Best AI tools for< It Financial Analyst >
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20 - AI tool Sites
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 the need for coding. It helps financial institutions make instant decisions, increase revenue, decrease loss rates, and reduce operating costs. Finbots.ai is used by various banks and financial institutions globally to enhance credit risk management, improve profitability, and drive digital transformation.
Finlo
Finlo is an AI-powered financial research assistant that provides comprehensive market insights, financial data, and analysis tools for investors. It simplifies complex financial information into understandable insights, offering real-time monitoring, trend analysis, comparative insights, and personalized recommendations to help users make informed investment decisions. With knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies, Finlo aims to enhance decision-making and confidence in navigating the stock market.
Simudyne
Simudyne is an enterprise simulation software powered by AI technology. It allows large financial institutions to simulate various future scenarios efficiently and measure their impact in a safe virtual environment. The software offers solutions for environment, social and governance issues, market execution, financial crime analytics, and risk management. Simudyne's technology is secure, distributable, and Cloudera certified, providing a robust library of code for specialized functions. The platform also utilizes agent-based modeling to bridge the gap between theoretical and real-world scenarios in the financial services sector.
FinanceRants
FinanceRants is an AI-powered financial companion that helps individuals understand their financial personality and make informed decisions to achieve financial well-being. By analyzing users' spending, saving, and investing habits, the platform provides personalized insights and actionable strategies to empower users in managing their money and mindset. With a focus on combating financial stress and promoting financial stability, FinanceRants aims to break the cycle of living paycheck to paycheck and guide users towards a more secure financial future.
ChatCSV
ChatCSV is a personal data analyst tool that allows users to upload CSV files and ask questions in natural language. It generates common questions about the data, visualizes answers with charts, and maintains a chat history for reference. The tool is useful across various industries like retail, finance, banking, marketing, and more, helping users understand trends, customer behavior, and conduct data analysis effortlessly.
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.
Interactive Mathematics
Interactive Mathematics is an online platform that provides math problem-solving help, tutoring, and lessons. It offers an AI-powered math problem solver that provides step-by-step answers to math homework problems. The platform also offers on-demand math tutoring, where students can send their math problems to tutors and receive immediate help. Interactive Mathematics also provides a variety of math lessons, covering topics from basic algebra to calculus. The platform is designed to help students improve their math grades and understanding.
Wally
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.
Timmy
Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.
SmartDispute.ai
SmartDispute.ai is an AI-powered credit repair application that helps users improve their credit scores by leveraging artificial intelligence technology. The application offers a patented Smart Dispute System™ technology that identifies and helps remove negative accounts from credit reports, making it one of the most effective credit repair systems available. Users can easily repair their own credit with the help of SmartDispute.ai's automated processes and fact-based dispute method. The application provides users with a simple and clearly explained process, allowing them to track their progress and see significant improvements in their credit scores over time.
Boast
Boast is an AI-driven platform that simplifies the process of claiming R&D tax credits for companies in Canada and the US. By combining technical expertise with AI technology, Boast helps businesses maximize their returns by identifying and claiming eligible innovation funding opportunities. The platform offers complete transparency and control, ensuring that users are well-informed at every step of the claim process. Boast has successfully helped over 1000 companies across North America to secure higher R&D tax credit claims with less effort and peace of mind.
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.
FlowX.AI
FlowX.AI is an AI-powered platform designed for modernizing large financial institutions end-to-end. It offers solutions for application modernization, business process modernization, and infrastructure modernization. The platform features AI agents, supervisors, inspectors, auditors, developers, analysts, and assistants to streamline processes, improve efficiency, and ensure compliance. FlowX.AI is trusted by leading banking and financial services groups for accelerating digital transformation and reducing total cost of ownership.
WeFIRE
WeFIRE is an AI-empowered personal finance copilot that offers personalized financial services 24/7. It helps users gain insights into their financial status, balance spending and earning, prioritize tasks, establish a sustainable mindset for wealth, and track progress towards financial independence. The platform provides personalized solutions based on financial data, comprehensive cashflow overviews, timely alerts, progress tracking tools, educational resources, and top-notch security measures.
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.
MindBridge
MindBridge is a global leader in financial risk discovery and anomaly detection. The MindBridge AI Platform drives insights and assesses risks across critical business operations. It offers various products like General Ledger Analysis, Company Card Risk Analytics, Payroll Risk Analytics, Revenue Risk Analytics, and Vendor Invoice Risk Analytics. With over 250 unique machine learning control points, statistical methods, and traditional rules, MindBridge is deployed to over 27,000 accounting, finance, and audit professionals globally.
StockGPT
StockGPT is an AI-powered financial research assistant that provides knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies. It offers features like AI search, customizable filters, up-to-date data, industry research, and more to help users analyze companies and markets effectively.
MarketGPT
MarketGPT is an artificial intelligence model trained to predict stock movements based on news items. It evaluates the news and decides how the company stock is going to be affected by it. Users can access the model through the MarketGPT website or mobile app to get stock predictions and picks. The model's performance can be viewed for different time frames such as 1 week, 1 month, and 1 year. However, users are advised that investing in stocks and derivatives carries a risk of financial loss, and past performance is not a guarantee of future performance. MarketGPT is designed to assist users in making informed decisions in the stock market.
Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
AlphaWatch
The website offers a precision workflow solution 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 application integrates seamlessly with existing platforms, uses advanced AI models, and offers meaningful time savings. Users can benefit from the application's ability to ingest unstructured data, improve over time, and avoid hallucinations.
20 - Open Source Tools
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.
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.
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.
sec-parser
The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.
LLMs-in-Finance
This repository focuses on the application of Large Language Models (LLMs) in the field of finance. It provides insights and knowledge about how LLMs can be utilized in various scenarios within the finance industry, particularly in generating AI agents. The repository aims to explore the potential of LLMs to enhance financial processes and decision-making through the use of advanced natural language processing techniques.
FinVeda
FinVeda is a dynamic financial literacy app that aims to solve the problem of low financial literacy rates in India by providing a platform for financial education. It features an AI chatbot, finance blogs, market trends analysis, SIP calculator, and finance quiz to help users learn finance with finesse. The app is free and open-source, licensed under the GNU General Public License v3.0. FinVeda was developed at IIT Jammu's Udyamitsav'24 Hackathon, where it won first place in the GenAI track and third place overall.
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.
DataFrame
DataFrame is a C++ analytical library designed for data analysis similar to libraries in Python and R. It allows you to slice, join, merge, group-by, and perform various statistical, summarization, financial, and ML algorithms on your data. DataFrame also includes a large collection of analytical algorithms in form of visitors, ranging from basic stats to more involved analysis. You can easily add your own algorithms as well. DataFrame employs extensive multithreading in almost all its APIs, making it suitable for analyzing large datasets. Key principles followed in the library include supporting any type without needing new code, avoiding pointer chasing, having all column data in contiguous memory space, minimizing space usage, avoiding data copying, using multi-threading judiciously, and not protecting the user against garbage in, garbage out.
ain
DeFiChain is a blockchain platform dedicated to enabling decentralized finance with Bitcoin-grade security, strength, and immutability. It offers fast, intelligent, and transparent financial services accessible to everyone. DeFiChain has made significant modifications from Bitcoin Core, including moving to Proof-of-Stake, introducing a masternode model, supporting a community fund, anchoring to the Bitcoin blockchain, and enhancing decentralized financial transaction and opcode support. The platform is under active development with regular releases and contributions are welcomed.
Webscout
WebScout is a versatile tool that allows users to search for anything using Google, DuckDuckGo, and phind.com. It contains AI models, can transcribe YouTube videos, generate temporary email and phone numbers, has TTS support, webai (terminal GPT and open interpreter), and offline LLMs. It also supports features like weather forecasting, YT video downloading, temp mail and number generation, text-to-speech, advanced web searches, and more.
jvm-openai
jvm-openai is a minimalistic unofficial OpenAI API client for the JVM, written in Java. It serves as a Java client for OpenAI API with a focus on simplicity and minimal dependencies. The tool provides support for various OpenAI APIs and endpoints, including Audio, Chat, Embeddings, Fine-tuning, Batch, Files, Uploads, Images, Models, Moderations, Assistants, Threads, Messages, Runs, Run Steps, Vector Stores, Vector Store Files, Vector Store File Batches, Invites, Users, Projects, Project Users, Project Service Accounts, Project API Keys, and Audit Logs. Users can easily integrate this tool into their Java projects to interact with OpenAI services efficiently.
RD-Agent
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.
LLMs4TS
LLMs4TS is a repository focused on the application of cutting-edge AI technologies for time-series analysis. It covers advanced topics such as self-supervised learning, Graph Neural Networks for Time Series, Large Language Models for Time Series, Diffusion models, Mixture-of-Experts architectures, and Mamba models. The resources in this repository span various domains like healthcare, finance, and traffic, offering tutorials, courses, and workshops from prestigious conferences. Whether you're a professional, data scientist, or researcher, the tools and techniques in this repository can enhance your time-series data analysis capabilities.
actual-ai
Actual AI is a project designed to categorize uncategorized transactions for Actual Budget using OpenAI or OpenAI specification compatible API. It sends requests to the OpenAI API to classify transactions based on their description, amount, and notes. Transactions that cannot be classified are marked as 'not guessed' in notes. The tool allows users to sync accounts before classification and classify transactions on a cron schedule. Guessed transactions are marked in notes for easy review.
gpt-bitcoin
The gpt-bitcoin repository is focused on creating an automated trading system for Bitcoin using GPT AI technology. It provides different versions of trading strategies utilizing various data sources such as OHLCV, Moving Averages, RSI, Stochastic Oscillator, MACD, Bollinger Bands, Orderbook Data, news data, fear/greed index, and chart images. Users can set up the system by creating a .env file with necessary API keys and installing required dependencies. The repository also includes instructions for setting up the environment on local machines and AWS EC2 Ubuntu servers. The future plan includes expanding the system to support other cryptocurrency exchanges like Bithumb, Binance, Coinbase, OKX, and Bybit.
SheetCopilot
SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.
LangGraph-Expense-Tracker
LangGraph Expense tracker is a small project that explores the possibilities of LangGraph. It allows users to send pictures of invoices, which are then structured and categorized into expenses and stored in a database. The project includes functionalities for invoice extraction, database setup, and API configuration. It consists of various modules for categorizing expenses, creating database tables, and running the API. The database schema includes tables for categories, payment methods, and expenses, each with specific columns to track transaction details. The API documentation is available for reference, and the project utilizes LangChain for processing expense data.
receipt-scanner
The receipt-scanner repository is an AI-Powered Receipt and Invoice Scanner for Laravel that allows users to easily extract structured receipt data from images, PDFs, and emails within their Laravel application using OpenAI. It provides a light wrapper around OpenAI Chat and Completion endpoints, supports various input formats, and integrates with Textract for OCR functionality. Users can install the package via composer, publish configuration files, and use it to extract data from plain text, PDFs, images, Word documents, and web content. The scanned receipt data is parsed into a DTO structure with main classes like Receipt, Merchant, and LineItem.
Stake-auto-bot
Stake-auto-bot is a tool designed for automated staking in the cryptocurrency space. It allows users to set up automated processes for staking their digital assets, providing a convenient way to earn rewards and secure networks. The tool simplifies the staking process by automating the necessary steps, such as selecting validators, delegating tokens, and monitoring rewards. With Stake-auto-bot, users can optimize their staking strategies and maximize their returns with minimal effort.
20 - OpenAI Gpts
FinWiz
FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.
Earnings Analyzer
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!
Personal Financial Advisor
This Open AI tool analyzes your financial data, budgets and cashflow and suggests areas of improvement and quick insights. Drop an XLS file here or copy/paste your financial data and get insights! (Your data remains private and creator of this ChatGPT has no access to it).
💹 EcoInvest Navigator
Your go-to AI for green finance! It offers tailored investment tips, market analyses, and sustainability insights to navigate eco-friendly portfolios. 🌱💰
Opportunity Cost Calculator
Faced with an opportunity in life? Let's work out the cost of not taking it.
Solvo
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?
My Job's Future
Look at the future of your current profession and how it may be affected by Artificial Intelligence
Tax Preparers Ready
It’s your first day! Excited, Nervous? Let me help you start off strong in your career. Type "help" for More Information
InvestorUpdateAssistantGPT
This GPT assists in creating impactful investor updates for companies that have already received funding. It asks insightful questions and recommends KPIs and data that should be included, even assisting with formatting and structuring with updates. It prompts you to opt out of sharing chat data.
Cloud Price
Your up-to-date GCP, AWS and Azure pricing expert with the latest virtual machines details.
👑 Data Privacy for Insurance Companies 👑
Insurance providers collect and process personal health, financial, and property information, making it crucial to implement comprehensive data protection strategies.
ChatBTC
We know that general-purpose AI cannot solve specialized problems in specific fields. I have input all of my 10+ years of investment experience in Crypto into this GPTS and in the hopes that it will become your faithful Crypto investment advisor.
Strategy
Strategically aligns financial, logistical, and operational approaches, weaving innovative solutions into complex software development landscapes.
Day Trader Intelligent Assistant (DTIA)
designed to assist day traders in making informed and profitable trading decisions. It leverages a combination of real-time data analysis, predictive modeling, and personalized trading recommendations to enhance the trading experience and maximize success.
PitchAndBusinessPlanReviewGPT
This GPT reviews business plans and pitch decks—Please note: This GPT does NOT share information for training in GPT models. It is responsible for assigning scores and providing feedback based on key criteria such as team background, financial projections, as well as conducting sentiment analysis.
Case Study Mentor
Trained on 1000+ case studies for real interview experience and solving any consulting case.
Chanakya GPT
From dating dilemmas to office strategies and financial finesse, let's solve it all with Chanakya's age-old wisdom sprinkled into today's dynamic world!