Ai-agent Investment portfolio apps 2025

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Xaver

Xaver increases sales efficiency of banks, insurers, and brokers by up to 65% Show more

Xaver is an innovative B2B FinTech application revolutionizing the financial advisory and sales industries through the use of AI-powered workers. By leveraging its proprietary Agentic AI Platform, Xaver significantly enhances sales efficiency—up to 65%—while delivering an unmatched customer experience through a seamless omnichannel journey. The platform is distinguished by its ability to autonomously manage tasks and streamline operations, thereby improving the quality of financial advising. Xaver is currently the only platform capable of providing compliant financial product and investment portfolio recommendations through autonomous AI agents, thanks to its cutting-edge Xaver One multi-agent platform. This integration combines powerful large language models with explainable AI to meet specific regulatory requirements. Furthermore, Xaver offers "Xaver Asset Management," a white-labeled asset management infrastructure that enables its AI financial advisors to fully automate investment and asset management processes, including account openings, balance checks, trades, and rebalancings, all while remaining fully regulated.

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Regulatory compliance

Ai financial advisory

Sales process automation

Omnichannel customer journey

Autonomous task management

Investment management automation

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Nextvestment

9.1

1 Reviews

Your Next Investment, Simplified. Show more

Nextvestment is an innovative AI-powered investment companion designed to elevate your financial decision-making. Offering institutional-grade portfolio analysis, this app enables users to track and manage their investments in real-time, ensuring that you stay on top of your financial landscape effortlessly. With its comprehensive tools for conducting in-depth market research and analyzing global market trends, Nextvestment covers multiple asset classes, catering to both budding investors and seasoned professionals. Its personalized recommendations and document analysis offer tailored insights that are crucial for strategic planning. Seamless account integration ensures that managing your financial assets is as efficient as possible. As your go-to financial assistant, Nextvestment keeps you informed and prepared, helping you stay ahead in the ever-evolving market.

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Personalized recommendations

Document analysis

Real-time portfolio tracking

In-depth market research

Multi-asset class coverage

Global trends analysis

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LevelFields AI

LevelFields automates investment research and stock trade discovery through AI. Show more

LevelFields AI is an innovative app designed to enhance the trading experience for stock and options traders by leveraging the power of artificial intelligence. The app streamlines investment research, enabling traders to discover top-performing stocks quicker and monitor a broader range of stocks with ease. With its advanced AI-driven stock forecasts, LevelFields empowers traders to identify optimal entry and exit points, thereby maximizing profits and minimizing losses. The app not only simplifies the decision-making process but also provides users with a competitive edge in the fast-paced world of trading. Tailored for both novice and experienced traders, LevelFields AI ensures that users can make informed investment decisions with confidence.

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Automated investment research

Stock trade discovery

Stock forecasts

Improved decision-making

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Fira

AI Financial Research Assistant for investment firms Show more

Fira is an innovative AI-powered financial research assistant designed to streamline the workflow of analysts at investment firms. By leveraging advanced AI technology, Fira efficiently extracts and analyzes data from unstructured reports of both public and private companies. This powerful tool can process thousands of integrated financial reports, delivering source-cited answers and verifiable financial calculations. Fira's ability to generate Excel-ready tables enables analysts to quickly integrate data into their existing workflows, significantly reducing the time and effort traditionally required for these tasks. With its precision and speed, Fira enhances decision-making processes and allows analysts to focus on higher-value activities. Ideal for investment firms seeking to optimize their research capabilities, Fira represents a leap forward in financial data analysis.

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Data extraction automation

Source-cited answers

Verifiable financial calculations

Excel-ready tables

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Lynq AI

AI-powered workspace for investment sector automation Show more

Lynq AI is a cutting-edge platform engineered to revolutionize productivity for fund managers and financial analysts. By leveraging advanced artificial intelligence, Lynq streamlines complex processes, allowing financial professionals to shift their focus from routine tasks to high-impact strategic decision-making. The app's intelligent AI assistants are adept at automating data analysis, reporting, and other time-consuming duties, thereby enhancing efficiency and precision in the finance sector. With Lynq AI, users can anticipate quicker insights, reduced operational bottlenecks, and a significant boost in overall productivity. This innovative tool empowers finance professionals to stay ahead in an increasingly competitive market by freeing up valuable time and resources. Whether it's optimizing portfolios or providing detailed financial forecasts, Lynq AI is designed to be an indispensable partner for today's finance experts.

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Task automation

Ai-driven productivity

Strategic decision focus

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Zify Photo Gallery & Portfolio

$4.99-$19.99 / Month

6.9

17 Reviews

Easy to create your photo gallery with multi layouts & effects Show more

Zify Photo Gallery & Portfolio is an essential tool for professionals like photographers, artists, agencies, and freelance writers who need to showcase their creative work online. The app allows users to create a stunning and responsive portfolio, ensuring the best work is displayed to attract the right clients. With features such as bulk photo uploads and quick arrangement of photo positions, users can save valuable time in curating their galleries. Zify supports a variety of content types, including photos, videos, and lookbook galleries, and offers multiple layout options like grid and masonry templates with over 35 hover effects. The drag-and-drop functionality makes sorting images straightforward, enhancing the user experience. Whether you're building a photo gallery, image gallery, or a comprehensive video portfolio, Zify provides a professional and mobile-friendly solution to meet your needs.

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Responsive design

Multiple layouts

Drag & drop

Bulk upload

Video gallery

Hover effects

Install App

Elfsight Portfolio Gallery

$5.99 / Month

8.2

8 Reviews

Display Your Products and Works with Style and Elegance Show more

Portfolio Gallery is a versatile app designed to showcase your projects in a visually captivating manner on your website. With Elfsight's intuitive Portfolio widget, you can effortlessly upload an unlimited number of projects and organize them into distinct categories for easy navigation. Customize the layout of the project cards to ensure that your portfolio reflects your unique style and aesthetic. Users can delve deeper into each project with the pop-up feature, allowing them to experience your work in detail without having to leave the page. Whether you're a designer, photographer, or any creative professional, Portfolio Gallery provides the perfect platform to impress visitors with your creative works. Tailor the widget's appearance to seamlessly integrate with your site's existing design, offering a cohesive and engaging browsing experience.

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Customizable layout

Unlimited projects

Category sorting

Popup project view

Install App

Wix Portfolio

(2.7/5)

87 Reviews

Create stunning online portfolios with Wix's advanced design tools. Show more

Wix Portfolio empowers creative professionals to craft stunning online portfolios in just a few simple steps. Showcase your best work by creating projects enhanced with images, videos, and detailed descriptions of your experiences and skills. Stand out with professionally-designed gallery layouts and advanced customization options that allow for a personalized touch. With Wix’s cutting-edge design features and professional tools, build a portfolio that not only highlights your talent but also improves visibility through advanced SEO capabilities. Easily organize your projects into Collections to assist visitors in finding what they’re interested in, ensuring a seamless browsing experience. Upon setup, maintain and update your entire portfolio effortlessly from a centralized dashboard. Ideal for designers, photographers, artists, and other creatives, Wix Portfolio helps you generate leads and create opportunities by presenting your work in its best light.

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Customizable galleries

Seo optimization

Advanced design tools

Pro-designed layouts

Collection grouping

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Portfolio

(3/5)

1 Reviews

"Create stunning, customizable portfolios to showcase your work beautifully." Show more

Portfolio is a versatile app designed to help creatives like designers, photographers, and agencies showcase their work in a visually compelling manner. With options for grid, collage, or list views, you can select the layout that best displays your projects. Customize colors, fonts, and CTA buttons to ensure that your portfolio aligns perfectly with your brand's aesthetic. Enhance navigation with category filters, allowing visitors to seamlessly explore your work by different project types. The app is mobile-optimized, providing a stunning viewing experience across all devices. Effortlessly maintain and update your projects, ensuring your portfolio evolves as your work does. Craft a polished, professional portfolio that captivates visitors, enhances engagement, and builds your credibility in the industry.

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Interactive elements

Versatile layouts

Mobile-optimized

Custom styling

Category filters

Project management

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K: Portfolio Photo Gallery

9.1

1 Reviews

Showcase creativity with customizable galleries for designers, photographers, and agencies. Show more

K: Portfolio is a versatile app designed to help creatives like designers, photographers, and agencies showcase their work with style and efficiency. It offers a customizable portfolio gallery that allows users to organize and present their projects in captivating ways. With K: Portfolio, you can display high-quality images, videos, and detailed descriptions in sleek, customizable layouts that emphasize your work's unique aspects. The app provides intuitive tools and seamless navigation, making it easy to highlight your portfolio, share your creative story, and attract new opportunities. You can choose from various display options, such as grid, collage, or list views, and add engaging effects, descriptions, and links to your projects. Customize elements like colors, fonts, and call-to-action buttons to match your personal or brand style, and enhance user experience with a project filter by category. Whether for individual professionals or creative agencies, K: Portfolio offers a powerful means to impress and engage visitors effortlessly.

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Customizable layouts

Seamless navigation

Responsive galleries

Project filters

Engaging effects

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Essential Grid Gallery

$5.99-$29.99 / Month

9.1

162 Reviews

Create Photo Gallery, Video Gallery, Portfolio Gallery & More Show more

Essential Grid Gallery is a dynamic application designed to enhance the visual appeal of your website through various types of galleries, including photo, product, video, and social galleries. It allows users to create customized galleries by sourcing content from a multitude of platforms such as Instagram, YouTube, Vimeo, Twitter, and Flickr. With features like bulk photo uploads, it significantly reduces the time spent on gallery management. The app offers a user-friendly template library, simplifying the setup process and ensuring an engaging visual experience for visitors. It supports advanced design elements like Grid, Masonry, Lightbox, Lazy Loading, and Hover effects to elevate presentation. Fully optimized for performance, it ensures fast responsiveness across all screen sizes and compatibility with Shopify 2.0 themes. By transforming visuals, Essential Grid Gallery aims to captivate visitors and enhance conversion rates seamlessly.

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Lazy loading

Video gallery

Hover effects

Shopify 20 compatible

Create photo gallery

Product gallery

Install App

FASHIONGO DROPSHIPPING

8

61 Reviews

Dropshipping US wholesale of fashion, beauty, and home product Show more

FASHIONGO DROPSHIPPING is an innovative app designed for online retailers who want to sell a diverse range of products without maintaining inventory. Retailers can explore thousands of items sourced from reliable US vendors, with new arrivals added weekly. The app offers a seamless order fulfillment process, handling shipping directly to customers while providing automated tracking updates for each transaction. With just a few clicks, users can quickly publish products and manage orders with streamlined syncing and autopay features. Retailers can curate selections from US-based suppliers, ensuring fast and dependable fulfillment. Additionally, the app supports brand building with customizable packing slips and facilitates real-time communication with vendors for the latest product updates. Whether selling fashion, electronics, home goods, or pet products, FASHIONGO DROPSHIPPING provides a comprehensive dropshipping solution that enhances efficiency and brand recognition.

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Seamless order fulfillment

Product publishing

Order syncing

Automated tracking updates

Branded packing slips

Weekly new arrivals

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E‑commerce Express Fulfillment

Reduce investment, choose convenient and efficient delivery se Show more

E-commerce Express Fulfillment offers a robust 3PL platform designed to streamline order fulfillment for eCommerce, DTC, B2B, crowdfunding, and various businesses. It integrates seamlessly with Shopify, facilitating efficient order management, inventory tracking, and automated warehouse processes. The app enables businesses to enhance brand visibility through personalized packaging and customizable inserts, ensuring a unique unboxing experience for customers. With same-day pick, pack, and ship options, E-commerce Express ensures swift delivery to maintain customer satisfaction. Users benefit from the flexibility of no minimum spend and no long-term contracts, making it easy to get started. The platform supports global delivery to over 45 countries with multiple shipping lanes and offers multiple warehouse options in China, the USA, Australia, and Europe. Its fully automated fulfillment and shipping processes minimize manual intervention, allowing businesses to focus on growth opportunities.

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Seamless shopify integration

Inventory tracking

Automated fulfillment

Same-day pick, pack, ship

Personalized packaging

Multi-country delivery

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RealEstate - ROI Calculator

$10-$12 / Month

(2/5)

4 Reviews

Calculate ROI with customizable mortgage and rental revenue estimates. Show more

RealEstate - ROI Calculator is a powerful tool designed for real estate professionals and enthusiasts looking to enhance their property investment strategies. The app supports both interest-only and amortized mortgages, allowing users to choose the best financing option for their needs. It provides detailed estimations of rental revenue against monthly and yearly expenses, helping users comprehend potential profitability. Additionally, the app offers insights into valuation and cost per square foot in relation to rehab costs, critical for informed decision-making. Its language is completely customizable, ensuring accessibility and ease of use for a global audience. RealEstate - ROI Calculator not only aids individual evaluations but also enhances real estate websites by capturing leads and improving visitor retention. With the Premium edition, users can email their comprehensive profit reports, simultaneously sharing their contact details with realtors for further engagement.

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Customizable parameters

Roi calculation

Mortgage estimates

Rental revenue analysis

Profitability reports

Valuation comparison

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Mobile Mall

"Transform your store into a powerful mobile shopping app effortlessly!" Show more

Mobile Mall is a revolutionary mobile marketplace that elevates the shopping experience for both brands and retailers. Designed to seamlessly integrate with your BigCommerce store, Mobile Mall transforms your online shop into a sleek, powerful mobile app with just one click. Available on both the Apple App Store and Google Play, the app maximizes the capabilities of mobile and wearable devices to deliver an exceptional shopping experience and facilitate smooth customer conversions. A beautifully designed product catalog showcases your banners and branding, automatically syncing with your store to keep everything up-to-date. With native payment options, including Apple Pay and support for major credit cards, transactions are effortless and secure. Additionally, Mobile Mall offers a straightforward setup for Stripe payment processing. Best of all, the app is free to use, with a flexible commission structure starting at just 6% on total sales, ensuring you only pay when you earn. Connect now and take your mobile shopping experience to the next level.

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One-click integration

Native payment options

Customizable product catalogue

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Lookfy Gallery: Lookbook Image

$5.99-$34.99 / Month

8.9

123 Reviews

Easy and fast to create Photo Gallery, Lookbook, Shop The Look Show more

Lookfy Gallery is a dynamic app designed to enhance the visual appeal of your Shopify store through captivating lookbooks, image galleries, and carousels. It enables store owners to seamlessly tag multiple products within images, directing users effortlessly to product pages, thereby boosting sales and facilitating bundled upsells. The app offers an array of versatile gallery layouts, including row, carousel, masonry, and 'shop the look,' allowing for creative product presentation. Time-saving features such as bulk photo uploads and quick arrangement options streamline the process, delivering an efficient and engaging online shopping experience. Lookfy is compatible with Shopify 2.0 themes and popular page builder apps, ensuring flexibility and easy integration. By elevating a brand's storytelling and product showcase, Lookfy helps engage customers more effectively and enhances conversion rates.

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Image gallery

Tag products

Bundled upsells

Versatile layouts

Quick photo uploads

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XO Gallery

$5.95-$14.95 / Month

9.1

161 Reviews

Build Gallery, Portfolio and Lookbook pages in a minute Show more

XO Gallery is a versatile app designed for users who want to tailor their photo galleries with ease and precision. It offers an impressive range of layouts, including Grid, Masonry, Stack, Justified, Carousel, and Slider, allowing for a unique presentation that suits any aesthetic preference. This mobile-first, responsive application ensures a stunning display of your galleries on all devices, from desktops and laptops to tablets and mobiles. XO Gallery's customization features extend beyond layouts, enabling users to modify each individual photo for optimal viewing on any screen size. The app facilitates effortless photo uploads and organization, and it allows for the creation of unlimited galleries. Additionally, it includes a hotspot/lookbook feature that enables tagging of products within images, seamlessly integrating product promotion into stunning visual galleries. With XO Gallery, your photos can transform into a captivating visual experience that functions smoothly, ensuring no potential customer is ever missed.

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Responsive design

Unlimited galleries

Grid, masonry, stack layouts

Customize each photo

Hotspot tagging

Product gallery transformation

Install App

Portfolio

$2.99 / Month

(2/5)

31 Reviews

Showcase your work with stylish, customizable multimedia galleries easily. Show more

Portfolio is a versatile app designed to help you showcase your creative work in captivating galleries. Whether you're presenting design projects, business services, or promoting tourism, this app offers an elegant solution for displaying sets of items. Each set can be richly detailed with text descriptions and accompanied by multiple images to provide a comprehensive view of your work. Perfect for photographers, designers, and educators alike, Portfolio enables you to manage and curate your portfolio with ease. With predefined styles, you can tailor the aesthetic and user experience to perfectly suit your content's unique needs. Elevate your presentations and make a lasting impression on your audience with Portfolio's intuitive design features.

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Stylish multimedia galleries

Customizable gallery styles

Manage items easily

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Photo Gallery

$1.8-$7.2 / Month

9.1

5 Reviews

"Create stunning, responsive galleries with captivating captions and versatile layouts." Show more

Photo Gallery is an innovative app designed to transform your website into a captivating visual experience. With its fully responsive design, your image galleries will look stunning on any device, ensuring optimal display on desktops, tablets, and mobile phones. The app offers dynamic image galleries and a variety of layout styles, allowing you to showcase your photos and videos in the most visually engaging way. Enhance your galleries with captivating captions to share stories and create a stronger connection with your audience. Whether you're showcasing products, events, or unique content, Photo Gallery helps increase customer interaction and drive sales. The user-friendly interface requires no coding skills, making it easy for anyone to create beautiful, customized galleries that perfectly match your website’s aesthetic. Begin enhancing your website today with impressive photo galleries and sliders that leave a lasting impression on your visitors.

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Responsive design

Customizable styles

Captivating captions

Dynamic layouts

Image video inclusion

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Portfolio by Elfsight

Showcase projects with photos, videos, and texts to boost engagement. Show more

Portfolio by Elfsight is a powerful app designed to showcase your projects on your website in an engaging and sophisticated manner. This app allows you to present your work through photos, videos, drawings, and descriptive text, detailing project stages for your audience. Each project opens in a pop-up for an immersive viewing experience, with seamless navigation between projects. A prominent call-to-action button is included, encouraging visitors to act immediately, potentially increasing sales and customer engagement. The Portfolio widget, provided by Elfsight Apps, integrates effortlessly with your website, enhancing functionality with a diverse range of additional apps such as Instagram Feed and YouTube Gallery. Setting up the widget is straightforward and free, with an easy installation process for BigCommerce sites. For assistance, Elfsight’s Support Team offers a complimentary installation service and is readily available to answer any questions, ensuring a smooth user experience.

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Interactive popups

Showcase projects

Photo and video display

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