Portfolio Genius vs Charts

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Portfolio Genius compared with Charts
Detail	Portfolio Genius	Charts
What it does	AI portfolio tracker with auto-sync, real-time analytics, and chart annotation	Trading charts, indicators and alerts for crypto, stocks, forex and commodities
Stage	Not given	Not given
Founded	Not given	Not given
Based in	US	Not given
Pricing model	Freemium	Freemium
Pricing	Lite: $12.50/month (billed annually at $150/year) or $15/month; Premium: $25/month (billed annually at $300/year) or $30/month. Both include 7-day free trial.	Free plan with 6 chart types, 2 charts per layout, 4 indicators per layout, 1 cloud layout and 5 active alerts. Plus: $25 per month or $20 per month billed $240 yearly. Premium: $50 per month or $40 per month billed $480 yearly.
Key features	Plaid auto-sync with 2,400+ financial institutions on Premium CSV and screenshot import on all plans Real-time stock analytics and live market data Portfolio diversification tool with allocation visualization Automated trade tracking and logging AI portfolio analysis based on risk profile and market conditions Support for multiple portfolios Trade suggestions with confidence levels and rationale Global markets support including crypto, stocks, ETFs, and mutual funds	138 built-in trading indicators 18 chart types including candles, Heikin Ashi, Renko and Kagi Custom Pine and MQL script support AI Pine Script generator Drawing tools and replay mode Price, trend line and indicator alerts to Telegram Symbol comparison on up to 5 markets Liquidation heatmap and funding rate data Multi-condition alerts on Premium plan 18 languages and multiple themes
What makes it different	Code computes every price and date; AI only writes descriptions that pass validation checks Charts updated for completed daily sessions only, not in-progress trading Bank-grade AES-256 encryption with no credentials stored Separate AI analysis for each time range on desktop; mobile shows essential levels only Webhook-driven real-time sync with Plaid, read-only access to holdings	No password sign-in; Telegram-based account and alert delivery Pine Script to MQL5 export for MetaTrader integration AI assistant that analyzes the open chart in real-time Live data from major exchanges across spot and derivatives Layouts with up to 8 saved chart configurations
Community votes	0	0
DR (Domain Rating by Ahrefs)	20 +2 (up) since last check	8 no change since last check
Trust Flow (Majestic)	6	0
Citation Flow (Majestic)	32	0
Referring domains (Majestic)	158	0

5 details filled in for both companies.

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