Best AI tools for< Equity Research Associate >

Eilla is an AI platform designed to streamline the workflow for venture capital (VC), private equity (PE), and mergers and acquisitions (M&A) professionals. It offers all-in-one AI capabilities for in-depth research and analysis of private companies, competitor research, company and deal sourcing, potential strategic and financial buyers screening, company and market insights, and more. Eilla leverages AI to automate repetitive data collection tasks, provide highly specific insights, and integrate with trusted data providers to enhance accuracy and coverage. Users can save time and improve efficiency in their research and analysis processes by utilizing Eilla's advanced AI capabilities.

Beatandraise is an AI-powered Equity Research tool that combines AI and ChatGPT technology to provide users with a comprehensive platform for analyzing SEC filings. Users can chat with every SEC filing, access all SEC filings since 1995, find related documents easily, leverage AI search capabilities, download tables to Excel, and collaborate with integrated note-taking features. The platform aims to streamline the equity research process by offering a centralized hub for accessing and analyzing financial information.

AlphaResearch is an AI-powered search engine and research platform for investors. It provides access to millions of global filings, transcripts, press releases, and reports, and uses machine learning and NLP techniques to extract insights from text data. AlphaResearch helps investors save time on research, understand market sentiment, and make better investment decisions.

Hermes by ConsX is an AI-driven Equity Research Center that empowers users to make informed investment decisions in the stock market. The platform offers AlphaFlex Portfolio for strong returns with reduced risk, and AlphaFlex Equity Research Hub for real-time research on over 6,000 companies. By combining human expertise with AI-driven insights, Hermes by ConsX provides cutting-edge tools for investors to navigate market conditions and build generational wealth.

StockInsights AI is an AI-powered platform designed for value investors to enhance their research capabilities and productivity. It allows users to deep dive into public company filings and earnings transcripts, providing insights and investment ideas. The platform covers US and India markets, offering features like access to summaries, monitoring disclosures, generating investment ideas, and tracking portfolio companies. StockInsights AI empowers investors with cutting-edge technology and AI-based tags for streamlined research.

Rafa.ai is an AI-powered investing application that offers a comprehensive suite of tools and features to assist users in making informed investment decisions. The platform utilizes AI agents to provide real-time insights, portfolio alerts, risk analysis, and options monitoring. Users can access data-driven trading strategies, perform equity research, and analyze news sentiment. Rafa.ai aims to help users manage their investment risks, discover investment opportunities, and make smarter investment decisions.

MLQ.ai is an AI application designed for investors to simplify their workflow and enhance their investment research process. The platform offers a suite of AI tools and agents to analyze stocks, stay updated with the market trends, and automate investment research. Users can access AI-powered equity research tools, crypto news and research tools, and track recently-funded AI startups. MLQ.ai provides simple and flexible pricing plans suitable for both businesses and individuals, aiming to help users make informed investment decisions with the power of AI.

SmartEq.ai is an AI-driven platform that revolutionizes the development of groundbreaking technology products through innovative approaches. The platform leverages cutting-edge AI tools like Nostradamus for market research and equity distribution, empowering end users to shape and own the products. SmartEq.ai also offers a unique equity crowdfunding platform, saaseq.app, to democratize access to early-stage investment opportunities. By fostering a collaborative and rewarding ecosystem, SmartEq.ai is redefining the traditional boundaries between SaaS startups and users, driving innovation in the tech industry.

BERA.ai is an advanced brand management tracking software that offers solutions for brand positioning, tracking, competitive intelligence, and conversion funnel analysis. It connects brand strategy to business outcomes, enabling users to measure, predict, and optimize the financial impact of their brand. With AI-powered insights, census-matched data, and predictive analytics, BERA.ai helps users make smarter decisions, prioritize high-value audiences, and drive measurable growth. The platform integrates brand data into the marketing ecosystem, providing intelligence to outmaneuver competitors and maximize ROI.

AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

Revi is an AI-enabled deal origination platform designed for Private Equity (PE), Investment Banking (IB), corporate development, and consultants. It offers a sophisticated solution that leverages artificial intelligence to streamline market mapping efforts, track data from over 1,000 sources in real-time, and reduce manual research tasks by 85%. The platform allows users to create complex search queries in natural language, enabling precise identification of M&A targets with unparalleled accuracy.

Daloopa is an AI financial modeling tool designed to automate fundamental data updates for financial analysts working in Excel. It helps analysts build and update financial models efficiently by eliminating manual work and providing accurate, auditable data points sourced from thousands of companies. Daloopa leverages AI technology to deliver complete and comprehensive data sets faster than humanly possible, enabling analysts to focus on analysis, insight generation, and idea development to drive better investment decisions.

Stock Market GPT is an AI-powered investment research tool that provides investors with in-depth analysis and insights into global equities. It uses advanced AI models, including GPT-4, to help investors make better investment decisions. The tool offers a range of features, including stock comparison, live data, and growth-focused pricing.

The Allen Institute for AI (AI2) is a leading research institute dedicated to advancing artificial intelligence technologies for the common good. They focus on Natural Language Processing, Computer Vision, and AI applications for the environment. AI2 collaborates with diverse teams to tackle challenging problems in AI research, aiming to create world-changing AI solutions. The institute promotes diversity, equity, and inclusion in the research community, and offers opportunities for individuals to contribute to impactful AI projects.

EarningsCall.ai is an AI-powered platform that provides stock earnings call summaries and insights to help users turn earnings calls into a competitive advantage. The platform allows users to compare competitors, analyze trends, and make smarter business and investment decisions without the need to read full transcripts. EarningsCall.ai offers instant competitive benchmarking, market trend analysis, and use cases for business leaders, financial professionals, consultants, and advisors. The platform is designed to save time and provide valuable insights for corporate strategy, investment decisions, and financial research.

EdTechTeacher is an innovative AI tool designed to support educators and schools in integrating artificial intelligence into teaching and learning. The platform offers professional development services, workshops, coaching, and resources to help educators enhance their teaching practices with AI technology. EdTechTeacher also collaborates with edtech businesses and organizations to promote equity and inclusion in education through research, partnerships, and software audits.

Tribe AI is a modern consultancy specializing in AI, data, and machine learning, helping organizations leverage artificial intelligence. The platform offers bespoke AI solutions, advisory services, and GenAI acceleration to unlock the potential of cutting-edge technology. Tribe AI connects top AI talent with companies across various industries, such as healthcare, venture capital, insurance, private equity, and technology, to optimize operations and drive innovation. The platform also features a network of experienced AI researchers, data scientists, ML engineers, and AI fairness experts, ensuring high-quality and secure AI solutions for clients.

Krita AI is an employer brand marketing platform that helps companies attract and engage top talent. It offers a range of features to help companies create personalized campaigns and content for every step of the candidate lifecycle. Krita AI also provides real-time insights into employer brand performance and helps companies stay compliant with brand policy and industry standards.

FTC More is a website that provides a list of $750 million in grants that startups can apply for without giving up equity. The website also offers early access to AI tools to help startups apply for grants faster and VIP discounts on premium tools. FTC More's mission is to change fundraising together and protect founders and innovators.

The OpenBB Platform is the first financial platform that is free and fully open source, offering access to equity, options, crypto, forex, macro economy, fixed income, and more. It provides a broad range of extensions to enhance the user experience according to their needs. Users can sign up to the OpenBB Hub to maximize the benefits of the OpenBB ecosystem. Additionally, the platform includes an AI-powered Research and Analytics Workspace for free. There is also an open source AI financial analyst agent available that can access all the data within OpenBB.

SurveyX is an advanced academic survey automation system that leverages Large Language Models (LLMs) to generate high-quality, domain-specific academic papers and surveys. Users can request comprehensive academic papers or surveys tailored to specific topics by providing a paper title and keywords for literature retrieval. The system streamlines academic research by automating paper creation, saving users time and effort in compiling research content.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

LLMOps Duke AIPI is a course focused on operationalizing Large Language Models, teaching methodologies for developing applications using software development best practices with large language models. The course covers various topics such as generative AI concepts, setting up development environments, interacting with large language models, using local large language models, applied solutions with LLMs, extensibility using plugins and functions, retrieval augmented generation, introduction to Python web frameworks for APIs, DevOps principles, deploying machine learning APIs, LLM platforms, and final presentations. Students will learn to build, share, and present portfolios using Github, YouTube, and Linkedin, as well as develop non-linear life-long learning skills. Prerequisites include basic Linux and programming skills, with coursework available in Python or Rust. Additional resources and references are provided for further learning and exploration.

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

MNN is a highly efficient and lightweight deep learning framework that supports inference and training of deep learning models. It has industry-leading performance for on-device inference and training. MNN has been integrated into various Alibaba Inc. apps and is used in scenarios like live broadcast, short video capture, search recommendation, and product searching by image. It is also utilized on embedded devices such as IoT. MNN-LLM and MNN-Diffusion are specific runtime solutions developed based on the MNN engine for deploying language models and diffusion models locally on different platforms. The framework is optimized for devices, supports various neural networks, and offers high performance with optimized assembly code and GPU support. MNN is versatile, easy to use, and supports hybrid computing on multiple devices.

Awesome Responsible AI is a curated list of academic research, books, code of ethics, courses, data sets, frameworks, institutes, newsletters, principles, podcasts, reports, tools, regulations, and standards related to Responsible, Trustworthy, and Human-Centered AI. It covers various concepts such as Responsible AI, Trustworthy AI, Human-Centered AI, Responsible AI frameworks, AI Governance, and more. The repository provides a comprehensive collection of resources for individuals interested in ethical, transparent, and accountable AI development and deployment.

FinRobot is an open-source AI agent platform designed for financial applications using large language models. It transcends the scope of FinGPT, offering a comprehensive solution that integrates a diverse array of AI technologies. The platform's versatility and adaptability cater to the multifaceted needs of the financial industry. FinRobot's ecosystem is organized into four layers, including Financial AI Agents Layer, Financial LLMs Algorithms Layer, LLMOps and DataOps Layers, and Multi-source LLM Foundation Models Layer. The platform's agent workflow involves Perception, Brain, and Action modules to capture, process, and execute financial data and insights. The Smart Scheduler optimizes model diversity and selection for tasks, managed by components like Director Agent, Agent Registration, Agent Adaptor, and Task Manager. The tool provides a structured file organization with subfolders for agents, data sources, and functional modules, along with installation instructions and hands-on tutorials.

LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.

Notes on AI state of the art, with a focus on generative and large language models. These are the "raw materials" for the https://lspace.swyx.io/ newsletter. This repo used to be called https://github.com/sw-yx/prompt-eng, but was renamed because Prompt Engineering is Overhyped. This is now an AI Engineering notes repo.

Project Miyagi showcases Microsoft's Copilot Stack in an envisioning workshop aimed at designing, developing, and deploying enterprise-grade intelligent apps. By exploring both generative and traditional ML use cases, Miyagi offers an experiential approach to developing AI-infused product experiences that enhance productivity and enable hyper-personalization. Additionally, the workshop introduces traditional software engineers to emerging design patterns in prompt engineering, such as chain-of-thought and retrieval-augmentation, as well as to techniques like vectorization for long-term memory, fine-tuning of OSS models, agent-like orchestration, and plugins or tools for augmenting and grounding LLMs.

PredictorLLM is an advanced trading agent framework that utilizes large language models to automate trading in financial markets. It includes a profiling module to establish agent characteristics, a layered memory module for retaining and prioritizing financial data, and a decision-making module to convert insights into trading strategies. The framework mimics professional traders' behavior, surpassing human limitations in data processing and continuously evolving to adapt to market conditions for superior investment outcomes.

Ask about Tesla investor relations documents.

I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

Expert in IPO Strategy, offers detailed guidance on business ideas, market paths, and opportunities. Created by Christopher Perceptions

Analyzing VC projects and due diligence.

Small business acquisition advisor.

Analyzes annual reports, focusing on specific user-provided data

一个高级财务及估值分析师，对上市公司财报分步、系统的分析，并输出专业的分析报告

Financial analysis expert for annual report summaries.

Expert GPT in financial ratios and analysis

I read and analyze annual reports of companies. Just upload the annual report PDF and start asking me questions!

Specializes in analyzing SEC filings and industry trends for financial advice.

Analyzes Safaricom's HY and FY financials, with detailed insights on different years.

善用杜邦分析算法分析财报

Analyzes earnings reports using Warren Buffett's investment model.

Expert in ROA optimization

Serve as a dedicated tutor for a CFA exam candidate

A tool that uses research to apply DEI principles in education. Ensure your policies, curriculum, decisions, and communications has been assessed for bias, inclusivity, and more.

An assistant promoting diversity, equity and inclusion in responses, images, and research.

Guides on mitigating bias and fairness in AI.

Assists in understanding and suggesting ways to address global economic inequality.​