Best AI tools for< Analyze Financial Performance >
20 - AI tool Sites
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Fama.one
Fama.one is an AI-powered platform that helps businesses automate their financial processes. It uses machine learning to analyze financial data and identify patterns, which can then be used to automate tasks such as invoice processing, expense management, and financial reporting. Fama.one also provides businesses with insights into their financial performance, which can help them make better decisions.
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Reportify
Reportify is an AI platform for investment research that provides detailed analysis and insights on various companies, filings, transcripts, reports, and news. Users can explore financial data, performance metrics, and market trends to make informed investment decisions. The platform offers a comprehensive view of the investment landscape, including company histories, financial reports, and industry analysis.
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Monexa
Monexa is a professional-grade financial analysis platform that offers institutional-grade market insights, news, and data analysis in one powerful platform. It provides comprehensive market analysis, AI-powered insights, rich data visualizations, research and analysis tools, advanced screener, rich financial history, automated SWOT analysis, comprehensive reports, interactive performance analytics, institutional investment tracking, company intelligence, dividend analysis, earnings call analysis, portfolio analytics, strategy explorer, real-time market intelligence, and more. Monexa is designed to help users make data-driven investment decisions with a comprehensive suite of analytical capabilities.
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Adam AI
Adam AI is the world's first AI C-Suite executive, providing organizations with advanced predictive analytics, intelligent automation, and real-time insights to optimize strategic planning, streamline operations, and enhance customer experience. Adam leverages cutting-edge sentiment analysis and market intelligence to empower leadership with actionable insights, driving unprecedented productivity and financial performance.
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Kudra
Kudra is an AI-powered data extraction tool that offers dedicated solutions for finance, human resources, logistics, legal, and more. It effortlessly extracts critical data fields, tables, relationships, and summaries from various documents, transforming unstructured data into actionable insights. Kudra provides customizable AI models, seamless integrations, and secure document processing while supporting over 20 languages. With features like custom workflows, model training, API integration, and workflow builder, Kudra aims to streamline document processing for businesses of all sizes.
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Roic AI
Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.
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Borea AI
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.
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Quantum AI
Quantum AI is an advanced AI-powered trading platform that revolutionizes the trading experience by empowering users to make intelligent and strategic decisions. The platform offers a user-friendly interface, automated trading system, expert-designed strategies, risk-free demo mode, and top-level security. With round-the-clock expert assistance, exceptional satisfaction levels, and multilingual support, Quantum AI ensures a seamless trading experience for users worldwide.
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DataSquirrel.ai
DataSquirrel.ai is an AI tool designed to provide data intelligence solutions for non-technical business managers. It offers both guided and fully automatic features to help users make data-driven decisions and optimize business performance. The tool simplifies complex data analysis processes and empowers users to extract valuable insights from their data without requiring advanced technical skills.
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AskCSV
AskCSV is a revolutionary AI-powered tool that empowers you to unlock valuable insights from your CSV files. Simply ask any question about your data, and AskCSV will provide you with instant, accurate answers and visualizations. Your data remains completely secure, processed directly in your browser's memory without any server uploads. With AskCSV, you can effortlessly analyze your data, identify trends, make informed decisions, and gain a deeper understanding of your business.
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CoPilot AI
CoPilot AI is an AI-powered sales enablement tool designed to help B2B sales teams and agencies achieve consistent revenue growth. It automates personalized interactions with high-quality LinkedIn prospects, supports the full sales cycle, and provides insights to optimize sales processes. The tool focuses on prospecting, engaging, converting, and optimizing interactions with leads, aiming to streamline the sales process and improve efficiency.
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AnalyStock.ai
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.
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InnovateX
InnovateX is a customizable HR AI software designed to streamline human resources processes through automation and data-driven insights. It offers a range of features to enhance recruitment, employee management, performance evaluation, and more. With InnovateX, organizations can optimize their HR operations, improve decision-making, and boost overall efficiency. The software is user-friendly, scalable, and tailored to meet the unique needs of each organization, making it a valuable tool for modern businesses looking to leverage AI technology in their HR practices.
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Decode Investing
Decode Investing is an AI tool designed to help users discover and analyze businesses for investment purposes. The platform offers a range of features such as an AI Chat assistant, stock screener, and analysis of SEC filings and earnings calls. Users can access a leaderboard to track performance and insights on various projects. Decode Investing is a comprehensive tool that aims to simplify the investment process by providing valuable data and insights to users.
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Mool Capital
Mool Capital is an AI-powered platform that offers elevated investing and high fidelity research capabilities. The platform provides revolutionary AI tools for analyzing vast datasets in seconds, trustworthy analysis for informed investing, and performant portfolios curated for optimal performance. Users can access the latest market analysis, investment ideas, and premium articles to enhance their investment decisions. Mool Capital aims to empower investors with AI superpowers to make better investment choices and navigate the complex world of finance with confidence.
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Valuemetrix
Valuemetrix is an AI-enhanced investment analysis platform designed for investors seeking to redefine their investment journey. The platform offers cutting-edge AI technology, institutional-level data, and expert analysis to provide users with well-informed investment decisions. Valuemetrix empowers users to elevate their investment experience through AI-driven insights, real-time market news, stock reports, market analysis, and tailored financial information for over 100,000 international publicly traded companies.
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Plat.AI
Plat.AI is an automated predictive analytics software that offers model building solutions for various industries such as finance, insurance, and marketing. It provides a real-time decision-making engine that allows users to build and maintain AI models without any coding experience. The platform offers features like automated model building, data preprocessing tools, codeless modeling, and personalized approach to data analysis. Plat.AI aims to make predictive analytics easy and accessible for users of all experience levels, ensuring transparency, security, and compliance in decision-making processes.
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GetFlashInsights
GetFlashInsights is a website that provides valuable insights and analytics for businesses and individuals. It offers a user-friendly platform to analyze data, track performance, and make informed decisions. With a focus on simplicity and efficiency, GetFlashInsights helps users unlock the power of their data to drive growth and success in their endeavors.
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IntelligentCross
Imperative Execution is the parent company of IntelligentCross, a platform that uses artificial intelligence (AI) to optimize trading performance in the US equities market. The platform's matching logic enhances market efficiency by optimizing price discovery and minimizing market impact. IntelligentCross is built with high-performance, massively parallel transaction processing that fully utilizes modern multi-core servers.
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Jobs Originalis
Jobs Originalis is an Intelligent Composable OS designed for the Private Capital Markets. It aims to help users save time and focus on the creative aspects of their work. The platform offers a range of tools and features to streamline processes and enhance productivity in the private capital market sector.
20 - Open Source AI Tools
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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.
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swarms
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.
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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.
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Customer-Service-Conversational-Insights-with-Azure-OpenAI-Services
This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.
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ai-hedge-fund
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.
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moon-dev-ai-agents-for-trading
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.
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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.
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guidellm
GuideLLM is a powerful tool for evaluating and optimizing the deployment of large language models (LLMs). By simulating real-world inference workloads, GuideLLM helps users gauge the performance, resource needs, and cost implications of deploying LLMs on various hardware configurations. This approach ensures efficient, scalable, and cost-effective LLM inference serving while maintaining high service quality. Key features include performance evaluation, resource optimization, cost estimation, and scalability testing.
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AIlice
AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.
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obsei
Obsei is an open-source, low-code, AI powered automation tool that consists of an Observer to collect unstructured data from various sources, an Analyzer to analyze the collected data with various AI tasks, and an Informer to send analyzed data to various destinations. The tool is suitable for scheduled jobs or serverless applications as all Observers can store their state in databases. Obsei is still in alpha stage, so caution is advised when using it in production. The tool can be used for social listening, alerting/notification, automatic customer issue creation, extraction of deeper insights from feedbacks, market research, dataset creation for various AI tasks, and more based on creativity.
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PromptChains
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.
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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.
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ai-financial-agent
AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.
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AixLib
AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).
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LLMEvaluation
The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.
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awesome-mcp-servers
Awesome MCP Servers is a curated list of Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list includes production-ready and experimental servers that extend AI capabilities through file access, database connections, API integrations, and other contextual services.
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awesome-mcp-servers
A curated list of awesome Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list focuses on production-ready and experimental servers extending AI capabilities through file access, database connections, API integrations, and other contextual services.
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AiTreasureBox
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.
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AITreasureBox
AITreasureBox is a comprehensive collection of AI tools and resources designed to simplify and accelerate the development of AI projects. It provides a wide range of pre-trained models, datasets, and utilities that can be easily integrated into various AI applications. With AITreasureBox, developers can quickly prototype, test, and deploy AI solutions without having to build everything from scratch. Whether you are working on computer vision, natural language processing, or reinforcement learning projects, AITreasureBox has something to offer for everyone. The repository is regularly updated with new tools and resources to keep up with the latest advancements in the field of artificial intelligence.
20 - OpenAI Gpts
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Performance Controlling Advisor
Drives financial performance improvement via strategic analysis and advice.
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Financial Reporting Advisor
Enhances financial decision-making by analyzing, interpreting and reporting financial data.
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Financial Modeling GPT
Expert in financial modeling for valuation, budgeting, and forecasting.
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Strategic Planning Advisor
Guides financial strategy through data analysis and forecasting.
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💲 Discounted Cash Flow (DCF) Expert (5.0⭐)
Financial analyst specializing in Discounted Cash Flow (DCF) analysis for investment valuation.
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Esperto di Bilancio Italiano
Fornisco risposte aggiornate a tutte le tue domande in materia contabile e di analisi finanziaria
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Finance Business Partnering Advisor
Adviser for finance business partnering, offering insights on bringing value through your work as a finance business professional.
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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.
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Performance Measurement Advisor
Optimizes financial performance through strategic analysis and planning.
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Stock Market Analyst
I read and analyze annual reports of companies. Just upload the annual report PDF and start asking me questions!
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Safaricom Financial Analyst
Analyzes Safaricom's HY and FY financials, with detailed insights on different years.
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Digital Assets @ FS
Consultant on digital assets in financial services, using a pricing study for insights.