Alternatives

Products that do what circlo — Investment cognition OS does

The OS for your circle of competence — themes, journal & co

1
Portfolio Lab▲306
AI investing, done responsibly
27d ago · portfoliolab.ai
2IQ
I quit coding years ago. AI brought me back▲314
Quick background: I used to code. Studied it in school, wrote some projects, but eventually convinced myself I wasn't cut out for it. Too slow, too many bugs, imposter syndrome — the usual story. So I pivoted, ended up as an investment associate at an early-stage angel fund, and haven't written real code in years. Fast forward to now. I'm a Buffett nerd — big believer in compound interest as a mental model for life. I run compound interest calculations constantly. Not because I need to, but because watching numbers grow over 30-40 years keeps me patient when markets get wild. It's basically…
Jan 2026 · calquio.com
3
Notion Investment Dashboard▲230
Live stock prices, research terminal & investment analytics.
2022
4
Zennbox▲255
Save & organize your resources. Take notes with AI
Sep 2025
5
GraphicOne App▲101
Visual knowledge hub for better investment decisions
2020
6
Feehras▲88
From investment idea to a portfolio of assets in seconds
2024
7
Wealthfolio▲167
Boring investment tracker with local data storage
2024
8
Metal▲139
AI-driven operating system for raising venture rounds
Jul 2026 · metal.so
9
Xantos Labs▲100
Active investment platform for anyone in the world
2021
10
Thematic▲96
A new kind of stock investing experience
2019
11
Potfolio▲102
Platform to learn to invest by investing
2020
12
Simfolio▲106
Forecast your future net worth, stay on top of your finances
2021
13
Circular Resale▲39
The operating system for resale, powered by AI
Oct 2025
14
Stick▲47
Zero-fee commission platform for private equity
2019
15
Co-Op▲30
AI-Powered Advisory Platform for Startups
Jan 2026
16
Reflect with Facilitron▲29
AI‑facilitated year‑end reflection on a guided board.
Jan 2026
17
InSightOS▲19
AI-native FP&A workspace for forecasting and insights
Mar 2026
18
ZISO AI▲6
AI stock research for disciplined investors
Apr 2026
19
Creo by ZenStatement▲16
The AI platform purpose-built for modern finance teams
Mar 2026
20
CirclFi▲5
13 AI valuation models on every US stock, updated daily
Jun 2026 · circlfi.com
21
FolioTrack▲3
Track your investment portfolio. Understand it, too.
Apr 2026
22
Ciente▲3
A Ciente separa análise, explicação por IA e decisão.
May 2026 · invistaciente.com.br
23
CaelumOS▲4
AI-powered Operating System for High-Performance Traders.
Mar 2026
24
Verabro▲10
Contact the right investors. Close your round faster.
Jul 2026 · verabro.com

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