December 2025 cohort / Finance and payments
Portfolio Genius
OnlineAnalyzes investment portfolios for individual investors, with account imports, risk checks, performance insights, and trade suggestions.
- Status
- Onlinesince Nov 5, 2026
- First launched
- Dec 15, 2025
- Category
- Finance and payments
- Type
- SaaS
- Pricing
- Paid
Alternatives to Portfolio Genius
All finance and payments →Similar products, all online at their last check.
Analyzes investors' portfolios, tracks risks and performance, and provides AI-powered insights and projections.
Helps investors import holdings from broker apps, files, or screenshots and track portfolio performance.