Best AI tools for< create investment plan >

MyInvestment-AI is an AI-powered personal investment planning tool that helps you make better money decisions. Our advanced AI analyzes your financial situation and crafts a personalized investment plan that aligns with your goals, preferences, and risk tolerance. With MyInvestment-AI, you can feel confident in your investment choices and take control of your financial future.

This website provides AI-powered tools for startups to evaluate business ideas, build brands, discover ideal customers, create marketing plans, and make smart investments. It aims to make AI accessible and affordable for entrepreneurs, helping them turn their ideas into successful businesses.

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.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of pieces of data to help users make better daily financial decisions. The application aims to assist people in making informed financial choices by leveraging artificial intelligence technology.

Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

tinyAlbert is an AI marketing manager that helps you grow your Shopify store 10x faster 🚀 with almost zero time investment from you. Start automating in less than 2 mins — plans start at just $3/mo. 7-day free trial.

Potato is an AI-powered platform that allows users to generate stock portfolios and build their own ETF ideas. The platform is designed to help users create investment strategies based on AI-generated insights and predictions. Users can create their own fantasy ETFs by describing a theme or event, and the AI technology behind Potato helps in building and managing these portfolios efficiently. With a focus on innovation and technology, Potato aims to revolutionize the way people invest in the stock market.

Calypso is an AI-first public equities copilot platform that combines the power of AI with financials, transcripts, headlines, and case studies by professionals to provide effortless analysis and superior returns. It offers features such as AI-powered insights, personalized theses, earnings previews, and updates, as well as the ability to ask any question with AI chats. Trusted by professionals, Calypso helps users stay up to date with key debates, financials, and valuation setups, making it a valuable tool for individuals in the finance industry.

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.

Storydoc is an AI-powered platform that allows users to easily create stunning and interactive decks to increase engagement. Trusted by top businesses, Storydoc helps business professionals simplify complex content, deliver rich and engaging presentations, and initiate new conversations with prospects. With features like AI-generated deck creation, automatic slide design adjustments, and real-time deck analytics, Storydoc empowers users to stand out, win more customers, and turbo-charge their presentations. Join a community of creators who have experienced the benefits of Storydoc in saving time, creating professional presentations, and engaging customers effectively.

Creators is a website that offers a service to create pitch decks for startups and growing businesses. They specialize in creating visually stunning and impactful pitch decks that tell the story of the business and capture the attention of investors. They use a data-driven approach to storytelling, incorporating relevant data and analytics to back up the idea and prove its potential to investors. They also use artificial intelligence to identify the most compelling way to present the information, ensuring that the pitch deck is not just informative, but also engaging. Creators has a team of expert designers who excel at transforming complex ideas into clear, understandable visuals that are both stunning and highly effective in communicating the message to potential investors.

Platvix is an AI-powered platform that connects startups with investors. It offers a range of features to help startups find the right investors and to help investors find the most promising startups. Platvix's matchmaking engine uses AI to pair startups with investors based on their compatibility. The platform also provides investors with detailed insights into startup performance metrics and market trends. Platvix is designed to address the challenges that startups and investors face in connecting with each other. It provides a secure and transparent platform for startups to raise funding and for investors to find new investment opportunities.

Composer is an AI-powered platform for building and executing trading algorithms without the need for coding skills. Users can create strategies with the assistance of an AI-powered editor, backtest them, and automate trading execution. The platform offers pre-built strategies, customization options, and features like automation, community sharing, and tax-smart trading. Composer aims to make sophisticated quant investing accessible to all levels of traders and investors.

Onnix AI is a personalized AI co-pilot designed specifically for bankers, aiming to save teams time by providing accurate answers and deliverables quickly. It brings AI and powerful data science tools to the banking sector, offering features such as creating personalized slide decks, conducting Excel analysis, and querying data sources. Onnix AI caters to both senior and junior teams, enabling them to generate deeper insights and handle tasks efficiently.

Pitches.ai is an AI Pitch Deck Generator that helps founders and sales leads raise capital and close deals by generating AI-powered pitch decks. The tool offers better design, light and dark themes, AI-generated images, charts, and lower pricing, all in minutes. Users can upload a draft or document, answer questions, or use the freestyle mode to create a pitch with just a few words. Pitches.ai is known for its fast results, beautiful slides, and ease of use.

Storydoc is an AI-powered presentation tool that helps businesses create stunning, interactive decks that increase engagement. With Storydoc, you can easily generate your deck with AI, edit and bring it to perfection, turbo-charge it with integrations, and send, track, and win. Storydoc is perfect for marketing collateral, sales decks, corporate reports, start-ups, investment updates, and more.

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.

PropGenius.ai is an exclusive AI platform that transforms real estate with innovative and intelligent solutions. Our AI-powered tools help real estate professionals create compelling property descriptions, engaging social media posts, and insightful content that drives results. With PropGenius.ai, you can unlock the power of AI to streamline your workflow, enhance your marketing efforts, and gain a competitive edge in the real estate market.

Qlib is an open-source, AI-oriented quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It covers the entire chain of quantitative investment, from alpha seeking to order execution. The platform empowers researchers to explore ideas and implement productions using AI technologies in quantitative investment. Qlib collaboratively solves key challenges in quantitative investment by releasing state-of-the-art research works in various paradigms. It provides a full ML pipeline for data processing, model training, and back-testing, enabling users to perform tasks such as forecasting market patterns, adapting to market dynamics, and modeling continuous investment decisions.

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.

Awesome LLM Apps is a curated collection of applications that leverage RAG with OpenAI, Anthropic, Gemini, and open-source models. The repository contains projects such as Local Llama-3 with RAG for chatting with webpages locally, Chat with Gmail for interacting with Gmail using natural language, Chat with Substack Newsletter for conversing with Substack newsletters using GPT-4, Chat with PDF for intelligent conversation based on PDF documents, and Chat with YouTube Videos for engaging with YouTube video content through natural language. Users can clone the repository, navigate to specific project directories, install dependencies, and follow project-specific instructions to set up and run the apps. Contributions are encouraged, and new app ideas or improvements can be submitted via pull requests.

Notes on AI state of the art, with a focus on generative and large language models. These are the "raw materials" for the https://lspace.swyx.io/ newsletter. This repo used to be called https://github.com/sw-yx/prompt-eng, but was renamed because Prompt Engineering is Overhyped. This is now an AI Engineering notes repo.

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

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.

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.

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.

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.

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.

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

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.

Linguflex is a project that aims to simulate engaging, authentic, human-like interaction with AI personalities. It offers voice-based conversation with custom characters, alongside an array of practical features such as controlling smart home devices, playing music, searching the internet, fetching emails, displaying current weather information and news, assisting in scheduling, and searching or generating images.

LangChain for Swift. Optimized for iOS, macOS, watchOS (part) and visionOS.(beta) This is a pure client library, no server required

The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.

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.

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.

Guides through portfolio creation, step by step.

Seasoned investment manager offering detailed financial plans and strategies.

I research investments and create budgets with tax considerations.

Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.

Create your path to wealth with advices from Naval.

Expert in personal, corporate finance and investment strategies.

Witty bot with a touch of Aussie charm, adept in investment talk.

Comprehensive investment guide

AI Family Office Manager

Gen Z's ally in navigating the new-age financial landscape!

This Open AI tool analyzes your financial data, budgets and cashflow and suggests areas of improvement and quick insights. Drop an XLS file here or copy/paste your financial data and get insights! (Your data remains private and creator of this ChatGPT has no access to it).

I authentically simulate the Shark Tank experience, complete with business pitches and realistic offers.

Tailored financial strategies, guidance, and resources for startups | ver. 001

您的财富增长伙伴，深度定制全球投资策略

Artistic Development & Financial Acumen

Strategic AI advisor for wealth growth.

경제 상담과 솔루션을 제공하는 전문가.

A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.

Interactive financial coach for tailored advice

Your finance and data analytics coach!