Portfolio AI BuddyPortfolio AI Buddy
AI-Powered Portfolio Management

Your investment portfolio,
one smart AI powered dashboard

The wealth management app that lets you track investments, store documents, and share your portfolio with family — so nothing is lost when it matters most.

No credit card required · Free to get started

Everything you need to manage wealth

From tracking a single share or option to managing a family's entire financial portfolio.

Track All Your Assets in One Place

Stocks, mutual funds, ULIPs, crypto, real estate — manage every investment in one unified dashboard.

Family Sharing

Invite family members or team collaborators to view and manage the portfolio together.

Payment Tracker

Never miss a SIP, premium, or subscription. Color-coded alerts for overdue and upcoming payments.

Document Vault

Securely store insurance policies, property docs, tax filings, and link them to your assets.

P/L Analytics

Instant profit & loss calculations with beautiful charts. See your allocation at a glance.

Secure & Private

Your data stays yours — encrypted and protected.

Simple, transparent pricing

Start for free. No credit card required.

Free

$0/mo
  • 2 assets
  • 1 document per asset
  • Payment tracking
  • P/L dashboard

Silver

$0.99/mo
  • 3 assets
  • 3 documents per asset
  • Family sharing
  • Priority support
Most Popular

Gold

$4.99/mo
  • 9 assets
  • 9 documents per asset
  • Family sharing
  • Advanced analytics

Platinum

$9.99/mo
  • 49 assets
  • 9 documents per asset
  • Unlimited members
  • Everything in Gold

Ready to take control of your portfolio?

Join thousands of individuals and families who are going to join Portfolio AI Buddy...