Dokta vs Portfolio Genius

AI-Powered Document Analysis Engine

Dokta's foundational feature is its advanced AI processing pipeline. Utilizing Claude (Anthropic) for intelligence and robust OCR, the system can ingest photos, scans, or PDFs and return a fully analyzed document in under 60 seconds. It automatically classifies the document type (invoice, quote, contract), extracts critical data fields like amounts, due dates, client details, and tax information, and structures this data for immediate use within the platform, requiring zero manual input for data extraction.

Automated Invoice & Quote Lifecycle Management

This feature provides a complete, integrated workflow for sales documentation. Users can generate professional invoices and quotes within the platform. For freelancers, it supports Time & Materials (TJM) contracts with automatic monthly invoicing. A key integration is the online quote acceptance system; sent quotes include a direct link for client approval, enabling one-click conversion of an accepted quote into a formal invoice, streamlining the deal-to-cash cycle.

Real-Time Cash Flow & Anomaly Dashboard

Dokta aggregates financial data from all processed documents to deliver a comprehensive, real-time overview of business health. The dashboard visualizes key metrics like invoiced vs. collected revenue, overdue payments, and VAT liabilities over a 12-month period. Furthermore, its integrated anomaly detection system monitors for risks such as changed IBANs, duplicate invoices, inconsistent VAT, and missing numbering, providing proactive financial governance.

Intelligent Client & Supplier Database

The platform automatically constructs and enriches a relational database of business contacts from every document processed. It uses SIRET numbers (French business registry) to auto-complete company information. For each client or supplier, Dokta maintains a complete history of interactions and implements a payment scoring system, offering valuable insights into payment behaviors and centralizing all entity-related data without manual CRM entry.

Multi-Model AI Architecture

Portfolio Genius is built on a flexible, multi-model AI architecture that allows users to select and utilize different large language models (LLMs) for analysis. You can choose between GPT, Claude, or Gemini to generate trade suggestions and insights, enabling you to tailor the AI's analytical style and output to match your specific investment philosophy, whether you prefer aggressive growth strategies or conservative, value-oriented approaches, all through a unified API-driven platform.

Direct Brokerage Integration & Automation

The platform offers deep API-level integration with brokerages like Alpaca, enabling more than just tracking. This connectivity allows for automated trade execution based on AI-generated signals and portfolio rebalancing logic. This feature transforms Portfolio Genius from a passive analyzer into an active management tool, streamlining the workflow for technical users and enabling systematic, emotion-free trading strategies directly from the analytics dashboard.

Real-Time Analytics Engine

Powered by continuous API feeds from global markets, the real-time analytics engine provides live data on stocks, ETFs, and cryptocurrencies. It processes this data alongside financial fundamentals and key metrics to deliver comprehensive performance analytics, risk assessments, and portfolio health dashboards that update instantly, giving traders and investors a mission-critical, up-to-the-moment view of their holdings and market exposure.

AI-Powered News Processing & Sentiment Analysis

This feature continuously scans and processes market news, research reports, and financial publications using natural language processing (NLP). It performs real-time sentiment analysis to detect market-moving events and quantify their potential impact on your specific portfolio holdings. This API-driven news intelligence layer provides a significant edge by contextualizing raw data into actionable insights about emerging risks or opportunities.

Freelance IT Developer / Consultant

For freelancers working on TJM or retainer contracts, Dokta automates the entire billing cycle. The platform can be configured to automatically generate monthly invoices based on contract terms, track their payment status, and send polite, professional payment reminders. This allows the developer to focus purely on coding while ensuring cash flow is managed systematically and reliably, directly from their document hub.

Creative Project Freelancer (Designer, Photographer)

Dokta streamlines the project-based workflow from proposal to payment. The freelancer creates a quote in Dokta and sends it via a client-facing acceptance link. Upon client approval, the quote is converted to an invoice with a single click. The platform then tracks this invoice, manages deadlines, and automates follow-ups, ensuring the creative professional can manage all client-facing financial documents within one integrated system.

Auto-Entrepreneur / Micro-Enterprise

This user benefits from Dokta's simplicity and compliance-focused features. The platform ensures invoices are correctly formatted, tracks all receipts and payments in one place, and provides clear visibility into turnover relative to tax thresholds. Automated alerts for URSSAF (French social charge) deadlines help prevent missed payments, making administrative compliance straightforward and integrated into daily document activity.

Growing Small Business (SMB)

For small teams, Dokta acts as a unified document and financial command center. It handles incoming supplier invoices, outgoing client invoices, and contracts. The real-time cash flow dashboard gives leadership an instant snapshot of financial health, while automated payment reminders improve collection rates. The ability to export clean CSV data for their accountant simplifies period-end reconciliation, integrating document management with broader financial oversight.

For the Systematic Trader

Technical traders who rely on data-driven, systematic strategies can use Portfolio Genius to automate their analysis and execution. By configuring the AI models to scan for specific technical or fundamental conditions and connecting via the Alpaca API, they can backtest signals, receive automated alerts, and execute trades directly, creating a seamless, 24/7 trading system that operates on predefined logic without manual intervention.

For the Busy Professional

Individuals with demanding careers who lack the time for daily market monitoring can leverage Portfolio Genius as a fully automated surveillance system. The platform's continuous analysis, AI-driven news monitoring, and scheduled portfolio review reports provide proactive intelligence. They can receive concise, actionable insights and trade suggestions, ensuring their portfolio is being managed according to their strategy even during their busiest periods.

For the Portfolio Optimizer

Investors focused on portfolio construction, diversification, and risk management use Portfolio Genius's analytics to deconstruct their asset allocation. The tool provides visual breakdowns and metrics on sector exposure, correlation, and concentration risk. By using the AI to simulate different portfolio compositions and stress-test them against various market scenarios, users can scientifically optimize their holdings for better risk-adjusted returns.

For the AI & Tech Enthusiast

Developers and tech-savvy investors interested in the practical application of different LLMs in finance use Portfolio Genius to compare outputs from GPT, Claude, and Gemini on the same portfolio data. This allows for experimental strategy development, benchmarking AI performance, and gaining unique, model-specific insights that would be inaccessible through a single-model platform, all within a secure, production-ready environment.

Dokta offers transparent, tiered pricing with a free plan to start. All paid plans are offered on a monthly or annual basis, with an annual subscription providing a 17% discount.

Discovery Plan: €0/month. Includes 15 documents per month (max 5 pages per doc), a free invoice generator, unlimited client database, and requires no credit card to start.

Starter Plan: €9/month. Designed for auto-entrepreneurs, it includes 50 documents/month (20 pages per doc), automated payment reminders, expense tracking, CSV accounting export, and email support.

Freelance Plan: €12/month. Tailored for freelancers with recurring contracts, this popular plan includes 100 documents/month and features like automatic invoice generation from TJM contracts.

Portfolio Genius offers simple, transparent pricing with a 7-day free trial for all plans. The Lite plan is $10/month and includes up to 3 portfolios, weekly reviews, basic AI recommendations, and 10 trade suggestions per month. The Premium plan, at $20/month, is the most popular and offers unlimited portfolios, daily reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, Alpaca brokerage integration, and priority support. For the best value, the Premium Annual plan is $200/year, saving $40 and offering two months free compared to the monthly Premium plan, along with exclusive annual member perks. All plans include a 7-day money-back guarantee.

Dokta is an AI-native document management platform engineered to automate the administrative backbone for freelancers, solo entrepreneurs, auto-entrepreneurs, and SMBs. It functions as a central nervous system for business documents, leveraging a sophisticated tech stack to eliminate manual data entry and process fragmentation. At its core, Dokta's AI engine, powered by Claude (Anthropic), performs OCR and intelligent classification to read, categorize, and extract key data from any uploaded invoice, quote, or contract in under 60 seconds. The platform then manages the entire document lifecycle: from creating professional invoices and quotes, tracking payments, and automating reminders, to managing contracts, deadlines, and generating actionable tasks. It integrates these workflows by automatically building a searchable client and supplier database from document interactions and provides real-time cash flow dashboards. With a focus on European compliance, data is 100% GDPR-compliant and hosted on AWS in Paris, featuring AES-256 encryption. Dokta's value proposition is clear: replace hours of weekly manual admin with a seamless, integrated system that turns documents into actionable business intelligence.

Portfolio Genius is a sophisticated, API-driven AI portfolio management platform engineered to bridge the gap between institutional-grade analytics and individual investors. It functions as a smart portfolio tracker and management tool, providing continuous, 24/7 analysis of your holdings. The platform's core architecture integrates real-time market data feeds, comprehensive financial fundamentals, and AI-powered news processing to deliver actionable intelligence. Its primary value proposition lies in a unique multi-model AI system that allows users to leverage different large language models (LLMs)—specifically OpenAI's GPT, Anthropic's Claude, or Google's Gemini—to generate trade suggestions and strategic insights tailored to specific investment styles and risk profiles. Built for seamless integration, it offers both a conversational chat interface for natural language queries and direct brokerage API connectivity, such as with Alpaca, for automated trade execution. Designed for a wide technical audience, it serves beginners seeking data-driven guidance, active traders optimizing strategies, and busy professionals requiring automated portfolio surveillance. Security is foundational, with all user data and portfolio information protected by bank-grade encryption within its secure database infrastructure, ensuring enterprise-level protection for sensitive financial data.

How does Dokta ensure the security and privacy of my documents?

Dokta is built with a security-first architecture. All data is hosted on Amazon Web Services (AWS) in their Paris region, ensuring it remains within the European Union. The platform is fully compliant with GDPR regulations. Documents and data are protected using AES-256 encryption, both in transit and at rest. This technical stack provides enterprise-grade security tailored to the compliance needs of European freelancers and businesses.

What AI model does Dokta use, and how accurate is the data extraction?

Dokta utilizes Claude, Anthropic's advanced AI model, as the intelligence layer for document understanding and data extraction. Combined with high-performance OCR, this stack enables highly accurate classification and parsing of complex document layouts. The system is specifically trained on financial and administrative documents, achieving rapid analysis in under 60 seconds with minimal error, though users always have a final validation step to confirm extracted data.

Can Dokta integrate with my existing accounting software or other tools?

While Dokta is designed as a comprehensive, standalone platform, it offers robust export functionality to ensure compatibility with your existing workflow. You can export all financial data, including invoices, client lists, and transaction records, as a clean CSV file. This format is universally accepted by all major accounting software packages (like Sage, QuickBooks, etc.), allowing for seamless data transfer during bookkeeping or tax preparation periods.

What happens if I exceed my monthly document limit on my plan?

Each Dokta plan includes a set number of documents that can be processed per month. If you exceed this limit, the platform will notify you. You will then have the option to upgrade to a higher-tier plan that offers a larger document volume. This scalable model ensures you only pay for the capacity you need, allowing the platform to grow in tandem with your business's document processing requirements.

Does Portfolio Genius provide investment advice?

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis based on market data and AI processing. It generates trade suggestions and insights for your consideration, but it is not a registered investment advisor. All investment decisions and their outcomes are solely your responsibility. The platform is a tool to enhance your research, not a substitute for personal judgment or professional financial advice.

How does the brokerage integration work?

Portfolio Genius connects to supported brokerages like Alpaca via secure, read-and-write API keys that you provide. This OAuth-based integration allows the platform to pull your real-time holdings and account data for analysis and, with your explicit configuration, can place trades based on AI-generated signals or your instructions. All API credentials are encrypted, and you maintain full control over the level of access and automation enabled.

What makes the multi-model AI feature valuable?

Different large language models have unique strengths in reasoning, data analysis, and content generation. By offering access to GPT, Claude, and Gemini, Portfolio Genius lets you leverage these distinct capabilities. You might use one model for deep fundamental analysis, another for concise executive summaries, or a third for creative scenario planning. This flexibility allows for more nuanced, comprehensive insights than a single-model approach, catering to diverse analytical needs.

Is my financial data secure with Portfolio Genius?

Yes. Security is a foundational pillar of the platform. All data transmission is protected using bank-grade TLS 1.2+ encryption. Your portfolio data and any connected brokerage credentials are stored in an encrypted format within our secure database infrastructure. We employ industry-standard security practices, including strict access controls and regular audits, to ensure your sensitive financial information remains protected at an enterprise level.

Dokta is an AI-powered document management platform designed for freelancers, solo entrepreneurs, and SMBs. It automates the lifecycle of business documents like invoices, quotes, and contracts, extracting data, tracking payments, and managing deadlines to reduce administrative overhead. Users often seek alternatives to Dokta for various reasons, including specific budget constraints, the need for different feature sets, or integration requirements with their existing tech stack. Some may require deeper compatibility with certain accounting software, a different pricing model, or a platform hosted outside of the European AWS infrastructure. When evaluating alternatives, key considerations should include the platform's API availability and webhook support for custom automations, its data extraction accuracy and supported file formats, and compliance with regional data sovereignty laws like GDPR. The ideal solution should seamlessly fit into your current workflow without creating new silos of information.

Portfolio Genius is an AI-powered investment advisor and portfolio management platform within the fintech and automated trading software category. It distinguishes itself with a multi-model AI architecture, real-time analytics, and direct brokerage API integrations for automated trade execution. Users often explore alternatives for several reasons, including specific budget constraints, the need for compatibility with different brokerages or data sources, or a preference for alternative analytical methodologies beyond its offered LLMs. The search can also be driven by requirements for different user interface paradigms or more specialized reporting tools. When evaluating an alternative, key technical considerations should include the platform's core AI and data stack, its API ecosystem for integrations, the security model for financial data, and the flexibility of its automation rules. The ideal solution should align with your existing technical workflow, preferred broker, and desired level of oversight versus full automation.