CLUSTER INVESTMENT-ADVICE-PORTFOLIO · 23 ENTRIES · EARLIEST ENTRY 2025-02-22
AI investment portfolio advisors
This cluster comprises AI-powered tools for portfolio analysis, investment advice, and financial education, spanning web, mobile, and desktop platforms. The dated entries before the index start show a sparse pattern: one in January 2023, then none until February 2025, followed by two in April 2025, one in October 2025, and singles in January, April, and June 2026. Traction is led by EquiSeek (3 stars), while most other dated members have no stars, indicating limited early adoption.
Entry timeline
ENTRY TIMELINE
Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.
Members by activity
Activity signals, not revenue.
Build origin · 6 ai-built · 14 unlabelled
Operator · 8 hobby · 2 commercial · 1 enterprise · 9 unlabelled
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 20 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 01personal-investment-twin43★17 days—hobbyAI investment decision coach that reconstructs trading history, attributes profit and loss deterministically, and reminds users before repeating past mistakes.
- 02StockSense-AI15★2 molivehobbyWeb app that uses AI agents to research stocks, simulating bull versus bear debates and producing probability-weighted investment verdicts.
- 03moomooIQ0★4 dayslivehobbyWeb app that analyzes Malaysian stock investment portfolios using AI and brokerage data to deliver educational insights.
- 04walidur-portfolio-audit0★26 daysliveai-builtWeb app that audits investment portfolios and generates assessment reports with recommendations.
- 05thebeastman2.github.io0★6 days—hobbyWeb platform that optimizes investment portfolios by analyzing user-selected assets and suggesting allocations to meet investment goals.
- 06SkillShield-0★18 days—hobbyWeb app that presents adaptive risk scenarios, interprets free-text answers with AI, and predicts a user's risk level.
- 07Autopilot: Automated Investing0★2 molivecommercialMobile app that mirrors curated investment portfolios from experts, AI models, and hedge funds directly inside a user's own brokerage account.
- 08aibotaichinh0★1 moliveai-builtenterpriseWeb app that provides a shared AI platform for the finance sector, beginning with a login page.
- 09mihari0★2 molivecommercialAI web app that monitors tokenized stock corporate actions and recommends responses to limit DeFi impact.
- 10HyBrid_AI_Investment0★1 mo—Automated AI stock selection and intrinsic valuation web app for SET-listed stocks with multi-factor ranking.
- 11nexo-manager0★1 moliveai-builthobbyA web app that combines task management and financial tracking with investment dashboards and an AI chatbot for user assistance.
- 12invest-dashboard0★4 moliveWeb app that collects user financial data and simulates AI analysis to provide personalized wealth management recommendations.
- 13xiaoliji1★5 molivehobbyWeb app that analyzes and simulates fund investment portfolios, offering risk assessment, historical backtesting, and AI-generated commentary for individual investors.
- 14LaymanInvestor0★6 mostalelivehobbyAI-powered coach app that gives emotionally aware stock guidance and investment education to beginner investors.
- 15neural-wealth-gateway0★1 yrabandonedliveai-builtWeb application that uses neural networks to provide personalized wealth management and investment insights.
- 16FinPersona0★5 moliveAnalyzes user behavior to generate investor profiles, risk scores, and personalized financial learning recommendations.
- 17invest-smart-dscr0★1 yrabandoned—ai-builtApp that helps users make smart investment decisions.
- 18smart-investor-buddy0★1 yrabandoned—ai-builtApplication that provides AI-driven investment advice and portfolio tracking for individual investors.
- 19Roast My Portfolio0★unknownliveWeb app that analyzes user investment portfolios and provides critical feedback via an AI reviewer.
- 20AI Portfolio Roaster0★unknownliveWeb app that analyzes a user's portfolio and generates an AI-powered critique with suggestions.
Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.