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Portfolio Genius

Tracks your investment accounts in one place and uses AI to flag concentration risk and suggest trades.

portfoliogenius.ai · Free trial

Visit portfoliogenius.ai ↗
would rather buy than build
Running since2025Launch year from the maker

Details

What it does
Money and budgeting
Who it’s for
Individuals and families
Pricing
Free trial, Subscription
$10 to $49
Works on
Web
Sells in
US
Extras
Easy import from others
Works with
plaid, alpaca
Tags
portfolio tracker, investing, diversification, brokerage sync

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