Dokta vs Portfolio Genius

Instant AI Document Analysis

Stop typing data by hand. With Dokta, you can upload a photo, scan, or PDF of any document. In less than 60 seconds, the AI engine powered by Claude (Anthropic) will read it, classify it (e.g., as an invoice or quote), and extract all the key information like amounts, due dates, and client names. This means zero manual data entry for you, saving you hours of tedious admin work every week.

Automated Invoicing & Online Quotes

Creating professional documents is simple. Generate invoices and quotes in just a few clicks directly within Dokta. For freelancers with day-rate contracts, you can even set up automatic monthly invoicing. Furthermore, you can send quotes to clients with a secure online acceptance link. Once they accept, you can convert that quote into a final invoice with a single click, streamlining your entire sales process.

Real-Time Cash Flow Dashboard

Get an instant, clear picture of your financial health. Dokta's dashboard shows you everything at a glance: your billed revenue, collected cash, outstanding payments, and VAT status. It includes a helpful 12-month chart so you can track trends and understand your business's financial trajectory without needing to open a complicated spreadsheet.

Smart Anomaly Detection & Client Management

Dokta acts as a protective shield for your business. Its AI proactively scans for potential issues like duplicate invoices, missing invoice numbers, inconsistent VAT, or even changed bank details (IBAN) to help prevent fraud. It also automatically enriches client and supplier details using SIRET data and provides a payment scoring system, giving you a complete history and smarter insights for every contact.

Real-Time AI Portfolio Analysis

Portfolio Genius acts as your 24/7 analyst. It constantly monitors your holdings, processing real-time prices, company financials, market news, and the latest research. This powerful combination allows the AI to provide you with up-to-the-minute insights on your portfolio's health, potential risks, and opportunities based on current market conditions and your personal risk profile.

Smart Trade Suggestions & Management

Move from guesswork to guided action. Based on its continuous analysis, Portfolio Genius offers you clear, data-driven trade ideas. You can effortlessly log and track all your trades within the platform, gaining detailed insights into your trading patterns and performance over time. This feature helps you learn from your decisions and refine your strategy.

Unified Global Market Dashboard

Simplify your tracking by bringing all your investments together. This feature allows you to monitor stocks, ETFs, and cryptocurrencies from major exchanges worldwide in a single, streamlined dashboard. No more switching between multiple apps or websites. Get a comprehensive view of your entire diversified portfolio's performance at a glance.

Portfolio Diversification Visualizer

Achieving a balanced portfolio is key to smart investing. Portfolio Genius provides a clear, visual breakdown of your asset allocation across different sectors, industries, and asset classes. This easy-to-read chart helps you instantly see if your portfolio is too concentrated in one area, empowering you to make adjustments for better long-term stability.

Freelance IT Developer or Consultant

For freelancers working on a day-rate (TJM) contract, Dokta is a game-changer. You can set up your contract once, and Dokta will automatically generate and send your monthly invoices for you. It tracks all payments and sends polite, professional reminders for any late ones. This lets you focus entirely on your coding and client projects while your billing runs smoothly in the background.

Creative Freelancer (Designer, Photographer, Writer)

Manage your creative projects from the first quote to the final payment without hassle. Create a beautiful quote and send it to your client with an online acceptance link. When they approve it, convert it to an invoice in one click. Dokta keeps all documents, communications, and payment statuses for that project in one place, so you can stay organized and creative.

Auto-Entrepreneur / Micro-Entrepreneur

Running a solo business should be simple. Dokta helps you create compliant invoices, effortlessly track what money has come in, and sets up helpful alerts for important deadlines like URSSAF payments. It gives you a clear view of your turnover against your tax ceiling, removing the guesswork and stress from your administrative and financial management.

Growing Small Business or Startup

As your business expands, so does the paperwork. Dokta scales with you, providing a central hub for all document management. It automates the processing of incoming bills and outgoing invoices, gives leadership a real-time view of cash flow, and ensures nothing falls through the cracks with its deadline and anomaly tracking, all while keeping European data compliance.

The Beginner Investor Learning the Ropes

If you're new to investing, the market can feel overwhelming. Portfolio Genius acts as your patient tutor. You can chat with the AI to ask basic questions, understand why it makes certain suggestions, and explore different portfolio strategies risk-free. It's a safe, educational environment to build your confidence and knowledge before committing real money.

The Busy Professional Seeking Automation

For professionals with demanding careers, finding time to manage investments is tough. Portfolio Genius provides the perfect automated assistant. You can set your goals and risk tolerance, then let the AI monitor the markets and send you concise, actionable insights. For ultimate convenience, you can even enable auto-trading to execute strategies on your behalf.

The Hands-On Trader Seeking an AI Edge

Even experienced traders can benefit from a second opinion. Portfolio Genius serves as a powerful research assistant, scanning vast amounts of data and news that a human might miss. It can validate your ideas, highlight unseen risks in your portfolio, and suggest alternative opportunities, giving you a sophisticated advantage in your decision-making process.

The Portfolio Reviewer Needing Clarity

Do you have existing investments scattered across different accounts? Portfolio Genius helps you consolidate and understand them. Simply input your holdings to get an instant, clear analysis of your overall asset allocation, performance, and risk exposure. It cuts through the clutter, providing a unified report that makes portfolio review simple and effective.

Dokta offers simple, transparent pricing with one straightforward subscription per plan and no hidden modules or surprises.

• Découverte (Discovery): €0/month

  • Perfect for trying it out. Includes 15 documents/month, 5 pages max per document, a free invoice generator, and an unlimited client database. No credit card required.

• Starter: €9/month

  • Designed for auto-entrepreneurs and micro-entrepreneurs. Includes 50 documents/month, 20 pages per document, automatic payment reminders, expense tracking, CSV accounting export, and email support. Comes with a 14-day free trial.

• Freelance: €12/month

  • The popular plan for freelancers with day-rate or recurring contracts. Includes 100 documents/month and all Starter features, plus tools tailored for contract-based work and automatic invoicing.

Portfolio Genius offers simple, transparent pricing plans to suit different needs, each including a 7-day free trial.

Lite - $10/month
Ideal for getting started, this plan includes up to 3 portfolios, weekly portfolio reviews, basic AI recommendations, and up to 10 trade suggestions per month, with community support.

Premium - $20/month (Most Popular)
This full-featured plan offers unlimited portfolios, daily portfolio reviews, access to all AI analysis models, unlimited trade suggestions, integration with Alpaca brokerage for auto-trading, priority support, and early access to new features.

Premium Annual - $200/year (Best Value)
Get everything in the Premium plan while saving $40 annually (equivalent to 2 months free). This plan also includes priority email support and exclusive annual member perks.

All plans are backed by a 7-day money-back guarantee.

Dokta is your AI-powered business assistant, designed to take the stress and time out of document management for freelancers, solo entrepreneurs, and small businesses. If you're tired of chasing payments, manually creating invoices, or losing track of contracts, Dokta is here to help. Simply drop any document—like an invoice, quote, or contract—into the platform. In under 60 seconds, Dokta's smart AI reads it, understands what it is, and pulls out all the important details for you. It then helps you manage the entire lifecycle of that document. This means you can create professional-looking invoices and quotes in a few clicks, track payments automatically, get reminders for late invoices, manage contract deadlines, and even have tasks created from your documents. Dokta builds your client database automatically, gives you a real-time view of your cash flow, and exports everything neatly for your accountant. It's built with security and privacy in mind, being fully GDPR compliant and hosted in Europe. Start for free with 15 documents per month and get back to focusing on the work you love.

Welcome to Portfolio Genius, your friendly AI-powered partner for smarter investing. Think of it as having a personal investment advisor that works for you 24/7, making the complex world of stocks, ETFs, and crypto feel simpler and more approachable. Whether you're just starting to learn about the market or you've been trading for years, Portfolio Genius is designed to guide you every step of the way. It works by continuously analyzing your investment portfolio against live market data, financial news, and global trends. Then, it translates all that complex information into clear, data-driven insights and reasoned trade suggestions. This means you can make informed decisions with greater confidence, without needing to be a financial expert.

The tool is built for a wide range of investors. If you're a beginner, it provides educational guidance to help you learn as you go. For busy professionals, it offers an automated helping hand to manage your portfolio even when you're short on time. And for seasoned traders, it delivers that extra AI edge to spot opportunities you might have missed. You can interact with it through a simple chat interface, asking questions in plain language like you would a trusted friend. Plus, you get to choose your level of involvement: manually review its smart suggestions or enable auto-trading for a more hands-off approach. All your positions, trades, and performance are neatly organized in one easy-to-understand dashboard, giving you a clear picture of your financial journey.

How does Dokta analyze my documents?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and Artificial Intelligence (specifically Claude by Anthropic). When you upload a document, the system first reads all the text. Then, the AI understands the context—identifying if it's an invoice, a quote, a contract, etc.—and extracts the key data fields like dates, amounts, and names. This whole process is completed in under 60 seconds.

Is my data secure with Dokta?

Absolutely. Security and privacy are core to Dokta. Your data is 100% GDPR compliant and is hosted on secure servers within Europe (AWS Paris). All data is protected with AES-256 encryption, the same standard used by banks. Dokta is built to ensure your business information and your clients' details are kept safe and private.

What happens if I exceed my monthly document limit?

If you are on a paid plan and occasionally exceed your limit, don't worry—you won't be blocked. Dokta will notify you, and you can choose to upgrade your plan or purchase an additional bundle of documents to cover your needs for that month, ensuring your workflow is never interrupted.

Can I try Dokta for free?

Yes! Dokta offers a free "Découverte" (Discovery) tier to get you started. This plan allows you to process up to 15 documents per month (with a maximum of 5 pages per document) at no cost. It includes access to the free invoice generator and unlimited client database. You can begin without providing any credit card details.

Does Portfolio Genius provide investment advice?

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis on your investments. It offers data-driven insights and trade suggestions based on market data, but these are not personalized financial advice. All investment decisions are ultimately your responsibility.

How does the 7-day free trial work?

You can start a free trial of either the Lite or Premium plan with no commitment required. The trial gives you full access to all the features of your chosen plan for 7 days. If you decide it's not for you, you can cancel anytime during the trial period at no cost. No credit card is needed to start the trial for the demo.

Can I try Portfolio Genius without creating an account?

Yes! You can explore the core functionality without any sign-up. The "Create a Portfolio Without Signing Up" demo allows you to input hypothetical investment goals and an amount to see how the AI analyzes and constructs different portfolio compositions. This is a great way to experience the tool's value firsthand.

What is the Portfolio Leaderboards feature?

The Leaderboards are a unique and educational feature where you can watch AI-managed portfolios with different strategies (like Aggressive, Moderate, Conservative) compete in real-time. It's a fantastic way to learn by observing, compare various investment approaches, and see which strategies are performing best in current market conditions.

Dokta is an AI-powered document management platform designed to simplify admin for small businesses and freelancers. It automates the entire document lifecycle, from creating invoices to tracking payments and deadlines, all managed by a smart AI engine. People often explore alternatives to find a tool that better fits their budget, offers specific features they need, or integrates with other software they use. Your business's unique workflow and growth stage are key factors in this decision. When looking for a different solution, consider what matters most for your daily operations. Key points to compare include pricing structure, core automation capabilities, ease of use, and where your data is stored and secured. Finding the right fit can save you significant time and money.

Portfolio Genius is an AI-powered investment advisor that helps manage your portfolio with smart analysis and automated trading suggestions. It falls into the category of automated investment platforms and robo-advisors, designed to simplify investing for everyone. People often look for alternatives for various reasons. You might be comparing pricing models, seeking different features like specific account types or integrations, or simply wanting to explore other platforms to find the best fit for your personal financial goals and comfort level. When evaluating alternatives, consider what's most important to you. Key factors include the platform's fee structure, the level of automation versus manual control, the quality of educational resources, the security of your funds and data, and the overall user experience. Finding a tool that aligns with your investment strategy and knowledge level is crucial.