Best AI tools for< Create A Financial Model >
20 - AI tool Sites
PitchBob
PitchBob is an AI-powered platform that helps entrepreneurs and startups create professional pitch decks, business plans, and other essential documents. It offers a range of features, including AI-generated content, customizable templates, and expert guidance, to help users present their ideas effectively to investors and other stakeholders. PitchBob also provides access to a network of investors, accelerators, and other resources to support startups in their growth journey.
Datarails
Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting, and planning while enabling finance teams to continue using their spreadsheets and financial models. With Datarails, finance teams can save time on repetitive tasks and focus on strategic insights that drive business growth.
Slidebean
Slidebean is an all-in-one pitch deck software that helps startups create professional and visually appealing pitch decks to raise funds from investors. It offers a range of features including an AI-powered pitch deck builder, collaboration tools, automated design, and analytics. Slidebean also provides pitch deck services where a team of experts helps founders with writing, design, financial modeling, and go-to-market strategy.
Avanzai
Avanzai is a workflow automation tool designed specifically for financial services. It utilizes AI agents to transform financial datasets into actionable insights, simplifying financial data analysis for institutions. Users can build charts with public data, create agents for data customization, and transform data quickly with Avanzai's services. The tool offers features such as macro analysis, instrument screening, risk analytics, and factor modeling. Avanzai provides a simple pricing structure for professional and enterprise users, allowing access to a wide range of financial data and integration options.
Venturekit
Venturekit is an AI-powered business plan generator that helps entrepreneurs and small business owners create comprehensive business plans. It uses advanced AI technology to analyze user input and generate tailored business plans that include market research, financial projections, and marketing strategies. Venturekit's plans are designed to help businesses make better decisions, operate with confidence, and get a clear path forward.
Julius AI
Julius AI is an advanced AI data analyst tool that allows users to analyze data with computational AI, chat with files to get expert-level insights, create sleek data visualizations, perform modeling and predictive forecasting, solve math, physics, and chemistry problems, generate polished analyses and summaries, save time by automating data work, and unlock statistical modeling without complexity. It offers features like generating visualizations, asking data questions, effortless cleaning, instant data export, creating animations, and supercharging data analysis. Julius AI is loved by over 1,200,000 users worldwide and is designed to help knowledge workers make the most out of their data.
Imandra
Imandra is a company that provides automated logical reasoning for Large Language Models (LLMs). Imandra's technology allows LLMs to build mental models and reason about them, unlocking the potential of generative AI for industries where correctness and compliance matter. Imandra's platform is used by leading financial firms, the US Air Force, and DARPA.
Alphakek AI
Alphakek AI is an AI lab that offers an alternative to big tech AI platforms like OpenAI and Anthropic. They have redesigned and re-engineered every layer of AI for crypto developers, traders, and creators. Alphakek provides uncensored AI models fine-tuned on crypto data, available via Telegram, Discord, Web App, and API. Their proprietary data engine, codenamed 'Fractal,' processes 2-5x more information sources simultaneously than conventional models, encompassing onchain data, mainstream financial news, niche crypto forums, and more.
Realflow.ai
Realflow.ai is an AI-powered platform that offers GPT & AI capabilities for Citizen Developers. It provides a unique Visual Data Pathways Builder, 185 File, Database and SaaS Connectors, and Excel Formula Transforms for data manipulation. The platform simplifies data integration and transformation processes by eliminating the need for scripting languages and SQL queries. Realflow.ai aims to empower users with no-code solutions to build integrations and streamline data workflows across various platforms.
Dili
Dili is an AI Diligence Platform that automates diligence processes for various industries such as Real Estate, Private Equity, Tax Credit, and Venture Capital. It offers features like extracting key 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 expertise encoding. However, it may have limitations in fine-tuning models on user data, handling complex math tasks, and measuring accuracy in certain cases.
PandasAI
PandasAI is an open-source AI tool designed for conversational data analysis. It allows users to ask questions in natural language to their enterprise data and receive real-time data insights. The tool is integrated with various data sources and offers enhanced analytics, actionable insights, detailed reports, and visual data representation. PandasAI aims to democratize data analysis for better decision-making, offering enterprise solutions for stable and scalable internal data analysis. Users can also fine-tune models, ingest universal data, structure data automatically, augment datasets, extract data from websites, and forecast trends using AI.
Wavel
Wavel is the #1 AI marketplace offering a comprehensive directory of AI tools for professionals and business owners. With over 5000 AI tools in various categories like marketing, business, finance, and code, Wavel aims to elevate users' professional edge by providing access to cutting-edge AI technology. Users can find both free and paid tools on the platform, catering to a wide range of needs from logo design to 3D modeling and text-to-speech services.
Telescope
Telescope is a generative intelligence application designed for the finance industry. It leverages data and foundation models to co-pilot investors with AI, reducing investor paralysis and enhancing discovery. The application simplifies investment discovery for retail investors, enables stock discovery in innovative ways, and transforms official company announcements into polished articles. Telescope also provides chart pattern analysis, ensures compliance with ethical frameworks, and offers customizable AI-powered investment tools for trading platforms.
The AI Yellow Page
The AI Yellow Page is a comprehensive directory of AI tools and applications across various categories such as Accounting & Finance, Animation & 3D Modeling, Art & Image Generation, and more. It features over 1000 AI tools curated by ChatGPT, offering users a platform to discover, submit, and explore their favorite AI websites and tools. From music creation to content optimization and lead qualification, the platform showcases a diverse range of AI-powered solutions designed to enhance productivity and creativity.
Avian
Avian is a generative BI platform that uses AI to help businesses uncover insights, create reports, and take transformative action. It is used by professionals at companies such as Google, Salesforce, and Boeing. Avian's AI agents are trained on large language models and can analyze data from a variety of sources, including spreadsheets, Shopify, LinkedIn Ads, BigQuery, Google Analytics 4, Google Ads, Google Search Console, Facebook Ads, and Facebook Insights. Avian is committed to protecting user privacy and operates with secure, SOC/2 approved Open Source Foundation language models on Microsoft Azure.
InterviewPlus
InterviewPlus is an AI-powered platform designed to help users prepare for interviews by offering mock interviews, questions, and answers tailored to various professions. Users can create customized interviews, receive interview-specific tips, and access useful information to enhance their interview performance. The platform covers a wide range of professions, including Information Technology, Business & System Analyst, Database Administration, Network Administration, Product & Project Management, Testing & Quality Assurance, Cyber Security & Compliance, Management & Leadership, and many others. InterviewPlus also provides real-time feedback from AI models, allowing users to practice and refine their interview skills effectively.
Rerun
Rerun is an SDK, time-series database, and visualizer for temporal and multimodal data. It is used in fields like robotics, spatial computing, 2D/3D simulation, and finance to verify, debug, and explain data. Rerun allows users to log data like tensors, point clouds, and text to create streams, visualize and interact with live and recorded streams, build layouts, customize visualizations, and extend data and UI functionalities. The application provides a composable data model, dynamic schemas, and custom views for enhanced data visualization and analysis.
Persado
Persado is a leading provider of Generative AI (GenAI) solutions for marketing and customer engagement. Its Motivation AI platform leverages advanced AI, deep learning models, and a vast knowledge base of marketing communications to generate personalized language that motivates customers to engage and act. Persado's AI-powered solutions have been proven to drive significant revenue growth and conversion rate improvements for its customers across various industries, including retail, financial services, travel, and telecommunications.
Monarch Money
Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.
SplitMyExpenses
SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills, track debts, and settle up with integrated payment apps. The app offers modern design, AI receipt itemization, friend data powered by payment apps, and beautiful spending charts. With over 150 supported currencies, secure handling of data, and a user-friendly interface, SplitMyExpenses revolutionizes the age-old problem of bill splitting.
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.
labo
LABO is a time series forecasting and analysis framework that integrates pre-trained and fine-tuned LLMs with multi-domain agent-based systems. It allows users to create and tune agents easily for various scenarios, such as stock market trend prediction and web public opinion analysis. LABO requires a specific runtime environment setup, including system requirements, Python environment, dependency installations, and configurations. Users can fine-tune their own models using LABO's Low-Rank Adaptation (LoRA) for computational efficiency and continuous model updates. Additionally, LABO provides a Python library for building model training pipelines and customizing agents for specific tasks.
parsee-core
Parsee AI is a high-level open source data extraction and structuring framework specialized for the extraction of data from a financial domain, but can be used for other use-cases as well. It aims to make the structuring of data from unstructured sources like PDFs, HTML files, and images as easy as possible. Parsee can be used locally in Python environments or through a hosted version for cloud-based jobs. It supports the extraction of tables, numbers, and other data elements, with the ability to create custom extraction templates and run jobs using different models.
chat-with-your-data-solution-accelerator
Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.
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.
py-vectara-agentic
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.
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.
jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, ib_insync, Cython, Numba, bottleneck, numexpr, jedi language server, jupyterlab-lsp, black, isort, and more. It does not include conda/mamba and relies on pip for package installation. The image is optimized for size, includes common command line utilities, supports apt cache, and allows for the installation of additional packages. It is designed for ephemeral containers, ensuring data persistence, and offers volumes for data, configuration, and notebooks. Common tasks include setting up the server, managing configurations, setting passwords, listing installed packages, passing parameters to jupyter-lab, running commands in the container, building wheels outside the container, installing dotfiles and SSH keys, and creating SSH tunnels.
jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, and more. It provides Interactive Broker connectivity via ib_async and includes major Python packages for statistical and time series analysis. The image is optimized for size, includes jedi language server, jupyterlab-lsp, and common command line utilities. Users can install new packages with sudo, leverage apt cache, and bring their own dot files and SSH keys. The tool is designed for ephemeral containers, ensuring data persistence and flexibility for quantitative analysis tasks.
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.
phidata
Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.
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.
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.
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.
jvm-openai
jvm-openai is a minimalistic unofficial OpenAI API client for the JVM, written in Java. It serves as a Java client for OpenAI API with a focus on simplicity and minimal dependencies. The tool provides support for various OpenAI APIs and endpoints, including Audio, Chat, Embeddings, Fine-tuning, Batch, Files, Uploads, Images, Models, Moderations, Assistants, Threads, Messages, Runs, Run Steps, Vector Stores, Vector Store Files, Vector Store File Batches, Invites, Users, Projects, Project Users, Project Service Accounts, Project API Keys, and Audit Logs. Users can easily integrate this tool into their Java projects to interact with OpenAI services efficiently.
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
Dan GPT
Sarcastic Silicon Valley investor AI, roasting and improving startup pitches with puns.
FinWiz
FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.
MPM-AI
The Multiversal Prediction Matrix (MPM) leverages the speculative nature of multiverse theories to create a predictive framework. By simulating parallel universes with varied parameters, MPM explores a multitude of potential outcomes for different events and phenomena.
Trust Creation Wizard
A guide for creating DIY living trusts, offering clear, supportive advice.
The Future Business Vision Bot
Let me help you create a vision for the future business of your dreams.
EquityNestAI
Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.
CA Revocable Trust Wizard
Generate a CA Revocable Trust with this friendly guide, template & check lists
Debt Management Advisor
Advises on debt management strategies to improve financial stability.
My Job's Future
Look at the future of your current profession and how it may be affected by Artificial Intelligence
Cost Savings Expert
Expert in identifying cost-saving opportunities and advising on credit card fee lawsuits
Hidden Gem Equities
Expert stock investor and analyst, specializing in uncovering hidden, undervalued stocks.