Best AI tools for< Portfolio Analyst >

AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.

Delta3 AI is an AI-powered tool that offers advanced stock analysis and insights to help investors make informed decisions. The application leverages artificial intelligence technology to analyze market trends and identify stocks with breakout potential. Users can receive alerts on high-potential stock movements and expert analysis to guide their investment strategies. Additionally, Delta3 AI provides services such as investor relations support, investor presentations, message development, and analyst relations to enhance communication with investors and maximize shareholder value.

Patented.ai is an AI-powered platform that specializes in IP commercialization, patent valuation, and litigation support. The platform helps users unlock hidden revenue from their IP portfolio, identify valuable innovations in their codebase, and get data-driven insights on patent value and industry applicability. It offers features such as source code analysis, identifying licensees instantly, and mapping patent claims to source code. Patented.ai is trusted by leading innovators and IP counsel worldwide for lightning-fast insights and comprehensive IP strength assessments.

Rize Capital is an AI-powered investment chatbot designed to provide fast, accurate answers to complex financial and investment questions. It offers real-time data on stocks, cryptocurrencies, ETFs, and more, leveraging institutional investment data and large language models. The chatbot aims to simplify the journey through financial markets by providing personalized insights, portfolio analysis, and alternative data access.

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.

Capital Companion is an AI-powered trading and investing platform designed to provide users with a competitive edge in the markets. The platform offers a range of features including 24/7 AI assistant support, intelligent trading recommendations, risk analysis tools, real-time stock analytics, market sentiment analysis, and pattern recognition for technical analysis. By leveraging artificial intelligence, Capital Companion aims to help traders make well-informed decisions and protect their investments in a dynamic market environment.

DRYiCE is an AI foundation for the digital enterprise, offering a range of AI ops products and solutions to transform and simplify IT and business operations by leveraging AI and Cloud technologies. With a diverse portfolio including DRYiCE iAutomate, DRYiCE AEX, DRYiCE MyCloud, DRYiCE MyXalytics, and more, DRYiCE aims to enhance service orchestration, observability, and business flow management across various industries such as energy, healthcare, financial services, and manufacturing. The platform boasts over 12 years of experience in AI-led R&D, serving 283 customers globally and holding 30 patents.

InsureSmart is an AI-powered platform that empowers users to take control of their insurance needs. By leveraging artificial intelligence technology, InsureSmart offers personalized insurance solutions tailored to individual requirements. The platform provides a seamless and user-friendly experience for users to manage and optimize their insurance policies efficiently. With InsureSmart, users can access smart recommendations, compare insurance plans, and make informed decisions to secure their financial well-being.

Vindey is an industry-leading AI-powered CRM platform designed for property management and sales solutions. It offers real-time smart suggestions, automation features, and intelligent sales automation to transform customer experiences. Vindey handles the entire sales pipeline, from lead qualification to deal closing, while providing personalized interactions and seamless lead management. The platform also offers AI-powered payment insights, workflow automation, and tailored solutions for various industries, such as sales, healthcare, real estate, education, and manufacturing.

Rafa.ai is an AI-powered investing application that offers a comprehensive suite of tools and features to assist users in making informed investment decisions. The platform utilizes AI agents to provide real-time insights, portfolio alerts, risk analysis, and options monitoring. Users can access data-driven trading strategies, perform equity research, and analyze news sentiment. Rafa.ai aims to help users manage their investment risks, discover investment opportunities, and make smarter investment decisions.

PortfolioGPT is an AI-powered platform that enables users to generate smart investment portfolios in seconds. It leverages OpenAI's advanced algorithms to automatically create personalized portfolios based on user input, including risk tolerance, investment amount, and financial goals. With features like personalized risk profiling, instant portfolio suggestions, and simple user input, PortfolioGPT aims to simplify the investment process for both novice and experienced investors. The platform offers subscription plans for users to access unlimited queries per day and receive tailored investment recommendations.

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.

Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

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.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

ficc.ai is an AI application that revolutionizes municipal bond pricing by providing real-time, accurate AI technology for informed decisions, portfolio optimization, and compliance. The platform offers a user-friendly web app, direct API access, and integration with existing software or vendors. ficc.ai uses cutting-edge AI models developed in-house by market experts and scientists to deliver highly accurate bond prices based on trade size, ensuring valuable output for trading decisions, investment allocations, and compliance oversight.

Telescope is a generative intelligence application designed for the finance industry. It leverages data and foundation models to co-pilot investors with AI, reducing investor paralysis and enhancing discovery. The application simplifies investment discovery for retail investors, enables the construction of investment baskets across factor and thematic investing, transforms official company announcements into articles, identifies technical trading patterns, and ensures compliance within ethical frameworks. Telescope offers customizable AI-powered investment tools that integrate directly with trading platforms, aiming to improve investment discovery, increase engagement, and boost customer retention.

AI Investing Tools is a curated directory of AI tools designed to help users automate their investing process. The platform offers a handpicked collection of AI investing tools that assist in making more money, developing trading strategies, automating investing, rebalancing portfolios, and analyzing markets. It aims to leverage AI technology to enhance trading efficiency, optimize portfolios, and eliminate emotional biases in investment decisions.

Octavia is a cryptocurrency assistant that helps you track your portfolio, get real-time market data, and make informed trading decisions. With Octavia, you can:

IBM offers artificial intelligence solutions designed to help businesses leverage AI technologies for increased productivity and efficiency. Their adaptive AI solutions are tailored to solve real business problems, providing choice, flexibility, transparency, and trust. IBM's AI offerings include watsonx platform, Granite models, AI consulting services, and hybrid cloud solutions, enabling businesses to scale AI across various functions. From automation to decision-making, IBM's AI capabilities can optimize processes, drive insights, and accelerate value creation, enhancing competitive advantage across industries like finance, healthcare, and government.

AI Hedge Fund is a proof of concept for an AI-powered hedge fund that explores the use of AI to make trading decisions. The project is for educational purposes only and simulates trading decisions without actual trading. It employs agents like Market Data Analyst, Valuation Agent, Sentiment Agent, Fundamentals Agent, Technical Analyst, Risk Manager, and Portfolio Manager to gather and analyze data, calculate risk metrics, and make trading decisions.

Fueling-Ambitions-Via-Book-Discoveries is an Advanced Machine Learning & AI Course designed for students, professionals, and AI researchers. The course integrates rigorous theoretical foundations with practical coding exercises, ensuring learners develop a deep understanding of AI algorithms and their applications in finance, healthcare, robotics, NLP, cybersecurity, and more. Inspired by MIT, Stanford, and Harvard’s AI programs, it combines academic research rigor with industry-standard practices used by AI engineers at companies like Google, OpenAI, Facebook AI, DeepMind, and Tesla. Learners can learn 50+ AI techniques from top Machine Learning & Deep Learning books, code from scratch with real-world datasets, projects, and case studies, and focus on ML Engineering & AI Deployment using Django & Streamlit. The course also offers industry-relevant projects to build a strong AI portfolio.

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.

A drill of scientific methods, processes, algorithms, and systems to build stories & models. An in-depth learning resource for humans. This is a drill for people who aim to be in the top 1% of Data and AI experts. The repository provides a routine for deep and shallow work sessions, covering topics from Python to AI/ML System Design and Personal Branding & Portfolio. It emphasizes the importance of continuous effort and action in the tech field.

LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.

CyberScraper 2077 is an advanced web scraping tool powered by AI, designed to extract data from websites with precision and style. It offers a user-friendly interface, supports multiple data export formats, operates in stealth mode to avoid detection, and promises lightning-fast scraping. The tool respects ethical scraping practices, including robots.txt and site policies. With upcoming features like proxy support and page navigation, CyberScraper 2077 is a futuristic solution for data extraction in the digital realm.

Awesome Algorand is a curated list of resources related to the Algorand Blockchain, including official resources, wallets, blockchain explorers, portfolio trackers, learning resources, development tools, DeFi platforms, nodes & consensus participation, subscription management, security auditing services, blockchain bridges, oracles, name services, community resources, Algorand Request for Comments, metrics and analytics services, decentralized voting tools, and NFT marketplaces. The repository provides a comprehensive collection of tools, tutorials, protocols, and platforms for developers, users, and enthusiasts interested in the Algorand ecosystem.

A curated list of data science & AI guided projects to start building your portfolio. The repository contains guided projects covering various topics such as large language models, time series analysis, computer vision, natural language processing (NLP), and data science. Each project provides detailed instructions on how to implement specific tasks using different tools and technologies.

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.

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.

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.

Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.

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.

A drill of scientific methods, processes, algorithms, and systems to build stories & models. An in-depth learning resource for humans. This repository is designed for individuals aiming to excel in the field of Data and AI, providing video sessions and text content for learning. It caters to those in leadership positions, professionals, and students, emphasizing the need for dedicated effort to achieve excellence in the tech field. The content covers various topics with a focus on practical application.

Activepieces is an open source replacement for Zapier, designed to be extensible through a type-safe pieces framework written in Typescript. It features a user-friendly Workflow Builder with support for Branches, Loops, and Drag and Drop. Activepieces integrates with Google Sheets, OpenAI, Discord, and RSS, along with 80+ other integrations. The list of supported integrations continues to grow rapidly, thanks to valuable contributions from the community. Activepieces is an open ecosystem; all piece source code is available in the repository, and they are versioned and published directly to npmjs.com upon contributions. If you cannot find a specific piece on the pieces roadmap, please submit a request by visiting the following link: Request Piece Alternatively, if you are a developer, you can quickly build your own piece using our TypeScript framework. For guidance, please refer to the following guide: Contributor's Guide

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.

Assistance in Strategic Portfolio Management

Analyzes earnings reports using Warren Buffett's investment model.

A sentiment analysis tool for evaluating management-related texts.

Analyzes companies with a stringent set of investment criteria

Advanced financial analysis and strategy advisor.

Assists in portfolio management, offering optimization strategies and market insights.

A financial analyst GPT with Warren Buffett's analysis style.

Dynamic Risk Assessment Guide for Investors

Analyzes tech stocks with in-depth, qualitative and quantitative analysis

I read and analyze annual reports of companies. Just upload the annual report PDF and start asking me questions!

Expert in gold price analysis.

Specializes in analyzing SEC filings and industry trends for financial advice.

Expert in K-line analysis for professional traders

Maximize your Stock Portfolio Performance with the Pareto Principle

Echoing Warren Buffett's shrewd financial acumen including visual analysis of his latest portfolio.

Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)

Guides through portfolio creation, step by step.

An analyst versed in investment strategies and philosophies of financial icons.

Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.

DeFi analyst specializing in insightful financial narratives.