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 · 2 ai-built · 1 unlabelled
Operator · 3 unlabelled
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 3 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 21Tradex — AI analysis before you place the trade0★unknownliveai-builtAI app that analyzes stocks before purchase, reviews past trades for repeated mistakes, and answers questions about a user's portfolio.
- 22AI Investment Advisor0★unknownliveai-builtWeb app that offers AI-generated investment advice and portfolio recommendations to users.
- 23WealthStack — AI Wealth Management for India0★unknownliveAI wealth management app that provides personalized financial advice and investment planning for Indian users.
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.