Portfolio Genius vs Redbark

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.

Redbark connects your Australian bank accounts and global brokerage portfolios directly to the productivity tools you already use — Google Sheets, Notion, and Airtable. Unlike legacy screen-scraping tools, Redbark uses Australia's Consumer Data Right (CDR) framework for secure, bank-approved access to your financial data. Your transactions, balances, and investment holdings sync automatically on a schedule you control. Redbark never stores your financial data — it passes through in real time from your bank to your chosen destination. Built for freelancers, investors, small business owners, and anyone who tracks finances in spreadsheets. Set up in minutes with no coding required. Supports Australian banks via CDR, New Zealand banks via Akahu, and global brokerages via SnapTrade.