Portfolio Genius

An AI-powered portfolio management platform that aggregates investments from over 2,400 financial institutions into a single dashboard, solving the problem of fragmented tracking across multiple accounts. It serves individual investors, including executives and finance professionals, as well as B2B and B2C users, from beginners to active investors. The platform differentiates itself by using over 21 AI models to provide analytics, trade suggestions, and automated rebalancing, with a SaaS subscription model.

Key features

• Auto-sync from 2,400+ institutions via Plaid
• CSV import from any US brokerage
• Track 401(k), IRA, HSA, taxable accounts
• AI-powered analytics and insights
• Trade suggestions and rebalancing
• Live leaderboards and strategy comparison
• Access to 21+ AI models
• Bank-level security and read-only access