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Automated AI Investing

The AI Robo-Advisor That Executes Trades Automatically

Portfolio Genius is an AI-powered robo-advisor alternative that can execute trades automatically — through Alpaca live trading and AI bot portfolios — using suggestions from 21+ AI models. Hands-off when you want it, fully in your control when you don't.

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How automation works

Two Ways to Automate, One AI Brain

Most robo-advisors run a fixed allocation you can't change. Portfolio Genius lets AI execute trades automatically while you define the strategy — paper-trade a bot or go live through Alpaca.

Alpaca Live Auto-Trading

Connect Alpaca via OAuth and let AI-suggested trades execute and sync automatically for hands-off live investing. Premium only.

AI Bot Portfolios

Spin up a bot that follows a strategy you choose and auto-executes the AI's trades in a simulated account — test automation with virtual money first.

21+ AI Models

Trade ideas come from OpenAI, Google Gemini, Anthropic Claude, and xAI Grok, each suggestion carrying a clear rationale and confidence level.

Daily AI Reviews

Premium portfolios get daily AI reviews that surface drift, concentration risk, and rebalancing opportunities before they cost you.

Your Strategy, Your Rules

Set goals, risk level, and custom instructions. Automation carries out the plan you define instead of locking you into a fixed allocation.

Auto-Sync Everything

Link 2,400+ institutions via Plaid so the AI analyzes every account you own, not just assets held in one managed platform.

Dig into how AI trade ideas are generated on the trade management and AI recommendations pages.

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Automated in Three Steps

Set a strategy, switch on automation, and keep an eye on the AI's reasoning. You can go fully hands-off or stay involved in every trade.

01

Set Your Strategy

Tell Portfolio Genius your goals and risk tolerance, or start from a strategy template. The AI tailors its trade suggestions to that plan.

02

Turn On Automation

Run an AI bot portfolio to auto-execute trades in a simulated account, or connect Alpaca to automate live trades through your own broker.

03

Review & Stay in Control

Every automated trade comes with the AI's reasoning. Watch performance, adjust the rules, or override any time — automation is always opt-in.

Alpaca Live TradingOAuth, Revoke AnytimeOpt-In Automation
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A Smarter Robo-Advisor Alternative

Traditional robo-advisors like Wealthfront and Betterment manage a fixed ETF portfolio for a percentage of your assets. Portfolio Genius automates trade execution on your terms — pick your own holdings, use 21+ AI models, and pay a flat monthly price.

vs Wealthfrontvs Bettermentvs Empower (Personal Capital)Betterment vs M1 vs OthersAI Portfolio AnalyzersBest Portfolio Trackers 2026
FAQ

Frequently Asked Questions

Is Portfolio Genius an AI-powered robo-advisor that can execute trades automatically?

Portfolio Genius is an AI-powered robo-advisor alternative that can execute trades automatically. Connect your Alpaca brokerage account and AI-suggested trades can be placed and synced automatically for live trading. You can also run bot portfolios that auto-execute AI-suggested trades in a simulated account to test a strategy first. Unlike a traditional robo-advisor that locks your money inside one managed account, Portfolio Genius keeps you in control — you choose the strategy, set the rules, and can review or override any trade.

How does Portfolio Genius execute trades automatically?

There are two ways. First, AI bot portfolios continuously follow a strategy you pick and auto-execute the AI's suggested trades in a simulated account, so you can watch how an automated approach performs with virtual money. Second, connect Alpaca through OAuth and Portfolio Genius can place and sync real trades automatically for live, hands-off investing. Across both, 21+ AI models from OpenAI, Google Gemini, Anthropic Claude, and xAI Grok generate the trade ideas, each with a clear rationale and confidence level.

How is this different from Wealthfront or Betterment robo-advisors?

Wealthfront and Betterment are managed robo-advisors: they pick a fixed ETF allocation, hold your money inside their platform, and charge roughly 0.25% of assets per year. Portfolio Genius is a self-directed AI robo-advisor alternative. You can automate trade execution through Alpaca or bot portfolios, but you choose individual stocks and ETFs, define your own strategy, and pay a flat $10–$20/month instead of a percentage of assets. It also auto-syncs your existing accounts across 2,400+ institutions via Plaid, so the AI analyzes everything you own — not just assets held in one walled garden.

Which AI models power the automated trade suggestions?

Premium subscribers get all 21+ models from four providers — OpenAI (including GPT-5.2 and GPT-5.1), Google Gemini, Anthropic Claude, and xAI Grok. Each trade suggestion includes a rationale and confidence level, and you can compare how different models view the same portfolio. Lite subscribers get 5 models with weekly reviews; Premium adds daily reviews and unlimited trade suggestions.

Do I keep control over the automated trades?

Yes. Automated execution is opt-in and you stay in control. With bot portfolios, trades run in a simulated account so nothing touches real money until you decide. With Alpaca live trading, you authorize access through your broker via OAuth and can revoke it at any time. You set the strategy, goals, and constraints, and you can review the AI's reasoning behind every suggested trade before — or instead of — letting it execute.

Is automated AI trade execution available on the free plan?

AI bot portfolios let you test automated strategies, and every plan includes a 7-day free trial. Alpaca live automated trading and access to all 21+ AI models with unlimited trade suggestions and daily reviews are Premium features ($20/month or $200/year). The Lite plan ($10/month or $100/year) includes 5 AI models, weekly reviews, and 10 trade suggestions per month.

Does Portfolio Genius give financial or investment advice?

No. Portfolio Genius is an analytics and automation platform, not a registered investment advisor, and its AI output is for informational and educational purposes only. Automated execution carries out the strategy and rules you configure — it is not personalized financial advice. Always consult a qualified financial advisor before making investment decisions.
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Let AI execute your trades automatically

Test an AI bot portfolio or connect Alpaca for live automated trading — with trade suggestions from 21+ AI models and full control over every position. Free to start, no signup required to try.

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