reads only your own trade history.

• Wealthfront

  An AI robo-advisor that builds, rebalances, and tax-optimizes diversified portfolios based on your goals.

• AllInvestView

  Multi-broker portfolio tracker with an AI assistant that imports trades, fixes errors, sets alerts and builds tax reports.

• Betterment

  A pioneering robo-advisor delivering automated, goal-based portfolios with rebalancing and tax tools.

• getquin

  Portfolio and dividend tracker that syncs 2,000+ brokers with income forecasting

• Empower

  A hybrid robo-advisor pairing AI portfolio tools with human advisors plus free net-worth and planning dashboards.

• TradesViz

  Trading journal with a free forever tier, AI analytics and a built-in simulator

• Streetbeat

  AI portfolio manager that curates strategies based on real-time hedge fund and market data.

• Vise

  An AI-driven portfolio platform that builds and manages personalized, tax-aware portfolios for advisors and investors.

• Surmount AI

  An automated investing app that lets users follow data-driven AI strategies and copy quantitative portfolios.

• TraderSync

  AI-enhanced trading journal that tracks performance and identifies profitable behavioral patterns.

• PortfolioPilot

  AI portfolio advisor that links your accounts, scores your allocation and suggests tax and rebalancing moves.

• Tradervue

  Long-running trading journal with broker sync and mentor sharing for coaches

• Helm Terminal

  Read-only portfolio monitor that checks your reasons for owning each stock against filings and news.

• Insightfolio

  Paste your holdings and get a plain-English report on risk, diversification and exposure in about two minutes.

• Mezzi

  SEC-registered AI wealth adviser that links all your accounts and flags tax, risk and allocation moves.

• PinkLion

  Portfolio tracker with dividend tracking, stress tests, AI scenario simulations and one-year asset forecasts.

• PortfoliosLab

  Portfolio backtesting, risk and optimization tools with an MCP server for ChatGPT and Claude.

• Wealthfolio

  Open-source investment tracker that keeps your data on your own device, with an AI assistant and MCP server.