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.

Evolution AI is an AI data extraction tool that specializes in extracting data from financial documents such as financial statements, bank statements, invoices, and other related documents. The tool uses generative AI technology to automate the data extraction process, eliminating the need for manual entry. Evolution AI is trusted by global industry leaders and offers exceptional customer service, advanced technology, and a one-stop shop for data extraction.

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 offers capabilities such as classifying, capturing, detecting, and analyzing documents, with use cases in cash flow, income, address, employment, and identity verification. Ocrolus caters to various industries like small business lending, mortgage, consumer finance, and multifamily housing. The platform provides resources for developers, including guides on income verification, fraud detection, and business process automation. Users can explore the API to build innovative customer experiences and make faster and more accurate financial decisions.

Mest is a platform that focuses on providing stories and information related to smart money. Users can access a wide range of content, including news, community discussions, and resources to help them make informed financial decisions. The platform aims to empower individuals with knowledge and insights to manage their finances effectively. With a user-friendly interface and a diverse range of topics covered, Mest serves as a valuable resource for those interested in personal finance and investment.

FlowX.AI is an AI-powered platform designed to modernize large financial institutions end-to-end. It offers solutions for application modernization, business process modernization, infrastructure modernization, and features AI agents like Supervisor, Inspector, Auditor, Developer, Analyst, and Assistant to streamline processes, ensure compliance, and generate complex workflows. The platform accelerates digital transformation, reduces time to market, and provides a unified KYC orchestration. Trusted by leading banking and financial services groups, FlowX.AI aims to deliver innovation in weeks, with a focus on business asset empowerment rather than IT asset constraints.

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.

StockNews.AI is a live financial news and AI insights platform designed for investors. It provides real-time monitoring and analysis of financial articles, offering users actionable insights and alerts ahead of the market. The AI-powered platform saves users time by summarizing news articles and providing personalized alerts and settings for tracking news related to their portfolio. StockNews.AI aims to help users make informed decisions and gain a market edge through its AI-driven analysis and event alerts.

Perfios is an AI-powered FinTech software company that offers digital solutions for various industries such as banking, insurance, fintech, payments, e-commerce, legal, gaming, and more. Their platform provides end-to-end solutions for digital onboarding, underwriting, risk assessment, fraud detection, and customer engagement. Perfios leverages AI and machine learning technologies to streamline processes, enhance operational efficiency, and improve decision-making in financial services. With a wide range of products and features, Perfios aims to transform the way businesses experience technology and make data-driven decisions.

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.

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.

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.

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.

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.

The AWS Generative AI Constructs Library is an open-source extension of the AWS Cloud Development Kit (AWS CDK) that provides multi-service, well-architected patterns for quickly defining solutions in code to create predictable and repeatable infrastructure, called constructs. The goal of AWS Generative AI CDK Constructs is to help developers build generative AI solutions using pattern-based definitions for their architecture. The patterns defined in AWS Generative AI CDK Constructs are high level, multi-service abstractions of AWS CDK constructs that have default configurations based on well-architected best practices. The library is organized into logical modules using object-oriented techniques to create each architectural pattern model.

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.

A repository that lists papers related to Large Language Model (LLM) based agents. The repository covers various topics including survey, planning, feedback & reflection, memory mechanism, role playing, game playing, tool usage & human-agent interaction, benchmark & evaluation, environment & platform, agent framework, multi-agent system, and agent fine-tuning. It provides a comprehensive collection of research papers on LLM-based agents, exploring different aspects of AI agent architectures and applications.

CISO Assistant is a tool that helps organizations manage their cybersecurity posture and compliance. It provides a centralized platform for managing security controls, threats, and risks. CISO Assistant also includes a library of pre-built frameworks and tools to help organizations quickly and easily implement best practices.

This repository provides a curated list of papers, datasets, and resources related to the detection and mitigation of hallucinations in large language models (LLMs). Hallucinations refer to the generation of factually incorrect or nonsensical text by LLMs, which can be a significant challenge for their use in real-world applications. The resources in this repository aim to help researchers and practitioners better understand and address this issue.

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.

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.