Optimize Your Portfolio With The Power of AI

Chat with your own portfolio about risks, opportunities, and updates

Chat with your own portfolio about risks, opportunities, and updates

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Try Our Portfolio Chatbot

Try Our Portfolio Chatbot

Our Portfolio Chatbot helps you navigate your investments

Our Portfolio Chatbot helps you navigate your investments

Analyze Your Portfolio with AI

Analyze Your Portfolio with AI

Track live price changes, market shifts, and key events as they happen. Never miss an opportunity or a critical update again.

Track live price changes, market shifts, and key events as they happen. Never miss an opportunity or a critical update again.

  • ETH

    $4.829.04

    2.80%

    MSFT

    $573.21

    3.40%

    FIG

    $72.14

    7.45%

    TSLA

    $341.48

    2.80%

    MCD

    $314.59

    3.75%

  • MSFT

    $573.21

    3.40%

    AAPL

    $237.41

    4.10%

    BTC

    $102.934.05

    3.35%

    PYPL

    $71.42

    2.25%

    META

    $742.81

    1.85%

Portfolio Tracker AI

Chat With Your Portfolio
Through Our Chatbot

Use our AI agents and Portfolio Chatbot Feature for smarter portfolio analysis

Use our AI agents and Portfolio Chatbot Feature for smarter portfolio analysis

Agentic AI

Interactive

Chatbot for Portfolio Analysis

Our Chatbot for Portfolio Analysis seamlessly connects your portfolio to a vast data pool of financial data and official company reports since IPO.

Our Chatbot for Portfolio Analysis seamlessly connects your portfolio to a vast data pool of financial data and official company reports since IPO.

Optimize your Portfolio with AI

Exclusive

Rize delivers instant, accurate investment insights by combining top-tier data partners with powerful language models. Exclusive ESG, climate, and sentiment data for your portfolio.

Rize delivers instant, accurate investment insights by combining top-tier data partners with powerful language models. Exclusive ESG, climate, and sentiment data for your portfolio.

>20.000 Questions Answered

Analyze in Natural Language

Ask anything about your stocks and get precise answers in seconds through our portfolio chatbot.

Ask anything about your stocks and get precise answers in seconds through our portfolio chatbot.

AI Portfolio Analysis

Upload your own portfolio and ask AI for risks, opportunities and external factors influencing your performance.

Upload your own portfolio and ask AI for risks, opportunities and external factors influencing your performance.

Soon

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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Stay on Top of Market Movements

Track live price changes, market shifts, and key events as they happen. Never miss an opportunity or a critical update again.

  • ETH

    $4.829.04

    2.80%

    MSFT

    $573.21

    3.40%

    FIG

    $72.14

    7.45%

    TSLA

    $341.48

    2.80%

    MCD

    $314.59

    3.75%

  • MSFT

    $573.21

    3.40%

    AAPL

    $237.41

    4.10%

    BTC

    $102.934.05

    3.35%

    PYPL

    $71.42

    2.25%

    META

    $742.81

    1.85%

Portfolio Tracker Chatbot

Chat With Your Portfolio
AI Portfolio Tracker

Rize offfers an integrated AI portfolio tracker that streamlines research, automates manual tasks, and empowers investors with faster, smarter decision-making tools for analyzing portfolios.

All Tasks

Running

  • AAPL Fair Value Analysis

    Scheduled

  • META Quarterly Results

    Completed 5m ago

  • ASML Profitability Analysis

    Cancelled by analyst

  • Comparative Analysis

    Running

  • Thematic Analysis Agent

    Completed 12m ago

All Tasks

Running

  • AAPL Fair Value Analysis

    Scheduled

  • META Quarterly Results

    Completed 5m ago

  • ASML Profitability Analysis

    Cancelled by analyst

  • Comparative Analysis

    Running

  • Thematic Analysis Agent

    Completed 12m ago

All Tasks

Running

  • AAPL Fair Value Analysis

    Scheduled

  • META Quarterly Results

    Completed 5m ago

  • ASML Profitability Analysis

    Cancelled by analyst

  • Comparative Analysis

    Running

  • Thematic Analysis Agent

    Completed 12m ago

7.18x Faster Research

Automate Portfolio Analysis

Automate Portfolio Analysis

With our AI-powered portfolio tracker chatbot and the AI agent reporting, you can conduct financial analysis with AI, up to 7.18x faster, and connect it to your own portfolio.

With our AI-powered portfolio tracker chatbot and the AI agent reporting, you can conduct financial analysis with AI, up to 7.18x faster, and connect it to your own portfolio.

Parallel Analysis

10+ AI Agents

Portfolio Tracker AI

Chat With Your Portfolio

Chat With Your Portfolio

Chat with your portfolio to keep yourself updated on markets, investment opportunities, and your current holdings.

Chat with your portfolio to keep yourself updated on markets, investment opportunities, and your current holdings.

Natural Language

Portfolio Tracker Chatbot

What can I help with?

Weather you want help in financial analysis or access internal data just give me command

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Add document

Analyze

Web-Search

Deep Research

What can I help with?

Weather you want help in financial analysis or access internal data just give me command

|

Add document

Analyze

Web-Search

Deep Research

What can I help with?

Weather you want help in financial analysis or access internal data just give me command

|

Add document

Analyze

Web-Search

Deep Research

Analyze Portfolio Holdings…

Apple Inc.

SAP SE

Meta Platforms Inc.

Researching

Analyzing

Completed

Analyze Portfolio Holdings…

Apple Inc.

SAP SE

Meta Platforms Inc.

Researching

Analyzing

Completed

Analyze Portfolio Holdings…

Apple Inc.

SAP SE

Meta Platforms Inc.

Researching

Analyzing

Completed

Portfolio Chatbot

Analyze Portfolio Holdings

Analyze Portfolio Holdings

Ask anything in natural language. Our AI portfolio tracker chatbot runs up to 10 agents in parallel to analyze data, generate insights, and deliver answers instantly.

Ask anything in natural language. Our AI portfolio tracker chatbot runs up to 10 agents in parallel to analyze data, generate insights, and deliver answers instantly.

AI Financial Analysis

Portfolio Chatbot

Advanced Features

AI-powered Portfolio Tracker for Investors

We build fast, with love, and always for our users. From portfolio chatbots to portfolio uploads to fully custom AI agents. Every feature is shaped by investor needs. No fluff, just powerful tools for smarter research.

Portfolio Chatbot

Interact with an intelligent portfolio tracker chatbot that provides real-time answers and supports you with portfolio analysis.

Portfolio Chatbot

Interact with an intelligent portfolio tracker chatbot that provides real-time answers and supports you with portfolio analysis.

Portfolio Chatbot

Interact with an intelligent portfolio tracker chatbot that provides real-time answers and supports you with portfolio analysis.

Company Reports & Transcripts

Access detailed company reports, and transcripts to make informed decisions based on comprehensive data.

Company Reports & Transcripts

Access detailed company reports, and transcripts to make informed decisions based on comprehensive data.

Company Reports & Transcripts

Access detailed company reports, and transcripts to make informed decisions based on comprehensive data.

Real-Time Data

Utilize real-time market data for over 100,000 assets to stay current and respond quickly to market changes.

Real-Time Data

Utilize real-time market data for over 100,000 assets to stay current and respond quickly to market changes.

Real-Time Data

Utilize real-time market data for over 100,000 assets to stay current and respond quickly to market changes.

Multi-Round Analysis

Our AI agents validate research through multiple rounds, significantly reducing inaccuracies.

Multi-Round Analysis

Our AI agents validate research through multiple rounds, significantly reducing inaccuracies.

Multi-Round Analysis

Our AI agents validate research through multiple rounds, significantly reducing inaccuracies.

Portfolio Analysis with AI

Analyze your portfolio with AI and stay informed on all relevant market activities, and detect potential risks (coming soon).

Portfolio Analysis with AI

Analyze your portfolio with AI and stay informed on all relevant market activities, and detect potential risks (coming soon).

Portfolio Analysis with AI

Analyze your portfolio with AI and stay informed on all relevant market activities, and detect potential risks (coming soon).

AI Agents

Create custom AI agents to automate your workflows and schedule recurring financial analysis reports.

AI Agents

Create custom AI agents to automate your workflows and schedule recurring financial analysis reports.

AI Agents

Create custom AI agents to automate your workflows and schedule recurring financial analysis reports.

New

AI-generated reports for fair value now available

AI-generated reports for fair value now available

Start Your Portfolio Analysis

Get started and take experience AI-powered financial analysis. From signup to analyzing stocks with AI, everything is built for research and clarity.

1

Create your account
in seconds

2

Complete authentification process

3

Ask your financial questions

4

Receive professional grade financial analysis daily

Financial Data AI

Rize AI Outperforms other Financial Chatbots and AI Tools

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.

1Bn+

Data Points Processed

130+

Financial Metrics per Asset

130+

Financial Metrics per Asset

3M+

Company Reports since IPO

3M+

Company Reports since IPO

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 Rize Capital?

Rize Capital is an AI-powered investment assistant that provides instant, accurate answers to your financial questions. Unlike general AI chatbots, Rize connects directly to real-time, institutional-grade financial data to deliver precise insights into stocks, ETFs, cryptocurrencies, and market trends. Whether you're researching investment opportunities or monitoring your portfolio, Rize eliminates hours of manual analysis by providing professional-grade financial insights instantly. Our platform transforms how investors approach decision-making by delivering the specific information you need, when you need it. Designed for both novice and experienced investors, Rize Capital combines advanced AI intelligence with specialized financial training to accelerate your investment research and analysis process.

What is Rize Capital?

Rize Capital is an AI-powered investment assistant that provides instant, accurate answers to your financial questions. Unlike general AI chatbots, Rize connects directly to real-time, institutional-grade financial data to deliver precise insights into stocks, ETFs, cryptocurrencies, and market trends. Whether you're researching investment opportunities or monitoring your portfolio, Rize eliminates hours of manual analysis by providing professional-grade financial insights instantly. Our platform transforms how investors approach decision-making by delivering the specific information you need, when you need it. Designed for both novice and experienced investors, Rize Capital combines advanced AI intelligence with specialized financial training to accelerate your investment research and analysis process.

What can I ask the AI Portfolio Tracker Chatbot by Rize AI?

What can I ask the AI Portfolio Tracker Chatbot by Rize AI?

Why should I prefer an AI Portfolio Tracker over Manual Tracking?

Why should I prefer an AI Portfolio Tracker over Manual Tracking?

Can I chat with my own portfolio?

Can I chat with my own portfolio?

What is the best Portfolio Tracker app?

What is the best Portfolio Tracker app?

Join Global Investors Using Our Financial AI

Join Rize AI and explore the future of accessible research for everyone with us.

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