Portfolio Genius vs SoloTools

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.

SoloTools is an AI proposal generator built specifically for freelancers and independent consultants. Instead of staring at a blank document for hours, you describe your project in 30 seconds — client name, project type, budget, and a few scope notes — and AI generates a polished, client-ready proposal complete with an executive summary, scope of work, itemized pricing, timeline, and standard terms.
Every proposal is fully editable, downloadable as a PDF, and shareable via a branded link. The free plan includes 3 proposals per month. Pro ($14.99/month) unlocks unlimited proposals, custom branding, and proposal view analytics so you know exactly when a client opens your proposal.