If you're looking for a Pi alternative, Pluto could be worth a look. This AI-powered investment advice service offers intelligent portfolio management and real-time market data. Pluto aggregates data from more than 40 sources like Zacks and Market Watch to generate smart summaries and personalized investment advice based on your portfolio. It also offers scheduled reminders and portfolio optimization, so you can stay on top of your investments.
Another contender is Mezzi, which consolidates multiple investment accounts into one view and offers AI-driven recommendations for optimizing your portfolio. Mezzi offers personalized portfolio rebalancing, tax savings through advanced calculators, and market and portfolio analysis. It also includes tax-loss harvesting and AI-driven replacement suggestions, so you can maintain exposure to different sectors while avoiding IRS rules.
If you prefer a more analytical approach, FinChat could be helpful. The service combines institutional-quality financial data and analytics with conversational AI to transform investment research. It offers a customizable terminal, advanced data visualization and tools like DCF modeling and competitor comparisons. FinChat also offers access to accurate financial data on thousands of global public companies, making it a powerful tool for in-depth market analysis.