Related Products
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About
Genesis Risk Monitor is a portfolio risk analytics platform for independant investors, Financial advisors and small funds that provides real-time market data, advanced risk analytics, and fundamental analysis.
The platform provides an extended data coverage (Stock, ETFs, FX, Bonds, Funds and commodities), Companies overview (fundamentals, estimates...), Economic indicators, Risk analytics (Scenario analysis, backtesting, VaR, Exposure...) and more.
For Financial advisors The platform also provides Client portfolios, Model portfolios and proposal builder.
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About
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
independant investors, financial advisors, small funds
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Audience
Investors seeking tool for personalized financial advice, portfolio optimization, and holistic wealth management
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Plan: €0
Starter plan : €19.99/ €24.99 Advanced Paln: €38.99/ €48.99 Pro Plan : €83.30/ €118.99
Free Version
Supported
Free Trial
Supported
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Pricing
$20 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationGenesis Risk Monitor
Founded: 2026
United Kingdom
genesis-rm.com
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Company InformationPortfolioPilot
United States
www.portfoliopilot.com
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Alternatives |
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Categories |
Categories |
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Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Operational Risk Management
Not Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Risk Analytics Benchmarks
Not Supported
Stress Tests
Supported
Value At Risk Calculation
Supported
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Integrations
Acorns
Not Supported
Coinbase
Not Supported
Fidelity
Not Supported
Interactive Brokers
Not Supported
Kraken
Not Supported
Robinhood
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
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Integrations
Acorns
Supported
Coinbase
Supported
Fidelity
Supported
Interactive Brokers
Supported
Kraken
Supported
Robinhood
Supported
TD Ameritrade
Supported
Vanguard
Supported
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