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  1. Home
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Portfolio Genius Logo

Portfolio Genius

#1 Daily Winner

AI investment advisor that analyzes markets and auto-executes

Artificial IntelligenceProductivityFinance & FinTech
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What is Portfolio Genius?

Portfolio Genius is an AI-powered portfolio manager that lets you sync all your investment accounts from over 2,400 institutions via Plaid. It provides real-time analytics, smart trade suggestions backed by AI reasoning, and tools for tracking performance and diversification.

You can choose how much control to hand over: review AI-recommended trades and execute manually, test strategies with paper trading bots, or enable full auto-execution via an Alpaca brokerage account.

Available with a free 7-day trial, plans start at $8.33/month for individual investors.

How to use Portfolio Genius

  1. 1

    Sign up for a free 7-day trial.

  2. 2

    Connect your brokerage accounts via Plaid (2,400+ supported).

  3. 3

    Let the AI analyze your portfolio and generate trade suggestions.

  4. 4

    Choose between manual execution, paper trading, or automated live trading.

  5. 5

    Track performance and adjust settings as needed.

Key features

Auto-sync with 2,400+ institutions via Plaid

AI-powered trade recommendations with reasoning

Automated portfolio rebalancing and performance tracking

Agentic trading: manual review, paper trading, or full auto-execution

Bank-grade security with read-only access

Use cases

  • Individual investors tracking multiple brokerage accounts in one dashboard
  • Investors looking for AI-generated trade ideas with explanations
  • Retirement planning by monitoring 401(k) and IRA allocations
  • Paper trading strategies before risking real money
  • Automated rebalancing for passive portfolio management

Best for

Individual investorsActive tradersRetirement plannersDIY investorsPassive investorsAI enthusiasts

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Frequently asked questions about Portfolio Genius

Common questions to help you decide if Portfolio Genius is right for you.

It offers a free 7-day trial. Paid plans start at $8.33/month (annual) for the Lite plan, or $10/month monthly.

You can connect an Alpaca brokerage account and enable automated live trading. The AI agent then executes real trades on your behalf based on its analysis and your settings.

It auto-syncs with 2,400+ institutions via Plaid, including major banks, brokerages, and retirement accounts. You can also import via CSV from any US brokerage.

No, Portfolio Genius provides educational and analytical tools. It is not a registered investment advisor and does not provide investment, financial, or legal advice.

Yes, the Premium plan includes fully automated paper trading with AI bots that simulate strategies using virtual money, so you can evaluate performance risk-free.

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Launch facts

Achievement
#1 Daily Winner
Publisher
Leo G.Leo G.
Launched
Jan 6, 2026
Pricing
free
Platforms
web

Tech stack

#Next.js
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