Portfolio Genius

About Portfolio Genius

Portfolio Genius is the next-generation AI-powered investment platform engineered to scale your portfolio management from a manual chore into a strategic, data-driven advantage. It's not just a tracker; it's an intelligent co-pilot that transforms how individual investors, from busy professionals to active traders, interact with the markets. By leveraging cutting-edge large language models (LLMs) like GPT, Claude, and Gemini, Portfolio Genius provides more than numbers—it delivers contextual, reasoned analysis. The core value proposition is empowerment through automation and insight: get 24/7 market analysis, receive intelligent trade suggestions with clear reasoning, and execute strategies either manually or automatically, all through a conversational interface. It democratizes high-level portfolio analytics, allowing users to manage multiple portfolios with different risk profiles, learn from real-time AI leaderboards, and make decisions backed by a synthesis of real-time data, news sentiment, and financial fundamentals. This tool is built for the growth-minded investor who understands that scaling their wealth requires leveraging the best technology available.

Features of Portfolio Genius

Multi-Model AI Engine

Choose from top AI models like GPT, Claude, or Gemini to power your investment analysis. This flexibility allows you to match the AI's reasoning style to your personal investment philosophy, whether you prefer aggressive growth tactics or conservative, fundamentals-based strategies. Each model processes market data, news, and your portfolio to generate unique, nuanced insights.

Intelligent Trade Recommendations

The AI continuously analyzes global markets, breaking news, and your specific holdings to generate actionable buy, sell, or hold suggestions. Each recommendation comes with detailed reasoning, explaining the "why" behind the trade based on market conditions, sentiment analysis, and portfolio balance, turning data into a clear, actionable strategy.

Automated & Manual Execution Modes

Scale your involvement to fit your lifestyle. Review AI-generated suggestions and execute trades manually with full control, or enable auto-trading to let the system act on vetted opportunities on your behalf. This dual-mode functionality supports both hands-on learning and hands-off portfolio growth.

Conversational Interface & Portfolio Dashboard

Interact with your AI advisor using natural language—ask questions, request deep dives on assets, or discuss strategy. This is paired with a unified dashboard for tracking all positions, trade history, and performance metrics across multiple portfolios, providing a single source of truth for your investment journey.

Use Cases of Portfolio Genius

The Busy Professional

For professionals without hours to research markets, Portfolio Genius acts as a full-time analyst. It monitors portfolios 24/7, delivers distilled insights and trade alerts, and can execute automatically, ensuring their investment strategy stays active and optimized even during a demanding work schedule.

The Aspiring Investor

Beginners can use the platform as an educational tool. By chatting with the AI, asking "why" behind suggestions, and comparing strategies on public leaderboards, they gain confidence and learn market dynamics in a practical, low-risk environment before committing significant capital.

The Active Traiter

Experienced traders can leverage the multi-AI analysis to stress-test their ideas and uncover blind spots. They can use the platform to run parallel portfolios with different AI models or risk profiles, scaling their ability to test multiple strategies simultaneously with data-driven backing.

The Portfolio Strategist

Investors managing multiple goals (e.g., retirement, a down payment, aggressive growth) can create separate portfolios for each objective. The AI tailors its analysis and risk recommendations for each one, providing organized, distinct management streams from a single, powerful platform.

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. The AI-generated suggestions are tools for you to consider, but all final investment decisions are your responsibility.

How does the AI generate trade suggestions?

Our system integrates multiple real-time data sources: pricing services, company financial fundamentals, AI-powered news sentiment analysis, and broader web research. The chosen AI model synthesizes this data, analyzes your portfolio's current composition and risk profile, and generates reasoned suggestions for rebalancing or new opportunities.

Can I try Portfolio Genius for free?

Yes. We offer a free forever plan that includes basic portfolio tracking, weekly reviews, and a limited number of AI trade suggestions. This allows you to experience the core platform functionality and see the AI in action with no commitment required.

Is my financial data secure?

Absolutely. We employ bank-grade, enterprise-level security standards. All your data is encrypted in transit and at rest. We prioritize security to ensure your portfolio information and any connected brokerage data (via integrations like Alpaca) are protected.

Pricing of Portfolio Genius

Portfolio Genius offers simple, transparent pricing to scale with your needs. All plans include a 7-day money-back guarantee.

Free ($0/forever): Ideal for starting out. Includes up to 3 portfolios, weekly AI reviews, basic recommendations, and 10 trade suggestions per month.

Premium ($20/month): Our most popular plan for full-scale management. Offers unlimited portfolios, daily reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, Alpaca brokerage integration, and priority support.

Premium Annual ($200/year): The best value, saving you $40 annually. Includes all Premium features, plus exclusive member perks, equivalent to getting two months free.