Portfolio Genius

About Portfolio Genius

Portfolio Genius is your lightning-fast AI copilot for the markets. It's an AI-powered investment advisor and portfolio management tool designed to transform how you manage your money with speed and efficiency. The platform provides 24/7 analysis of your holdings, scanning real-time market data, financial news, and global fundamentals to generate intelligent, data-driven trade suggestions. You get clear, actionable insights with detailed reasoning for every buy, sell, or hold recommendation. Built for speed, it caters to everyone from time-strapped beginners to experienced traders seeking an edge. Choose your preferred AI model (GPT, Claude, or Gemini) to match your strategy, interact through a conversational chat interface, and track all your positions in a unified dashboard. Execute trades manually based on AI insights or enable automated execution for ultimate efficiency. Best of all, you can start instantly with a free, no-signup-required demo to see the AI in action.

Features of Portfolio Genius

Multi-Model AI Flexibility

Choose your investment intelligence. Switch between top AI models like GPT, Claude, or Gemini to generate recommendations. Match the AI's analytical style to your personal investment philosophy for insights that resonate with your strategy, all within the same lightning-fast platform.

Intelligent Automated Recommendations

Get ahead of the market with AI that never sleeps. The system continuously analyzes markets, news, and your specific holdings to generate timely trade suggestions. Each recommendation comes with a detailed rationale, explaining the "why" behind every buy, sell, or hold call for rapid, informed decision-making.

Conversational AI Interface

Interact with your portfolio at the speed of thought. Use natural language to chat with your AI advisor. Ask questions about specific stocks, request deep-dive analysis on sectors, or discuss investment strategies instantly. Get complex insights delivered in simple, conversational answers without navigating complex menus.

Unified Portfolio Tracking Dashboard

See everything at a glance. Monitor all your positions, track trade history, and analyze overall performance metrics in one centralized, real-time dashboard. Efficiently manage multiple portfolios with different strategies and risk profiles from a single, streamlined interface built for quick review.

Use Cases of Portfolio Genius

The Busy Professional

For professionals with capital but no time, Portfolio Genius is a game-changer. Automate the monitoring and analysis of your investments. Receive concise, prioritized AI insights daily, allowing you to make swift, confident decisions between meetings without hours of research.

The Hands-On Active Trader

Augment your trading strategy with AI-powered speed. Use the platform to backtest ideas, get a second opinion on potential trades, and scan for opportunities across global markets 24/7. Integrate AI suggestions with your own analysis to execute faster and more efficiently.

The New Investor

Start your investment journey with an AI guide. Use the conversational interface to ask basic questions without fear. Learn why the AI makes certain recommendations and use the portfolio tracker to understand diversification and performance—all accelerating the learning curve.

The Portfolio Optimizer

For investors with existing holdings, use the AI for rapid portfolio health checks. Get instant analysis on asset allocation, risk exposure, and underperforming assets. Receive data-driven rebalancing suggestions to optimize your portfolio for your goals with efficient, actionable steps.

Frequently Asked Questions

Does Portfolio Genius provide investment advice?

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis only. We are not registered investment advisors. The AI-generated suggestions are for informational purposes to help you make your own decisions, not personalized financial advice.

How does the free trial work?

You can start instantly with our free demo—no signup or credit card required. Describe your investment interests and a hypothetical amount to see the AI build and analyze a sample portfolio. This lets you test the core analytics and interface at maximum speed before any commitment.

Can I connect my real brokerage account?

Yes, with the Premium plan. Portfolio Genius offers integration with Alpaca brokerage, allowing for automated trade execution based on AI suggestions. This enables a seamless, efficient workflow from analysis to action without leaving the platform.

What makes the AI recommendations smart?

The recommendations are driven by multi-source data analysis at high speed. The AI processes real-time pricing, company financials, market sentiment from news, and the latest web research simultaneously. It cross-references this against your portfolio's goals and risk profile to generate contextual, data-driven insights.

Pricing of Portfolio Genius

Portfolio Genius offers simple, transparent pricing designed for efficiency. The Free plan ($0 forever) includes basic tracking for up to 3 portfolios, weekly reviews, and 10 monthly trade suggestions. The Premium plan ($20/month) is the most popular, offering unlimited portfolios and trade suggestions, daily reviews, access to all AI models, and Alpaca brokerage integration for automated trading. For the best value, the Premium Annual plan ($200/year) saves you $40, providing two months free and all Premium features. All plans include a 7-day money-back guarantee.