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Market/Categories/Business Specialist/Portfolio Genius

Independent product intelligence · Worldwide · 2026-05-01 → 2026-07-31

Portfolio Geniusportfoliogenius.ai

Portfolio Genius is your AI advisor for smart trade suggestions and real-time portfolio analysis.

Business Specialistportfoliogenius.aiTracked since 2026-08-211 discovery source
1.1KBacklinks
190Referring domains
25Domain authority
+22.6%Referring domains · 90 days

Authority & distribution

How strong is Portfolio Genius’s web footprint?

Backlinks measure accumulated distribution; referring domains show how broadly that authority is spread. Both are observable on the open web, so both are published for every product here.

Backlinks

1.1KCurrent snapshot

Referring domains

190Current snapshot

Authority

25Domain authority · category median 22

90-day move

+22.6%Referring domains, last 90 days
At 25, Portfolio Genius sits above the 22 median for its category.

Trajectory · Pro

The counts above are the latest of 316 daily observations. The curve through them is on the full profile.

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Traffic & engagement

Where Portfolio Genius ranks

Measured · Pro

Measured for this product: global rank and country rank.

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AI referral visibility

Which AI assistants are already sending Portfolio Genius traffic?

Measured · Pro

Measured for this product: AI referral traffic.

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Product profile

What Portfolio Genius is selling.

Traffic makes more sense when you can connect it to the actual product promise.

“Portfolio Genius”

Portfolio Genius is your AI advisor for smart trade suggestions and real-time portfolio analysis.

Business SpecialistSeen 2026-08-21 → 2026-08-21Coverage tier C

What we have measured

4 of 8 signal groups are available for this product: identity, authority and backlinks, AI referrals, search demand.

Not measured for this domain: traffic and engagement, audience demographics, country distribution, acquisition mix. Those sections are left out of the page rather than filled with estimates.

Canonical website: https://portfoliogenius.ai/

Observed across 1 discovery source.

Research questions

What the evidence answers about Portfolio Genius.

Every answer is tied to a source we collected, and the questions with no evidence behind them are left unanswered rather than guessed.

What is the main function of Portfolio Genius?

Portfolio Genius is an AI-powered platform for smart trade suggestions and real-time portfolio analysis. It provides an auto-synced dashboard to connect and monitor investments from over 2,400 institutions.

What problem does Portfolio Genius solve for its users?

It solves the problem of managing multiple investment accounts by auto-syncing them into a single dashboard. The AI analyzes for concentration and diversification risks, explains performance, and offers trade suggestions and automated rebalancing.

In what situations would someone use Portfolio Genius?

A person would use it to track and analyze a consolidated view of all their investment accounts, including 401(k)s, IRAs, HSAs, and taxable brokerage accounts. It is for situations requiring portfolio oversight and getting AI-driven insights on performance and risk.

Who is the target user for Portfolio Genius?

The product is for investors who want to manage and analyze all their investment accounts from one place. Its features, like syncing 401(k)s, IRAs, and brokerage accounts, target individuals with diverse personal finance portfolios.

What key features does Portfolio Genius offer?

Key features include auto-sync from 2,400+ institutions, real-time analytics, smart trade management, AI-powered portfolio analysis, and automated rebalancing. It provides live trading via Alpaca and offers CSV import as an alternative.

What is the pricing model for Portfolio Genius?

The homepage mentions a free 7-day trial for users to start tracking their portfolio today. No further pricing details are provided in the evidence.

What is Portfolio Genius?

Portfolio Genius is an AI advisor for smart trade suggestions and real-time portfolio analysis, categorized as a Business Specialist tool.

Behind the lock

Unlock full Portfolio Genius intelligence.

  • Backlink trajectoryThe figures above are the latest observation. The daily curve behind them holds 316.
  • AI referral detailHow much traffic assistants send.
  • Search structure and ranking depthOrganic against paid, brand against non-brand, and how many keywords rank in the top three against the long tail — which is what decides whether the demand is portable or tied to the name.
  • The rest of the marketPage through every leaderboard 100 rows at a time, put any five products side by side, and query the whole dataset over API / MCP.

Worldwide estimates · Data period 2026-05-01 → 2026-07-31. Figures are measured estimates intended for market research. Signals we have not measured for this domain are omitted, never estimated; a measured zero is still reported as zero. How this was measured