Skip to main content
FYNORALAUNCH home

THIS SESSION · FINTECH · MONEY TOOLS

Portfolio Genius vs InbestPlanners

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 InbestPlanners
DetailPortfolio Genius logo Portfolio GeniusInbestPlanners logo InbestPlanners
What it doesAI portfolio tracker with auto-sync, real-time analytics, and chart annotation Stock signals with entry, target and stop
StageNot given Not given
FoundedNot given Not given
Based inUS Not given
Pricing modelFreemium Freemium
PricingLite: $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 daily signals (4 per day drawn randomly: 1 per method in Europe and 2 in US), limited access; Starter €9.99/month with all signals, conviction scores, and 15 markets; Professional €24.99/month with full signal analysis and unlimited alerts. Both paid plans include a 7-day free trial
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
  • 1,700 stocks analyzed daily across 15 global markets
  • Bounce strategy targeting +3% in ~10 sessions
  • Impulse strategy targeting +10% over weeks
  • Conviction Score from 0 to 100 for each signal
  • Machine learning model analyzing 21 technical indicators
  • Quality, Value, Technical and Dividend stock rankings
  • Portfolio tracking with alerts and exit notifications
  • Daily data updates after market close
  • Public record of all closed signals with win/loss history
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
  • Public scoreboard tracking US Bounce signals with conviction 86+ against S&P 500
  • Free daily signals drawn randomly (not cherry-picked) viewable without account
  • All closed trades publicly archived with no look-ahead bias
  • Historical win rate and past trade count shown for each signal
Community votes00
DR (Domain Rating by Ahrefs)20 +2 (up) since last checkNot checked yet no change since last check
Trust Flow (Majestic)60
Citation Flow (Majestic)320
Referring domains (Majestic)1580

5 details filled in for both companies.

More alternatives to Portfolio Genius More alternatives to InbestPlanners

Help centre