Portfolio & Research5 tools⚡ 2 agentic

Portfolio & Research tools

Multi-broker agents, allocation, rebalancing, and analyst-grade research. Hand-curated, never pay-for-placement.

Alphanume

AI-powered portfolio analysis and rebalancing that generates model-driven trade recommendations with institutional-grade risk metrics.

Portfolio & ResearchFreemium

Equities · Options7 months ago

Brightwave

AI financial research platform for institutional teams — research agents that produce sourced equity analysis; Research Agents reached GA Aug 12, 2025.

Portfolio & Research$200/mo

Equities7 months ago

Composer

Algorithmic investing platform (acquired by SoFi 2025) whose AI-managed strategies run autonomously via MCP, custodied through Composer Securities. SoFi agentic shipped June 2026.

Portfolio & Research⚡ agentic$32/mo

Equities · OptionsAlpacaApex7 months ago

Fiscal

AI financial research platform (formerly FinChat) with cited, real-time answers across global equities; MCP connectors; $10M Series A led by Portage in 2025.

Portfolio & ResearchFreemium ($39/mo Pro)

Equities7 months ago

StockHero

AI stock recommendation service that pairs machine learning picks with the ability to auto-execute selected trades via connected brokers.

Portfolio & Research⚡ agenticFreemium

EquitiesAlpacaInteractive Brokers6 months ago