Best portfolio performance solutions tools in 2025

Swiftgum

Automated document extraction for real estate management.

Format Magic

Transform plain text into polished documents effortlessly.

ReceiptUp

Digitizes receipt data for efficient financial management.

Cradl

Automated document processing for improved workplace efficiency.

Waveline Extract

Efficient data extraction from various document types.

Subscription + from $0.30/page
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Amazon Textract

Automated data extraction from scanned documents.

SmartaDoc

Efficient document creation and management system for streamlined workflows.

CommodityAI

Streamline management processes in the commodity sector.

Quote Roller

Streamlined document management for efficient workflows and collaboration.

DocuEase

Quickly summarizes lengthy documents for improved understanding.

Relay

Centralized dashboard for investment portfolio management and analysis.

Babbl

Stay updated with real-time stock market trends and alerts.

Free + from $15/m
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Go Global World

AI-driven investment matching for global startups and investors.

Accorata

AI-powered solution for discovering daily investment opportunities.

Tradingplatforms.ai

Showcase trading skills and attract investment opportunities.

TradingView

Real-time market analysis and investment tracking platform.

Free + from $12.95/m
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Yomii.app

AI assistant for informed real estate investment decisions.

Trullion

Automates financial reporting and compliance processes using AI.

Unstract

Automates data extraction from unstructured documents seamlessly.

Tesseract

Image-based text recognition for digital document processing.

Ocrolus

Automated analysis of financial documents for lenders.

Cascading

AI-driven solution for efficient loan origination processes.

Textraction

Extracts key information from written text efficiently.

Genius PDF

Navigate and understand PDF documents effortlessly.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.