Best AI tools for< Financial Planning >

The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.

MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.

Venture Planner is an AI-powered platform designed to help users generate professional business plans effortlessly. By answering a series of multiple-choice questions, users can create detailed financial forecasts without the need for typing. The platform is fully bespoke to each user's business, offering automated projections, professional quality plans, and strategy suggestions. With over 50,000 users across 74 industries in 22 countries, Venture Planner leverages cutting-edge AI technology to outpace competitors and provide data-driven insights for informed decision-making.

Jyotax.ai is an AI-powered tax solution that revolutionizes tax compliance by simplifying the tax process with advanced AI solutions. It offers comprehensive bookkeeping, payroll processing, worldwide tax returns and filing automation, profit recovery, contract compliance, and financial modeling and budgeting services. The platform ensures accurate reporting, real-time compliance monitoring, global tax solutions, customizable tax tools, and seamless data integration. Jyotax.ai optimizes tax workflows, ensures compliance with precise AI tax calculations, and simplifies global tax operations through innovative AI solutions.

Spellmint is an AI-powered team planning tool that revolutionizes the way teams collaborate and plan. It offers cutting-edge planning tools for decision-making, product planning, marketing strategy, growth planning, design articulation, technical documentation, financial planning, legal planning, and HR processes. With Spellmint, users can streamline their planning processes, generate actionable insights, and create comprehensive plans with ease and efficiency.

IdeaBuddy is an innovative business planning software powered by AI that helps entrepreneurs, startups, and business organizations turn their great ideas into successful ventures. With IdeaBuddy, you can develop, test, and launch your business idea, all in one place. Whether you are starting from scratch, looking for funding, or wanting to expand, IdeaBuddy meets you where you're at.

AskRobert is a user-friendly online platform that provides personalized financial advice to help individuals make informed decisions about their money. The platform offers a wide range of financial planning tools and resources, including budgeting tools, investment calculators, retirement planning guides, and more. Users can ask specific financial questions and receive tailored advice from certified financial experts. AskRobert aims to empower users to take control of their finances and achieve their financial goals.

Realistics is an AI-powered chatbot app that provides users with access to a variety of virtual assistants, each with their own unique personality and expertise. Users can chat with these assistants on a wide range of topics, from fashion and beauty to career advice and financial planning. Realistics is currently available for iOS devices, with plans to expand to Android and web browsers in the future.

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.

Venturekit is an AI-powered business plan generator that helps entrepreneurs and small business owners create comprehensive business plans. It uses advanced AI technology to analyze user input and generate tailored business plans that include market research, financial projections, and marketing strategies. Venturekit's plans are designed to help businesses make better decisions, operate with confidence, and get a clear path forward.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Cantian AI is an AI tool designed for the intelligent era. It offers advanced capabilities that require JavaScript to be enabled for optimal performance. The tool leverages artificial intelligence to provide users with intelligent solutions and insights.

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting, and planning while enabling finance teams to continue using their spreadsheets and financial models. With Datarails, finance teams can save time on repetitive tasks and focus on strategic insights that drive business growth.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

Paro is a professional business finance and accounting solutions platform that matches businesses and accounting firms with skilled finance experts. It offers a wide range of services including accounting, bookkeeping, financial planning, budgeting, business analysis, data visualization, strategic advisory, growth strategy consulting, startup and fundraising consulting, transaction advisory, tax and compliance services, AI consulting services, and more. Paro aims to help businesses optimize faster by providing expert solutions to bridge gaps in finance and accounting operations. The platform also offers staff augmentation services, talent acquisition, and custom solutions to enhance operational efficiency and maximize ROI.

Revenue AI is a cutting-edge AI application that specializes in Pricing and Revenue Management. It offers a range of AI-driven solutions for commodity trading, sales performance tracking, promotional execution, COGS management, inflationary pricing, long-tail revenue growth, portfolio optimization, retail execution, financial planning, data usability acceleration, and more. The platform leverages AI to provide real-time market insights, optimize promotions, streamline trading processes, harmonize datasets, automate manual tasks, and enhance overall revenue and profit management strategies.

Validator by Yazero is a platform that helps users validate their startup ideas using AI. It provides a community where users can share their ideas, get feedback, and find collaborators. Validator also offers a variety of features to help users improve their ideas, such as idea validation, market research, and financial planning.

AIBookTools is an AI-powered application designed to help users turn their bookshelf wisdom into actionable insights. The tool guides users through implementing frameworks from popular books on various scenarios using AI technology. It offers a range of frameworks derived from best-selling books to transform reading into practical strategies for personal growth, productivity, leadership, business strategy, financial planning, and lifelong learning. With a user-friendly interface and detailed instructions, AIBookTools aims to make reading more impactful and efficient for its users.

SubstrateAI is an artificial intelligence company that creates, acquires, and scales businesses in various sectors such as Health, Finance, Human Resources, and Energy. They develop products and services based on proprietary technology and are listed on stock exchanges in Spain, the UK, and the US. SubstrateAI collaborates with Subgen AI, a subsidiary providing AI solutions to companies and governments globally. The company's technology is inspired by biology and continuously evolves through the daily efforts of researchers.

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.

This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.

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.

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.

TornadoVM is a plug-in to OpenJDK and GraalVM that allows programmers to automatically run Java programs on heterogeneous hardware. TornadoVM targets OpenCL, PTX and SPIR-V compatible devices which include multi-core CPUs, dedicated GPUs (Intel, NVIDIA, AMD), integrated GPUs (Intel HD Graphics and ARM Mali), and FPGAs (Intel and Xilinx).

Awesome LLM Apps is a curated collection of applications that leverage RAG with OpenAI, Anthropic, Gemini, and open-source models. The repository contains projects such as Local Llama-3 with RAG for chatting with webpages locally, Chat with Gmail for interacting with Gmail using natural language, Chat with Substack Newsletter for conversing with Substack newsletters using GPT-4, Chat with PDF for intelligent conversation based on PDF documents, and Chat with YouTube Videos for engaging with YouTube video content through natural language. Users can clone the repository, navigate to specific project directories, install dependencies, and follow project-specific instructions to set up and run the apps. Contributions are encouraged, and new app ideas or improvements can be submitted via pull requests.

This repository contains an assistant proposal for the Semantic Kernel, allowing the usage of assistants without relying on OpenAI Assistant APIs. It runs locally planners and plugins for the assistants, providing scenarios like Assistant with Semantic Kernel plugins, Multi-Assistant conversation, and AutoGen conversation. The Semantic Kernel is a lightweight SDK enabling integration of AI Large Language Models with conventional programming languages, offering functions like semantic functions, native functions, and embeddings-based memory. Users can bring their own model for the assistants and host them locally. The repository includes installation instructions, usage examples, and information on creating new conversation threads with the assistant.

Sparrow is an innovative open-source solution for efficient data extraction and processing from various documents and images. It seamlessly handles forms, invoices, receipts, and other unstructured data sources. Sparrow stands out with its modular architecture, offering independent services and pipelines all optimized for robust performance. One of the critical functionalities of Sparrow - pluggable architecture. You can easily integrate and run data extraction pipelines using tools and frameworks like LlamaIndex, Haystack, or Unstructured. Sparrow enables local LLM data extraction pipelines through Ollama or Apple MLX. With Sparrow solution you get API, which helps to process and transform your data into structured output, ready to be integrated with custom workflows. Sparrow Agents - with Sparrow you can build independent LLM agents, and use API to invoke them from your system. **List of available agents:** * **llamaindex** - RAG pipeline with LlamaIndex for PDF processing * **vllamaindex** - RAG pipeline with LLamaIndex multimodal for image processing * **vprocessor** - RAG pipeline with OCR and LlamaIndex for image processing * **haystack** - RAG pipeline with Haystack for PDF processing * **fcall** - Function call pipeline * **unstructured-light** - RAG pipeline with Unstructured and LangChain, supports PDF and image processing * **unstructured** - RAG pipeline with Weaviate vector DB query, Unstructured and LangChain, supports PDF and image processing * **instructor** - RAG pipeline with Unstructured and Instructor libraries, supports PDF and image processing. Works great for JSON response generation

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.

LLM4IR-Survey is a collection of papers related to large language models for information retrieval, organized according to the survey paper 'Large Language Models for Information Retrieval: A Survey'. It covers various aspects such as query rewriting, retrievers, rerankers, readers, search agents, and more, providing insights into the integration of large language models with information retrieval systems.

This repository is a collection of papers on Tabular Large Language Models (LLMs) specialized for processing tabular data. It includes surveys, models, and applications related to table understanding tasks such as Table Question Answering, Table-to-Text, Text-to-SQL, and more. The repository categorizes the papers based on key ideas and provides insights into the advancements in using LLMs for processing diverse tables and fulfilling various tabular tasks based on natural language instructions.

AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.

The LLM course is divided into three parts: 1. 🧩 **LLM Fundamentals** covers essential knowledge about mathematics, Python, and neural networks. 2. 🧑‍🔬 **The LLM Scientist** focuses on building the best possible LLMs using the latest techniques. 3. 👷 **The LLM Engineer** focuses on creating LLM-based applications and deploying them. For an interactive version of this course, I created two **LLM assistants** that will answer questions and test your knowledge in a personalized way: * 🤗 **HuggingChat Assistant**: Free version using Mixtral-8x7B. * 🤖 **ChatGPT Assistant**: Requires a premium account. ## 📝 Notebooks A list of notebooks and articles related to large language models. ### Tools | Notebook | Description | Notebook | |----------|-------------|----------| | 🧐 LLM AutoEval | Automatically evaluate your LLMs using RunPod |  | | 🥱 LazyMergekit | Easily merge models using MergeKit in one click. |  | | 🦎 LazyAxolotl | Fine-tune models in the cloud using Axolotl in one click. |  | | ⚡ AutoQuant | Quantize LLMs in GGUF, GPTQ, EXL2, AWQ, and HQQ formats in one click. |  | | 🌳 Model Family Tree | Visualize the family tree of merged models. |  | | 🚀 ZeroSpace | Automatically create a Gradio chat interface using a free ZeroGPU. |  |

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

Guides financial planning and cost management in production.

Seasoned investment manager offering detailed financial plans and strategies.

Guides budget planning and control within projects.

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Your friendly guide for easy budget planning. Member of the Hipster Energy Team. https://hipster.energy/team

A guide on healthcare legal planning

A financial assistant for break-even analysis.

Forward-thinking financial mentor, blending cutting-edge solutions with principles that have stood the test of time

Manages and mitigates financial liquidity risks effectively.

Guides financial decisions by monitoring and enforcing policies and procedures.

A home advisor for new homeowners, focusing on essential systems and financial management.

Expert in personal, corporate finance and investment strategies.

Buying something new? Let me show you how much it will *really* cost you over time. What is it, and how much are you paying?

Broad investment advice expert, educational and unbiased.

Mastering the art of compound investing.

Understand the correct credit card to use to maximize your reward points.

Your finance and data analytics coach!

Faced with an opportunity in life? Let's work out the cost of not taking it.

Simulated High-Net-Worth Individual Experience

Daily money saving tips personalized for you!