Fieldtics vs Portfolio Genius
Fieldtics
Streamline your service business with easy scheduling, invoicing, and customer management.
Last updated: February 27, 2026
Visual Comparison
Fieldtics

Portfolio Genius

Overview
About Fieldtics
Fieldtics is an innovative all-in-one platform designed specifically for service businesses looking to streamline their operations and enhance efficiency. Whether you run a cleaning company, an electrical service, or a landscaping business, Fieldtics provides a comprehensive suite of tools to manage every aspect of your workflow. From smart job scheduling to effective customer relationship management (CRM), and from effortless invoicing to quick payment processing, Fieldtics simplifies your daily operations and eliminates chaos. With both web and mobile applications, your team can stay connected and in sync, whether they're in the office or out in the field. The platform offers customizable dashboards, branding, and menus to reflect your unique business identity. Plus, with seamless integrations to your existing tools, Fieldtics automates workflows and centralizes data, giving you clarity and control as you manage leads, customers, projects, and recurring invoices. Experience the freedom to focus on growth while Fieldtics takes care of the details.
About Portfolio Genius
Portfolio Genius is an AI-powered investment advisor that transforms how you manage your portfolio.
Intelligent Recommendations: The AI analyzes markets, news, and your holdings to generate trade suggestions with detailed reasoning for each buy, sell, or hold.
Multi-Model Flexibility: Choose from GPT, Claude, or Gemini—pick the AI that matches your investment style.
Automated or Manual: Review suggestions and execute manually, or enable auto-trading to act on your behalf.
Conversational Interface: Chat with your AI advisor in natural language. Ask questions, request analysis, or discuss strategies.
Portfolio Tracking: Monitor positions, trades, and performance in one dashboard. Manage multiple portfolios with different strategies.
Ideal for individual investors, busy professionals, beginners, and experienced traders wanting AI-backed insights.