Portfolio Genius

AI-powered investment advisor that analyzes markets, recommends trades with reasoning, and can auto-execute on your behalf.

About Portfolio Genius

Portfolio Genius is an AI-powered platform designed for investors seeking to track, analyze, and manage multiple investment portfolios. The tool offers portfolio analysis, risk assessment, and trade suggestions based on AI insights. Users can import holdings via CSV or screenshot, or use Premium to auto-sync accounts from over 2,400 institutions through Plaid. The platform supports both manual and automated trading, including live trading integration with Alpaca for Premium users. Pricing starts at $8.33 per month (billed annually) for Lite, with a 7-day free trial available on all plans. Portfolio Genius is intended for educational and informational purposes only and does not provide registered investment advice.

Best for: individual investors, busy professionals, beginner investors, experienced traders

Key features

Analyzes portfolios for concentration and diversification risks using AI
Provides AI-generated trade suggestions with reasoning
Supports CSV and screenshot import for portfolio data
Premium plan offers auto-sync with 2,400+ institutions via Plaid
Allows manual, paper, or automated live trading via Alpaca
Tracks multiple portfolio types including 401(k), IRA, HSA, and taxable accounts

Use cases

Import and analyze existing investment holdings for risk and diversification
Receive AI-driven trade recommendations and review them before execution
Automate trading strategies with simulated or real accounts
Monitor and compare portfolio performance across multiple accounts

Pros

Supports auto-sync with a wide range of financial institutions on Premium
Offers a 7-day free trial on all plans
Allows portfolio analysis without requiring an account

Limitations

Automated live trading is only available with Alpaca integration on Premium
Portfolio Genius does not provide registered investment advice

Screenshots

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