Updated Oct 22, 2026 · 50 tools · 10 categories
The best AI tools for investors and traders
Ranked by the job you want done, with a one-line verdict on each. Independent and free to read.
New this week
Recent launches and major updates, dated from the original source.
- This week
TradingView AI Screener comes to crypto
Describe the coins you want in plain English and the AI builds the Crypto Coins Screener filters, columns and sort for you. On all paid plans, including mobile web.
- This week
IBKR Autonomous Trading
Eligible clients can authorize connected AI to monitor 75,000+ stocks, options and ETFs and submit orders inside a separate, funded AI partition.
- This week
Koyfin adds performance attribution to Model Portfolios
Contribution and attribution analysis show what drove a portfolio's returns against its benchmark, with an AI-written summary of the key drivers. For Advisor Pro subscribers.
- This week
Binance AI Pro
A crypto AI agent that turns a plain-English trading idea into a visual strategy you can paper-trade first. Live strategies run in a separate sub-account that only you can fund.
- This week
Astor Text to Trade
Describe an investing idea in a sentence and Astor proposes a sized basket of companies, then executes each trade you approve in a Robinhood agentic account. iPhone and US only.
- This week
Volrix Simulator, tradebook backtests and chat on every plan
Minute-by-minute session replay, TradingView tradebook backtests on real options and futures, and chat opened to all plans.
PitchBook AI agents and PitchBook Data MCP
Scheduled agents and skills inside PitchBook, plus an MCP server that brings PitchBook data into your own AI tools.
DrivenBench 1.0
A benchmark comparing 11 AI models on real investment tasks, with cost and latency alongside accuracy.
Skyrexio AI agent goes live
One chat to read charts, build and backtest bots and place trades across exchanges, with approval before anything executes.
Best tools by job
Pick the job. Each ranking lists our picks in order.
- Best AI tools for reading SEC filingsTop pick: Fiscal.ai
- Best tools for tracking options flowTop pick: Unusual Whales
- Best tools for the wheel strategy and covered callsTop pick: OptionVisualizer
- Best tools for trading around earningsTop pick: Market Chameleon
- Best AI stock screenersTop pick: Finviz
- Best trading journalsTop pick: TradeZella
- Best portfolio trackersTop pick: Snowball Analytics
- Best AI chat assistants for stocksTop pick: Perplexity Finance
- Best backtesting toolsTop pick: QuantConnect
- Best AI tools for day tradersTop pick: Trade Ideas
- Best tools to automate trading with AITop pick: TradersPost
- Best AI add-ons for TradingViewTop pick: Pineify
- Best tools for market news and sentimentTop pick: Benzinga Pro
- Best AI tools for private markets and VC researchTop pick: PitchBook
- Best AI investing tools for beginnersTop pick: Simply Wall St
Browse by category
Every tool we list, grouped by what it does.
Research & filings
7 toolsAI that reads 10-Ks, 10-Qs, broker research and company documents so you don't have to.
AlphaSense, Fiscal.ai, Koyfin, Finbar, Hebbia, PitchBook, Seeking Alpha
Stock screeners & ratings
7 toolsFind stocks that match your criteria, with AI scores and rankings layered on top.
Danelfin, Kavout, Tickeron, Simply Wall St, TipRanks, Finviz, Stock Rover
Options analytics
7 toolsOptions flow, payoff diagrams, implied volatility and strategy tools.
Unusual Whales, OptionStrat, Market Chameleon, OptionVisualizer, Volrix, Cheddar Flow, Option Alpha
Charting & signals
5 toolsCharts, pattern recognition, scanners and AI-assisted indicators.
Trade journaling
4 toolsLog trades, find patterns in your wins and losses, and review your process.
Portfolio tracking & agents
6 toolsTrack holdings, dividends and performance, or let AI monitor your portfolio.
Snowball Analytics, getquin, Sharesight, Public, Interactive Brokers, Magnifi
News & sentiment
3 toolsReal-time headlines, squawk and social sentiment.
Earnings & transcripts
3 toolsEarnings calendars, live calls, transcripts and AI summaries.
AI chat for markets
4 toolsChat assistants and AI agents you can ask about stocks, filings and the market.
Backtesting & automation
4 toolsTest strategies on historical data and automate execution.
For tool makers
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