Best AI tools for< Analyze Investment Portfolio >
20 - AI tool Sites

Lektify
Lektify is an AI-powered platform designed to revolutionize the way users manage their investment portfolios. By leveraging advanced artificial intelligence algorithms, Lektify helps users discover top-performing stocks and make informed investment decisions. The platform provides valuable insights and recommendations based on extensive data analysis, enabling users to optimize their investment strategies and maximize returns. With Lektify, users can stay ahead of market trends and enhance their portfolio performance with confidence.

FINQ
FINQ is an AI-driven platform designed to help users build dynamic investment portfolios, follow model portfolios, and optimize investments effortlessly. The platform offers AI-based stocks portfolios with three distinct strategies to outperform the S&P. FINQ assesses financial product risk daily using a data-driven approach and provides users with 100% objectivity by eliminating biases. The AI engine monitors the market 24/7, ensuring users are aware of investment opportunities and offers risk-guided investing to match products with comfort levels.

Three Sigma
Three Sigma is a quantitative hedge fund that uses advanced artificial intelligence and machine learning techniques to identify and exploit trading opportunities in global financial markets.

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

Yomii
Yomii is a Real Estate Investing AI Assistant that offers free beta access to explore REITs, Timeshares, ETFs, and more. It provides expert consultations, comprehensive analytics, personalized investment matching, access to experts, powerful analytics, effortless sharing, properties worldwide, and connections to private investor communities. Users can ask questions, get information, invest through the platform, and access PDF reports. Yomii simplifies the investment journey with AI-driven tools for investors of all levels, making real estate investing accessible and profitable.

EarnAI
EarnAI is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. Whether you’re a beginner or a seasoned investor, EarnGPT provides actionable insights to enhance your investment decisions.

Stocknews AI
Stocknews AI is an AI-powered platform that curates and provides the best stock news from over 100 sources. It leverages artificial intelligence to analyze and pick the most relevant and impactful stock news for investors. The platform aims to help users stay informed about the latest market trends, investment opportunities, and stock movements. Stocknews AI offers a comprehensive and efficient way to access valuable stock-related information, making it a valuable tool for both novice and experienced investors.

InciteAI
InciteAI is a real-time intelligence platform for stocks and crypto, offering powerful AI stock and crypto analysis. The platform provides investors with accurate insights, analysis, and predictions needed to make informed investment decisions. It leverages cutting-edge AI technology to analyze extensive datasets, historical trends, and real-time market conditions, empowering users to navigate the stock market with confidence and stay ahead of market shifts. InciteAI aims to simplify and enhance the investment journey for both financial professionals and novice investors, offering AI-driven tools for stock prediction, trading, and analysis.

Trader AI App
Trader AI App™ is a premier AI trading application that stands out in the cryptocurrency space for its cutting-edge technology and advanced software capabilities. It empowers traders with precise and real-time market research and analysis through the integration of AI and sophisticated algorithms. The app ensures users can capitalize on the dynamic cryptocurrency market with confidence and efficiency, making it a leader in the field of AI trading platforms.

Investilyze
Investilyze is a real-time stock analysis platform powered by AI that provides users with instant notifications about market movements to make data-driven decisions. The platform processes thousands of data points across global markets to identify potential trading opportunities, assigns confidence scores and impact levels to signals, and offers different subscription plans for users with varying investment needs. Investilyze aims to help investors overcome information overload, analysis paralysis, and missed opportunities by leveraging AI technology for smarter trading decisions.

Bhavv
Bhavv is India's first and most powerful AI platform for Nifty and Bank Nifty Options buying. The platform offers automated trade management, personalized risk management, integrated stop loss, and a user-friendly interface. Bhavv's AI algorithms continuously analyze market data to create and manage a diversified trading portfolio tailored to individual goals and risk tolerance. The platform aims to revolutionize trading by simplifying the process and making it more accessible and enjoyable for traders.

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.

MDOTM Ltd
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.

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

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

Hermes by ConsX
Hermes by ConsX is an AI-driven Equity Research Center that empowers users to make informed investment decisions in the stock market. The platform offers AlphaFlex Portfolio for strong returns with reduced risk, and AlphaFlex Equity Research Hub for real-time research on over 6,000 companies. By combining human expertise with AI-driven insights, Hermes by ConsX provides cutting-edge tools for investors to navigate market conditions and build generational wealth.

RoboFin
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.

Sagehood
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.

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.

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.
20 - Open Source AI Tools

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.

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.

gpt-bitcoin
The gpt-bitcoin repository is focused on creating an automated trading system for Bitcoin using GPT AI technology. It provides different versions of trading strategies utilizing various data sources such as OHLCV, Moving Averages, RSI, Stochastic Oscillator, MACD, Bollinger Bands, Orderbook Data, news data, fear/greed index, and chart images. Users can set up the system by creating a .env file with necessary API keys and installing required dependencies. The repository also includes instructions for setting up the environment on local machines and AWS EC2 Ubuntu servers. The future plan includes expanding the system to support other cryptocurrency exchanges like Bithumb, Binance, Coinbase, OKX, and Bybit.

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.

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.

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.

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.

lobe-chat-plugins
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
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

lobe-chat
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.

Qbot
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.

LotteryMaster
LotteryMaster is a tool designed to fetch lottery data, save it to Excel files, and provide analysis reports including number prediction, number recommendation, and number trends. It supports multiple platforms for access such as Web and mobile App. The tool integrates AI models like Qwen API and DeepSeek for generating analysis reports and trend analysis charts. Users can configure API parameters for controlling randomness, diversity, presence penalty, and maximum tokens. The tool also includes a frontend project based on uniapp + Vue3 + TypeScript for multi-platform applications. It provides a backend service running on Fastify with Node.js, Cheerio.js for web scraping, Pino for logging, xlsx for Excel file handling, and Jest for testing. The project is still in development and some features may not be fully implemented. The analysis reports are for reference only and do not constitute investment advice. Users are advised to use the tool responsibly and avoid addiction to gambling.

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.

wealth-tracker
Wealth Tracker is a personal finance management tool designed to help users track their income, expenses, and investments in one place. With intuitive features and customizable categories, users can easily monitor their financial health and make informed decisions. The tool provides detailed reports and visualizations to analyze spending patterns and set financial goals. Whether you are budgeting, saving for a big purchase, or planning for retirement, Wealth Tracker offers a comprehensive solution to manage your money effectively.

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.

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

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

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

股票预测分析专家 | A股 | 实时数据
一款基于深度神经网络预测给出中国A股股票买入建议的智能投资顾问 An intelligent investment advisor based on deep neural network for predicting buy recommendations for Chinese A-share stocks.

Canna-Invest GPT
Cannabis investment AI expert, delivering clear, adaptable, and comprehensive guidance.

Instructors in Global Economics and Finance
Multilingual support in Global Economics & Finance studies.

Finance Wizard
I predict future stock market prices. AI analyst. Your trading analysis assistant. Press H to bring up prompt hot key menu. Not financial advice.

Quotient
Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)
💹 EcoInvest Navigator
Your go-to AI for green finance! It offers tailored investment tips, market analyses, and sustainability insights to navigate eco-friendly portfolios. 🌱💰

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

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