Best AI tools for< Financial Data Scientist >
Infographic
20 - AI tool Sites
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Avanzai
Avanzai is a workflow automation tool designed specifically for financial services. It utilizes AI agents to transform financial datasets into actionable insights, simplifying financial data analysis for institutions. Users can build charts with public data, create agents for data customization, and transform data quickly with Avanzai's services. The tool offers features such as macro analysis, instrument screening, risk analytics, and factor modeling. Avanzai provides a simple pricing structure for professional and enterprise users, allowing access to a wide range of financial data and integration options.
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Envestnet | Yodlee
Envestnet | Yodlee is an AI-powered Conversational Banking platform that provides financial institutions and FinTech innovators with powerful data solutions. It offers a range of products and APIs for data aggregation, account verification, transaction data enrichment, financial wellness, and conversational AI. The platform enables personalized financial advice, secure account verification, and deep insights into customer needs, driving meaningful interactions. Envestnet | Yodlee revolutionizes the digital customer experience by leveraging natural language processing and machine learning to create seamless, personalized banking experiences across various channels.
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Reportify
Reportify is an AI platform for investment research that provides detailed analysis and insights on various companies, filings, transcripts, reports, and news. Users can explore financial data, performance metrics, and market trends to make informed investment decisions. The platform offers a comprehensive view of the investment landscape, including company histories, financial reports, and industry analysis.
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Bloomberg
Bloomberg is a leading global provider of financial data, news, and analytics. The company is known for its innovative technology solutions, including the Bloomberg Terminal, which revolutionized the industry by delivering critical insights and actionable information to financial decision-makers. Bloomberg is at the forefront of artificial intelligence, machine learning, and natural language processing, offering tools and automated workflows to help clients navigate the vast amount of data available in the financial markets. With a focus on engineering value for customers and keeping humans in the loop, Bloomberg continues to drive innovation and provide cutting-edge technology solutions for over 325,000 financial professionals worldwide.
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AltIndex
AltIndex is an AI-powered investment analysis platform that provides unique AI stock picks, stock alerts, and alternative insights to help users make better investment decisions. The platform goes beyond traditional financial data by integrating various alternative data points such as job postings, website traffic, customer satisfaction, app downloads, and social media trends. AltIndex offers impactful insights and alerts, cutting-edge solutions to stay informed about companies in your portfolio, and advanced algorithms for real-time investment decision-making.
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8vdx
8vdx is an AI tool that offers fine-tuned AI models for credit funds, revolutionizing credit investing workflows with faster, smarter, and cost-effective solutions. It transforms manual processes into scalable, automated workflows tailored for Private Credit and Hedge Funds. The tool is trusted by market leaders in the industry, providing unique AI-driven insights to maintain a competitive advantage and navigate complex debt markets with unparalleled ease and insight.
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Conversational Finance
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.
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Finbots.ai
Finbots.ai is a trusted AI credit risk platform that offers AI credit scoring to boost lending profits and reduce non-performing loans. The platform provides the highest accuracy in the market, allowing users to build scorecards in a day without any code. It helps in making instant decisions with reduced operating costs, leading to increased revenue and decreased loss rates. Finbots.ai is trusted by various financial institutions and is known for enhancing operational efficiency, agility, and profitability through its AI-powered solutions.
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JesseZhang.org
Jesse Zhang's personal website showcases his background in engineering, particularly in web development, AI/ML, and mathematics. He highlights his education at Harvard University and internships at renowned companies like Citadel, Google, and Intel. Zhang also mentions his entrepreneurial ventures, including founding Lowkey, which was acquired by Niantic, and his current work on a new company. The website features various projects he has worked on, such as real-time multiplayer implementations of Camel Up and Bananagrams, a financial data visualization tool, and a demo of Zero-Knowledge proofs in the game Mastermind. Additionally, Zhang shares his interest in writing math contest problems and his involvement in angel investing through Sequoia Scouts and Neo.
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Kudra
Kudra is an AI-powered data extraction tool that offers dedicated solutions for finance, human resources, logistics, legal, and more. It effortlessly extracts critical data fields, tables, relationships, and summaries from various documents, transforming unstructured data into actionable insights. Kudra provides customizable AI models, seamless integrations, and secure document processing while supporting over 20 languages. With features like custom workflows, model training, API integration, and workflow builder, Kudra aims to streamline document processing for businesses of all sizes.
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Stockpulse
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.
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Orbital Insight GO Platform
Orbital Insight is a leading geospatial data analytics platform that provides users with the ability to query the world with three basic parameters: WHAT type of activity? WHERE on earth? WHEN? The platform automates the most difficult steps of deriving insights, allowing you to answer many challenging geospatial questions. Orbital Insight's GO platform is designed for enterprise collaboration and transforms multiple geospatial data sources to accelerate and streamline team member's research, reporting, due diligence, and more.
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TrendEdge
TrendEdge is an AI-driven platform that revolutionizes investment strategies by providing comprehensive insights through the analysis of real-time social trends and alternative data sources. It offers exclusive data access, AI-powered stock signals, and personalized recommendations to help users make informed and confident investment decisions. The platform integrates diverse data sources, including social media sentiment, technical indicators, and fundamental analysis, to provide a nuanced market view and uncover hidden trends.
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Vizly
Vizly is an AI-powered data analysis tool that empowers users to make the most of their data. It allows users to chat with their data, visualize insights, and perform complex analysis. Vizly supports various file formats like CSV, Excel, and JSON, making it versatile for different data sources. The tool is free to use for up to 10 messages per month and offers a student discount of 50%. Vizly is suitable for individuals, students, academics, and organizations looking to gain actionable insights from their data.
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Quanty
Quanty is an AI-driven financial knowledge graph application that provides market insights on crypto and stocks news through advanced algorithms and knowledge graphs. It offers a GraphQL API for deep market understanding, smart data classification, current market insights, entity and relationship extraction, and dynamic GraphQL access. Users can access a wide range of financial news, insights, and analytics seamlessly through Quanty's robust GraphQL API.
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AlphaWatch
The website offers a precision workflow tool for enterprises in the finance industry, combining AI technology with human oversight to empower financial decisions. It provides features such as accurate search citations, multilingual models, and complex human-in-loop automation. The tool integrates seamlessly with existing platforms, offers time savings, and self-improving models. It is backed by innovative generative AI solutions and neural search capabilities, with a focus on transforming data processes and decision-making in finance.
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NextGenAI
NextGenAI is an AI application focused on the financial services industry. It aims to challenge the current perception of AI and its role in banking and financial institutions. The platform explores innovative ways to augment human intelligence and propel the financial sector into the next generation of AI. Through a combination of keynotes, panels, demos, and workshops, NextGenAI facilitates discussions on AI regulations, industry best practices, and collaboration opportunities.
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Tamarack
Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.
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Dark Pools
Dark Pools is a leading provider of AI-powered solutions for the financial industry. Our mission is to empower our clients with the tools and insights they need to make better decisions, improve their performance, and stay ahead of the competition. We offer a range of products and services that leverage AI to automate tasks, optimize workflows, and generate actionable insights. Our solutions are used by a wide range of financial institutions, including hedge funds, asset managers, and banks.
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Saal.ai
Saal.ai is an AI company based in Abu Dhabi that offers innovative cognitive AI solutions for various industries such as healthcare, finance, and smart cities. The company leverages artificial intelligence to develop cognitive solutions, products, and platforms that help businesses automate their operations and address challenges using advanced AI technologies. Saal.ai's framework is flexible and continuously optimized to seamlessly integrate into any business, unlocking exponential growth opportunities for humanity.
20 - Open Source Tools
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ai-financial-agent
AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.
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finagg
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.
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FinRobot
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.
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PIXIU
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.
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stockbot-on-groq
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.
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PredictorLLM
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.
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parsee-core
Parsee AI is a high-level open source data extraction and structuring framework specialized for the extraction of data from a financial domain, but can be used for other use-cases as well. It aims to make the structuring of data from unstructured sources like PDFs, HTML files, and images as easy as possible. Parsee can be used locally in Python environments or through a hosted version for cloud-based jobs. It supports the extraction of tables, numbers, and other data elements, with the ability to create custom extraction templates and run jobs using different models.
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ai-hedge-fund
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.
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financial-datasets
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.
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FinMem-LLM-StockTrading
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.
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deeplake
Deep Lake is a Database for AI powered by a storage format optimized for deep-learning applications. Deep Lake can be used for: 1. Storing data and vectors while building LLM applications 2. Managing datasets while training deep learning models Deep Lake simplifies the deployment of enterprise-grade LLM-based products by offering storage for all data types (embeddings, audio, text, videos, images, pdfs, annotations, etc.), querying and vector search, data streaming while training models at scale, data versioning and lineage, and integrations with popular tools such as LangChain, LlamaIndex, Weights & Biases, and many more. Deep Lake works with data of any size, it is serverless, and it enables you to store all of your data in your own cloud and in one place. Deep Lake is used by Intel, Bayer Radiology, Matterport, ZERO Systems, Red Cross, Yale, & Oxford.
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ai-starter-kit
SambaNova AI Starter Kits is a collection of open-source examples and guides designed to facilitate the deployment of AI-driven use cases for developers and enterprises. The kits cover various categories such as Data Ingestion & Preparation, Model Development & Optimization, Intelligent Information Retrieval, and Advanced AI Capabilities. Users can obtain a free API key using SambaNova Cloud or deploy models using SambaStudio. Most examples are written in Python but can be applied to any programming language. The kits provide resources for tasks like text extraction, fine-tuning embeddings, prompt engineering, question-answering, image search, post-call analysis, and more.
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qlib
Qlib is an open-source, AI-oriented quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It covers the entire chain of quantitative investment, from alpha seeking to order execution. The platform empowers researchers to explore ideas and implement productions using AI technologies in quantitative investment. Qlib collaboratively solves key challenges in quantitative investment by releasing state-of-the-art research works in various paradigms. It provides a full ML pipeline for data processing, model training, and back-testing, enabling users to perform tasks such as forecasting market patterns, adapting to market dynamics, and modeling continuous investment decisions.
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py-vectara-agentic
The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.
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Sarvadnya
Sarvadnya is a repository focused on interfacing custom data using Large Language Models (LLMs) through Proof-of-Concepts (PoCs) like Retrieval Augmented Generation (RAG) and Fine-Tuning. It aims to enable domain adaptation for LLMs to answer on user-specific corpora. The repository also covers topics such as Indic-languages models, 3D World Simulations, Knowledge Graphs Generation, Signal Processing, Drones, UAV Image Processing, and Floor Plan Segmentation. It provides insights into building chatbots of various modalities, preparing videos, and creating content for different platforms like Medium, LinkedIn, and YouTube. The tech stacks involved range from enterprise solutions like Google Doc AI and Microsoft Azure Language AI Services to open-source tools like Langchain and HuggingFace.
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phidata
Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.
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llm-app
Pathway's LLM (Large Language Model) Apps provide a platform to quickly deploy AI applications using the latest knowledge from data sources. The Python application examples in this repository are Docker-ready, exposing an HTTP API to the frontend. These apps utilize the Pathway framework for data synchronization, API serving, and low-latency data processing without the need for additional infrastructure dependencies. They connect to document data sources like S3, Google Drive, and Sharepoint, offering features like real-time data syncing, easy alert setup, scalability, monitoring, security, and unification of application logic.
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agentic
Agentic is a standard AI functions/tools library optimized for TypeScript and LLM-based apps, compatible with major AI SDKs. It offers a set of thoroughly tested AI functions that can be used with favorite AI SDKs without writing glue code. The library includes various clients for services like Bing web search, calculator, Clearbit data resolution, Dexa podcast questions, and more. It also provides compound tools like SearchAndCrawl and supports multiple AI SDKs such as OpenAI, Vercel AI SDK, LangChain, LlamaIndex, Firebase Genkit, and Dexa Dexter. The goal is to create minimal clients with strongly-typed TypeScript DX, composable AIFunctions via AIFunctionSet, and compatibility with major TS AI SDKs.
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jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, ib_insync, Cython, Numba, bottleneck, numexpr, jedi language server, jupyterlab-lsp, black, isort, and more. It does not include conda/mamba and relies on pip for package installation. The image is optimized for size, includes common command line utilities, supports apt cache, and allows for the installation of additional packages. It is designed for ephemeral containers, ensuring data persistence, and offers volumes for data, configuration, and notebooks. Common tasks include setting up the server, managing configurations, setting passwords, listing installed packages, passing parameters to jupyter-lab, running commands in the container, building wheels outside the container, installing dotfiles and SSH keys, and creating SSH tunnels.
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jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, and more. It provides Interactive Broker connectivity via ib_async and includes major Python packages for statistical and time series analysis. The image is optimized for size, includes jedi language server, jupyterlab-lsp, and common command line utilities. Users can install new packages with sudo, leverage apt cache, and bring their own dot files and SSH keys. The tool is designed for ephemeral containers, ensuring data persistence and flexibility for quantitative analysis tasks.
20 - OpenAI Gpts
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Strategic Planning Advisor
Guides financial strategy through data analysis and forecasting.
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wallstreetbets advisor
Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.
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Alas Data Analytics Student Mentor
Salam mən Alas Academy-nin Data Analitika üzrə Süni İntellekt mentoruyam. Mənə istənilən sualı verə bilərsiniz :)
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Illuminous - The Data Exploration AI
Expert in data analysis, visualizations, and predictions.
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Data Analysis & Report AI
Your expert in limitless, detailed scientific data analysis and reporting
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Emmi Data Analysis and Visualizer
Expert in data analysis and visualization, offering clear explanations and guidance.
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Data Insight Guru
Concise stats, data analysis, and viz expert. Clear, brief, asks for clarifications.
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Data Analysis Report Creator
Creates full DOCX data analysis reports with integrated visualizations
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Nimbus
Expert in CFA, quant, software engineering, data science, and economics for investment strategies.