Best AI tools for< Automate Investment Memo >

8vdx is an AI tool that offers fine-tuned AI models for credit funds, revolutionizing credit investing workflows with faster, smarter, and cost-effective solutions. It transforms manual processes into scalable, automated workflows tailored for Private Credit and Hedge Funds. 8vdx is trusted by market leaders and provides advanced AI solutions for credit investing, including automating investment memo generation, data extraction for Excel models, portfolio monitoring, loan reconciliation, smart bond screening, and real-time data querying with AI bots. The tool ensures data security and privacy with SOC 2 compliance and respects the confidentiality of proprietary investment strategies.

Daloopa is an AI financial modeling tool designed to automate fundamental data updates for financial analysts working in Excel. It helps analysts build and update financial models efficiently by eliminating manual work and providing accurate, auditable data points sourced from thousands of companies. Daloopa leverages AI technology to deliver complete and comprehensive data sets faster than humanly possible, enabling analysts to focus on analysis, insight generation, and idea development to drive better investment decisions.

MLQ.ai is an AI application designed for investors to simplify their workflow and enhance their investment research process. The platform offers a suite of AI tools and agents to analyze stocks, stay updated with the market trends, and automate investment research. Users can access AI-powered equity research tools, crypto news and research tools, and track recently-funded AI startups. MLQ.ai provides simple and flexible pricing plans suitable for both businesses and individuals, aiming to help users make informed investment decisions with the power of AI.

Affinda is a document AI platform that can read, understand, and extract data from any document type. It combines 10+ years of IP in document reconstruction with the latest advancements in computer vision, natural language processing, and deep learning. Affinda's platform can be used to automate a variety of document processing workflows, including invoice processing, receipt processing, credit note processing, purchase order processing, account statement processing, resume parsing, job description parsing, resume redaction, passport processing, birth certificate processing, and driver's license processing. Affinda's platform is used by some of the world's leading organizations, including Google, Microsoft, Amazon, and IBM.

Dili is an AI Diligence Platform designed to automate diligence processes for various industries such as Real Estate, Private Equity, Tax Credit, and Venture Capital. It offers features like extracting data instantly, supporting various document types, flagging transaction issues, intelligent document search, and risk assessments. Dili provides advantages such as reliable insights, confidence scores for answers, error detection, custom workflows, and domain-specific tuning. However, it may have limitations in handling complex math tasks, limited model training on user data, and potential use case restrictions.

Canoe is a cloud-based platform that leverages machine learning technology to automate document collection, data extraction, and data science initiatives for alternative investments. It transforms complex documents into actionable intelligence within seconds, empowering allocators with tools to unlock new efficiencies for their business. Canoe is trusted by thousands of alternative investors, allocators, wealth management, and asset servicers to improve efficiency, accuracy, and completeness of investment data.

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

Composer is an AI-powered trading platform that allows users to build, backtest, and execute trading algorithms seamlessly. With Composer, users can create strategies using natural language and AI assistance, automate trading executions, discover pre-built strategies, and customize their own strategies with a visual editor. The platform offers transparent pricing, tax-smart trading options, and unlimited access to automated trading. Composer aims to make sophisticated quant investing accessible to all users, providing a user-friendly interface for creating and managing trading strategies.

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.

Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

HelloData is an AI-powered multifamily market analysis platform that automates market surveys, unit-level rent analysis, concessions monitoring, and development feasibility reports. It provides financial analysis tools to underwrite multifamily deals quickly and accurately. With custom query builders and Proptech APIs, users can analyze and download market data in bulk. HelloData is used by over 15,000 multifamily professionals to save time on market research and deal analysis, offering real-time property data and insights for operators, developers, investors, brokers, and Proptech companies.

Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.

BotX is a no-code AI platform that enables users to automate and deploy generative AI workflows, chatbots, RAGs, and multi-agent solutions. With production-ready AI systems, users can increase productivity, build AI agents and chatbots, automate workflows, create or process documents, and connect models effortlessly. The platform offers a range of models and fine-tuning options, seamless integration with advanced models like ChatGPT, and enterprise-grade results with grounded responses. Users can protect their data with various deployment options, receive dedicated support, and access tailor-made solutions. BotX helps businesses automate tasks, improve efficiency, and achieve significant return on investment.

Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.

ArkiFi is a revolutionary AI finance workflow automation tool that leverages Generative AI to provide deterministic output, ensuring trustworthy results without 'hallucination.' It empowers finance professionals to focus on strategic thinking by automating grind work, formatting, and debugging. The platform reimagines productivity by saving time and enabling cross-platform functionality for faster decision-making. Arkifi is on a mission to disintermediate human labor in advanced finance and has garnered significant capital and partnerships with marquee financial institutions.

Weave.AI is an AI-powered decision management tool designed to adapt to diverse challenges, from compliance and risk management to investment and sustainability. It offers a comprehensive solution for automating risk management, compliance, and due diligence at various levels, such as document, company, industry, sector, portfolio, or supply chain. Weave.AI leverages advanced AI technologies to provide dynamic insights, real-time data integration, and tailored actionable guidance for proactive crisis prevention and smarter decision-making. The tool features a Knowledge Graph, Agentic AI with self-learning agents, context-aware neuro-symbolic AI, and insights-to-action capabilities. With a focus on governance, risk, compliance, and sustainability, Weave.AI aims to empower enterprises with high-agency AI that anticipates and adapts to complex workflows.

The website offers a precision workflow tool for enterprises in the finance industry, combining AI technology with human oversight to empower financial decisions. It provides features such as accurate search citations, multilingual models, and complex human-in-loop automation. The tool integrates seamlessly with existing platforms, offers time savings, and self-improving models. It is backed by innovative generative AI solutions and neural search capabilities, with a focus on transforming data processes and decision-making in finance.

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.

eSapiens is an AI last-mile delivery platform dedicated to solving real business problems with AI technology. It offers solutions to boost productivity and elevate products by leveraging AI-driven insights and automation. The platform provides features for customer support, sales management, accounting automation, marketing optimization, investment analysis, and product management. eSapiens enables users to streamline operations, make data-driven decisions, and enhance user experience through AI capabilities. With LangChain technology, eSapiens ensures accurate responses and deeper insights. The platform also offers no-code SQL queries for easy data access and automates message management to free up resources and enhance productivity.

Needl.ai is an AI-powered platform designed to provide seamless information intelligence for enterprises. It unifies information from internal and external data sources, delivering near real-time, actionable insights. Users can connect preferred apps and data sources, curate personalized feeds, and centralize interactions with data using AI Assistants. Needl.ai offers a range of products for efficient enterprise decision-making, including Needl Feed, Needl Assistants, and AskNeedl for intelligent data aggregation and interactions.

PredictorLLM is an advanced trading agent framework that utilizes large language models to automate trading in financial markets. It includes a profiling module to establish agent characteristics, a layered memory module for retaining and prioritizing financial data, and a decision-making module to convert insights into trading strategies. The framework mimics professional traders' behavior, surpassing human limitations in data processing and continuously evolving to adapt to market conditions for superior investment outcomes.

A repository that lists papers related to Large Language Model (LLM) based agents. The repository covers various topics including survey, planning, feedback & reflection, memory mechanism, role playing, game playing, tool usage & human-agent interaction, benchmark & evaluation, environment & platform, agent framework, multi-agent system, and agent fine-tuning. It provides a comprehensive collection of research papers on LLM-based agents, exploring different aspects of AI agent architectures and applications.

QuantaLogic is a ReAct framework for building advanced AI agents that seamlessly integrates large language models with a robust tool system. It aims to bridge the gap between advanced AI models and practical implementation in business processes by enabling agents to understand, reason about, and execute complex tasks through natural language interaction. The framework includes features such as ReAct Framework, Universal LLM Support, Secure Tool System, Real-time Monitoring, Memory Management, and Enterprise Ready components.

OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

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

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 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.

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.

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.

This repository does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.

RD-Agent is a tool designed to automate critical aspects of industrial R&D processes, focusing on data-driven scenarios to streamline model and data development. It aims to propose new ideas ('R') and implement them ('D') automatically, leading to solutions of significant industrial value. The tool supports scenarios like Automated Quantitative Trading, Data Mining Agent, Research Copilot, and more, with a framework to push the boundaries of research in data science. Users can create a Conda environment, install the RDAgent package from PyPI, configure GPT model, and run various applications for tasks like quantitative trading, model evolution, medical prediction, and more. The tool is intended to enhance R&D processes and boost productivity in industrial settings.

Awesome Generative AI is a curated list of modern Generative Artificial Intelligence projects and services. Generative AI technology creates original content like images, sounds, and texts using machine learning algorithms trained on large data sets. It can produce unique and realistic outputs such as photorealistic images, digital art, music, and writing. The repo covers a wide range of applications in art, entertainment, marketing, academia, and computer science.

LLMStack is a no-code platform for building generative AI agents, workflows, and chatbots. It allows users to connect their own data, internal tools, and GPT-powered models without any coding experience. LLMStack can be deployed to the cloud or on-premise and can be accessed via HTTP API or triggered from Slack or Discord.

Top AI Tools is a comprehensive, community-curated directory that aims to catalog and showcase the most outstanding AI-powered products. This index is not exhaustive, but rather a compilation of our research and contributions from the community.

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.

Automates DCF Analysis with internet-sourced data and summary table.

An adept financier overseeing a varied collection of investments, dedicated to recognizing and nurturing innovative business endeavors.

Professional gold trading advisor.

Crypto coach guiding RSI trading decisions.

Assists with daily trading activities, focusing on market trends and data analysis.

Crypto trading bot

Step-by-step Power Automate guide with efficiency tips.

Learn at your own pace and empower your organization with self-service automation.

Streamline Your Code, Automate with Ease - Expert Guidance at Every Step!

Automate Vinted product ads

I automate GPT creation, saving + 99% time and securing data, preventing someone steal your idea.

Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau

Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎

Trained on learn.microsoft.com content including Azure Functions, Logic Apps, DAX, Dynamics365, Microsoft 365, Compliance, ODATA, Power Agents, Apps, Automate, BI, Pages, Query, Power Platform Administration, Developer, Guidance

Auto-analyzes business documents, then offers further actions.

Advises on automating HR processes with GPTs, focusing on practicality and industry trends.

This GPT automatically fills YC application for you based on website or Pitch Deck

I'm a software engineer specializing in AutoHotkey scripting for Windows.

Automates URL submissions via an API post OAuth.

Improves efficiency and productivity through automation solutions.