>_ SigVest
Work at SigVest? claim this listing → free, takes 30 seconds.
Provides specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.
key feature24/7 AI agent monitoring with drift detection and unified feed alerts
asset classMulti-asset
functionAI Agents, Portfolio Tracking
pricingFREE-$$
modelfreemium
added14s ago
upvotes0
viaweb, mcp
instrumentsStocks, ETFs
audienceretail
related tools
all SigVest alternatives →- Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
- RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.