Turning Static Data into AI-powered Insights
Stock dashboards and portfolio trackers often show data rather than explaining it. Users are left to interpret raw numbers, charts, and news, often without context or real, actionable insights
Build Your AI Agent Stack
AI-Integration for
Portfolio Trackers
Empower users with explainable, real-time financial analysis and portfolio chats, directly in your app or dashboard.
New
New
On-Demand AI-powered reports are now available through API
On-Demand AI-powered reports are now available through API
AI Portfolio Tracker
AI Portfolio Tracker
Build Your AI Portfolio Tracker with Our API
Connect your data stack or use our data coverage and receive the final output in JSON format.
Feature Pipeline
Feature Pipeline
Launch AI Products & Features for Your Users
Typical AI Features you can build with our API access. We help you find the best integration for your use case
Portfolio Chatbot
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Portfolio Chatbot
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Portfolio Chatbot
Lets end-users interact with their portfolios in natural language. They can ask questions about performance, fees, risks, or market events (e.g., new tariffs) and get contextual answers, including research, analysis and explaination.
Single Stock Analysis
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Single Stock Analysis
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Single Stock Analysis
Provides on-demand research for single assets: business model, financial metrics, valuation, earnings summaries, news impact, and key catalysts. Ideal for stock detail pages and search, with actionable insights.
Portfolio Assessment
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Portfolio Assessment
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Portfolio Assessment
Automates portfolio health checks, covering diversification, factor/sector/country exposures, concentration and drawdown risks, and fee analysis. Delivers personalized metrics such as scoring-boards.
Thematic Analysis
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Thematic Analysis
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Thematic Analysis
Maps holdings to investment themes (AI, energy transition, reshoring/tariffs, ESG, etc.) and future trends, including news & sentiment. Identifies winners and losers in a client’s portfolio and pushes theme-based analysis when markets shift.
Comparative Analysis
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
Comparative Analysis
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
Comparative Analysis
Enables side-by-side comparison of stocks, ETFs, funds, or portfolios across performance, risk, valuation, quality, growth, and costs. Supports product comparison and analysis with clear, transparent explanations in natural language.
All-in-One Chatbot
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
All-in-One Chatbot
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
All-in-One Chatbot
Combines all features into a single conversational assistant: stock research, portfolio insights, thematic analysis, and more. Ability to integrate "How To's" and FAQs. Delivers comprehensive outputs, helping to provide investment intelligence.
>100.000 Assets Covered
Analyze over 100,000 stocks, crypto, ETFs, indices, funds, and more with our cutting-edge Investment Chatbot. Simplify your journey through financial markets with generative AI.
Atoms
Individual Analytics
Individual Analytics
Rize Can Work with Your Data
Connect your existing raw data API keys to our partner API to ensure transparent and consistent data throughout your platform.
Simply connect your own data with API keys
Highly scalable & flexible solutions
Advanced dashboard control
More than 100k asset tickets covered
Advanced intelligent orchestration
Simply connect your own data with API keys
Highly scalable & flexible solutions
Advanced dashboard control
More than 100k asset tickets covered
Advanced intelligent orchestration
Others
Others
Others
No availability to connect your data
Limited intelligent orchestration
Misaligned data between platform and AI features
Lack of advanced analytics
Limited AI Agent infrastructure
No availability to connect your data
Limited intelligent orchestration
Misaligned data between platform and AI features
Lack of advanced analytics
Limited AI Agent infrastructure
Why Agentic AI Outperforms
Why Agentic AI Outperforms
Rize Agentic AI for Portfolio Tracker
Why Agentic AI is shaping the future of financial research
Why Agentic AI is shaping the future of financial research
AI-generated Reportsss
Integration
Build Your Features
Investment Research
Specialization for precise text-based answers
Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights
AI-generated Reportsss
Integration
Build Your Features
Investment Research
Specialization for precise text-based answers
Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights
Financial Data AI
Financial Data AI
Rize AI Outperforms other Chatbots and Language-Models
According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.
According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.
FAQ
FAQ
Frequently Asked Questions
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Agentic AI in Finance refers to autonomous AI systems that can actively reason, make decisions, and execute tasks without constant human input. In the financial space, this means AI that can analyze real-time data, generate investment insights, and take proactive steps to engage users—such as surfacing relevant stock opportunities or rebalancing a mock portfolio. Rize uses Agentic AI to power hyper-personalized, contextual experiences for financial platforms.
Agentic AI in Finance refers to autonomous AI systems that can actively reason, make decisions, and execute tasks without constant human input. In the financial space, this means AI that can analyze real-time data, generate investment insights, and take proactive steps to engage users—such as surfacing relevant stock opportunities or rebalancing a mock portfolio. Rize uses Agentic AI to power hyper-personalized, contextual experiences for financial platforms.