Free AI investing app to generate stock portfolios
Portfolio analytics for self-directed US investors
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Free
Pricing
Free plan with 5 daily credits. Monthly plan at $3 USD for unlimited credits. Annual plan at $27 USD (regularly $36). Bundle plan at $50 USD (regularly $72) for 2+ user annual plans.
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
Key features
AI-powered portfolio generation using OpenAI algorithms
Personalized risk profiling from conservative to aggressive strategies
Instant portfolio recommendations in seconds
Support for stocks, ETFs, real estate, and crypto assets
Mobile-responsive design for all devices
Yahoo Finance data integration on paid plans
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
What makes it different
Generate investment portfolios in seconds using AI algorithms
No financial expertise required with simple user input
Tailored to individual risk tolerance and financial goals
Available free with limited daily credits
Educational platform designed for both beginners and experienced investors
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
PortfolioGPT
Tradune