shouldiuse.io

VERDICT

Should I use Portfolio Genius?

AI portfolio analyzer with CSV/screenshot import, or Premium Plaid auto-sync. Concentration checks and trade suggestions. 7-day trial; from $10/mo. - portfoliogenius.ai

Depends. Try it if you are a hands-on investor with accounts spread across brokerages who will actually use the AI analysis and auto-sync. Skip it if you are a passive index investor — Empower's free dashboard covers that for nothing.

Confidence

Medium. Based on 40+ public sources; several third-party listings describe identically named bank software (TPG/Abrigo, Teralyt), so product-specific review data is thin.

Ratings

  • Value for money
  • Ease of use
  • Feature depth
  • Support qualityNo support evidence in sources
  • Security posture

Pricing

$0

Free (no signup)

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed
Free tierYes
Paid tiers (2)from $10/mo
PremiumNot published in sources

Best for

  • Active hands-on investors
  • Multi-brokerage consolidation
  • Spreadsheet upgraders wanting automation
  • Concentration/overlap checking

Not for

  • Passive index-and-hold investors
  • Anyone expecting accountable, regulated advice
  • Banks needing investment accounting (different TPG product)
  • Hands-off investors who won't act on suggestions

Gotchas - check before you buy

high

TPG/Abrigo and Teralyt sell identically named software; many online reviews are for different products

medium

Premium auto-sync costs extra; the $10 tier relies on manual CSV or screenshot imports

medium

Tracxn reports no funding raised — longevity risk for a service holding your financial data

low

Only a 7-day trial — connect accounts immediately or you'll judge it on manual imports

Pros and cons

Pros

  • Imports portfolios via CSV or screenshots — no broker credentials needed
  • Premium tier authenticates directly with your broker for auto-sync
  • AI trade suggestions plus ready-made strategy templates like Momentum
  • Two paid tiers from $10/mo with a 7-day trial
  • Official Reddit community exists for user discussion

Cons

  • Top rival Empower's dashboard is free
  • AI suggestions heavily disclaimed; you own the decisions
  • No outside funding; vendor longevity unproven
  • Third-party review data polluted by identically named bank software

Sources & method

Analyzed 9/20/2026 - 12 sources - No known vulnerabilities found in the sources reviewed.

official x7review x3news x2

Key stats

  • Value for money: 4/5

    Rating

  • $0

    Starting price

  • 12

    Sources

  • Analyzed

  • Value for money: 4/5. From $10/mo; free rival exists
  • Ease of use: 4/5. Reviewers praise ease of use
  • Feature depth: 4/5. Sync, concentration checks, AI trade ideas
  • Support quality. No support evidence in sources
  • Security posture: 3/5. Broker-direct auth; public security page unclear
  • $10/mo Starting price 7-day free trial
  • 2 Paid tiers Per official FAQ
  • None Funding raised Per Tracxn profile
  • Limited Free tier No-signup version advertised on blog

Pricing

Free (no signup)

$0

  • Advertised no-signup tracker; scope unclear

Paid tiers (2)

from $10/mo

  • 7-day trial
  • AI analysis, concentration checks, trade suggestions

Premium

Not published in sources

  • Plaid/broker auto-sync

Security

No known vulnerabilities found in the sources reviewed.

What users say

Independent review snippets praise ease of use and an official Reddit community exists, but detailed verbatim user feedback is scarce.

“Users have praised Portfolio Genius for its ease…”
ITQlick review (2026)

Alternatives

Compare Portfolio Genius with each alternative.

  • Empower

    Free dashboard; the cheapest option for basic portfolio tracking

  • Kubera

    Paid net-worth tracker; named rival in vendor's own comparison

    Portfolio Genius vs Kubera

  • A plain spreadsheet

    Free and fine if you hold a handful of positions

Full analysis

Based on 40+ public sources; several third-party listings describe identically named bank software (TPG/Abrigo, Teralyt), so product-specific review data is thin.

Worth a 7-day trial for active multi-broker investors; passive index investors should use Empower's free dashboard instead.

Methodology

Based on 40+ public sources; several third-party listings describe identically named bank software (TPG/Abrigo, Teralyt), so product-specific review data is thin.

Sources

  1. Portfolio Genius homepageportfoliogenius.ai
    official
  2. Features — AI Portfolio Tracker with Auto-Syncportfoliogenius.ai
    official
  3. Frequently Asked Questionsportfoliogenius.ai
    official
  4. Limitations & Disclaimersportfoliogenius.ai
    official
  5. Empower vs Kubera vs Portfolio Genius comparisonportfoliogenius.ai
    official
  6. AI Portfolio Tracker — 7-Day Trial from $10/moportfoliogenius.ai
    official
  7. Momentum strategy spotlightportfoliogenius.ai
    official
  8. Portfolio Genius Review (2026) — ITQlickitqlick.com
    review
  9. Tracxn company profiletracxn.com
    news
  10. Capterra listing (TPG's same-named product)capterra.com
    review
  11. Reddit r/portfoliogeniusreddit.com
    review
  12. Abrigo Portfolio Genius (identical-name bank software)abrigo.com
    news

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