Portfolio Genius

About Portfolio Genius

Portfolio Genius is an AI-powered investment platform designed to transform portfolio management for investors of all levels. It functions as an intelligent advisor, continuously analyzing your holdings against real-time market data, financial news, and global economic conditions. The core value proposition is delivering data-driven, actionable insights to help you make more informed investment decisions. You can choose from leading AI models like GPT, Claude, or Gemini to generate personalized trade suggestions, each accompanied by clear reasoning. The platform offers flexibility, allowing you to manually review recommendations or enable automated trading execution. With a conversational chat interface, you can discuss strategies and ask questions in plain language. It also provides comprehensive portfolio tracking across multiple accounts and strategies in a unified dashboard. Portfolio Genius is ideal for individual investors, busy professionals seeking an edge, beginners needing guidance, and experienced traders looking for AI-backed analytics to complement their strategy.

Features of Portfolio Genius

Intelligent AI Recommendations

The AI engine continuously scans markets, news, and your specific portfolio to generate intelligent buy, sell, or hold suggestions. Each recommendation includes detailed reasoning, explaining the analysis behind the proposed action based on current data and trends.

Multi-Model AI Flexibility

Tailor your experience by selecting the AI that fits your style. Choose from top models like GPT, Claude, or Gemini. This allows you to leverage different analytical strengths and reasoning approaches for your investment strategy.

Automated & Manual Trade Execution

Maintain full control over your portfolio. You can review all AI-generated suggestions and execute trades manually. Alternatively, enable auto-trading to let the platform act on high-confidence opportunities on your behalf, saving you time.

Unified Portfolio Tracking Dashboard

Monitor all your investments in one secure place. Track positions, performance metrics, trade history, and asset allocation across multiple portfolios. The dashboard provides a clear, real-time view of your entire financial picture.

Use Cases of Portfolio Genius

The Busy Professional

Ideal for individuals with demanding careers who lack time for daily market monitoring. Portfolio Genius provides 24/7 analysis and concise, actionable alerts, ensuring their portfolio is actively managed according to their goals without constant personal oversight.

The New Investor

Beginners can use the platform as an educational tool. The conversational interface allows them to ask questions in plain language, while the AI's detailed reasoning for each suggestion helps them learn market dynamics and build investment knowledge confidently.

The Strategic Trader

Experienced traders can use AI insights to validate their own research or discover new angles. The multi-model flexibility lets them test different AI analytical styles against market movements, adding a powerful data layer to their existing strategy.

The Multi-Portfolio Manager

Investors managing separate portfolios for different goals (e.g., retirement, aggressive growth, savings) can oversee them all from a single dashboard. This simplifies tracking performance and rebalancing across various strategies and risk profiles.

Frequently Asked Questions

Does Portfolio Genius provide investment advice?

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis only. We are not registered investment advisors. All suggestions are for informational purposes, and you are responsible for your own investment decisions.

Is there a free plan available?

Yes. Portfolio Genius offers a Free plan forever, which includes basic portfolio tracking, weekly reviews, basic AI recommendations, and up to 10 trade suggestions per month. This allows you to test core features at no cost.

How does the AI generate trade suggestions?

The AI integrates and processes data from multiple sources in real-time. This includes market pricing data, company financial fundamentals, AI-powered news sentiment analysis, and the latest research from the web. It cross-references this data with your portfolio to generate insights.

Is my financial data secure?

Yes. Portfolio Genius employs bank-grade, enterprise-level security standards. All your data is encrypted and protected. The platform securely analyzes portfolio data within its system to provide insights through the application.

Pricing of Portfolio Genius

Portfolio Genius offers simple, transparent pricing with a free tier and premium plans. All plans include a 7-day money-back guarantee.

Free ($0/month): Includes up to 3 portfolios, weekly portfolio reviews, basic AI recommendations, 10 trade suggestions per month, and community support.

Premium ($20/month): The most popular plan. Includes unlimited portfolios, daily portfolio reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, Alpaca brokerage integration, priority support, and early access to new features.

Premium Annual ($200/year): Offers the best value, providing all Premium features while saving $40 annually (equivalent to 2 months free). It also includes priority email support and exclusive annual member perks.