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.

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New

New

On-Demand AI-powered reports are now available through API

On-Demand AI-powered reports are now available through API

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.

AI-powered Investment Research

AI-powered Investment Research

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

AI Portfolio Tracker

AI Portfolio Tracker

Empower your Customers

By integrating AI-powered investment research solutions, you can empower your customers, providing actionable insights, and boosting engagement & monetization.

Provide context by AI

Provide context by AI

Empower your customers

Empower your customers

Add monetization

Add monetization

Boost engagement

Boost engagement

More than 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.

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Individual Analytics

Individual Analytics

Rize Can Work with Your Data

Rize Can Work with Your Data

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.

Connect your existing raw data API keys to our partner API to ensure transparent and consistent data throughout your platform.

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

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.

Rize Capital API Documentation
Rize Capital API Documentation

Why Agentic AI is Outperforms

Why Agentic AI is 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

What is Agentic AI in Finance?

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.

What is Agentic AI in Finance?

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.

How do AI-generated reports improve user retention?

How do AI-generated reports improve user retention?

What is an AI Portfolio Tracker?

What is an AI Portfolio Tracker?

How does an AI Portfolio Tracker provide Single Stock Analysis?

How does an AI Portfolio Tracker provide Single Stock Analysis?

What’s the difference between your stages of integration?

What’s the difference between your stages of integration?

Is the financial data API source customizable?

Is the financial data API source customizable?

Can I integrate Agentic AI for Portfolio Trackers?

Can I integrate Agentic AI for Portfolio Trackers?

Can an AI Portfolio Tracker assess the health of a portfolio?

Can an AI Portfolio Tracker assess the health of a portfolio?

What is Comparative Analysis in an AI Portfolio Tracker?

What is Comparative Analysis in an AI Portfolio Tracker?

Can I integrate an Investment Chatbot for my Portfolio Tracker?

Can I integrate an Investment Chatbot for my Portfolio Tracker?

Can I offer AI Stock Analysis for my customers?

Can I offer AI Stock Analysis for my customers?

Launch AI in Your Portfolio Tracker

Fill out our the contact form to speak to an expert

Launch AI in Your Portfolio Tracker

Fill out our the contact form to speak to an expert

Launch AI in Your Portfolio Tracker

Fill out our the contact form to speak to an expert