Best AI tools for< Investment Associate >

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.

Wale.ai is an AI co-pilot designed for venture capital investors. It automates the analysis and sentiment tracking of startup news, providing comprehensive sentiment analysis of positive and negative mentions. The platform offers advanced AI analytics, seamless integration with various tools, and delivers actionable insights to enhance portfolio or pipeline management. Founded by Sergey Mosunov and Valentin Riabtsev, Wale.ai is a data-driven VC tool that helps users stay informed and make informed investment decisions.

SuperWarm.AI is an AI-powered matchmaking platform designed for startups and investors. It leverages artificial intelligence to provide personalized and curated matches based on vertical, stage, and traction, aiming to streamline the investor-startup connection process. The platform offers benefits for both startups and investors, increasing the chances of securing funding, saving time and resources, and providing expert insights from the SuperWarm community.

Kavout is an AI-powered financial research assistant that provides investors with data-driven insights and cutting-edge technology to help them make informed investment decisions. The platform offers a range of features, including natural language search, stock screening, portfolio analysis, and personalized recommendations. Kavout's AI algorithms adapt to each user's unique investment style, providing tailored insights and guidance.

Sensei AI is a real-time interview copilot application designed to provide assistance during live interviews. It offers instant answers to questions, personalized responses, and aims to help users land their dream job. The application uses advanced AI insights to understand the true intent behind interview questions, tailoring responses based on tone, word choices, keywords, timing, formality level, and context. Sensei AI also offers a hands-free experience, robust privacy features, and a personalized interview experience by tailoring answers to the user's job role, resume, and personal stories.

Angel Match is a comprehensive investor database platform that connects startups with over 110,000 angel investors and venture capitalists. It offers features such as fundraising templates, investor outreach tools, and pitch deck database. Users can search, filter, and track investor engagements, saving time and expanding their network. The platform provides diverse investor profiles, up-to-date data, and industry-specific matching to help startups find the right investors for their business.

Decode Investing is a platform that helps users discover wonderful businesses and great investment ideas. It provides tools such as a stock market analyst, SEC filings, earnings calls, and a stock screener to assist users in making informed investment decisions. The platform also offers a community for users to engage with each other and share insights. Decode Investing is designed to empower individuals in their investment journey by providing valuable resources and analysis.

MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company offers Portfolio Advisory and Asset Allocation services to various financial institutions. MDOTM's AI platform, Sphere, empowers asset and wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale.

Valuemetrix is an AI-enhanced investment analysis platform designed for investors seeking to redefine their investment journey. The platform offers cutting-edge AI technology, institutional-level data, and expert analysis to provide users with well-informed investment decisions. Valuemetrix empowers users to elevate their investment experience through AI-driven insights, real-time market news, stock reports, market analysis, and tailored financial information for over 100,000 international publicly traded companies.

RoboFin is an AI-powered investment analyst that helps you make better investment decisions. It analyzes mountains of data - news, financials, trends - faster than any human could. You get clear, actionable information about each stock you are interested in such as positive things, concerns and a forecast of how the price might move based on the data analysis. Data-driven decisions replace gut feelings.

Three Sigma is a quantitative hedge fund that uses advanced artificial intelligence and machine learning techniques to identify and exploit trading opportunities in global financial markets.

AngelList is a platform that provides tools and services for fund managers, venture and private equity investors, and startups. It offers a range of services such as full-service funds, rolling funds, syndicates, and equity management. AngelList aims to streamline fund management processes, attract investors, engage stakeholders, and optimize portfolio performance. With a focus on innovation and partnership, AngelList serves as a comprehensive solution for various players in the investment ecosystem.

Yomii is a Real Estate Investing AI Assistant that offers free beta access to explore REITs, Timeshares, ETFs, and more. It provides expert consultations, comprehensive analytics, personalized investment matching, access to experts, powerful analytics, effortless sharing, properties worldwide, and connections to private investor communities. Users can ask questions, get information, invest through the platform, and access PDF reports. Yomii simplifies the investment journey with AI-driven tools for investors of all levels, making real estate investing accessible and profitable.

Potato is an AI-powered platform that allows users to generate stock portfolios and build their own ETF ideas. The platform is designed to help users create investment strategies using artificial intelligence. Users can describe their investment themes or events, and the AI technology behind Potato will generate fantasy ETFs based on the input. The platform is powered by Telescope, an API service for brokers, funds, and fintechs.

Lektify is an AI-powered platform designed to revolutionize the way users manage their investment portfolios. By leveraging advanced artificial intelligence algorithms, Lektify helps users discover top-performing stocks and make informed investment decisions. The platform provides valuable insights and recommendations based on extensive data analysis, enabling users to optimize their investment strategies and maximize returns. With Lektify, users can stay ahead of market trends and enhance their portfolio performance with confidence.

Composer is an AI-powered platform designed for investing, offering users the ability to build trading algorithms with AI, backtest them, and execute trades all in one place. The platform does not require coding skills and provides a user-friendly experience for creating and managing investment strategies. Composer aims to make sophisticated quant investing accessible to all users, regardless of their level of expertise.

Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

Entera is an advanced residential real estate investment platform that enables investors to find, buy, and operate single-family homes at scale. Fueled by AI and full-service transaction services, Entera serves operators, funds, agents, and builders by providing access to on and off-market homes, real-time market data, analytics tools, and expert services. The platform modernizes the real estate buying process, helping clients make data-driven investment decisions, scale their operations, and maximize success.

Macroaxis is a wealth optimization platform that leverages artificial intelligence to help users make informed investment decisions. It offers a range of features to generate optimal portfolios, provide investment insights, and rebalance portfolios efficiently. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to invest with AI-driven strategies. Macroaxis aims to empower users with adaptive investment solutions and resilient portfolio management capabilities.

Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.

Awesome Generative AI is a curated list of modern Generative Artificial Intelligence projects and services. Generative AI technology creates original content like images, sounds, and texts using machine learning algorithms trained on large data sets. It can produce unique and realistic outputs such as photorealistic images, digital art, music, and writing. The repo covers a wide range of applications in art, entertainment, marketing, academia, and computer science.

The Generative AI Use Cases Repository showcases a wide range of applications in generative AI, including Retrieval-Augmented Generation (RAG), AI Agents, and industry-specific use cases. It provides practical notebooks and guidance on utilizing frameworks such as LlamaIndex and LangChain, and demonstrates how to integrate models from leading AI research companies like Anthropic and OpenAI.

2025-AI-College-Jobs is a repository containing a comprehensive list of AI/ML & Data Science jobs suitable for college students seeking internships or new graduate positions. The repository is regularly updated with positions posted within the last 120 days, featuring opportunities from various companies in the USA and internationally. The list includes positions in areas such as research scientist internships, quantitative research analyst roles, and other data science-related positions. The repository aims to provide a valuable resource for students looking to kickstart their careers in the field of artificial intelligence and machine learning.

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.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

RD-Agent is a tool designed to automate critical aspects of industrial R&D processes, focusing on data-driven scenarios to streamline model and data development. It aims to propose new ideas ('R') and implement them ('D') automatically, leading to solutions of significant industrial value. The tool supports scenarios like Automated Quantitative Trading, Data Mining Agent, Research Copilot, and more, with a framework to push the boundaries of research in data science. Users can create a Conda environment, install the RDAgent package from PyPI, configure GPT model, and run various applications for tasks like quantitative trading, model evolution, medical prediction, and more. The tool is intended to enhance R&D processes and boost productivity in industrial settings.

Quiz Generator is a plugin for Obsidian that uses AI models to create interactive exam-style questions from notes. It supports various question types and provides real-time feedback. Users can save questions, generate in multiple languages, and use math support. The tool is suitable for students preparing for exams and educators designing assessments.

This repository focuses on utilizing generative AI to bridge the gap between natural language questions and SQL queries, aiming to improve data consumption in enterprise data warehouses. It addresses challenges in SQL query generation, such as foreign key relationships and table joins, and highlights the importance of accuracy metrics like Execution Accuracy (EX) and Exact Set Match Accuracy (EM). The workshop content covers advanced prompt engineering, Retrieval Augmented Generation (RAG), fine-tuning models, and security measures against prompt and SQL injections.

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 does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.

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.

Awesome AI is a curated list of artificial intelligence resources including courses, tools, apps, and open-source projects. It covers a wide range of topics such as machine learning, deep learning, natural language processing, robotics, conversational interfaces, data science, and more. The repository serves as a comprehensive guide for individuals interested in exploring the field of artificial intelligence and its applications across various domains.

Awesome Responsible AI is a curated list of academic research, books, code of ethics, courses, data sets, frameworks, institutes, newsletters, principles, podcasts, reports, tools, regulations, and standards related to Responsible, Trustworthy, and Human-Centered AI. It covers various concepts such as Responsible AI, Trustworthy AI, Human-Centered AI, Responsible AI frameworks, AI Governance, and more. The repository provides a comprehensive collection of resources for individuals interested in ethical, transparent, and accountable AI development and deployment.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

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.

Qbot is an AI-oriented automated quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It provides a full closed-loop process from data acquisition, strategy development, backtesting, simulation trading to live trading. The platform emphasizes AI strategies such as machine learning, reinforcement learning, and deep learning, combined with multi-factor models to enhance returns. Users with some Python knowledge and trading experience can easily utilize the platform to address trading pain points and gaps in the market.

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.

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.

A gpt assistant that helps with analyzing a startup/market. The answers you get back is already structured to give you the core elements you would want to see in an investment memo/ market analysis

Conversational advisor for VC memos

Run mock interviews, review content and get tips to ace strategy consulting and investment banking interviews

Master the Investment Banking Interview Arena: Chatbot Solutions to Ace Any Banking Question

I offer investment wisdom with a side of Munger humor.

Discover the pulse of energy investment: first the latest news, then deeper insights.

Financial analyst specializing in Discounted Cash Flow (DCF) analysis for investment valuation.

Expert in IPO Strategy, offers detailed guidance on business ideas, market paths, and opportunities. Created by Christopher Perceptions

Ace PE interviews with a bot trained on 1,000+ real interviews.

Finance fact-checker with accuracy scoring, using sources like NerdWallet, Investopedia, BEA, and St. Louis Fed.

Your top-tier due diligence expert, leveraging advanced AI for unmatched insights.

Can value any given company with traditional finance methods

Specialist in corporate finance, offering strategic insights and best practices.

I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

Automates DCF Analysis with internet-sourced data and summary table.

Expert in foreign markets, discussing currency, stocks, and bonds.

Handpicks top VCs to match startups. We will find together perfect match for your startup based on over 6000 VCs

Analyzing VC projects and due diligence.

Small business acquisition advisor.

Ask about Tesla investor relations documents.