Best AI tools for< Financial Analysis >

Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

Investiment.io is a financial news and data platform that uses AI to help investors make better decisions. The platform provides access to real-time news, earnings transcripts, and financial data, as well as AI-powered insights and analysis. Investiment.io is designed to help investors of all levels, from beginners to experienced professionals.

Tradepost.ai is an AI-powered news analysis platform that helps investors make smarter trading decisions. It provides AI-generated summaries and trading idea generation, real-time SEC filings analysis, and customizable AI to support your investment strategy. With Tradepost.ai, you can streamline your market analysis, stay ahead with real-time alerts, and access AI-powered summaries in multiple languages.

Quanty is an AI-driven financial knowledge graph application that provides market insights on crypto and stocks news through advanced algorithms and knowledge graphs. It offers a GraphQL API for deep market understanding, smart data classification, current market insights, entity and relationship extraction, and dynamic GraphQL access. Users can access a wide range of financial news, insights, and analytics seamlessly through Quanty's robust GraphQL API.

Jyotax.ai is an AI-powered tax solution that revolutionizes tax compliance by simplifying the tax process with advanced AI solutions. It offers comprehensive bookkeeping, payroll processing, worldwide tax returns and filing automation, profit recovery, contract compliance, and financial modeling and budgeting services. The platform ensures accurate reporting, real-time compliance monitoring, global tax solutions, customizable tax tools, and seamless data integration. Jyotax.ai optimizes tax workflows, ensures compliance with precise AI tax calculations, and simplifies global tax operations through innovative AI solutions.

Budgetfy Pro is an AI-powered financial analysis tool designed to simplify and streamline your financial management. With advanced artificial intelligence capabilities, it effortlessly categorizes and analyzes your financial statements with high accuracy. The tool ensures complete privacy by encrypting your financial data and never sharing it with third parties. Users can create custom categories to tailor the tool to their unique financial needs and benefit from multi-currency support for handling transactions in various currencies. Gain detailed insights into your spending habits and financial trends, and easily integrate data from different sources like CSV, PDF, and Excel formats. Take control of your finances and join thousands of users who have optimized their financial management with Budgetfy Pro.

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.

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.

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.

Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.

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.

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.

MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.

PrometAI is an AI-powered business plan generator that helps entrepreneurs and businesses create comprehensive and professional business plans. It offers a range of features and tools to guide users through each step of the planning process, including strategy development, financial analysis, and valuation. PrometAI's platform is designed to simplify and streamline the business planning process, making it accessible to users of all levels of experience.

API Labz is an AI-powered platform that offers a comprehensive suite of tools and APIs to streamline workflows, automate tasks, and build innovative applications. From custom API building to document processing and financial analysis, API Labz provides intelligent solutions to drive efficiency and enhance business processes. The platform also includes features like AI-powered ID parsing, seamless integrations with third-party applications, and a curated API marketplace for easy access to pre-built APIs.

Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

Chaplin is a 100% free AI-based technical analysis tool that offers a wide range of features for stock market analysis. It provides tools for live market analysis, stock, forex, and crypto screening, stock and chart analysis, sentiment analysis, trend prediction, price forecasting, and various strategy simulations. Users can access advanced stock analysis tools, stock scanners, time series analysis, and more. Chaplin also includes tools for portfolio optimization, earnings calendar tracking, financial analysis, investment calculation, and data visualization. The platform aims to assist professional traders with AI-driven insights and tools for making informed investment decisions.

Vianai's Conversational Finance is an AI application that revolutionizes financial analysis by providing real-time insights through generative AI. It empowers finance teams to make informed decisions swiftly and confidently by scanning vast amounts of data, generating accurate responses, and streamlining processes. The platform offers unparalleled speed, precision, and user experience, making it easier to navigate complex financial landscapes and accomplish more in less time.

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.

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.

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.

LYRAIOS (LLM-based Your Reliable AI Operating System) is an advanced AI assistant platform built with FastAPI and Streamlit, designed to serve as an operating system for AI applications. It offers core features such as AI process management, memory system, and I/O system. The platform includes built-in tools like Calculator, Web Search, Financial Analysis, File Management, and Research Tools. It also provides specialized assistant teams for Python and research tasks. LYRAIOS is built on a technical architecture comprising FastAPI backend, Streamlit frontend, Vector Database, PostgreSQL storage, and Docker support. It offers features like knowledge management, process control, and security & access control. The roadmap includes enhancements in core platform, AI process management, memory system, tools & integrations, security & access control, open protocol architecture, multi-agent collaboration, and cross-platform support.

LLM-Navigation is a repository dedicated to documenting learning records related to large models, including basic knowledge, prompt engineering, building effective agents, model expansion capabilities, security measures against prompt injection, and applications in various fields such as AI agent control, browser automation, financial analysis, 3D modeling, and tool navigation using MCP servers. The repository aims to organize and collect information for personal learning and self-improvement through AI exploration.

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.

Aila Desktop Application is a powerful tool that integrates multiple leading AI models into a single desktop application. It allows users to interact with various AI models simultaneously, providing diverse responses and insights to their inquiries. With its user-friendly interface and customizable features, Aila empowers users to engage with AI seamlessly and efficiently. Whether you're a researcher, student, or professional, Aila can enhance your AI interactions and streamline your workflow.

Azure OpenAI demos is a repository showcasing various demos and use cases of Azure OpenAI services. It includes demos for tasks such as image comparisons, car damage copilot, video to checklist generation, automatic data visualization, text analytics, and more. The repository provides a wide range of examples on how to leverage Azure OpenAI for different applications and industries.

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.

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.

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.

The OpenBB Platform is the first financial platform that is free and fully open source, offering access to equity, options, crypto, forex, macro economy, fixed income, and more. It provides a broad range of extensions to enhance the user experience according to their needs. Users can sign up to the OpenBB Hub to maximize the benefits of the OpenBB ecosystem. Additionally, the platform includes an AI-powered Research and Analytics Workspace for free. There is also an open source AI financial analyst agent available that can access all the data within OpenBB.

FinAnGPT-Pro is a financial data downloader and AI query system that downloads quarterly and annual financial data for stocks from EOD Historical Data, storing it in MongoDB and Google BigQuery. It includes an AI-powered natural language interface for querying financial data. Users can set up the tool by following the prerequisites and setup instructions provided in the README. The tool allows users to download financial data for all stocks in a watchlist or for a single stock, query financial data using a natural language interface, and receive responses in a structured format. Important considerations include error handling, rate limiting, data validation, BigQuery costs, MongoDB connection, and security measures for API keys and credentials.

Your decipher in financial report analysis, translating reports easy and apprehensible.

Specializes in financial analysis with DALL-E 3 imagery

Expert GPT in financial ratios and analysis

Structured financial analysis with investment advisory and simulations.

Financial analysis expert for annual report summaries.

Financial analyst specializing in Discounted Cash Flow (DCF) analysis for investment valuation.

Advanced financial analysis and strategy advisor.

Optimizes financial performance through strategic analysis and planning.

BuffettMungerDuan Finance AI' revolutionizes financial analysis, blending Buffett, Munger, and Duan's insights. Advanced algorithms and a vast database empower precise market forecasts and strategies, essential for investors and financial pros

Drives financial performance improvement via strategic analysis and advice.

A financial analyst GPT with Warren Buffett's analysis style.

I provide risk analysis and suggest mitigation strategies in finance.

善用杜邦分析算法分析财报

一个高级财务及估值分析师，对上市公司财报分步、系统的分析，并输出专业的分析报告

总结纲要，结合财报及经营数据，生成总结点评分析

MPESA statement analyzer

Fornisco risposte aggiornate a tutte le tue domande in materia contabile e di analisi finanziaria

Expert in global company data analysis

Analyzes Safaricom's HY and FY financials, with detailed insights on different years.

Analyze Financial Statements step by step to Predict Earnings Direction