Trading & investing
Portfolio Genius
AI portfolio tracker with auto-sync, real-time analytics, and chart annotation
- Votes
- 0
- DR (Ahrefs)
- 20 +2 (up) since last check
Ahrefs Domain Rating reported 14 Nov 2026, restated 12 Nov 2026.
Portfolio Genius is an AI-powered portfolio tracker that automatically syncs holdings from 2,400+ institutions on Premium, or imports via CSV and screenshot on
Overview
Portfolio Genius helps investors track, analyze, and optimize their portfolios with AI-powered insights. On Premium, the platform auto-syncs holdings from 2,400+ financial institutions via Plaid; Lite and all plans support CSV and screenshot import. The platform offers real-time stock analytics, AI-annotated charts that mark phases, support and resistance levels, and broken trendlines computed from price data with AI-written descriptions. It includes portfolio diversification analysis, trade tracking, and AI-generated insights based on composition, market conditions, and historical performance. The service is for educational and informational purposes only and does not provide investment advice.
Feature summary
- 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
Pricing
Pricing model: Freemium
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.
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Portfolio Genius metrics
Reported for portfoliogenius.ai: Ahrefs Domain Rating and Majestic link figures, with the movement since the prior report.
- Domain Rating
- 20
- +2 (up) since last check
- Trust Flow
- 6
- no change since last check
- Citation Flow
- 32
- no change since last check
- Referring domains
- 158
- no change since last check
- External backlinks
- 1,073
- no change since last check
Ahrefs Domain Rating reported 14 Nov 2026, restated 12 Nov 2026. Principal topic: Regional/Asia (6). Majestic reported 6 Nov 2026, restated 6 Nov 2026. Link figures sourced from Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
Portfolio Genius domain summary
Show the domain summary
Read from the public RDAP record on 13 Nov 2026, 15:20 UTC.
- Domain age
- 1 year
- Registered
- Expires
- Registrar
- InternetX
- DNSSEC
- Not signed
Portfolio Genius launch ledger
What we have measured for Portfolio Genius since it went live on Fynora Launch on 6 November 2026.
- Domain Rating (Ahrefs)
- 20 no change since launch
- 20 at launch (6 Nov 2026), 20 on 14 Nov 2026
- Trust Flow (Majestic)
- 6
- First measured 6 Nov 2026
- Referring domains (Majestic)
- 158
- First measured 6 Nov 2026
Day 7 since launch. Next receipt: day 30, 6 Dec 2026. Many things move these figures, so a change is not proof of cause. Only stored readings are shown.
About to launch?
A free checklist for launch day and the week around it, with a list of launch directories.
- Before launch
- Launch day
- That week
- What comes next
Compare and explore
See the alternatives to Portfolio Genius, WhichBot vs Portfolio Genius, Portfolio Genius vs PerpLog, FX Radar vs Portfolio Genius, ValueScreener vs Portfolio Genius, Citrine™ vs Portfolio Genius, Portfolio Genius vs Kapitol.ai, more in Trading & investing or startups in United States.
Q&A
- Which plans include AI chart annotations?
- Annotations are available free on the AI chart page with a daily limit. Lite and Premium plans include unlimited AI chart annotations on the symbol page across every time range, including the 7-day free trial.
- Does the AI make up the prices on the chart?
- No. The code computes every price and date from daily bars before the AI is involved. The AI only writes short descriptions, and text that fails validation checks is replaced with automatic labels.
- Is this a price prediction or a buy signal?
- Neither. The chart describes what price and volume have done and states conditions that would confirm or undo the current read. It does not predict what will happen or tell you to buy or sell.
- How current is the analysis?
- The analysis uses completed daily sessions, and the chart indicates which close it runs through. A session still in progress appears as a candle but does not change the read until closed.
- Does Portfolio Genius provide investment advice?
- No. Portfolio Genius is a portfolio tracking and analytics platform for educational and informational purposes only. It is not a registered investment advisor and does not provide investment, financial, or legal advice. AI-generated insights are analytical tools, not personalized financial guidance.
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Portfolio Genius has a free listing. The owner can unlock the full profile with a paid launch for $5:
- Founder story (locked)
- Milestones (locked)
- Demo video (locked)
- Dofollow website link (locked)
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