Portfolio Genius

About Portfolio Genius

Portfolio Genius is your mobile-first, AI-powered investment co-pilot, designed to transform how you manage your wealth from your phone. It's more than just a tracker; it's an intelligent advisor that provides 24/7 analysis of your holdings, the markets, and global news to deliver actionable, data-driven insights. The core value proposition is democratizing sophisticated portfolio management, making it accessible whether you're just starting out or are a seasoned trader. You can choose your preferred AI brain (GPT, Claude, or Gemini) for recommendations, chat with it naturally to discuss strategies, and even enable auto-trading for hands-off execution. With features like real-time portfolio dashboards, performance analytics, and public leaderboards to compare strategies, Portfolio Genius consolidates everything you need to invest with confidence into one sleek, user-centric app. It’s built for individual investors, busy professionals, beginners seeking guidance, and experienced traders looking for an AI edge, all without requiring an account to start exploring.

Features of Portfolio Genius

Intelligent AI Recommendations

The AI engine continuously scans live market data, financial news, and your specific portfolio holdings to generate personalized trade suggestions. Each recommendation comes with detailed reasoning, explaining why a buy, sell, or hold action is advised based on current market conditions and your investment strategy, turning complex data into understandable insights.

Multi-Model AI Flexibility

Tailor your experience by selecting the AI model that best fits your style. Choose from leading models like GPT, Claude, or Gemini. Whether you prefer more conservative analysis or aggressive, creative insights, you can switch between AI "personalities" to get recommendations that align with your personal investment philosophy and risk tolerance.

Conversational Interface & Chat

Interact with your AI advisor through a natural language chat interface, just like texting a friend. Ask questions about specific stocks, request deep-dive analysis on market sectors, or discuss long-term strategies. This intuitive feature makes getting complex financial insights as simple as having a conversation, directly from the app.

Automated Portfolio Tracking & Analytics

Monitor all your investments in one unified, mobile-optimized dashboard. Track positions, performance, and trade history across multiple portfolios. Get visual breakdowns of your asset allocation for diversification insights and real-time analytics on your overall returns, all designed for clear, at-a-glance understanding on your smartphone.

Use Cases of Portfolio Genius

The Hands-Off Investor

For busy professionals who lack the time to constantly monitor markets, Portfolio Genius offers automated tracking and AI-driven trade suggestions. By enabling auto-trading (with brokerage integration), the app can execute a disciplined strategy on their behalf, ensuring their portfolio is actively managed according to their goals without daily involvement.

The Investment Learner

Beginners can use the app as an educational tool. By creating hypothetical portfolios without signing up, chatting with the AI to ask "why" behind every suggestion, and comparing their strategy to public leaderboards, new investors can learn market dynamics and portfolio management principles in a practical, risk-free environment.

The Strategy Optimizer

Experienced traders managing multiple portfolios use Portfolio Genius to backtest different AI models and strategies. They can run an aggressive portfolio with one AI and a conservative one with another, compare performance on leaderboards, and use the detailed analytics to refine their approaches and identify new opportunities.

The Portfolio Health Monitor

Individual investors with existing holdings use the app primarily for its robust tracking and alerting features. The 24/7 AI analysis provides proactive notifications on news affecting their stocks, while the diversification and performance dashboards give them a clear, consolidated view of their financial health anytime, anywhere.

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 or brokers. The AI-generated suggestions are for informational purposes to help you make your own decisions, and not a substitute for personal financial advice.

How does the free tier work?

The Free plan allows you to get started immediately with basic portfolio tracking for up to 3 portfolios. It includes weekly AI portfolio reviews and up to 10 trade suggestions per month. You can access community support and explore the platform's core features without a credit card, making it easy to try the experience firsthand.

Can I try portfolio analysis without creating an account?

Yes. You can use the "Create a Portfolio Without Signing Up" demo tool on the website. Input hypothetical investment goals and an amount to see how the AI analyzes and constructs different portfolio compositions. This is for demonstration and your created portfolio will be publicly shareable for educational purposes.

What brokerages does Portfolio Genius integrate with for auto-trading?

Currently, Portfolio Genius offers direct brokerage integration for automated trading with Alpaca. This feature is available to Premium subscribers, allowing the AI's trade suggestions to be executed automatically in your connected Alpaca brokerage account based on your predefined settings and risk parameters.

Pricing of Portfolio Genius

Portfolio Genius offers simple, transparent pricing with a free tier and two premium plans, all including a 7-day money-back guarantee.

Free ($0/forever): Ideal 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. Offers unlimited portfolios, daily portfolio 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 $40 annually (equivalent to 2 months free). Also includes priority email support and exclusive annual member perks.