Best AI tools for< Create Financial Model >

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.

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.

IdeaBuddy is an innovative business planning software powered by AI that helps entrepreneurs, startups, and business organizations turn their great ideas into successful ventures. With IdeaBuddy, you can develop, test, and launch your business idea, all in one place. Whether you are starting from scratch, looking for funding, or wanting to expand, IdeaBuddy meets you where you're at.

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.

Avanzai is an AI tool designed for financial services, providing intelligent automation to asset managers. It streamlines operations, enhances decision-making, and transforms data into actionable strategies. With AI-powered reports, automated portfolio management, data connectivity, and customizable agents, Avanzai empowers financial firms to optimize portfolios and make informed decisions.

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.

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.

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 is an AI-powered tool that helps users analyze data and files. It can perform various tasks such as generating visualizations, answering data questions, and performing statistical modeling. Julius is designed to save users time and effort by automating complex data analysis tasks.

Upstage is an Artificial General Intelligence (AGI) application designed to enhance work productivity by automating simple tasks and providing decision support through generative Business Intelligence (BI) knowledge and numerical understanding. The application offers various features such as Document AI, Solar LLM, and Developers Demo Playground, enabling users to automate tasks, extract key information from documents, and create conversational agents. Upstage aims to streamline workflow automation and improve efficiency in various domains such as healthcare, finance, and law.

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.

Saal.ai is an AI company based in Abu Dhabi that offers innovative cognitive AI solutions for various industries such as healthcare, finance, and smart cities. The company leverages artificial intelligence to develop cognitive solutions, products, and platforms that help businesses automate their operations and address challenges using advanced AI technologies. Saal.ai's framework is flexible and continuously optimized to seamlessly integrate into any business, unlocking exponential growth opportunities for humanity.

Telescope is an AI application designed to power AI solutions for finance. 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, discovers stocks in innovative ways, and transforms official company announcements into polished articles. Telescope also provides chart pattern analysis, compliance guardrails, and personalized investment recommendations to engage users and boost customer retention.

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.

Book Witch is an AI tool designed to generate complete ebooks with just one click, eliminating the hassle of manual writing and editing. The tool leverages advanced AI models to create long-form content swiftly, tailored to the user's vision. It aims to help users unlock their ebook empire by providing effortless creation, financial freedom, and the ability to boost their brand through consistent, quality content. Book Witch caters to authors looking to tap into the potential of the ebook business without the traditional struggles of time drain, writing woes, costly outsourcing, originality fears, and burnout.

STRATxAI is an AI-driven investment strategy platform that offers customized alpha-generating portfolios for modern investors. The platform, developed by a team of quantitative hedge fund professionals and machine-learning engineers, leverages advanced AI and proprietary quantitative technology to streamline the creation, implementation, and management of bespoke, data-driven investment strategies. With a focus on innovation and adaptability, STRATxAI model portfolios harness extensive data to deliver client-centric customization and risk-adjusted returns. The Alana Investor Platform provides an intuitive design catering to both no-code and know-code professional users, offering portfolio optimization, data-driven insights, and smart rebalancing for optimal asset allocation and effective risk management.

RTutor is an AI tool that leverages OpenAI's powerful large language models to translate natural language into R or Python code for data analysis. Users can upload data files in various formats and request analysis in plain English, receiving results in minutes. The tool is designed for traditional statistics data analysis, where rows represent observations and columns represent variables. RTutor offers a user-friendly interface for exploring data, generating basic plots, and refining analysis through natural language prompts.

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.

Folderr.com is an AI platform that simplifies AI solutions by offering AI assistants, AI automations, and AI chatbots. The platform integrates cutting-edge Language Models (LLMs) and Retrieval-Augmented Generation (RAG) technology to transform business data management and decision-making. Folderr allows users to create AI-powered assistants and chatbots, automate business processes, and enhance productivity. The platform is designed to process various document types, including CSV and XLSX files, to derive critical insights from financial documents. Folderr also provides smart integrations, workflow automations, and secure data sharing options for teams and businesses.

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.

The Data Scientist Roadmap2024 provides a comprehensive guide to mastering essential tools for data science success. It includes programming languages, machine learning libraries, cloud platforms, and concepts categorized by difficulty. The roadmap covers a wide range of topics from programming languages to machine learning techniques, data visualization tools, and DevOps/MLOps tools. It also includes web development frameworks and specific concepts like supervised and unsupervised learning, NLP, deep learning, reinforcement learning, and statistics. Additionally, it delves into DevOps tools like Airflow and MLFlow, data visualization tools like Tableau and Matplotlib, and other topics such as ETL processes, optimization algorithms, and financial modeling.

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 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.

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.

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.

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.

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.

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.

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 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.

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.

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.

This practical free hands-on course focuses on Large Language models and their applications, providing a hands-on experience using models from OpenAI and the Hugging Face library. The course is divided into three major sections: Techniques and Libraries, Projects, and Enterprise Solutions. It covers topics such as Chatbots, Code Generation, Vector databases, LangChain, Fine Tuning, PEFT Fine Tuning, Soft Prompt tuning, LoRA, QLoRA, Evaluate Models, Knowledge Distillation, and more. Each section contains chapters with lessons supported by notebooks and articles. The course aims to help users build projects and explore enterprise solutions using Large Language Models.

YAO is an open-source application engine written in Golang, suitable for developing business systems, website/APP API, admin panel, and self-built low-code platforms. It adopts a flow-based programming model to implement functions by writing YAO DSL or using JavaScript. Yao allows developers to create web services by processes, creating a database model, writing API services, and describing dashboard interfaces just by JSON for web & hardware, and 10x productivity. It is based on the flow-based programming idea, developed in Go language, and supports multiple ways to expand the data stream processor. Yao has a built-in data management system, making it suitable for quickly making various management backgrounds, CRM, ERP, and other internal enterprise systems. It is highly versatile, efficient, and performs better than PHP, JAVA, and other languages.

The LLM course is divided into three parts: 1. 🧩 **LLM Fundamentals** covers essential knowledge about mathematics, Python, and neural networks. 2. 🧑‍🔬 **The LLM Scientist** focuses on building the best possible LLMs using the latest techniques. 3. 👷 **The LLM Engineer** focuses on creating LLM-based applications and deploying them. For an interactive version of this course, I created two **LLM assistants** that will answer questions and test your knowledge in a personalized way: * 🤗 **HuggingChat Assistant**: Free version using Mixtral-8x7B. * 🤖 **ChatGPT Assistant**: Requires a premium account. ## 📝 Notebooks A list of notebooks and articles related to large language models. ### Tools | Notebook | Description | Notebook | |----------|-------------|----------| | 🧐 LLM AutoEval | Automatically evaluate your LLMs using RunPod |  | | 🥱 LazyMergekit | Easily merge models using MergeKit in one click. |  | | 🦎 LazyAxolotl | Fine-tune models in the cloud using Axolotl in one click. |  | | ⚡ AutoQuant | Quantize LLMs in GGUF, GPTQ, EXL2, AWQ, and HQQ formats in one click. |  | | 🌳 Model Family Tree | Visualize the family tree of merged models. |  | | 🚀 ZeroSpace | Automatically create a Gradio chat interface using a free ZeroGPU. |  |

LLM-PowerHouse is a comprehensive and curated guide designed to empower developers, researchers, and enthusiasts to harness the true capabilities of Large Language Models (LLMs) and build intelligent applications that push the boundaries of natural language understanding. This GitHub repository provides in-depth articles, codebase mastery, LLM PlayLab, and resources for cost analysis and network visualization. It covers various aspects of LLMs, including NLP, models, training, evaluation metrics, open LLMs, and more. The repository also includes a collection of code examples and tutorials to help users build and deploy LLM-based applications.

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.

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

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.

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GPT Money Maker is an AI expert in monetizing GPT technology, offering step-by-step strategies and creative insights for financial gain using GPT models.

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Expert in simplified financial rule engines.

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Seasoned investment manager offering detailed financial plans and strategies.

Advanced financial advisor for business and personal finance, with a focus on New Zealand.