Best AI tools for< Personal Financial Advisor >

Tendi is an AI-powered personal financial advisor designed to make advanced, personalized financial guidance accessible to everyone. It helps users set financial goals, plan, budget, reduce debt, build savings, invest wisely, and ultimately retire. Tendi analyzes spending, saving, and investing behaviors to provide actionable insights and personalized money strategies. The platform aims to bridge the wealth gap by empowering users to navigate their financial journey with confidence.

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.

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.

CanTax.ai is an AI-powered platform offering tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security through industry-leading encryption protocols. The platform's artificial intelligence is trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability for immediate tax advice. CanTax aims to simplify the tax filing process and empower Canadians financially by making expert-level tax guidance accessible to all.

Pi is a personal AI assistant that helps you with a variety of tasks, from scheduling appointments to managing your finances. It is designed to be easy to use and can be accessed from any device. Pi is still under development, but it has the potential to be a valuable tool for anyone who wants to improve their productivity and organization.

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.

Borea AI is an AI application that provides stock price predictions and stock ratings based on past market behavior and historical stock performance. It empowers users to unlock intelligent financial mastery by offering insights on popular stocks, market leaders, index ETFs, top movers, most tweeted stocks, and best-performing predictions. Borea AI serves as a personal financial assistant, but it is important to note that past performance is not an indicator of future results, and professional investment advice should not be substituted.

Pollox.ai is an AI-powered platform that serves as the ultimate resource for unrepresented home buyers. It offers comprehensive guides, blog posts, and tools to assist individuals in navigating the complex process of buying a home. With advanced algorithms and data analytics, Pollox.ai provides personalized recommendations and insights to help users make informed decisions throughout their home buying journey.

Stock Market GPT is an AI-powered investment research tool that provides investors with in-depth analysis and insights into global equities. It uses advanced AI models, including GPT-4, to help investors make better investment decisions. The tool offers a range of features, including stock comparison, live data, and growth-focused pricing.

Skeptical Tom is an AI tool designed to help users make smarter shopping decisions by taming impulsive buys. The tool provides personalized advice based on user behavior and preferences, aiming to curb impulsive spending habits. By leveraging artificial intelligence, Skeptical Tom offers insights and recommendations to promote more mindful shopping practices.

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.

Betterment is an automated investing platform that helps you build wealth, grow your savings, and plan for retirement. With Betterment, you can invest in a diversified portfolio of stocks and bonds, earn interest on your cash, and get personalized advice from financial experts. Betterment is a fiduciary, which means we act in your best interest. We'll help you set financial goals and set you up with investment portfolios for each goal.

Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.

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.

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.

Capchair is a personal finance application that leverages AI technology to provide users with a seamless and efficient way to manage their finances. The app offers instant analysis, on-demand insights, and a comprehensive view of all financial data. Users can set budgets, goals, and connect their accounts to track their financial progress. Capchair prioritizes security by implementing bank-level security measures to safeguard users' financial information.

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.

Cushion is an AI-powered tool designed to simplify bill management and credit building. It securely connects to your accounts, organizes bills, and offers insights to help you budget better. With features like automatic bill tracking, virtual Cushion card payments, and credit history building, Cushion aims to make bill payments painless and credit building seamless.

Palmyst is an AI-powered palm reading application that offers personalized, instant, and interactive palm readings to help users gain insights into various aspects of their lives, including financial health, career opportunities, personal growth, physical health, and relationships. The app uses advanced AI technology to analyze palm lines and patterns, providing accurate and detailed insights. Users can ask questions based on the readings to make informed decisions. Palmyst aims to objectively assess the ancient teachings of palmistry using modern research, data analysis, and AI, driven by evidence and scientific inquiry.

Ferret is an AI-powered relationship intelligence tool designed to provide curated relationship intelligence and monitoring to help users avoid high-risk individuals and identify promising opportunities. It uses AI and proprietary data to deliver actionable intelligence in real-time, ensuring total transparency into personal and professional networks. The tool offers features such as Single Click Reputation & Safety Pre-Checks, Business and Personal Relationship Intelligence, AI Checks for Risks and Opportunities, and more. Ferret is a cutting-edge application that combines Artificial Intelligence with world-class information to provide users with comprehensive relationship intelligence.

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.

This repository is a comprehensive guide for individuals looking to start and improve their skills in Large Language Models (LLMs) without an advanced background in the field. It provides free resources, online courses, books, articles, and practical tips to become an expert in machine learning. The guide covers topics such as terminology, transformers, prompting, retrieval augmented generation (RAG), and more. It also includes recommendations for podcasts, YouTube videos, and communities to stay updated with the latest news in AI and LLMs.

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.

A curated list of Generative AI projects, tools, artworks, and models

A comprehensive repository of resources for Chinese large language models (LLMs), including data processing tools, fine-tuning frameworks, inference libraries, evaluation platforms, RAG engines, agent frameworks, books, courses, tutorials, and tips. The repository covers a wide range of tools and resources for working with LLMs, from data labeling and processing to model fine-tuning, inference, evaluation, and application development. It also includes resources for learning about LLMs through books, courses, and tutorials, as well as insights and strategies from building with LLMs.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

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.

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.

Langroid is a Python framework that makes it easy to build LLM-powered applications. It uses a multi-agent paradigm inspired by the Actor Framework, where you set up Agents, equip them with optional components (LLM, vector-store and tools/functions), assign them tasks, and have them collaboratively solve a problem by exchanging messages. Langroid is a fresh take on LLM app-development, where considerable thought has gone into simplifying the developer experience; it does not use Langchain.

Leon is an open-source personal assistant who can live on your server. He does stuff when you ask him to. You can talk to him and he can talk to you. You can also text him and he can also text you. If you want to, Leon can communicate with you by being offline to protect your privacy.

Home-Gallery.org is a self-hosted open-source web gallery for browsing personal photos and videos with tagging, mobile-friendly interface, and AI-powered image and face discovery. It aims to provide a fast user experience on mobile phones and help users browse and rediscover memories from their media archive. The tool allows users to serve their local data without relying on cloud services, view photos and videos from mobile phones, and manage images from multiple media source directories. Features include endless photo stream, video transcoding, reverse image lookup, face detection, GEO location reverse lookups, tagging, and more. The tool runs on NodeJS and supports various platforms like Linux, Mac, and Windows.

Companion is an Obsidian plugin that adds an AI-powered autocomplete feature to your note-taking and personal knowledge management platform. With Companion, you can write notes more quickly and easily by receiving suggestions for completing words, phrases, and even entire sentences based on the context of your writing. The autocomplete feature uses OpenAI's state-of-the-art GPT-3 and GPT-3.5, including ChatGPT, and locally hosted Ollama models, among others, to generate smart suggestions that are tailored to your specific writing style and preferences. Support for more models is planned, too.

The 'END TO END GENERATIVE AI PROJECTS' repository is a collection of awesome industry projects utilizing Large Language Models (LLM) for various tasks such as chat applications with PDFs, image to speech generation, video transcribing and summarizing, resume tracking, text to SQL conversion, invoice extraction, medical chatbot, financial stock analysis, and more. The projects showcase the deployment of LLM models like Google Gemini Pro, HuggingFace Models, OpenAI GPT, and technologies such as Langchain, Streamlit, LLaMA2, LLaMAindex, and more. The repository aims to provide end-to-end solutions for different AI applications.

Linguflex is a project that aims to simulate engaging, authentic, human-like interaction with AI personalities. It offers voice-based conversation with custom characters, alongside an array of practical features such as controlling smart home devices, playing music, searching the internet, fetching emails, displaying current weather information and news, assisting in scheduling, and searching or generating images.

Clipboard Conqueror is a multi-platform omnipresent copilot alternative. Currently requiring a kobold united or openAI compatible back end, this software brings powerful LLM based tools to any text field, the universal copilot you deserve. It simply works anywhere. No need to sign in, no required key. Provided you are using local AI, CC is a data secure alternative integration provided you trust whatever backend you use. *Special thank you to the creators of KoboldAi, KoboldCPP, llamma, openAi, and the communities that made all this possible to figure out.

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.

Aila Desktop Application is a powerful tool that integrates multiple leading AI models into a single desktop application. It allows users to interact with various AI models simultaneously, providing diverse responses and insights to their inquiries. With its user-friendly interface and customizable features, Aila empowers users to engage with AI seamlessly and efficiently. Whether you're a researcher, student, or professional, Aila can enhance your AI interactions and streamline your workflow.

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).

Interactive financial coach for tailored advice

Expert in personal, corporate finance and investment strategies.

Advanced financial advisor for business and personal finance, with a focus on New Zealand.

Seasoned investment manager offering detailed financial plans and strategies.

A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.

Discusses personal loans, payment methods, and financial options informatively.

An easy to understand wizard that guides you through questions about how to protect, back up and inherit essential digital information and assets such as crypto seed phrases, private keys, digital art, wallets, IDs, health and insurance information for you and your family.

Your Personal Retirement Coach Offering Guidance on Social Security Benefits, Medicare and How to Make Money in Retirement [Sponsored by http://RetireSmartDeals.com]

Adaptable, personalized budget tech advisor.

Analyzes cryptocurrency charts and data for investment advice.

AI financial planner for UC Berkeley students

Financial mentor and fatherly guide, inspired by Kiyosaki.

An AI tool offering expert advice on financial products, focusing on Top Loan Apps, best lending apps, fast cash advance apps, online loan apps, instant loan apps, and emergency loan apps. This tool provides insights, comparisons, and guidance for users seeking quick and reliable loan solutions.

Whether business or personal, this GPT assists in providing custom-fit tax saving tips for tax year 2023. The goal is provide insights to help you minimize tax. How can I help?

A proficient tax coach for personal tax matters.

Guides on checking and monitoring credit scores, with a financial and informative tone.

I help simplify and realistically calculate how much house you can buy. Real Estate , Personal Finance, Mortgages, & more.

Guides through portfolio creation, step by step.

é um assistente virtual inteligente projetado para esclarecer e orientar usuários sobre práticas finanças pessoais e educação financeira.