Portfolio Genius

About Portfolio Genius

Portfolio Genius is your personal AI-powered investment advisor, designed to make portfolio management smarter, simpler, and more accessible for everyone. It transforms the complex world of investing by using advanced artificial intelligence to analyze your holdings 24/7 against real-time market data, financial news, and global trends. The core value of Portfolio Genius is providing you with data-driven insights and clear, reasoned trade suggestions so you can make informed decisions with confidence.

Whether you're just starting your investment journey or are an experienced trader, Portfolio Genius adapts to your needs. It's ideal for individual investors who want a clearer picture of their finances, busy professionals who need an automated helping hand, beginners seeking educational guidance, and seasoned traders looking for an AI edge. You can choose to manually review its intelligent recommendations or enable auto-trading for a more hands-off approach. With a friendly conversational interface, you can simply chat with your AI advisor in plain language to ask questions, discuss strategies, or request analysis. All while tracking your positions, trades, and overall performance in one unified, easy-to-understand dashboard.

Features of Portfolio Genius

Intelligent AI Recommendations

The AI engine continuously scans the markets, processes news with sentiment analysis, and evaluates your specific holdings to generate personalized trade suggestions. Each recommendation to buy, sell, or hold comes with detailed reasoning, explaining the "why" behind the advice so you can learn and make confident decisions.

Multi-Model AI Flexibility

You are in control of your investment style. Portfolio Genius lets you choose from powerful AI models like GPT, Claude, or Gemini to generate insights and recommendations. Pick the one whose analytical approach best matches your personal strategy and comfort level for a truly customized advisory experience.

Conversational Interface

Managing your portfolio feels natural and easy. Instead of navigating complex menus, you can simply chat with your AI advisor using everyday language. Ask questions about the market, request an analysis of a specific stock, or discuss long-term strategies just like you would with a human expert.

Comprehensive Portfolio Tracking

Monitor all your investments in one sleek dashboard. Track real-time performance, individual positions, and trade history across multiple portfolios. You can easily manage different portfolios with separate strategies, all while getting visual breakdowns of your asset allocation to ensure proper diversification.

Use Cases of Portfolio Genius

For the Beginner Investor

If you're new to investing, Portfolio Genius acts as a patient teacher and guide. It helps you understand why certain moves are suggested, teaches you about diversification through visual tools, and allows you to start with a free plan to learn the ropes without pressure or complex jargon.

For the Busy Professional

For those with demanding careers, Portfolio Genius saves precious time. Enable automated trading to let the AI act on vetted opportunities, or quickly get a digestible snapshot of your portfolio's health and receive daily review summaries, so you stay informed without doing hours of research.

For the Hands-On Trader

Experienced traders can use Portfolio Genius as a powerful research assistant and second opinion. Leverage the multi-AI models to cross-analyze ideas, use the real-time analytics and news processing to spot opportunities faster, and manually execute trades based on enhanced, data-rich insights.

For Strategy Experimentation

Create multiple portfolios to test different investment theories or risk profiles (aggressive, moderate, conservative). Use the platform's leaderboards to compare the performance of various AI-managed strategies in real-time, helping you learn what approaches work best under current market conditions.

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 to help you make your own decisions, not official financial advice.

Is there a free plan to try it out?

Yes! Portfolio Genius offers a completely free forever plan that lets you get started with basic portfolio tracking. This includes up to 3 portfolios, weekly reviews, basic AI recommendations, and 10 trade suggestions per month, with no sign-up required for the initial demo.

How does the auto-trading feature work?

When you enable auto-trading, the system can automatically execute trade suggestions on your behalf based on your chosen AI model and strategy parameters. This requires connecting a supported brokerage account, like Alpaca. You always maintain full control and can disable auto-trading at any time.

Is my financial data secure with Portfolio Genius?

Absolutely. Portfolio Genius uses bank-grade, enterprise-level security standards. All your data is encrypted and protected. We prioritize the safety and privacy of your financial information, ensuring it is handled with the highest security protocols.

Pricing of Portfolio Genius

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

Free ($0/month): Perfect for starting out. 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 for full-featured management. Includes unlimited portfolios, daily reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, Alpaca brokerage integration for auto-trading, priority support, and early access to new features.

Premium Annual ($200/year): The best value, offering everything in the Premium plan while saving you $40 annually (equivalent to 2 months free). It also includes priority email support and exclusive annual member perks.