Best AI tools for< Analyze Financials >

StrataReports is an AI-driven tool that specializes in transforming lengthy condo documents into comprehensive insights for real estate professionals, insurance brokers, and property buyers and sellers. By leveraging cutting-edge AI technology, the platform reads, analyzes, and summarizes complex documents to provide rapid yet in-depth understanding of building positives and drawbacks. With customizable reporting options and an interactive chatbot, StrataReports empowers users to make informed decisions with confidence in the Canadian real estate market.

Finlo is an AI-powered financial research assistant that provides comprehensive market insights, financial data, and analysis tools for investors. It simplifies complex financial information into understandable insights, offering real-time monitoring, trend analysis, comparative insights, and personalized recommendations to help users make informed investment decisions. With knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies, Finlo aims to enhance decision-making and confidence in navigating the stock market.

Calypso is an AI-first public equities copilot platform that combines the power of AI with financials, transcripts, headlines, and case studies by professionals to provide effortless analysis and superior returns. It offers features such as AI-powered insights, personalized theses, earnings previews, and updates, as well as the ability to ask any question with AI chats. Trusted by professionals, Calypso helps users stay up to date with key debates, financials, and valuation setups, making it a valuable tool for individuals in the finance industry.

RoboFin is an AI-powered investment analyst that helps you make better investment decisions. It analyzes mountains of data - news, financials, trends - faster than any human could. You get clear, actionable information about each stock you are interested in such as positive things, concerns and a forecast of how the price might move based on the data analysis. Data-driven decisions replace gut feelings.

Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

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.

Envestnet | Yodlee is an AI-powered Conversational Banking platform that provides financial institutions and FinTech innovators with powerful data solutions. It offers a range of products and APIs for data aggregation, account verification, transaction data enrichment, financial wellness, and conversational AI. The platform enables personalized financial advice, secure account verification, and deep insights into customer needs, driving meaningful interactions. Envestnet | Yodlee revolutionizes the digital customer experience by leveraging natural language processing and machine learning to create seamless, personalized banking experiences across various channels.

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.

Investiment.io is a financial news and data platform that uses AI to help investors make better decisions. The platform provides access to real-time news, earnings transcripts, and financial data, as well as AI-powered insights and analysis. Investiment.io is designed to help investors of all levels, from beginners to experienced professionals.

Tradepost.ai is an AI-powered news analysis platform that helps investors make smarter trading decisions. It provides AI-generated summaries and trading idea generation, real-time SEC filings analysis, and customizable AI to support your investment strategy. With Tradepost.ai, you can streamline your market analysis, stay ahead with real-time alerts, and access AI-powered summaries in multiple languages.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

Spreadsite is an AI-powered platform that turns spreadsheets into interactive web dashboards without the need for coding. It utilizes AI to transform data into visually appealing and interactive dashboards, offering features like agent-powered workflows, interactive data visualization, seamless sharing, and endless possibilities for data exploration. Spreadsite caters to various industries such as finance, marketing, and energy, providing users with the ability to create custom websites from their spreadsheet data effortlessly.

Casca is a next-generation loan origination system that enables banks, credit unions, and non-bank lenders to originate commercial loans with significantly less manual effort. With features like AI loan assistant, automated tasks, and digital approvals, Casca aims to revolutionize the small business lending process. The platform helps in improving lead quality, increasing conversion rates, saving time for loan officers, and streamlining the loan origination process. Casca leverages AI technology to provide a modern user experience and personalized follow-ups, making the loan application process more efficient and magical.

PrometAI is an AI-powered business plan generator that helps entrepreneurs and businesses create comprehensive and professional business plans. It offers a range of features and tools to guide users through each step of the planning process, including strategy development, financial analysis, and valuation. PrometAI's platform is designed to simplify and streamline the business planning process, making it accessible to users of all levels of experience.

Baselinemag is an AI tool that provides news and insights on software, business, finance, and project management. It covers a wide range of topics related to technology and business, offering valuable information to professionals and enthusiasts in the industry.

Thomson Reuters is a leading provider of business information services. The company provides a wide range of products and services to professionals in the legal, tax, accounting, and risk management industries. Thomson Reuters' products and services include news and information, research and analysis, software and technology, and education and training. The company has a global presence with operations in over 100 countries.

Novus Writer is a customizable, on-premise AI and LLM solution designed to enhance efficiency in various business functions, including sales, finance, customer support, and more. It offers a range of features such as plagiarism detection, long-form generation, proofreading, fact checking, and custom AI agents. Novus Writer is trusted by enterprises for its streamlined processes, advanced data analysis capabilities, and compliance with industry standards.

Datafitai is a community platform for ChatGPT prompting, where users can find and share top-rated prompts for various topics such as marketing, coding, finance, writing, gaming, and art. The platform aims to improve the accuracy of ChatGPT responses by providing high-quality prompts. Users can explore, share, and contribute to a wide range of prompts to enhance their ChatGPT experience.

The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.

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.

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

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.

StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.

Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.

LetMeDoIt AI is a virtual assistant designed to revolutionize the way you work. It goes beyond being a mere chatbot by offering a unique and powerful capability - the ability to execute commands and perform computing tasks on your behalf. With LetMeDoIt AI, you can access OpenAI ChatGPT-4, Google Gemini Pro, and Microsoft AutoGen, local LLMs, all in one place, to enhance your productivity.

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.

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.

Analyze the following text from a github repository (name and readme text at end) . Then, generate a JSON object with the following keys and provide the corresponding information for each key, ,'for_jobs' (List 5 jobs suitable for this tool,in lowercase letters), 'ai_keywords' (keywords of the tool,in lowercase letters), 'for_tasks' (list of 5 specific tasks user can use this tool to do,in less than 3 words,Verb + noun form,in daily spoken language,in lowercase letters).Answer in english languagesname:Awesome-Chinese-LLM readme:# Awesome Chinese LLM   An Awesome Collection for LLM in Chinese 收集和梳理中文LLM相关    自ChatGPT为代表的大语言模型（Large Language Model, LLM）出现以后，由于其惊人的类通用人工智能（AGI）的能力，掀起了新一轮自然语言处理领域的研究和应用的浪潮。尤其是以ChatGLM、LLaMA等平民玩家都能跑起来的较小规模的LLM开源之后，业界涌现了非常多基于LLM的二次微调或应用的案例。本项目旨在收集和梳理中文LLM相关的开源模型、应用、数据集及教程等资料，目前收录的资源已达100+个！ 如果本项目能给您带来一点点帮助，麻烦点个⭐️吧～ 同时也欢迎大家贡献本项目未收录的开源模型、应用、数据集等。提供新的仓库信息请发起PR，并按照本项目的格式提供仓库链接、star数，简介等相关信息，感谢~

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.

FreeGenius AI is an ambitious project offering a comprehensive suite of AI solutions that mirror the capabilities of LetMeDoIt AI. It is designed to engage in intuitive conversations, execute codes, provide up-to-date information, and perform various tasks. The tool is free, customizable, and provides access to real-time data and device information. It aims to support offline and online backends, open-source large language models, and optional API keys. Users can use FreeGenius AI for tasks like generating tweets, analyzing audio, searching financial data, checking weather, and creating maps.

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.

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.

Slips is a powerful endpoint behavioral intrusion prevention and detection system that uses machine learning to detect malicious behaviors in network traffic. It can work with network traffic in real-time, PCAP files, and network flows from tools like Suricata, Zeek/Bro, and Argus. Slips threat detection is based on machine learning models, threat intelligence feeds, and expert heuristics. It gathers evidence of malicious behavior and triggers alerts when enough evidence is accumulated. The tool is Python-based and supported on Linux and MacOS, with blocking features only on Linux. Slips relies on Zeek network analysis framework and Redis for interprocess communication. It offers a graphical user interface for easy monitoring and analysis.

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.

Data-Juicer is a one-stop data processing system to make data higher-quality, juicier, and more digestible for LLMs. It is a systematic & reusable library of 80+ core OPs, 20+ reusable config recipes, and 20+ feature-rich dedicated toolkits, designed to function independently of specific LLM datasets and processing pipelines. Data-Juicer allows detailed data analyses with an automated report generation feature for a deeper understanding of your dataset. Coupled with multi-dimension automatic evaluation capabilities, it supports a timely feedback loop at multiple stages in the LLM development process. Data-Juicer offers tens of pre-built data processing recipes for pre-training, fine-tuning, en, zh, and more scenarios. It provides a speedy data processing pipeline requiring less memory and CPU usage, optimized for maximum productivity. Data-Juicer is flexible & extensible, accommodating most types of data formats and allowing flexible combinations of OPs. It is designed for simplicity, with comprehensive documentation, easy start guides and demo configs, and intuitive configuration with simple adding/removing OPs from existing configs.

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.

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.

Expert in industry analysis and data interpretation.

GICS is a classification standard developed by MSCI and S&P Dow Jones Indices. This GPT is not a MSCI and S&P product. Official website : https://www.msci.com/our-solutions/indexes/gics

Analyzes Safaricom's HY and FY financials, with detailed insights on different years.

I simulate various businesses, guiding users through realistic scenarios. Make decisions, see their impact, and learn about business dynamics. Engaging and educational for aspiring entrepreneurs and business enthusiasts.

Analyze Financial Statements step by step to Predict Earnings Direction

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

Specializes in financial analysis with DALL-E 3 imagery

Enhances financial decision-making by analyzing, interpreting and reporting financial data.

Enhances financial decision-making by analyzing, interpreting and presenting financial data.

Expert GPT in financial ratios and analysis

Expert in financial accounting, clarifying complex concepts with academic sources.

Expert in financial modeling for valuation, budgeting, and forecasting.

Structured financial analysis with investment advisory and simulations.

Financial analysis expert for annual report summaries.

The Sign of Money: A SherLockian Quest for Decoding the Financial Market’s Mysteries

Analyzes annual reports, focusing on specific user-provided data

Guides financial strategy through data analysis and forecasting.

Drives financial performance improvement via strategic analysis and advice.

Guides financial decisions by monitoring and enforcing policies and procedures.

Guides financial strategy through predictive scenario planning.