Best AI tools for< Financial Goal Setting >

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.

Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.

Betterment is an automated investing platform that helps you build wealth, grow your savings, and plan for retirement. With Betterment, you can invest in a diversified portfolio of stocks and bonds, earn interest on your cash, and get personalized advice from financial experts. Betterment is a fiduciary, which means we act in your best interest. We'll help you set financial goals and set you up with investment portfolios for each goal.

Leap by Thoughtjumper is a personalized learning platform designed to help users learn faster and better. It offers customized guidance in various subjects such as web development, digital marketing, data science, finance, design, business, product management, and personal growth. The platform provides interactive learning experiences, goal tracking, and future feature suggestions. Users can benefit from a diverse mix of content types, including videos, articles, 3D models, and more. Leap aims to make learning clear, easy, and engaging for students and professionals alike.

The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.

SymphonyAI NetReveal Financial Services is an AI-powered platform that offers solutions for financial crime prevention in various industries such as banking, insurance, financial markets, and private banking. The platform utilizes predictive and generative AI applications to enhance efficiency, reduce fraud, streamline compliance, and maximize output. SymphonyAI provides a fundamentally different approach to AI by combining high-value AI capabilities with industry-leading predictive and generative AI technologies. The platform offers a range of solutions including transaction monitoring, customer due diligence, payment fraud detection, and enterprise investigation management. SymphonyAI aims to revolutionize financial crime prevention by leveraging AI to detect suspicious activity, expedite investigations, and improve compliance operations.

SymphonyAI offers AI SaaS solutions for financial crime prevention, helping organizations detect fraud, conduct customer due diligence, and prevent payment fraud. Their solutions leverage generative and predictive AI to enhance efficiency and effectiveness in investigating financial crimes. SymphonyAI's products cater to industries like banking, insurance, financial markets, and private banking, providing rapid deployment, scalability, and seamless integration to meet regulatory compliance requirements.

Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.

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.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

MindBridge is a global leader in financial risk discovery and anomaly detection. The MindBridge AI Platform drives insights and assesses risks across critical business operations. It offers various products like General Ledger Analysis, Company Card Risk Analytics, Payroll Risk Analytics, Revenue Risk Analytics, and Vendor Invoice Risk Analytics. With over 250 unique machine learning control points, statistical methods, and traditional rules, MindBridge is deployed to over 27,000 accounting, finance, and audit professionals globally.

Finlo is an AI-powered financial research assistant that provides comprehensive market insights, financial data, and analysis tools for investors. It simplifies complex financial information into understandable insights, offering real-time monitoring, trend analysis, comparative insights, and personalized recommendations to help users make informed investment decisions. With knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies, Finlo aims to enhance decision-making and confidence in navigating the stock market.

Ocrolus is an intelligent document automation software that leverages AI-driven document processing automation with Human-in-the-Loop. It helps in classifying, capturing, detecting, and analyzing various types of documents to streamline processes and make faster and more accurate financial decisions. The software is designed to assist in tasks such as income verification, fraud detection, cash flow analysis, and business process automation across different industries.

StockGPT is an AI-powered financial research assistant that provides knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies. It offers features like AI search, customizable filters, up-to-date data, industry research, and more to help users analyze companies and markets effectively.

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.

FlowX.AI is an AI-powered platform designed for modernizing large financial institutions end-to-end. It offers solutions for application modernization, business process modernization, and infrastructure modernization. The platform features AI agents, supervisors, inspectors, auditors, developers, analysts, and assistants to streamline processes, improve efficiency, and ensure compliance. FlowX.AI is trusted by leading banking and financial services groups for accelerating digital transformation and reducing total cost of ownership.

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.

Tendi is an AI-powered personal financial advisor designed to make advanced, personalized financial guidance accessible to everyone. It helps users set financial goals, plan, budget, reduce debt, build savings, invest wisely, and ultimately retire. Tendi analyzes spending, saving, and investing behaviors to provide actionable insights and personalized money strategies. The platform aims to bridge the wealth gap by empowering users to navigate their financial journey with confidence.

WeFIRE is an AI-empowered personal finance copilot that offers personalized financial services 24/7. It helps users gain insights into their financial status, balance spending and earning, prioritize tasks, establish a sustainable mindset for wealth, and track progress towards financial independence. The platform provides personalized solutions based on financial data, comprehensive cashflow overviews, timely alerts, progress tracking tools, educational resources, and top-notch security measures.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.

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.

TTS Generation WebUI is a comprehensive tool that provides a user-friendly interface for text-to-speech and voice cloning tasks. It integrates various AI models such as Bark, MusicGen, AudioGen, Tortoise, RVC, Vocos, Demucs, SeamlessM4T, and MAGNeT. The tool offers one-click installers, Google Colab demo, videos for guidance, and extra voices for Bark. Users can generate audio outputs, manage models, caches, and system space for AI projects. The project is open-source and emphasizes ethical and responsible use of AI technology.

LLaMA Factory is a unified framework for fine-tuning 100+ large language models (LLMs) with various methods, including pre-training, supervised fine-tuning, reward modeling, PPO, DPO and ORPO. It features integrated algorithms like GaLore, BAdam, DoRA, LongLoRA, LLaMA Pro, LoRA+, LoftQ and Agent tuning, as well as practical tricks like FlashAttention-2, Unsloth, RoPE scaling, NEFTune and rsLoRA. LLaMA Factory provides experiment monitors like LlamaBoard, TensorBoard, Wandb, MLflow, etc., and supports faster inference with OpenAI-style API, Gradio UI and CLI with vLLM worker. Compared to ChatGLM's P-Tuning, LLaMA Factory's LoRA tuning offers up to 3.7 times faster training speed with a better Rouge score on the advertising text generation task. By leveraging 4-bit quantization technique, LLaMA Factory's QLoRA further improves the efficiency regarding the GPU memory.

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.

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

Agentic is a standard AI functions/tools library optimized for TypeScript and LLM-based apps, compatible with major AI SDKs. It offers a set of thoroughly tested AI functions that can be used with favorite AI SDKs without writing glue code. The library includes various clients for services like Bing web search, calculator, Clearbit data resolution, Dexa podcast questions, and more. It also provides compound tools like SearchAndCrawl and supports multiple AI SDKs such as OpenAI, Vercel AI SDK, LangChain, LlamaIndex, Firebase Genkit, and Dexa Dexter. The goal is to create minimal clients with strongly-typed TypeScript DX, composable AIFunctions via AIFunctionSet, and compatibility with major TS AI SDKs.

Your go-to guide for Aussie tax, accounting, and wealth advice.

Whether business or personal, this GPT assists in providing custom-fit tax saving tips for tax year 2023. The goal is provide insights to help you minimize tax. How can I help?

Map or simulate a scenario real time analyze probability of a life event coming true based on circumstances

stunspot's advisor for all things Financial Cybersec

Expert GPT in financial ratios and analysis

Specializes in financial analysis with DALL-E 3 imagery

An AI guide for financial advice and mental resilience tips.

A sentiment analysis tool for evaluating management-related texts.

金融导师，引领您深入了解金融市场的运作原理，包括股市、债券、加密货币，外汇以及最新的金融技术。

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

Expert in simplified financial rule engines.

Comprehensive finance tutor, focusing on diverse markets.

Provides financial guidance through accurate accounting advisory.

Enhances financial decision-making by analyzing, interpreting and reporting financial data.

Enhances financial decision-making by analyzing, interpreting and presenting financial data.

Formal, friendly guide to entrepreneurship.

Expert in comprehensive Australian government income and financial forecasting

Expert in managing and tracking payment recoveries for Hope Hospital.

Expert in financial accounting, clarifying complex concepts with academic sources.

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