Portfolio Genius

About Portfolio Genius

Forget the old-school, gut-feeling way of investing. Portfolio Genius is your 24/7 AI-powered co-pilot for the markets, built to transform how you build and manage wealth. This isn't just another boring tracker; it's a dynamic, intelligent advisor that crunches mountains of data—real-time markets, breaking news, financial fundamentals—to give you a legit edge. Whether you're a total newbie trying to figure out where to start, a busy pro with no time for daily chart-staring, or a seasoned trader looking for a data-backed second opinion, Portfolio Genius has your back. Its core magic? Democratizing high-level portfolio management. You get smart, reasoned trade suggestions, can choose between top AI models like GPT, Claude, or Gemini to match your style, and even opt for full auto-pilot trading. Plus, with its conversational chat interface, you can just ask questions in plain English. Manage multiple portfolios, watch AI strategies compete on public leaderboards, and get bank-grade secure insights—all from one slick dashboard. It’s about working smarter, not harder, and finally making your money work for you.

Features of Portfolio Genius

Multi-Model AI Brain Trust

Don't settle for a one-size-fits-all AI. Pick your financial brain from a lineup of heavyweights: GPT, Claude, or Gemini. Each model has its own style—whether you want aggressive growth analysis, conservative risk assessment, or deep fundamental digging. You're in control, switching between geniuses to match your market mood and investment philosophy for hyper-personalized insights.

Conversational Command Center

Tired of confusing menus and complex filters? Just talk to your portfolio. Our natural language chat interface lets you ask anything: "Should I worry about my tech stocks?" "Show me my worst performer this month." "Explain this earnings report." Get instant analysis, discuss strategies, or request deep dives—all through a simple, conversational chat. It's like having a Wall Street quant on speed dial who actually speaks human.

Auto-Pilot & Manual Drive Modes

Choose your level of involvement. Review the AI's razor-sharp trade suggestions with full reasoning and execute them manually when you're ready. Or, for the ultimate hands-free experience, enable auto-trading to let the system execute strategies on your behalf. It's the perfect blend of powerful AI insight and your ultimate control—go full self-driving or keep your hands on the wheel.

Live Portfolio Leaderboards & Arena

Step into the arena and see how the pros (and AIs) play. Our public leaderboards let you watch AI-managed portfolios with different strategies—Aggressive, Moderate, Conservative—battle it out in real-time. Compare performance, dissect tactics, and even get inspired for your own plays. It's part competition, part masterclass, and totally addictive for anyone wanting to level up their investing game.

Use Cases of Portfolio Genius

The Busy Professional's Passive Engine

You're crushing it at your 9-to-5 but your portfolio is on autopilot in the worst way. Portfolio Genius becomes your outsourced chief investment officer. Set your risk tolerance, enable auto-trading or get daily digest emails, and let the AI handle the heavy lifting—analyzing news, rebalancing, and seizing opportunities while you focus on your career. Your wealth grows without you clocking in overtime.

The Beginner's AI-Powered Mentor

The stock market feels like a confusing casino. Portfolio Genius cuts through the noise. Start by creating a demo portfolio with a hypothetical amount—no sign-up needed. Use the conversational AI to ask "dumb" questions, understand why certain assets are recommended, and learn from real-time analytics and visual breakdowns. It's a risk-free sandbox to build confidence and knowledge before committing real capital.

The Active Trader's Data Wingman

You live for the charts, but even you can't process every earnings call and global news event at once. Use Portfolio Genius as your ultra-smart scanner and analyst. Let its 24/7 news sentiment analysis and multi-model AI cross-examine your holdings, flagging risks and opportunities you might have missed. It validates your instincts, challenges your biases, and provides a powerful, data-driven second opinion on every move.

The Strategy Architect's Testing Lab

You have multiple theories—a crypto-heavy moonshot, a dividend-focused income stream, a tech growth play. Manage them all as separate portfolios within Portfolio Genius. Backtest different AI models on each, compare their performance on your dashboard, and benchmark them against the public leaderboards. It's the perfect lab to refine, compare, and scale your most profitable investment strategies.

Frequently Asked Questions

Do I need to connect a brokerage account to use it?

Nope! You can get started completely free, no sign-up required, by creating demo portfolios with hypothetical funds to test the AI's analysis and features. For full auto-trading functionality, you can integrate with supported brokerages like Alpaca. But for tracking, analytics, and receiving trade suggestions, you can manually input your holdings or just explore.

Is Portfolio Genius actually giving financial advice?

Absolutely not. Let's be crystal clear: Portfolio Genius is a powerful analytics and educational platform. The AI provides data-driven insights, trade suggestions with reasoning, and portfolio analysis based on public information. This is for informational purposes only, not a substitute for personalized financial advice from a registered professional. You make the final call on all your investments.

How does the AI stay updated on market news?

Our system is a data vacuum. It continuously ingests and processes real-time pricing, company financials, and—crucially—global news feeds. Using advanced sentiment analysis, it detects market-moving events, earnings surprises, and sector trends, factoring this live context into every analysis and recommendation it generates for your portfolio.

Can I really try it for free with no commitment?

Yes, for real. The Free plan lets you track up to 3 portfolios, get weekly reviews and basic AI recommendations without ever entering a credit card. It’s a full-feature taste test. If you want unlimited portfolios, daily reviews, all AI models, and auto-trading, then you can upgrade to a paid plan, which also comes with a 7-day money-back guarantee. No traps, no tricks.

Pricing of Portfolio Genius

Portfolio Genius keeps it simple with straightforward plans designed to scale with your ambition. All plans include a 7-day money-back guarantee.

Free ($0 forever): Dip your toes in. Get basic portfolio tracking for up to 3 portfolios, weekly AI reviews, and 10 trade suggestions per month. Perfect for beginners testing the waters.

Premium ($20/month): The full power move. This popular plan unlocks unlimited portfolios, daily reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, and integration with Alpaca for auto-trading. You also get priority support and early feature access.

Premium Annual ($200/year): The smart money choice. Get everything in the Premium plan but save $40 annually—that’s like getting 2 months free. Plus, enjoy exclusive annual member perks and priority email support.