Best AI tools for< Investment Banking Analyst >
Infographic
20 - AI tool Sites
Sensei AI
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.
Inven
Inven is an AI-powered company data platform that helps professionals in private equity, investment banking, business brokerage, consulting, and corporate development find companies faster and more efficiently. With Inven, users can access a database of over 23 million companies and 430 million contacts in over 160 countries. Inven's AI algorithms and NLP solutions analyze millions of data points from a wide range of sources to give users actionable insights on any niche.
ArkiFi
ArkiFi is a revolutionary finance workflow automation tool powered by Generative AI, designed to streamline financial analysis processes and empower finance professionals to focus on strategic decision-making. The application ensures deterministic output without 'hallucination,' enabling enterprises to trust results with unparalleled reliability. With cross-platform functionality, ArkiFi saves time by automating grind work such as formatting and debugging, allowing users to concentrate on critical thinking and innovation. The tool is reshaping the finance industry by disintermediating human labor in advanced finance sectors like investment banking and private equity.
Onnix AI
Onnix AI is a personalized AI co-pilot designed specifically for bankers, aiming to save teams time by providing accurate answers and deliverables quickly. It brings AI and powerful data science tools to the banking sector, offering features such as creating personalized slide decks, conducting Excel analysis, and querying data sources. Onnix AI caters to both senior and junior teams, enabling them to generate deeper insights and streamline their workflow efficiently.
Monarch Money
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.
Responsive.ai
Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.
Global Fintech Series
Global Fintech Series is a comprehensive platform that covers top finance technology news, editorial insights, and digital marketing trends from around the world. It provides relevant updates on modern Fintech adoption through Fintech interviews, tech articles, and events.
KGiSL
KGiSL is a BFSI-centric multiproduct enterprise software company focused on insurance, capital markets, and wealth management segments, delivering AI and ML-driven products for a transformative edge. The company offers a wide range of solutions for various industries, including digital transformation, automation, analytics, and IT infrastructure management. KGiSL aims to empower its clients through innovative technologies such as Machine Learning, Artificial Intelligence, Analytics, and Cloud services to enhance productivity and deliver exceptional customer experiences.
Dantia
Dantia is an AI-powered investment platform that focuses on helping founders build climate ventures by providing them with the necessary capital and resources. The platform connects founders with climate-conscious advisors, early adopters, and corporations to accelerate the launch of sustainable solutions. Dantia also caters to investors looking to support climate startups globally and consumers interested in backing climate-positive companies. By leveraging AI technology, Dantia offers personalized opportunities based on user preferences, making decision-making easier and more efficient.
Decode Investing
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
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
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
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.
Mako AI
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.
Three Sigma
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
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
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
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
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
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.
20 - Open Source Tools
openagi
OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.
MegaDetector
MegaDetector is an AI model that identifies animals, people, and vehicles in camera trap images (which also makes it useful for eliminating blank images). This model is trained on several million images from a variety of ecosystems. MegaDetector is just one of many tools that aims to make conservation biologists more efficient with AI. If you want to learn about other ways to use AI to accelerate camera trap workflows, check out our of the field, affectionately titled "Everything I know about machine learning and camera traps".
ai-notes
Notes on AI state of the art, with a focus on generative and large language models. These are the "raw materials" for the https://lspace.swyx.io/ newsletter. This repo used to be called https://github.com/sw-yx/prompt-eng, but was renamed because Prompt Engineering is Overhyped. This is now an AI Engineering notes repo.
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.
Qbot
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.
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.
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.
ai_wiki
This repository provides a comprehensive collection of resources, open-source tools, and knowledge related to quantitative analysis. It serves as a valuable knowledge base and navigation guide for individuals interested in various aspects of quantitative investing, including platforms, programming languages, mathematical foundations, machine learning, deep learning, and practical applications. The repository is well-structured and organized, with clear sections covering different topics. It includes resources on system platforms, programming codes, mathematical foundations, algorithm principles, machine learning, deep learning, reinforcement learning, graph networks, model deployment, and practical applications. Additionally, there are dedicated sections on quantitative trading and investment, as well as large models. The repository is actively maintained and updated, ensuring that users have access to the latest information and resources.
awesome-llm-apps
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.
Halite-III
Halite III is an AI programming competition hosted by Two Sigma. Contestants write bots to play a turn-based strategy game on a square grid. Bots navigate the sea collecting halite in this resource management game. The competition offers players the opportunity to develop bots with various strategies and in multiple programming languages.
neutone_sdk
The Neutone SDK is a tool designed for researchers to wrap their own audio models and run them in a DAW using the Neutone Plugin. It simplifies the process by allowing models to be built using PyTorch and minimal Python code, eliminating the need for extensive C++ knowledge. The SDK provides support for buffering inputs and outputs, sample rate conversion, and profiling tools for model performance testing. It also offers examples, notebooks, and a submission process for sharing models with the community.
PurpleLlama
Purple Llama is an umbrella project that aims to provide tools and evaluations to support responsible development and usage of generative AI models. It encompasses components for cybersecurity and input/output safeguards, with plans to expand in the future. The project emphasizes a collaborative approach, borrowing the concept of purple teaming from cybersecurity, to address potential risks and challenges posed by generative AI. Components within Purple Llama are licensed permissively to foster community collaboration and standardize the development of trust and safety tools for generative AI.
krita-ai-diffusion
Krita-AI-Diffusion is a plugin for Krita that allows users to generate images from within the program. It offers a variety of features, including inpainting, outpainting, generating images from scratch, refining existing content, live painting, and control over image creation. The plugin is designed to fit into an interactive workflow where AI generation is used as just another tool while painting. It is meant to synergize with traditional tools and the layer stack.
TeroSubtitler
Tero Subtitler is an open source, cross-platform, and free subtitle editing software with a user-friendly interface. It offers fully fledged editing with SMPTE and MEDIA modes, support for various subtitle formats, multi-level undo/redo, search and replace, auto-backup, source and transcription modes, translation memory, audiovisual preview, timeline with waveform visualizer, manipulation tools, formatting options, quality control features, translation and transcription capabilities, validation tools, automation for correcting errors, and more. It also includes features like exporting subtitles to MP3, importing/exporting Blu-ray SUP format, generating blank video, generating video with hardcoded subtitles, video dubbing, and more. The tool utilizes powerful multimedia playback engines like mpv, advanced audio/video manipulation tools like FFmpeg, tools for automatic transcription like whisper.cpp/Faster-Whisper, auto-translation API like Google Translate, and ElevenLabs TTS for video dubbing.
awesome-generative-ai
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.
searchGPT
searchGPT is an open-source project that aims to build a search engine based on Large Language Model (LLM) technology to provide natural language answers. It supports web search with real-time results, file content search, and semantic search from sources like the Internet. The tool integrates LLM technologies such as OpenAI and GooseAI, and offers an easy-to-use frontend user interface. The project is designed to provide grounded answers by referencing real-time factual information, addressing the limitations of LLM's training data. Contributions, especially from frontend developers, are welcome under the MIT License.
Upscaler
Holloway's Upscaler is a consolidation of various compiled open-source AI image/video upscaling products for a CLI-friendly image and video upscaling program. It provides low-cost AI upscaling software that can run locally on a laptop, programmable for albums and videos, reliable for large video files, and works without GUI overheads. The repository supports hardware testing on various systems and provides important notes on GPU compatibility, video types, and image decoding bugs. Dependencies include ffmpeg and ffprobe for video processing. The user manual covers installation, setup pathing, calling for help, upscaling images and videos, and contributing back to the project. Benchmarks are provided for performance evaluation on different hardware setups.
lobe-chat-plugins
Lobe Chat Plugins Index is a repository that serves as a collection of various plugins for Function Calling. Users can submit their plugins by following specific instructions. The repository includes a wide range of plugins for different tasks such as image generation, stock analysis, web search, NFT tracking, calendar management, and more. Each plugin is tagged with relevant keywords for easy identification and usage. The repository encourages contributions and provides guidelines for submitting new plugins. It is a valuable resource for developers looking to enhance chatbot functionalities with different plugins.
LLMStack
LLMStack is a no-code platform for building generative AI agents, workflows, and chatbots. It allows users to connect their own data, internal tools, and GPT-powered models without any coding experience. LLMStack can be deployed to the cloud or on-premise and can be accessed via HTTP API or triggered from Slack or Discord.
AiTreasureBox
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.
20 - OpenAI Gpts
Private Equity Interview Mentor
Ace PE interviews with a bot trained on 1,000+ real interviews.
Investment Banking Tech Prep with Recalc Academy
Coach for investment banking technical interviews
Consulting & Investment Banking Interview Prep GPT
Run mock interviews, review content and get tips to ace strategy consulting and investment banking interviews
IB Interview Guide
Master the Investment Banking Interview Arena: Chatbot Solutions to Ace Any Banking Question
Finance Coach Interview
Prepares students for competitive finance fields like Investment Banking and PE.
Mergers & Acquisitions Advisor
Facilitates successful corporate mergers and acquisitions to drive growth.
Investment Management Advisor
Provides strategic financial guidance for investment behavior to optimize organization's wealth.
策略研报分析 Investment Strategy Research
专注于“投资策略”类型的研报分析总结,提炼对行业配置的核心观点 Focusing on the analysis and summary of research reports on the type of "investment strategy", refining core perspectives on industry allocation
Best Gold Investment Companies Tool
This FREE tool can help you choose the best gold investment companies to work with.