Best AI tools for< Analyze Asset Portfolios >

FormX.ai is an AI-powered tool that automates data extraction and conversion to empower businesses with digital transformation. It offers Intelligent Document Processing, Optical Character Recognition, and a Document Extractor to streamline document handling and data extraction across various industries such as insurance, finance, retail, human resources, logistics, and healthcare. With FormX.ai, users can instantly extract document data, power their apps with API-ready data extraction, and enjoy low-code development for efficient data processing. The tool is designed to eliminate manual work, embrace seamless automation, and provide real-world solutions for streamlining data entry processes.

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.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

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.

vHive is an autonomous digital twin software that enables users to create a digitized portfolio of global enterprise assets. The platform offers advanced AI analytics and insights to maximize revenue and facilitate exponential growth. With vHive, users can improve operational efficiency, rapidly digitize assets worldwide, ensure security and compliance, and scale their asset portfolio through end-to-end automation. Trusted by leading enterprises, vHive provides a user-friendly platform for collecting data and insights across various use cases, ultimately driving organizational efficiency and innovation.

Sagehood is an AI-driven platform that provides real-time market intelligence for investors in the finance sector. By harnessing AI-driven insights, Sagehood helps users stay ahead in the dynamic world of finance by offering intelligent analysis, deep-dive analysis, strategic execution, and intelligent synthesis. The platform aims to optimize investment strategies and enhance decision-making by leveraging AI technology to analyze vast amounts of data and provide actionable insights. With advanced features for informed decision-making and a focus on minimizing bias while maximizing insight, Sagehood offers tailored intelligence to help users make data-driven investment decisions.

Avanzai is a workflow automation tool designed for financial services. It utilizes AI agents to transform financial datasets into actionable insights, simplifying financial data analysis. Users can build charts with public data, connect their own data pipelines, and leverage the platform to perform tasks such as macro analysis, instrument screening, and risk analytics. Avanzai offers a comprehensive suite of tools for financial institutions to optimize their portfolios, screen assets, and analyze risks efficiently.

Toggle Terminal is an AI-powered platform that brings data to life with natural language. It offers a suite of award-winning analytic tools wrapped in an accessible, natural language-based user experience. Users can ask questions in plain language and receive immediate, data-backed answers without the need for coding or spreadsheet manipulation. Toggle Terminal provides institutional-grade analytical tools for scenario testing, asset intelligence, chart exploration, and idea discovery. It helps users connect data, test market hypotheses, screen securities, and explore hidden relationships between organizations. Additionally, Toggle AI offers customized AI solutions and integrations for institutional investors in asset management and capital markets.

Stockaivisor is an AI-driven platform that offers comprehensive stock analysis, financial statement analysis, risk assessment, and predictive analytics for investors. With over 20,000 stocks and portfolios, the platform provides advanced insights through generative AI technology, predictive correlation models, and automated portfolio management. Stockaivisor empowers users to make informed decisions, anticipate market shifts, and optimize their investment strategies with data-driven trading signals. The platform also features dedicated customer support and tools for stock and portfolio screening, making it a valuable resource for both novice and experienced investors.

ElliSense is an AI-powered global market sentiment analysis tool that provides real-time insights into the sentiment of various financial assets, including stocks, cryptocurrencies, and forex currencies. It analyzes thousands of data points per second from various sources, including social media, news outlets, and industry analysts, to provide accurate and up-to-date market sentiment. The tool is designed to help traders and investors make informed decisions by providing clear and easy-to-understand market insights.

Assets Scout is a website that provides users with valuable information and resources related to asset management. The platform offers a wide range of tools and features to help individuals and businesses effectively track, monitor, and manage their assets. Users can access real-time data, analytics, and insights to make informed decisions and optimize their asset performance. With a user-friendly interface and intuitive design, Assets Scout aims to simplify the asset management process and enhance productivity.

Secur3D is an AI tool designed for automated 3D asset analysis and moderation. It focuses on protecting user-generated content (UGC) on creator marketplaces by utilizing advanced algorithms to detect and prevent unauthorized or harmful content. With Secur3D, creators can ensure the safety and integrity of their content, providing a secure environment for both creators and users.

Sturdy is an AI application designed for B2B businesses to drive insights and actions that improve business performance and revenue retention. It provides product insights, sentiment trends, account-based summaries, and custom signals. Sturdy offers automations, AI readiness assessment, and turnkey deployment for customer intelligence. The application ensures privacy, security, and compliance-first mindset in data integration and collection. Sturdy converts unstructured customer interactions into actionable data for decision-making and forecasting.

Transmetrics is an AI-powered logistics planning platform that helps businesses optimize their supply chain and logistics operations. It provides a range of features, including data analytics, forecasting, optimization, and asset management. Transmetrics helps businesses improve their capacity utilization, reduce costs, and increase efficiency.

SarvaHit AI is an AI consulting firm that specializes in providing AI solutions for businesses. They offer services such as custom code automation solutions, personalized AI assistant deployment, advanced model integration and deployment, custom use case analysis, and knowledge sharing and training. The company aims to empower businesses by leveraging the power of artificial intelligence to enhance efficiency, decision-making, and value creation.

imgix is an end-to-end visual media solution that enables users to create, transform, and optimize captivating images and videos for an unparalleled visual experience. It simplifies the complex visual media technology, improves web performance, and delivers responsive design. Trusted by innovative companies worldwide, imgix offers features such as easy cloud storage connection, intelligent compression, fast loading with a globally distributed CDN, over 150 image operations, video streaming, asset management, intuitive analytics, and powerful SDKs & tools.

Subex is a Telecom AI company that enables Connected Experiences for CFOs, CTOs, and CMOs. With over 25 years of experience, Subex helps Communications Service Providers (CSPs) worldwide maximize revenues and profitability by leveraging AI to create connected experiences in business ecosystems. The company offers AI solutions, including Business Assurance, Fraud and Security management, Network Analytics, Enterprise Cybersecurity, Enterprise Billing, and more. Subex is trusted by over 75% of the world's top 50 telcos and provides a range of industry-leading solutions to enhance operational efficiency and effectiveness.

Opesway is an AI-powered financial planning platform that offers a comprehensive solution to help users achieve financial freedom and manage their wealth effectively. The platform provides tools for retirement planning, investment assessment, budget management, debt analysis, and various forecasting tools. Opesway uses AI technology to simplify financial management, make budgeting and investment decisions, and provide personalized insights. Users can connect to financial institutions, import spending data, customize budgets, forecast retirement, and compare financial plans. The platform also features a personalized AI chatbot powered by OpenAI's ChatGPT model.

Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.

Mako AI is an AI-powered associate designed to revolutionize the workflows of investment firms by streamlining research, analysis, and drafting processes. It offers essential tools to simplify data access, safeguard information, and provide actionable insights. With features like enterprise search, chat capabilities, and a knowledge base, Mako AI centralizes institutional knowledge and ensures data security with SOC 2 Type II certification. The application is easy to implement, prioritizes security, and enhances collaboration within firms.

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 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.

Lobe Chat Plugins Index is a repository that serves as a collection of various plugins for Function Calling. Users can submit their plugins by following specific instructions. The repository includes a wide range of plugins for different tasks such as image generation, stock analysis, web search, NFT tracking, calendar management, and more. Each plugin is tagged with relevant keywords for easy identification and usage. The repository encourages contributions and provides guidelines for submitting new plugins. It is a valuable resource for developers looking to enhance chatbot functionalities with different plugins.

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.

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.

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.

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.

Lobe Chat is an open-source, modern-design ChatGPT/LLMs UI/Framework. Supports speech-synthesis, multi-modal, and extensible ([function call][docs-functionc-call]) plugin system. One-click **FREE** deployment of your private OpenAI ChatGPT/Claude/Gemini/Groq/Ollama chat application.

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

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.

ExplainableAI.jl is a Julia package that implements interpretability methods for black-box classifiers, focusing on local explanations and attribution maps in input space. The package requires models to be differentiable with Zygote.jl. It is similar to Captum and Zennit for PyTorch and iNNvestigate for Keras models. Users can analyze and visualize explanations for model predictions, with support for different XAI methods and customization. The package aims to provide transparency and insights into model decision-making processes, making it a valuable tool for understanding and validating machine learning models.

StepWise is a code-first, event-driven workflow framework for .NET designed to help users build complex workflows in a simple and efficient way. It allows users to define workflows using C# code, visualize and execute workflows from a browser, execute steps in parallel, and resolve dependencies automatically. StepWise also features an AI assistant called `Geeno` in its WebUI to help users run and analyze workflows with ease.

This repository provides a hands-on lab for learning about Neo4j and Google Cloud Vertex AI. It is intended for data scientists and data engineers to deploy Neo4j and Vertex AI in a Google Cloud account, work with real-world datasets, apply generative AI, build a chatbot over a knowledge graph, and use vector search and index functionality for semantic search. The lab focuses on analyzing quarterly filings of asset managers with $100m+ assets under management, exploring relationships using Neo4j Browser and Cypher query language, and discussing potential applications in capital markets such as algorithmic trading and securities master data management.

This repository is a sample chatbot using the Anthropic company's LLM Claude, one of the foundational models provided by Amazon Bedrock for generative AI. It allows users to have basic conversations with the chatbot, personalize it with their own instructions and external knowledge, and analyze usage for each user/bot on the administrator dashboard. The chatbot supports various languages, including English, Japanese, Korean, Chinese, French, German, and Spanish. Deployment is straightforward and can be done via the command line or by using AWS CDK. The architecture is built on AWS managed services, eliminating the need for infrastructure management and ensuring scalability, reliability, and security.

CrewAI is a cutting-edge framework designed to orchestrate role-playing autonomous AI agents. By fostering collaborative intelligence, CrewAI empowers agents to work together seamlessly, tackling complex tasks. It enables AI agents to assume roles, share goals, and operate in a cohesive unit, much like a well-oiled crew. Whether you're building a smart assistant platform, an automated customer service ensemble, or a multi-agent research team, CrewAI provides the backbone for sophisticated multi-agent interactions. With features like role-based agent design, autonomous inter-agent delegation, flexible task management, and support for various LLMs, CrewAI offers a dynamic and adaptable solution for both development and production workflows.

Expert in asset management, informative and financial tone.

Guides asset allocation in family segments, focusing on investments.

Assistance in Strategic Portfolio Management

Consultant on digital assets in financial services, using a pricing study for insights.

Expert in ROA optimization

Manages and supervises financial assets and investments.

Valuation Expert with AICPA Guidelines Focus

Elegant assistance and expertise for integrating the Unicorn Binance Suite.

Enhanced Geolocation Intelligence Expert

Expert in Bitcoin-Elastos Layer 2 "Bel2" technology

From recent updates to coding, I got you.

Analyzes rare events with enhanced predictive capabilities.

I analyze cognitive biases in scenarios and thoughts, providing neutral, educational insights.

Analyze and reverse engineer images. Receive style descriptions and image re-creation prompts.

I'll help you analyze market news and charts for trading/investing

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

As a Good Design Advisor, I provide consultation and advice on design topics and analyze designs that are provided through documents or links. I can also generate visual representations myself to illustrate design concepts.

I analyze historical events, offering insights from multiple perspectives.