Best AI tools for< Financial Consultant >

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to help users make better daily financial decisions. The application aims to assist individuals in managing their finances effectively by leveraging artificial intelligence technology.

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.

WaspGPT is an AI tool designed to assist users in the field of cryptocurrency. It provides advanced AI capabilities to help users with various tasks related to cryptocurrency trading, analysis, and decision-making. The tool leverages cutting-edge technology to offer accurate predictions and insights, making it a valuable asset for both beginners and experienced traders in the crypto market.

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.

CSV-GPT is an AI tool that allows users to analyze CSV files instantly using the powerful GPT4 model. It provides a user-friendly interface for a wide range of data analysis tasks, from calculating averages to finding correlations. The tool is designed to streamline the data analysis process and provide accurate insights quickly and efficiently. With CSV-GPT, users can make informed decisions based on data-driven analysis without the need for complex coding or manual calculations.

Consultan is an AI tool designed to help users practice consulting interviews. It provides instant expert feedback on responses, offering unbiased reviews and suggestions. The tool is free to use and includes interview questions from top consulting firms like McKinsey, Bain, BCG, and Deloitte.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

Accorata is an AI deal sourcing platform designed for early-stage investors. It helps investors navigate the crowded market by quickly finding and verifying investment opportunities that align with their investment thesis. The platform offers lightning-fast startup signals, automated processing of incoming deals, AI-boosted founder due diligence, and data stored on secure servers. Accorata is trusted by over 50 early-stage investors and offers different pricing plans tailored to the needs of different users.

TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of pieces of data to help users make better daily financial decisions. The application aims to assist people in making informed financial choices by leveraging artificial intelligence technology.

ChartFast is an AI Data Analyzer tool that automates data visualization and analysis tasks, powered by GPT-4 technology. It allows users to generate precise and sleek graphs in seconds, process vast amounts of data, and provide interactive data queries and quick exports. With features like specialized internal libraries for complex graph generation, customizable visualization code, and instant data export, ChartFast aims to streamline data work and enhance data analysis efficiency.

Canoe is a cloud-based platform that leverages machine learning technology to automate document collection, data extraction, and data science initiatives for alternative investments. It transforms complex documents into actionable intelligence within seconds, empowering allocators with tools to unlock new efficiencies for their business. Canoe is trusted by thousands of alternative investors, allocators, wealth management, and asset servicers to improve efficiency, accuracy, and completeness of investment data.

NTM.ai is an AI-powered platform that provides tools and services for the cryptocurrency market. It offers features such as presales contract scanning, project listing, price tracking, and market analysis. The platform aims to assist users in making informed decisions and maximizing their investments in the volatile crypto market.

Mako AI is an AI-powered associate designed to revolutionize the workflows of investment firms by streamlining research, analysis, and drafting processes. It offers essential tools to simplify data access, safeguard information, and provide actionable insights. With features like enterprise search, chat capabilities, and a knowledge base, Mako AI centralizes institutional knowledge and ensures data security with SOC 2 Type II certification. The application is easy to implement, prioritizes security, and enhances collaboration within firms.

DocuBridge is a financial data automation software product designed to accelerate audit and financial tasks with its AI Excel Add-In, offering 10x faster data entry and structuring for maximum efficiency. It is built for finance and audit professionals to streamline Excel workflows and bridge documents for more efficient data workflows from entry to analysis. The platform also offers versatile integrations, data privacy, and SOC-2 compliance to ensure complete data protection.

Vianai's Conversational Finance is an AI application that revolutionizes financial analysis by providing real-time insights through generative AI. It empowers finance teams to make informed decisions swiftly and confidently by scanning vast amounts of data, generating accurate responses, and streamlining processes. The platform offers unparalleled speed, precision, and user experience, making it easier to navigate complex financial landscapes and accomplish more in less time.

The website is a platform offering Crypto Trading Bots for spot and futures exchanges, along with features like automated trading, copy trading, signal trading, and portfolio management. Users can access expert trading strategies, demo trading, and pay only for profitable trades. The platform provides a user-friendly experience for both beginners and pro traders, with built-in risk management and customizable settings. It also offers a mobile app for managing bots on the go.

Needl.ai is an AI-powered platform designed to provide seamless information intelligence for enterprises. It unifies information from internal and external data sources, delivering near real-time, actionable insights. Users can connect preferred apps and data sources, curate personalized feeds, and centralize interactions with data using AI Assistants. Needl.ai offers a range of products for efficient enterprise decision-making, including Needl Feed, Needl Assistants, and AskNeedl for intelligent data aggregation and interactions.

Autopilot is an AI tool that mimics human thinking and learning processes to assist users in their work tasks. It leverages cutting-edge research and a context engine to provide novel insights, accurate answers, and seamless integrations with various data sources. Autopilot streamlines tasks such as creating presentations, generating documents, analyzing spreadsheets, and visualizing data without the need for extensive coding knowledge. With a focus on trustworthiness and efficiency, Autopilot aims to enhance productivity and decision-making in various professional settings.

Golex.AI is an innovative AI tool designed to streamline document processing and data extraction tasks. It leverages advanced machine learning algorithms to automate the extraction of key information from various types of documents, such as invoices, receipts, and contracts. With its user-friendly interface and powerful OCR technology, Golex.AI simplifies the process of digitizing and organizing documents, saving users valuable time and effort. Whether you are a small business owner, freelancer, or corporate professional, Golex.AI offers a reliable solution for improving efficiency and productivity in document management.

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.

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.

AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).

last_layer is a security library designed to protect LLM applications from prompt injection attacks, jailbreaks, and exploits. It acts as a robust filtering layer to scrutinize prompts before they are processed by LLMs, ensuring that only safe and appropriate content is allowed through. The tool offers ultra-fast scanning with low latency, privacy-focused operation without tracking or network calls, compatibility with serverless platforms, advanced threat detection mechanisms, and regular updates to adapt to evolving security challenges. It significantly reduces the risk of prompt-based attacks and exploits but cannot guarantee complete protection against all possible threats.

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.

This repository is a comprehensive guide for individuals looking to start and improve their skills in Large Language Models (LLMs) without an advanced background in the field. It provides free resources, online courses, books, articles, and practical tips to become an expert in machine learning. The guide covers topics such as terminology, transformers, prompting, retrieval augmented generation (RAG), and more. It also includes recommendations for podcasts, YouTube videos, and communities to stay updated with the latest news in AI and LLMs.

AI-PhD-S24 is a mono-repo for the PhD course 'AI for Business Research' at CUHK Business School in Spring 2024. The course aims to provide a basic understanding of machine learning and artificial intelligence concepts/methods used in business research, showcase how ML/AI is utilized in business research, and introduce state-of-the-art AI/ML technologies. The course includes scribed lecture notes, class recordings, and covers topics like AI/ML fundamentals, DL, NLP, CV, unsupervised learning, and diffusion models.

AI-PhD-S25 is a mono-repo for the DOTE 6635 course on AI for Business Research at CUHK Business School. The course aims to provide a fundamental understanding of ML/AI concepts and methods relevant to business research, explore applications of ML/AI in business research, and discover cutting-edge AI/ML technologies. The course resources include Google CoLab for code distribution, Jupyter Notebooks, Google Sheets for group tasks, Overleaf template for lecture notes, replication projects, and access to HPC Server compute resource. The course covers topics like AI/ML in business research, deep learning basics, attention mechanisms, transformer models, LLM pretraining, posttraining, causal inference fundamentals, and more.

Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.

The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.

agentUniverse is a framework for developing applications powered by multi-agent based on large language model. It provides essential components for building single agent and multi-agent collaboration mechanism for customizing collaboration patterns. Developers can easily construct multi-agent applications and share pattern practices from different fields. The framework includes pre-installed collaboration patterns like PEER and DOE for complex task breakdown and data-intensive tasks.

A repository that lists papers related to Large Language Model (LLM) based agents. The repository covers various topics including survey, planning, feedback & reflection, memory mechanism, role playing, game playing, tool usage & human-agent interaction, benchmark & evaluation, environment & platform, agent framework, multi-agent system, and agent fine-tuning. It provides a comprehensive collection of research papers on LLM-based agents, exploring different aspects of AI agent architectures and applications.

Clipboard Conqueror is a multi-platform omnipresent copilot alternative. Currently requiring a kobold united or openAI compatible back end, this software brings powerful LLM based tools to any text field, the universal copilot you deserve. It simply works anywhere. No need to sign in, no required key. Provided you are using local AI, CC is a data secure alternative integration provided you trust whatever backend you use. *Special thank you to the creators of KoboldAi, KoboldCPP, llamma, openAi, and the communities that made all this possible to figure out.

Langroid is a Python framework that makes it easy to build LLM-powered applications. It uses a multi-agent paradigm inspired by the Actor Framework, where you set up Agents, equip them with optional components (LLM, vector-store and tools/functions), assign them tasks, and have them collaboratively solve a problem by exchanging messages. Langroid is a fresh take on LLM app-development, where considerable thought has gone into simplifying the developer experience; it does not use Langchain.

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.

An interactive mentor for aspiring consultants, offering insightful career tips and helpful advice.

Trained on 1000+ case studies for real interview experience and solving any consulting case.

Tailored financial strategies, guidance, and resources for startups | ver. 001

Expert in explaining financial crises in a clear, informative way.

助您撰写国企年终总结，遵循大纲撰写

We know that general-purpose AI cannot solve specialized problems in specific fields. I have input all of my 10+ years of investment experience in Crypto into this GPTS and in the hopes that it will become your faithful Crypto investment advisor.

Answers questions by home owners and home buyers about Residential Mortgage products and rates and how to get started in the process of buying a new home or refinancing their current property

Educational guide on brokerage, clarifying concepts in finance

暗号通貨市場分析と取引戦略のエキスパート

Jordan Belfort like financial expert with direct API integration

Expert in Micro Economics, interprets graphs, explains concepts, avoids direct exam answers.

An expert in Finance, providing insights on investments and market trends.