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

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.

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.

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.

DipSway
DipSway is an automated AI crypto trading platform that offers zero configuration, AI-powered trading bots. The platform provides users with the ability to connect to their exchange, turn on autopilot, and start trading without the need for manual intervention. DipSway's proprietary AI model utilizes over 121 technical indicators and 17 pattern detectors to analyze market trends and execute trades efficiently. With features like full profitability analysis, live backtests, and historical performance data, DipSway aims to simplify and optimize crypto trading for both beginners and experienced traders.

HouseCanary
HouseCanary is a leading AI-powered data and analytics platform for residential real estate. With a full suite of industry-leading products and tools, HouseCanary provides real estate investors, mortgage lenders, investment banks, whole loan buyers, and prop techs with the most comprehensive and accurate residential real estate data and analytics in the industry. HouseCanary's AI algorithms analyze a vast array of real estate data to generate meaningful insights to help teams be more efficient, ultimately saving time and money.

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.

Stocked
Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

EarningsCall.ai
EarningsCall.ai is an AI-powered platform that provides stock earnings call summaries and insights to help users turn earnings calls into a competitive advantage. The platform allows users to compare competitors, analyze trends, and make smarter business and investment decisions without the need to read full transcripts. EarningsCall.ai offers instant competitive benchmarking, market trend analysis, and use cases for business leaders, financial professionals, consultants, and advisors. The platform is designed to save time and provide valuable insights for corporate strategy, investment decisions, and financial research.

WallStreetZen
WallStreetZen is an AI-powered stock market analysis platform designed for serious part-time investors. The platform offers stock screening, top analyst ratings, Zen ratings, and premium services to help users make informed investment decisions. With a focus on analyzing 115 proven factors, Zen Ratings identifies stocks with high potential to beat the market, providing users with historical performance data and recommendations. By harnessing the power of artificial intelligence algorithms, WallStreetZen helps users avoid weak stocks and discover investment opportunities with top-rated stocks and analyst recommendations.

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.

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.

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.

STRProfitMap
STRProfitMap is an AI-powered tool designed for Short-Term Rental (STR) investors to make informed and profitable decisions in the Airbnb market. It provides reliable revenue data sourced from Airbnb and VRBO, detailed analytics, profit maps, and AI-driven buy boxes to streamline the investment process. The platform curates data from over 11,000 cities/markets, offering insights into occupancy rates, average daily rates, property values, and estimated Return On Investments. By focusing on reliable listings with proven performance, STRProfitMap aims to reduce noise and uncertainty in the market, helping users identify top-performing markets with confidence.

Moning
Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.

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.

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.

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

Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform that provides unmatched precision in finding the biggest movers first. It offers AI-powered Buy/Sell signals, real-time market scanning, customizable alerts, advanced charting capabilities, and time-saving data visualization. Users can access the platform on any device, empowering them to make smarter trading decisions and stay ahead of the game. Trade Ideas also features a live trading room with expert market commentary and a simulator for practicing new trading strategies under actual market conditions. The platform is trusted by leading brokers and trading platforms, offering users a competitive edge in the market.

Patented.ai
Patented.ai is an AI-powered platform that specializes in IP commercialization, patent valuation, and litigation support. The platform helps users unlock hidden revenue from their IP portfolio, identify valuable innovations in their codebase, and get data-driven insights on patent value and industry applicability. It offers features such as source code analysis, identifying licensees instantly, and mapping patent claims to source code. Patented.ai is trusted by leading innovators and IP counsel worldwide for lightning-fast insights and comprehensive IP strength assessments.

AI Investing Tools
AI Investing Tools is a curated directory of AI tools designed to help users automate their investing process. The platform offers a handpicked collection of AI investing tools that assist in making more money, developing trading strategies, automating investing, rebalancing portfolios, and analyzing markets. It aims to leverage AI technology to enhance trading efficiency, optimize portfolios, and eliminate emotional biases in investment decisions.
20 - Open Source AI Tools

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.

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.

Fueling-Ambitions-Via-Book-Discoveries
Fueling-Ambitions-Via-Book-Discoveries is an Advanced Machine Learning & AI Course designed for students, professionals, and AI researchers. The course integrates rigorous theoretical foundations with practical coding exercises, ensuring learners develop a deep understanding of AI algorithms and their applications in finance, healthcare, robotics, NLP, cybersecurity, and more. Inspired by MIT, Stanford, and Harvard’s AI programs, it combines academic research rigor with industry-standard practices used by AI engineers at companies like Google, OpenAI, Facebook AI, DeepMind, and Tesla. Learners can learn 50+ AI techniques from top Machine Learning & Deep Learning books, code from scratch with real-world datasets, projects, and case studies, and focus on ML Engineering & AI Deployment using Django & Streamlit. The course also offers industry-relevant projects to build a strong AI portfolio.

awesome-algorand
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.

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.

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.

evolving-agents
A toolkit for agent autonomy, evolution, and governance enabling agents to learn from experience, collaborate, communicate, and build new tools within governance guardrails. It focuses on autonomous evolution, agent self-discovery, governance firmware, self-building systems, and agent-centric architecture. The toolkit leverages existing frameworks to enable agent autonomy and self-governance, moving towards truly autonomous AI systems.

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

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.

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.

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.

solana-trading-bot
Solana AI Trade Bot is an advanced trading tool specifically designed for meme token trading on the Solana blockchain. It leverages AI technology powered by GPT-4.0 to automate trades, identify low-risk/high-potential tokens, and assist in token creation and management. The bot offers cross-platform compatibility and a range of configurable settings for buying, selling, and filtering tokens. Users can benefit from real-time AI support and enhance their trading experience with features like automatic selling, slippage management, and profit/loss calculations. To optimize performance, it is recommended to connect the bot to a private light node for efficient trading execution.

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.

god-level-ai
A drill of scientific methods, processes, algorithms, and systems to build stories & models. An in-depth learning resource for humans. This is a drill for people who aim to be in the top 1% of Data and AI experts. The repository provides a routine for deep and shallow work sessions, covering topics from Python to AI/ML System Design and Personal Branding & Portfolio. It emphasizes the importance of continuous effort and action in the tech field.
20 - OpenAI Gpts

Family Asset Management
Guides asset allocation in family segments, focusing on investments.

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

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

Earnings Analyzer
I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

Tech Stock Analyst
Analyzes tech stocks with in-depth, qualitative and quantitative analysis

13F Research Assistant
Expert in 13F filings analysis backed by specific APIs and 13F Database

Value Investor's Stock Assistant
I assist in analyzing stocks with a detail-oriented, patient, data-driven approach, drawing from a wide range of expert authors.

Digital Assets @ FS
Consultant on digital assets in financial services, using a pricing study for insights.

Warren Wisdom
Echoing Warren Buffett's shrewd financial acumen including visual analysis of his latest portfolio.

Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.