Best AI tools for< portfolio strategist >
20 - AI tool Sites

Kahuna AI
Kahuna AI is an AI tool designed to empower institutional investors by providing advanced solutions for investment decision-making. The platform operates in stealth mode, offering a range of features to enhance investment strategies and optimize portfolio management. Based in NYC, Kahuna AI is dedicated to revolutionizing the way institutional investors approach financial markets.

GPT Twitter Conversations
The website offers a personalized GPT service that simplifies AI-powered Twitter conversations. Users can easily engage in AI-driven interactions on Twitter through this platform. The service is designed to enhance user experience and streamline communication on the social media platform. It is a copyright-protected platform developed in 2022 using Vercel and NextJS.

Coinfeeds
Coinfeeds is an AI-powered platform that provides personalized cryptocurrency insights, market data, and news to users. It offers features such as custom portfolio monitoring, weekly newsletters on fundraising activities and new startups, and an AI chatbot and API for accessing crypto information. The platform aims to empower investors with the necessary insights to make informed decisions in the dynamic landscape of cryptocurrency ventures.

Composer
Composer is an AI-powered platform for building and executing trading algorithms without the need for coding skills. Users can create strategies with the assistance of an AI-powered editor, backtest them, and automate trading execution. The platform offers pre-built strategies, customization options, and features like automation, community sharing, and tax-smart trading. Composer aims to make sophisticated quant investing accessible to all levels of traders and investors.

AlphaResearch
AlphaResearch is an AI-powered search engine and research platform for investors. It provides access to millions of global filings, transcripts, press releases, and reports, and uses machine learning and NLP techniques to extract insights from text data. AlphaResearch helps investors save time on research, understand market sentiment, and make better investment decisions.

8VDX
8VDX is an AI application that offers fine-tuned AI models for credit funds, aiming to transform the underwriting process by automating data-intensive tasks, accelerating decision-making, and enhancing operational efficiency. The application is trusted by market leaders in the hedge fund industry, providing advanced AI solutions for credit underwriting and investment analysis. With features such as streamlined screening, efficient investment analysis, continuous learning from surveillance, and turbo-charged due diligence, 8VDX aims to revolutionize the way debt investment workflows are managed. The application respects data privacy and intellectual property rights, ensuring that clients retain full ownership and control over their proprietary information.

The Trading AI
The Trading AI is a generative AI financial platform that revolutionizes investment decisions. It offers an all-in-one solution for portfolio management, AI-assisted strategies, backtesting, and algorithmic trading. The platform features an intuitive user-friendly interface, lightning-fast backtesting, advanced live dashboard, and a strategy builder requiring no programming skills. Users can join the VIP Club for exclusive advantages, participate in tournaments, and monetize their strategies in the marketplace. The platform leverages AI to provide data-backed intelligence for optimized trading decisions.

DeFi Lens
DeFi Lens is an advanced market insights platform that leverages Generative AI to provide users with valuable information and analysis in the decentralized finance space. By utilizing cutting-edge AI technology, DeFi Lens offers users a unique perspective on market trends, investment opportunities, and risk assessment in the rapidly evolving DeFi landscape. The platform is designed to empower users with actionable insights and data-driven decision-making tools, enabling them to stay ahead in the competitive DeFi market.

Questel
Questel is a world leader providing end-to-end, AI-enabled and integrated solutions for Intellectual Property and Innovation Management. The platform offers a range of solutions including Patent, Trademark, Innovation, Legal Operations, and Localization services. Questel's software and services are designed to streamline IP strategy, enhance corporate training programs, and provide valuable content to support users in managing their intellectual assets effectively.

Lex Machina
Lex Machina is a Legal Analytics platform that provides comprehensive insights into litigation track records of parties across the United States. It offers accurate and transparent analytic data, exclusive outcome analytics, and valuable insights to help law firms and companies craft successful strategies, assess cases, and set litigation strategies. The platform uses a unique combination of machine learning and in-house legal experts to compile, clean, and enhance data, providing unmatched insights on courts, judges, lawyers, law firms, and parties.

STRATxAI
STRATxAI is an AI-powered investment strategy platform trusted by global investing platforms, hedge funds, and portfolio managers. The platform, powered by proprietary technology, offers innovative investment strategies, backtesting capabilities, and optimized portfolio construction. With Alana by STRATxAI, users can access smart portfolios designed for investment professionals, enabling scalability and customization. The platform caters to both no-code and know-code users, providing extensive strategy research tools and advanced capabilities for portfolio optimization and risk management.

AI Investing Tools
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.

Village
Village is an AI-powered platform that helps you build and manage your social capital. It provides you with the tools and insights you need to connect with the right people, build strong relationships, and achieve your goals.

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 based on AI-generated insights and predictions. Users can create their own fantasy ETFs by describing a theme or event, and the AI technology behind Potato helps in building and managing these portfolios efficiently. With a focus on innovation and technology, Potato aims to revolutionize the way people invest in the stock market.

Surmount AI
Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.

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

Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform designed to meet the needs of active traders. It provides powerful tools such as real-time market scanning, AI-driven trade signals, customizable alerts, advanced charting capabilities, and time-saving data visualization. Trade Ideas offers users the confidence to make smarter trading decisions and the freedom to conquer markets anytime, anywhere. The platform also includes features like a trading simulator for practicing new strategies, Picture in Picture charts for visualizing multiple timeframes, and integration with leading brokers and trading platforms.

Macroaxis
Macroaxis is a wealth optimization platform that leverages AI technology to help users make informed investment decisions. It offers a range of features such as portfolio origination, thematic portfolios, and AI-driven optimization engine. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to build their investment portfolios. Macroaxis aims to provide users with optimal portfolios that outperform the market while offering protection against economic bubbles. With a focus on diversification and adaptive investment strategies, Macroaxis empowers users to navigate volatile market conditions with confidence.

Quanty
Quanty is an AI-driven financial knowledge graph application that provides market insights on crypto and stocks news through advanced algorithms and knowledge graphs. It offers a GraphQL API for deep market understanding, smart data classification, current market insights, entity and relationship extraction, and dynamic GraphQL access. Users can access a wide range of financial news, insights, and analytics seamlessly through Quanty's robust GraphQL API.

StockHero
StockHero is a highly-rated stock trading bot that allows users to trade intelligently with a high win rate. The platform offers preset bots from the Marketplace for users to deploy in minutes, automating trades on leading brokerages. StockHero caters to users of all levels, from beginners to experienced traders, providing features like TradingView integration, Strategy Designer, and advanced indicator settings. The platform also offers a White-Glove Service for personalized guidance, paper trading for risk-free practice, and an AI ChatBot for financial queries. With a focus on risk management and user satisfaction, StockHero aims to enhance the trading experience for all users.
20 - Open Source Tools

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.

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.

llmware
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.

awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models

MATLAB-Simulink-Challenge-Project-Hub
MATLAB-Simulink-Challenge-Project-Hub is a repository aimed at contributing to the progress of engineering and science by providing challenge projects with real industry relevance and societal impact. The repository offers a wide range of projects covering various technology trends such as Artificial Intelligence, Autonomous Vehicles, Big Data, Computer Vision, and Sustainability. Participants can gain practical skills with MATLAB and Simulink while making a significant contribution to science and engineering. The projects are designed to enhance expertise in areas like Sustainability and Renewable Energy, Control, Modeling and Simulation, Machine Learning, and Robotics. By participating in these projects, individuals can receive official recognition for their problem-solving skills from technology leaders at MathWorks and earn rewards upon project completion.

llmops-duke-aipi
LLMOps Duke AIPI is a course focused on operationalizing Large Language Models, teaching methodologies for developing applications using software development best practices with large language models. The course covers various topics such as generative AI concepts, setting up development environments, interacting with large language models, using local large language models, applied solutions with LLMs, extensibility using plugins and functions, retrieval augmented generation, introduction to Python web frameworks for APIs, DevOps principles, deploying machine learning APIs, LLM platforms, and final presentations. Students will learn to build, share, and present portfolios using Github, YouTube, and Linkedin, as well as develop non-linear life-long learning skills. Prerequisites include basic Linux and programming skills, with coursework available in Python or Rust. Additional resources and references are provided for further learning and exploration.

zillionare
This repository contains a collection of articles and tutorials on quantitative finance, including topics such as machine learning, statistical arbitrage, and risk management. The articles are written in a clear and concise style, and they are suitable for both beginners and experienced practitioners. The repository also includes a number of Jupyter notebooks that demonstrate how to use Python for quantitative finance.

Awesome-AI-Data-Guided-Projects
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.

causalML
This repository is the workshop repository for the Causal Modeling in Machine Learning Workshop on Altdeep.ai. The material is open source and free. The course covers causality in model-based machine learning, Bayesian modeling, interventions, counterfactual reasoning, and deep causal latent variable models. It aims to equip learners with the ability to build causal reasoning algorithms into decision-making systems in data science and machine learning teams within top-tier technology organizations.

agenta
Agenta is an open-source LLM developer platform for prompt engineering, evaluation, human feedback, and deployment of complex LLM applications. It provides tools for prompt engineering and management, evaluation, human annotation, and deployment, all without imposing any restrictions on your choice of framework, library, or model. Agenta allows developers and product teams to collaborate in building production-grade LLM-powered applications in less time.

activepieces
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

CodeGPT
CodeGPT is an extension for JetBrains IDEs that provides access to state-of-the-art large language models (LLMs) for coding assistance. It offers a range of features to enhance the coding experience, including code completions, a ChatGPT-like interface for instant coding advice, commit message generation, reference file support, name suggestions, and offline development support. CodeGPT is designed to keep privacy in mind, ensuring that user data remains secure and private.

LLM4SE
The collection is actively updated with the help of an internal literature search engine.

AeonLabs-AI-Volvo-MKII-Open-Hardware
This open hardware project aims to extend the life of Volvo P2 platform vehicles by updating them to current EU safety and emission standards. It involves designing and prototyping OEM hardware electronics that can replace existing electronics in these vehicles, using the existing wiring and without requiring reverse engineering or modifications. The project focuses on serviceability, maintenance, repairability, and personal ownership safety, and explores the advantages of using open solutions compared to conventional hardware electronics solutions.

sfdx-hardis
sfdx-hardis is a toolbox for Salesforce DX, developed by Cloudity, that simplifies tasks which would otherwise take minutes or hours to complete manually. It enables users to define complete CI/CD pipelines for Salesforce projects, backup metadata, and monitor any Salesforce org. The tool offers a wide range of commands that can be accessed via the command line interface or through a Visual Studio Code extension. Additionally, sfdx-hardis provides Docker images for easy integration into CI workflows. The tool is designed to be natively compliant with various platforms and tools, making it a versatile solution for Salesforce developers.

awesome-openvino
Awesome OpenVINO is a curated list of AI projects based on the OpenVINO toolkit, offering a rich assortment of projects, libraries, and tutorials covering various topics like model optimization, deployment, and real-world applications across industries. It serves as a valuable resource continuously updated to maximize the potential of OpenVINO in projects, featuring projects like Stable Diffusion web UI, Visioncom, FastSD CPU, OpenVINO AI Plugins for GIMP, and more.

awesome-ai
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.

air-light
Air-light is a minimalist WordPress starter theme designed to be an ultra minimal starting point for a WordPress project. It is built to be very straightforward, backwards compatible, front-end developer friendly and modular by its structure. Air-light is free of weird "app-like" folder structures or odd syntaxes that nobody else uses. It loves WordPress as it was and as it is.
20 - OpenAI Gpts

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

Product Innovation Advisor
Drives innovative product development and strategies for business growth.

Account Executive
Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

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

Investment Management Advisor
Provides strategic financial guidance for investment behavior to optimize organization's wealth.

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

AI Trading Ace
Expert in AI trading strategies, guiding users to leverage market opportunities.

Personal Business Manager
Seasoned investment manager offering detailed financial plans and strategies.

Capital Companion
A savvy guide for financial insights and strategies, including fundamental, technical, and sentiment analysis for investing and trading.

Options Explorer
Expert in U.S. stock options, adept at explaining strategies with simple language and charts.
VaultCraft Trainer
VaultCraft trains users to create automated yield strategies using the VaultCraft VCI & SDK

StockMind
BuffettMungerDuan Finance AI' revolutionizes financial analysis, blending Buffett, Munger, and Duan's insights. Advanced algorithms and a vast database empower precise market forecasts and strategies, essential for investors and financial pros

BioMed Investor Guru
Expert in biopharma, medical, and healthcare investment advice, with comprehensive industry insights.