Dokta vs Portfolio Genius

Instant AI Document Analysis

Drop any document and watch the magic happen. Dokta's combination of advanced OCR and Claude AI (by Anthropic) reads, classifies, and extracts critical data like document type, amounts, due dates, and client details in less than 60 seconds. It turns a pile of paperwork into structured, actionable data with zero manual input required, saving you hours of tedious work every single week.

Automated Invoicing & Online Quotes

Create professional invoices and quotes in just a few clicks. For freelancers on day-rate contracts, Dokta can even automate monthly invoicing. Send quotes with a secure online acceptance link, and convert an accepted quote into a finalized invoice with a single click. This seamless workflow from proposal to payment is a game-changer for closing deals faster and getting paid.

Real-Time Cash Flow Dashboard

Get instant clarity on your financial health. Dokta's intuitive dashboard shows you billed revenue, collected revenue, unpaid invoices, VAT, and more at a glance. With a dynamic 12-month graph, you can track trends, forecast income, and make informed business decisions without ever opening a spreadsheet. Know exactly where you stand, always.

Smart Client & Anomaly Management

Dokta automatically builds and enriches your client and supplier database using SIRET data. It even provides a payment score for each contact. Beyond organization, it actively protects you by detecting anomalies like changed IBANs, duplicate invoices, inconsistent VAT, or missing numbering, safeguarding you from errors and potential fraud.

Multi-AI Model Intelligence

Choose your investment philosophy's perfect match! Portfolio Genius uniquely lets you select from powerhouse AI models like GPT, Claude, or Gemini to drive your analysis. This means you can align the tool's reasoning style with your own, whether you prefer aggressive growth strategies or conservative, fundamentals-focused insights. It's like having a team of elite analysts at your fingertips, each offering a distinct perspective on your portfolio and the market.

Real-Time Portfolio Leaderboards

Watch the competition heat up in real-time! Our viral Leaderboards showcase thousands of AI-managed portfolios competing across categories like Aggressive, Moderate, and Conservative. This isn't just for show; it's a powerful learning tool. See which strategies are winning, compare performance, and gain inspiration from the top-performing portfolios in our massive community. It's social proof meets portfolio education.

Zero-Commitment Portfolio Builder

Try before you buy, instantly! Our wildly popular demo tool lets anyone create and analyze a hypothetical portfolio without even signing up. Just describe your investment goals and an amount, and our AI will generate a detailed analysis and composition. It's the #1 way new users experience the power of Portfolio Genius, leading to countless shares and sign-ups as people see immediate, tangible value.

Unified Global Market Dashboard

Break down the silos. Portfolio Genius consolidates all your investments—stocks, ETFs, and crypto from major global exchanges—into one sleek, intuitive dashboard. Get a real-time visual breakdown of your asset allocation to ensure proper diversification, and monitor live performance metrics across all your holdings without jumping between five different apps. Simplicity at scale.

The Freelance Developer / IT Consultant

For freelancers working on TJM (day-rate) contracts, Dokta is a lifesaver. Set up your contract once, and the platform automatically generates and sends your monthly invoices. You get to focus on coding while Dokta handles the entire billing cycle, tracks payments, and sends polite, professional reminders for late payers, recovering thousands in unpaid invoices.

The Creative Project Freelancer (Designer, Photographer)

Manage your creative projects from the first quote to the final payment effortlessly. Create a stunning quote, send it via a professional online link for client acceptance, and with one click, turn it into an invoice the moment it's approved. Dokta keeps all project documents and communications in one place, so you can focus on your craft, not your admin.

The Auto-Entrepreneur / Micro-Entrepreneur

Navigate the specifics of your status with ease. Dokta ensures your invoices are fully compliant, tracks your collections against the URSSAF ceiling, and sends alerts for contribution deadlines. It simplifies financial tracking and reporting, giving you peace of mind and eliminating the stress of making errors on official documents.

The Growing Small Business (SMB)

As your business scales, so does your paperwork. Dokta becomes your central document command center, handling invoices, supplier bills, contracts, and deadlines for your entire team. The real-time cash flow visibility and automated processes prevent lost files and missed payments, providing the structure needed for sustainable growth.

The Hands-Off Investor Seeking Automation

For the busy professional who wants their money to work but lacks the time to micromanage it. Portfolio Genius provides automated, AI-driven trade recommendations and portfolio reviews based on your chosen risk profile. Set your preferences, and let the AI handle the heavy lifting of market analysis and rebalancing suggestions, giving you peace of mind and a smarter portfolio without the daily hassle.

The Active Trader Looking for an Edge

Seasoned traders are flocking to Portfolio Genius to augment their strategy. Use the platform's advanced analytics, real-time news sentiment detection, and multi-AI model analysis to validate your ideas or uncover new opportunities. The smart trade logging and win-rate insights help you refine your patterns, while the leaderboards let you benchmark your performance against a sea of other strategies.

The Investment Newbie Building Confidence

Overwhelmed by market jargon? Portfolio Genius is your guide. Start with the no-signup portfolio builder to safely experiment. Use the conversational interface to ask questions in plain language like "Is my portfolio too risky?" or "Explain this earnings report." Learn by doing and watching real community portfolios compete, building knowledge and confidence before risking real capital.

The Portfolio Reviewer Needing a Second Opinion

Already have investments but unsure if they're optimized? Connect your brokerage or manually input your holdings for a comprehensive, 24/7 AI audit. Get data-driven insights on diversification, risk concentration, and potential weaknesses. It's like getting a continuous, unbiased second opinion from a savvy financial advisor, ensuring your strategy stays aligned with your goals.

Dokta offers simple, transparent pricing with no hidden modules. All paid plans include a 14-day free trial, no credit card required.

Discovery: €0/month. Start for free with 15 documents/month (5 pages max), a free invoice generator, and an unlimited client database.

Starter (€9/month): Designed for auto-entrepreneurs. Includes 50 docs/month (20 pages each), automated reminders, expense tracking, CSV accounting export, and email support.

Freelance (€12/month - MOST POPULAR): Built for freelancers with TJM/recurring contracts. Includes 100 documents/month, all Starter features, plus advanced contract and automated invoicing tools.

Pro (€15/month): For project-based freelancers and creatives. Includes 250 documents/month and features like online quote acceptance with digital signatures.

Portfolio Genius offers simple, transparent pricing to suit every type of investor. All plans include a full 7-day free trial and a money-back guarantee.

Lite Plan - $10/month
Perfect for getting started. Includes up to 3 portfolios, weekly AI reviews, basic recommendations, and 10 trade suggestions per month. Ideal for beginners dipping their toes into AI-powered investing.

Premium Plan - $20/month (MOST POPULAR)
The full-featured experience chosen by the vast majority of our power users. Get unlimited portfolios, daily AI reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, and direct Alpaca brokerage integration for automated trading. Includes priority support.

Premium Annual Plan - $200/year (BEST VALUE)
Get everything in the Premium plan while saving $40 annually—that's like getting 2 months free! This plan includes all premium features plus exclusive perks for our committed annual members, offering the highest value for serious investors.

Stop chasing payments and drowning in admin. Dokta is the AI-powered document management platform that's going viral among freelancers, solo entrepreneurs, and SMBs across Europe. It’s the all-in-one brain for your business documents. Simply drop any invoice, quote, or contract—photo, scan, or PDF—and Dokta's powerful AI engine reads, classifies, and extracts all the key data in under 60 seconds. No more manual data entry, ever. But it doesn't stop there. Dokta automates your entire document lifecycle: create professional invoices and quotes, track payments, send automated reminders for unpaid invoices, manage contracts and deadlines, and even generates actionable tasks from your documents. It builds your client database automatically, gives you a real-time view of your cash flow, and exports everything to CSV for your accountant. With a generous free tier of 15 docs/month and plans starting from just €9/month, over 3.5 million independents in France are already simplifying their workflow. Hosted on AWS in Paris, it’s 100% GDPR compliant and secure. Reclaim your Sundays and put your documents on autopilot.

Forget everything you thought you knew about managing your money. Portfolio Genius is the AI-powered investment co-pilot that's taking the finance world by storm, with thousands of new users joining every week to transform their portfolios. This isn't just another tracker; it's a revolutionary platform that puts the analytical power of top-tier AI models like GPT, Claude, and Gemini directly into your hands. Imagine having a 24/7 investment advisor that scans global markets, processes breaking news, and analyzes your personal holdings to deliver intelligent, tailored trade suggestions. Whether you're a beginner just starting your investment journey, a busy professional with no time for charts, or a seasoned trader looking for an edge, Portfolio Genius demystifies the market. Its viral appeal comes from its unique blend of power and simplicity: a conversational interface lets you chat with your AI in plain English, while features like real-time Portfolio Leaderboards let you compete and learn from a thriving community. Join the movement and experience the future of investing, where data-driven insights and actionable strategies are just a conversation away.

How does Dokta's AI analysis work?

You simply drag and drop a document (photo, scan, or PDF) into Dokta. Our system uses a combination of Optical Character Recognition (OCR) to read the text and advanced AI (powered by Anthropic's Claude) to understand the context. It identifies the document type (invoice, quote, contract), extracts key data like amounts, dates, and client names, and structures it all in under 60 seconds, ready for your validation.

Is my data secure with Dokta?

Absolutely. Security and privacy are our top priorities. Dokta is hosted on Amazon Web Services (AWS) in Paris, France, ensuring all data remains within the European Union. We use AES-256 encryption for data at rest and in transit, and our platform is fully compliant with the EU's General Data Protection Regulation (GDPR). Your business data is in safe hands.

What is included in the free plan?

The free Discovery plan is perfect for trying Dokta risk-free. It includes 15 document analyses per month (with a 5-page maximum per document), access to our free invoice generator, an unlimited client database, and you can start without providing any credit card details. It's a full-featured trial to experience the core automation.

Can Dokta help me recover late payments?

Yes! Automated payment reminders are a key feature. Once an invoice passes its due date, Dokta can automatically send polite, professional follow-up emails to your clients on your behalf. This removes the awkwardness of manual chasing and has helped users recover significant amounts of unpaid revenue, all while maintaining good client relationships.

Does Portfolio Genius provide investment advice?

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis on your holdings and the market. Our AI generates suggestions and insights based on data, but these are not personalized investment recommendations or financial advice. You are always in full control of your final investment decisions.

How does the 7-day free trial work?

Our trial is simple and transparent! When you sign up for any paid plan (Lite or Premium), you get full, unrestricted access to all features of that plan for 7 days absolutely free. If you decide it's not for you, simply cancel within the trial period and you won't be charged a penny. No hidden fees, no sneaky clauses.

Can I really use it without signing up?

Absolutely! Our "Create a Portfolio Without Signing Up" demo tool is a huge hit. You can describe an investment goal, set a hypothetical amount, and our AI will generate a sample portfolio with analysis. This is for demonstration and learning purposes only—the portfolio is not live-traded or connected to a brokerage, but it's a perfect, zero-pressure way to see the magic in action.

What brokerage does Portfolio Genius integrate with?

For automated trading capabilities, Portfolio Genius currently offers direct integration with Alpaca Brokerage. This allows the platform to provide seamless trade execution based on your AI-driven strategy preferences. For all other brokerages, you can manually input holdings or import data to use the full suite of tracking, analytics, and suggestion features.

Dokta is an AI-powered document management platform that automates the entire document lifecycle for freelancers, solo entrepreneurs, and SMBs. It’s part of a booming category of smart business tools designed to eliminate administrative chaos. Users often explore alternatives to find a solution that perfectly matches their budget, specific feature needs, or preferred platform ecosystem, whether they require deeper accounting integration, a different pricing model, or tools for larger teams. When evaluating other options, it's crucial to look beyond just the price tag. Consider the core intelligence: does the platform truly understand your documents with AI, or is it just a digital filing cabinet? You'll want to assess automation capabilities for reminders and tasks, the real-time insights provided into your cash flow, and the strength of data security and compliance, especially if you handle sensitive client information. --- FAQ_SEPARATOR--- [
{"question": "What is Dokta?", "answer": "Dokta is an AI-powered document management platform that automates invoices, quotes, contracts, and payments for freelancers, solo entrepreneurs, and SMBs."},
{"question": "Who is Dokta for?", "answer": "It's built for freelancers, consultants, trades contractors, auto-entrepreneurs, and growing small to medium-sized businesses looking to automate their admin."},
{"question": "Is Dokta free?", "answer": "Dokta offers a free tier allowing 15 documents per month, with paid plans starting from €9 per month."},
{"question": "Is Dokta secure?", "answer": "Yes, Dokta is 100% GDPR compliant and all data is hosted securely on AWS servers within Europe."}
]

Portfolio Genius is a leading AI-powered investment advisor in the business and finance category, designed to provide real-time market analysis and smart trade recommendations. Even the best tools aren't a perfect fit for everyone, leading savvy investors to explore other options. Common reasons include budget constraints, a need for different platform integrations, or a desire for features like more advanced charting or different asset class coverage. When searching for an alternative, it's crucial to identify what you value most. Consider whether you prioritize a fully automated robo-advisor, a platform with deep fundamental research tools, or one that offers direct access to human financial planners. Your choice should align with your investment experience, desired level of control, and specific financial goals.