Tag: Portfolio Tracking

PortfolioPilot

PortfolioPilot is an AI-driven financial advisor platform that empowers self-directed investors with sophisticated tools for portfolio management. Offering personalized investment recommendations, tax optimization, net worth tracking, and scenario modeling, it eliminates the need for traditional advisors. With plans ranging from free to premium, PortfolioPilot combines hedge fund-inspired technology and bank-level security to help users make smarter, data-driven financial decisions.

Investiqal

Investiqal is an upcoming mobile app that redefines investment management by combining stock screening, portfolio tracking, and performance analysis into one powerful tool. Designed for both Android and iOS, it caters to beginner and seasoned investors alike, offering data-driven insights at your fingertips. Stay tuned for its launch to revolutionize how you manage investments.

StockInsights AI

StockInsights AI is an innovative equity research assistant powered by generative AI, tailored for value investors. It offers deep insights into public company filings and earnings transcripts, covering US and India markets. With features like AI-driven summaries, proactive notifications, and API integration, it streamlines research, enhances productivity, and empowers smarter investment decisions.

Recap

Recap is the UK's only crypto tax software, designed for investors seeking privacy and HMRC compliance. It offers real-time portfolio tracking, automatic tax calculations, and integrations with major exchanges like Coinbase and Binance. With support for DeFi and NFTs, Recap simplifies tax reporting and enables secure data sharing with accountants.