Portfolio Genius
AI-Powered Portfolio Management for Smarter Investing
About Portfolio Genius
Portfolio Genius is an AI-driven tool that provides real-time analytics, smart trade suggestions, and data-driven insights for your investment portfolio. Track holdings from multiple accounts, analyze performance, and optimize your strategy with bank-grade security and seamless brokerage integrations.
FAQ
You can import your holdings via CSV from any US brokerage. The tool supports major brokers like Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, and Interactive Brokers. Each broker has a specific guide available.
You can track your 401(k), IRA, HSA, and taxable accounts all in one place. The tool is designed to unify your holdings across different account types.
Yes, your data is encrypted and protected with enterprise-level security standards, ensuring bank-grade security for all your portfolio information.
There are two main plans: Lite at $8.33/month (billed annually) or $10/month, and Full Suite Premium at $16.66/month (billed annually) or $20/month. Both plans include a 7-day free trial and a 7-day money-back guarantee.
The Lite plan includes tracking for up to 3 portfolios, weekly portfolio reviews, basic AI recommendations, 10 trade suggestions per month, and community support.
Yes, the tool offers real-time analytics with live market data and comprehensive performance metrics updated across all your holdings.
Yes, you can track stocks, ETFs, and crypto from major exchanges worldwide in a single unified dashboard.
The tool provides data-driven portfolio insights based on your risk profile and market conditions, including smart trade suggestions and performance insights.
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