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.

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.

Fraud.net is an AI-powered fraud detection and prevention platform designed for enterprises. It offers a comprehensive and customizable solution to manage and prevent financial fraud and risks. The platform utilizes AI and machine learning technologies to provide real-time monitoring, analytics, and reporting, helping businesses in various industries to combat fraud effectively. Fraud.net's solutions are trusted by CEOs, directors, technology and security officers, fraud managers, and analysts to ensure trust and beat fraud at every step of the customer lifecycle.

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.

Rize Capital is an AI-powered investment chatbot designed to provide fast, accurate answers to complex financial and investment questions. It offers real-time data on stocks, cryptocurrencies, ETFs, and more, leveraging institutional investment data and large language models. The chatbot aims to simplify the journey through financial markets by providing personalized insights, portfolio analysis, and alternative data access.

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.

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 offers capabilities such as classifying, capturing, detecting, and analyzing documents, with use cases in cash flow, income, address, employment, and identity verification. Ocrolus caters to various industries like small business lending, mortgage, consumer finance, and multifamily housing. The platform provides resources for developers, including guides on income verification, fraud detection, and business process automation. Users can explore the API to build innovative customer experiences and make faster and more accurate financial decisions.

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.

The Conversation Knowledge Mining Solution Accelerator enables customers to leverage intelligence to uncover insights, relationships, and patterns from conversational data. It empowers users to gain valuable knowledge and drive targeted business impact by utilizing Azure AI Foundry, Azure OpenAI, Microsoft Fabric, and Azure Search for topic modeling, key phrase extraction, speech-to-text transcription, and interactive chat experiences.

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 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.

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.

RainbowGPT is a versatile tool that offers a range of functionalities, including Stock Analysis for financial decision-making, MySQL Management for database navigation, and integration of AI technologies like GPT-4 and ChatGlm3. It provides a user-friendly interface suitable for all skill levels, ensuring seamless information flow and continuous expansion of emerging technologies. The tool enhances adaptability, creativity, and insight, making it a valuable asset for various projects and tasks.

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.

LYRAIOS (LLM-based Your Reliable AI Operating System) is an advanced AI assistant platform built with FastAPI and Streamlit, designed to serve as an operating system for AI applications. It offers core features such as AI process management, memory system, and I/O system. The platform includes built-in tools like Calculator, Web Search, Financial Analysis, File Management, and Research Tools. It also provides specialized assistant teams for Python and research tasks. LYRAIOS is built on a technical architecture comprising FastAPI backend, Streamlit frontend, Vector Database, PostgreSQL storage, and Docker support. It offers features like knowledge management, process control, and security & access control. The roadmap includes enhancements in core platform, AI process management, memory system, tools & integrations, security & access control, open protocol architecture, multi-agent collaboration, and cross-platform support.

LLM-Navigation is a repository dedicated to documenting learning records related to large models, including basic knowledge, prompt engineering, building effective agents, model expansion capabilities, security measures against prompt injection, and applications in various fields such as AI agent control, browser automation, financial analysis, 3D modeling, and tool navigation using MCP servers. The repository aims to organize and collect information for personal learning and self-improvement through AI exploration.

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.

AI Hedge Fund is a proof of concept for an AI-powered hedge fund that explores the use of AI to make trading decisions. The project is for educational purposes only and simulates trading decisions without actual trading. It employs agents like Market Data Analyst, Valuation Agent, Sentiment Agent, Fundamentals Agent, Technical Analyst, Risk Manager, and Portfolio Manager to gather and analyze data, calculate risk metrics, and make trading decisions.

Euler's Shield is a decentralized, AI-powered financial system designed to stabilize the value of Pi Coin at $314.159. It combines blockchain, machine learning, and cybersecurity to ensure the security, scalability, and decentralization of the Pi Coin ecosystem.

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.