Best AI tools for< Equity Research Associate >

Beatandraise is an AI-powered platform that offers Equity Research services by leveraging AI and ChatGPT technology on SEC Edgar Chat history. The platform allows users to quickly analyze SEC filings, get attributed sources, and access time series data from documents. Users can sign up for free to explore the features and capabilities of the platform. Beatandraise aims to streamline the investment process by providing efficient and accurate insights through AI technology.

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.

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 chat with filings, access summaries, monitor disclosures, and more. StockInsights AI empowers investors with comprehensive views, generative AI features, proactive notifications, and precision in research, ultimately streamlining the equity research process.

EarningsCall.ai is an AI-powered application that provides stock earnings call summaries and insights, helping users save time and increase productivity in equity research. The tool summarizes earnings call insights into Guidance, Strategic Updates, Risk, and Tweet, offering a personalized Q&A section for users. Testimonials highlight the tool's ability to provide key facts and strategic highlights from company earnings, making it easier to monitor multiple companies at once. EarningsCall.ai acts as a virtual CFO/CEO bot, assisting users in understanding company trends, priorities, and business challenges.

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.

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.

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.

Oatmeal Health is an AI-enabled specialty cancer screening provider that focuses on delivering early-detection, health equity, and care coordination services for marginalized communities of Federally Qualified Health Centers (FQHCs) and Health Plans. The platform combines dedicated on-site and virtual care teams with AI technology to facilitate value-based initiatives, providing expert primary care support, AI-driven early diagnosis, and comprehensive radiology risk assessments at no cost, fully funded by Medicare/Medicaid. Oatmeal Health collaborates with nonprofits, companies, governments, and organizations to tackle complex healthcare challenges nationwide, offering trusted cancer screening services.

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.

Eilla AI is an AI platform designed to power the M&A, VC, and PE deal workflow by mirroring the expertise of industry professionals to automate mundane tasks and support complex decision-making. It offers early access to firms, an Insider Program for selected companies, and personalized demos to showcase its capabilities.

Dili is an AI diligence platform designed to automate and streamline due diligence processes for various industries, including real estate, private equity, tax credit transfers, and venture capital. The platform offers features such as instant data extraction, spreadsheet support, red flag identification, intelligent document search, and risk assessments. Dili provides reliable insights on high-stakes deals, with a confidence score for each output, and allows users to encode domain expertise to improve accuracy. The platform is trusted by leading firms and offers a user-friendly interface to enhance decision-making and reduce risks in transactions.

Imperative Execution is the parent company of IntelligentCross, a platform that uses artificial intelligence (AI) to optimize trading performance in the US equities market. The platform's matching logic enhances market efficiency by optimizing price discovery and minimizing market impact. IntelligentCross is built with high-performance, massively parallel transaction processing that fully utilizes modern multi-core servers.

Inven is an AI-powered company data platform that helps professionals in private equity, investment banking, business brokerage, consulting, and corporate development find companies faster and more efficiently. With Inven, users can access a database of over 23 million companies and 430 million contacts in over 160 countries. Inven's AI algorithms and NLP solutions analyze millions of data points from a wide range of sources to give users actionable insights on any niche.

DataSnack is a real-time, AI-driven due diligence platform that helps you make better decisions faster. With DataSnack, you can access a wealth of data and insights on companies, industries, and markets, all in one place. Our AI-powered platform analyzes data from a variety of sources, including news, social media, and financial filings, to provide you with the most up-to-date and relevant information. With DataSnack, you can:

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.

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.

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.

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.

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.​