Best AI tools for< Financial Analysts >

Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.

SoundHound AI is a global leader in conversational intelligence, providing voice AI solutions for businesses to offer exceptional conversational experiences to their customers. Their proprietary technology enables best-in-class speed and accuracy in multiple languages across automotive, TV, IoT, and customer service industries. SoundHound offers innovative AI-driven products like Smart Answering, Smart Ordering, and Dynamic Interaction™, a real-time customer service interface. With SoundHound Chat AI, a powerful voice assistant integrated with Generative AI, the company powers millions of products and services, handling billions of interactions annually for top-tier businesses.

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.

Yescribe.ai is an AI-powered transcription tool that converts audio and video files into text with fast, accurate, and affordable transcription services. It supports 98 languages, ensuring global coverage and accessibility. Users can easily upload files, transcribe them within minutes, and export/share the transcripts in multiple formats. The tool is ideal for professionals in various industries such as healthcare, legal, financial services, hospitality, technology, and real estate, offering unparalleled efficiency and accuracy in transcription. Yescribe.ai also provides insightful summaries, private and secure data handling, and extended support for up to 5-hour uploads.

WiseData is an AI Assistant for Python Data Analytics designed to help Data Analysts and Data Scientists be 2X more productive. It offers features like data transformation with natural language, data visualization with natural language, and data transformation with SQL. WiseData ensures privacy by not sending analyzed data to its server and protects transmitted prompts and suggestions through encryption. It is a valuable tool for simplifying complex data analytics tasks and enhancing productivity.

FlowX.AI is an AI-powered platform designed for modernizing large financial institutions end-to-end. It offers solutions for application modernization, business process modernization, and infrastructure modernization. The platform features AI agents, supervisors, inspectors, auditors, developers, analysts, and assistants to streamline processes, improve efficiency, and ensure compliance. FlowX.AI is trusted by leading banking and financial services groups for accelerating digital transformation and reducing total cost of ownership.

Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

Super AI is a generative AI tool designed as a copilot for data analysts. It is trained by top-tier product company experts and domain experts to provide unparalleled expertise in research, visualization, and data delivery. The tool goes beyond data processing by generating a comprehensive Business Decision Canvas tailored to specific challenges. Super AI offers guided insights, data modeling suggestions, and effortless integration with legacy BI systems. It is designed to convert business requirements into concrete objectives and is supported by a team of domain experts to mentor the AI. With applications in various industries, Super AI accelerates the process of finding business KPIs and generating data stories with expert intelligence.

Forecast is an AI-powered resource and project management software that helps businesses optimize their resources, plan their projects, and manage their tasks more efficiently. It offers a range of features such as resource management, project management, financial management, artificial intelligence, business intelligence, and reporting, timesheets, and integrations. Forecast is trusted by businesses of all sizes, from small businesses to large enterprises, and has been recognized for its innovation and effectiveness by leading industry analysts.

Mito is a low-code data app infrastructure that allows users to edit spreadsheets and automatically generate Python code. It is designed to help analysts automate their repetitive Excel work and take automation into their own hands. Mito is a Jupyter extension and Streamlit component, so users don't need to set up any new infrastructure. It is easy to get started with Mito, simply install it using pip and start using it in Jupyter or Streamlit.

ElliSense is an AI-powered global market sentiment analysis tool that provides real-time insights into the sentiment of various financial assets, including stocks, cryptocurrencies, and forex currencies. It analyzes thousands of data points per second from various sources, including social media, news outlets, and industry analysts, to provide accurate and up-to-date market sentiment. The tool is designed to help traders and investors make informed decisions by providing clear and easy-to-understand market insights.

dataset.macgence is an AI-powered data analysis tool that helps users extract valuable insights from their datasets. It offers a user-friendly interface for uploading, cleaning, and analyzing data, making it suitable for both beginners and experienced data analysts. With advanced algorithms and visualization capabilities, dataset.macgence enables users to uncover patterns, trends, and correlations in their data, leading to informed decision-making. Whether you're a business professional, researcher, or student, dataset.macgence can streamline your data analysis process and enhance your data-driven strategies.

Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

SymphonyAI offers AI SaaS solutions for financial crime prevention, helping organizations detect fraud, conduct customer due diligence, and prevent payment fraud. Their solutions leverage generative and predictive AI to enhance efficiency and effectiveness in investigating financial crimes. SymphonyAI's products cater to industries like banking, insurance, financial markets, and private banking, providing rapid deployment, scalability, and seamless integration to meet regulatory compliance requirements.

Ocrolus is an intelligent document automation software that leverages AI-driven document processing automation with Human-in-the-Loop. It helps in classifying, capturing, detecting, and analyzing various types of documents to streamline processes and make faster and more accurate financial decisions. The software is designed to assist in tasks such as income verification, fraud detection, cash flow analysis, and business process automation across different industries.

Fintwit is an AI-powered stock market analysis tool that provides users with stock market quotes, free screener, AI top picks, AI stock analysis, market news, and trading signals. The platform leverages artificial intelligence to offer valuable insights and recommendations to investors and traders. With Fintwit, users can access real-time data, make informed investment decisions, and stay updated on the latest market trends.

Tradepost.ai is an AI-powered news analysis platform that helps investors make smarter trading decisions. It provides AI-generated summaries and trading idea generation, real-time SEC filings analysis, and customizable AI to support your investment strategy. With Tradepost.ai, you can streamline your market analysis, stay ahead with real-time alerts, and access AI-powered summaries in multiple languages.

Stockpulse is an AI-powered platform that analyzes financial news and communities using Artificial Intelligence. It provides decision support for operations by collecting, filtering, and converting unstructured data into processable information. With extensive coverage of financial media sources globally, Stockpulse offers unique historical data, sentiment analysis, and AI-driven insights for various sectors in the financial markets.

Investiment.io is a financial news and data platform that uses AI to help investors make better decisions. The platform provides access to real-time news, earnings transcripts, and financial data, as well as AI-powered insights and analysis. Investiment.io is designed to help investors of all levels, from beginners to experienced professionals.

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.

This repository maintains a list of research papers on LLM-based Multi-Agents, categorized into five main streams: Multi-Agents Framework, Multi-Agents Orchestration and Efficiency, Multi-Agents for Problem Solving, Multi-Agents for World Simulation, and Multi-Agents Datasets and Benchmarks. The repository also includes a survey paper on LLM-based Multi-Agents and a table summarizing the key findings of the survey.

The 'Awesome AI Guidelines' repository aims to simplify the ecosystem of guidelines, principles, codes of ethics, standards, and regulations around artificial intelligence. It provides a comprehensive collection of resources addressing ethical and societal challenges in AI systems, including high-level frameworks, principles, processes, checklists, interactive tools, industry standards initiatives, online courses, research, and industry newsletters, as well as regulations and policies from various countries. The repository serves as a valuable reference for individuals and teams designing, building, and operating AI systems to navigate the complex landscape of AI ethics and governance.

Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.

finagg is a Python package that provides implementations of popular and free financial APIs, tools for aggregating historical data from those APIs into SQL databases, and tools for transforming aggregated data into features useful for analysis and AI/ML. It offers documentation, installation instructions, and basic usage examples for exploring various financial APIs and features. Users can install recommended datasets from 3rd party APIs into a local SQL database, access Bureau of Economic Analysis (BEA) data, Federal Reserve Economic Data (FRED), Securities and Exchange Commission (SEC) filings, and more. The package also allows users to explore raw data features, install refined data features, and perform refined aggregations of raw data. Configuration options for API keys, user agents, and data locations are provided, along with information on dependencies and related projects.

FinVeda is a dynamic financial literacy app that aims to solve the problem of low financial literacy rates in India by providing a platform for financial education. It features an AI chatbot, finance blogs, market trends analysis, SIP calculator, and finance quiz to help users learn finance with finesse. The app is free and open-source, licensed under the GNU General Public License v3.0. FinVeda was developed at IIT Jammu's Udyamitsav'24 Hackathon, where it won first place in the GenAI track and third place overall.

The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.

DataFrame is a C++ analytical library designed for data analysis similar to libraries in Python and R. It allows you to slice, join, merge, group-by, and perform various statistical, summarization, financial, and ML algorithms on your data. DataFrame also includes a large collection of analytical algorithms in form of visitors, ranging from basic stats to more involved analysis. You can easily add your own algorithms as well. DataFrame employs extensive multithreading in almost all its APIs, making it suitable for analyzing large datasets. Key principles followed in the library include supporting any type without needing new code, avoiding pointer chasing, having all column data in contiguous memory space, minimizing space usage, avoiding data copying, using multi-threading judiciously, and not protecting the user against garbage in, garbage out.

PIXIU is a project designed to support the development, fine-tuning, and evaluation of Large Language Models (LLMs) in the financial domain. It includes components like FinBen, a Financial Language Understanding and Prediction Evaluation Benchmark, FIT, a Financial Instruction Dataset, and FinMA, a Financial Large Language Model. The project provides open resources, multi-task and multi-modal financial data, and diverse financial tasks for training and evaluation. It aims to encourage open research and transparency in the financial NLP field.

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.

StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.

LLMs4TS is a repository focused on the application of cutting-edge AI technologies for time-series analysis. It covers advanced topics such as self-supervised learning, Graph Neural Networks for Time Series, Large Language Models for Time Series, Diffusion models, Mixture-of-Experts architectures, and Mamba models. The resources in this repository span various domains like healthcare, finance, and traffic, offering tutorials, courses, and workshops from prestigious conferences. Whether you're a professional, data scientist, or researcher, the tools and techniques in this repository can enhance your time-series data analysis capabilities.

Data-Juicer is a one-stop data processing system to make data higher-quality, juicier, and more digestible for LLMs. It is a systematic & reusable library of 80+ core OPs, 20+ reusable config recipes, and 20+ feature-rich dedicated toolkits, designed to function independently of specific LLM datasets and processing pipelines. Data-Juicer allows detailed data analyses with an automated report generation feature for a deeper understanding of your dataset. Coupled with multi-dimension automatic evaluation capabilities, it supports a timely feedback loop at multiple stages in the LLM development process. Data-Juicer offers tens of pre-built data processing recipes for pre-training, fine-tuning, en, zh, and more scenarios. It provides a speedy data processing pipeline requiring less memory and CPU usage, optimized for maximum productivity. Data-Juicer is flexible & extensible, accommodating most types of data formats and allowing flexible combinations of OPs. It is designed for simplicity, with comprehensive documentation, easy start guides and demo configs, and intuitive configuration with simple adding/removing OPs from existing configs.

The frontend repository for Stocknear, an open-source stock analysis and community platform powered by Sveltekit, Tailwindcss, and DaisyUI. The core idea of Stocknear is to be fast and simple, welcoming contributions that focus on refactoring slow code into fast code and increasing simplicity and readability. Users can become Pro Members to access unlimited features or donate money via Ko-fi to support the platform's maintenance costs.

This repository contains the Python source code for FINMEM, a Performance-Enhanced Large Language Model Trading Agent with Layered Memory and Character Design. It introduces FinMem, a novel LLM-based agent framework devised for financial decision-making, encompassing three core modules: Profiling, Memory with layered processing, and Decision-making. FinMem's memory module aligns closely with the cognitive structure of human traders, offering robust interpretability and real-time tuning. The framework enables the agent to self-evolve its professional knowledge, react agilely to new investment cues, and continuously refine trading decisions in the volatile financial environment. It presents a cutting-edge LLM agent framework for automated trading, boosting cumulative investment returns.

This repository focuses on the application of Large Language Models (LLMs) in the field of finance. It provides insights and knowledge about how LLMs can be utilized in various scenarios within the finance industry, particularly in generating AI agents. The repository aims to explore the potential of LLMs to enhance financial processes and decision-making through the use of advanced natural language processing techniques.

DeFiChain is a blockchain platform dedicated to enabling decentralized finance with Bitcoin-grade security, strength, and immutability. It offers fast, intelligent, and transparent financial services accessible to everyone. DeFiChain has made significant modifications from Bitcoin Core, including moving to Proof-of-Stake, introducing a masternode model, supporting a community fund, anchoring to the Bitcoin blockchain, and enhancing decentralized financial transaction and opcode support. The platform is under active development with regular releases and contributions are welcomed.

WebScout is a versatile tool that allows users to search for anything using Google, DuckDuckGo, and phind.com. It contains AI models, can transcribe YouTube videos, generate temporary email and phone numbers, has TTS support, webai (terminal GPT and open interpreter), and offline LLMs. It also supports features like weather forecasting, YT video downloading, temp mail and number generation, text-to-speech, advanced web searches, and more.

AirdropsBot2024 is an efficient and secure solution for automated trading and sniping of coins on the Solana blockchain. It supports multiple chain networks such as Solana, BTC, and Ethereum. The bot utilizes premium APIs and Chromedriver to automate trading operations through web interfaces of popular exchanges. It offers high-speed data analysis, in-depth market analysis, support for major exchanges, complete security and control, data visualization, advanced notification options, flexibility and adaptability in trading strategies, and profile management.

FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.

stunspot's advisor for all things Financial Cybersec

A sentiment analysis tool for evaluating management-related texts.

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

Your decipher in financial report analysis, translating reports easy and apprehensible.

Expert GPT in financial ratios and analysis

Specializes in financial analysis with DALL-E 3 imagery

Advanced financial analysis and strategy advisor.

A financial analyst GPT with Warren Buffett's analysis style.

Technical analyst backed with 1W-1D-4H refreshed financial market data. For more timeframes and granularity please check our website.

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

Analyzes financial data to assess creditworthiness, aiding in lending decisions and solutions.

Multilingual financial expert for PDF bank statement analysis ->> Latest Update: Mar 12th, 2024

Structured financial analysis with investment advisory and simulations.

A financial assistant for break-even analysis.

Financial analysis expert for annual report summaries.

A savvy guide for financial insights and strategies, including fundamental, technical, and sentiment analysis for investing and trading.

Comprehensive analysis of cash flow statements, covering a wide array of financial metrics.

Guides financial strategy through data analysis and forecasting.

Drives financial performance improvement via strategic analysis and advice.