Best AI tools for< Get Financial Advice >
20 - AI tool Sites
Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
Realistics
Realistics is an AI-powered chatbot app that provides users with access to a variety of virtual assistants, each with their own unique personality and expertise. Users can chat with these assistants on a wide range of topics, from fashion and beauty to career advice and financial planning. Realistics is currently available for iOS devices, with plans to expand to Android and web browsers in the future.
Intuit Assist
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.
Origin
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.
Cleo
Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.
OpenChat
OpenChat is a website that provides users with 10,000 ways to make money using ChatGPT and AI. The website offers a variety of resources, including personalized AI income ideas, a personal AI business coach, and standard email support. OpenChat also has a library of up to 10,000 AI income ideas that users can access. The website's slogan is "10,000 Ways to Make Money with ChatGPT and AI". Some of the features of OpenChat include the ability to save ideas for later use, access to a full library of up to 10,000 ideas, a personal AI business coach, and standard email support. Some of the advantages of using OpenChat include the ability to get personalized AI income ideas, access to a large library of AI income ideas, and the ability to get support from a personal AI business coach. Some of the disadvantages of using OpenChat include the fact that it is a paid service, and that the number of tokens that users can use each month is limited. Some of the frequently asked questions about OpenChat include how to use the website, how to get personalized AI income ideas, and how to get support from a personal AI business coach. The name of the application is OpenChat. Some of the jobs that are suitable for this tool include freelance AI business ideas, content creation AI income ideas, virtual assistance AI income ideas, mobile apps AI income ideas, web apps AI income ideas, finance AI income ideas, online survey AI income ideas, online course AI income ideas, social media AI income ideas, digital marketing AI income ideas, data entry AI income ideas, legal service AI income ideas, stock photography AI income ideas. Some of the AI keywords that are related to the application include AI business ideas, content creation, virtual assistance, mobile apps, web apps, finance, online surveys, online courses, social media, digital marketing, data entry, legal services, stock photography. Some of the tasks that users can use this tool to do include generating AI-driven content, creating AI-powered virtual assistants, developing AI-enhanced mobile apps, building AI-driven websites, offering AI-based financial advice, conducting AI-powered market research, creating AI-generated art, and providing AI-enabled customer support.
Betterment
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.
Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.
VMock Dashboard
VMock Dashboard is an AI-powered platform designed to provide personalized feedback on resumes. It leverages machine learning algorithms to analyze resumes and offers detailed insights on areas of improvement. Users can upload their resumes, receive instant feedback on content, formatting, and overall effectiveness, and track their progress over time. VMock Dashboard aims to help individuals enhance their resumes and increase their chances of landing their desired job opportunities.
UpTeam.ai
The website offers a platform to chat with a team of AI agents specially trained to provide expert advice in various fields such as business, science, legal, and education. Users can interact with over 100 intelligent and knowledgeable AI models, including experts in contract negotiation, data analysis, human resources, financial analysis, software development, and more. The AI agents are designed to help users write better, solve problems, and receive expert guidance. The platform has been updated to GPT-4, providing advanced conversational capabilities and assistance across a wide range of domains.
Stocked
Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.
MyInvestment-AI
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.
InsureSmart
InsureSmart is an AI-powered platform that empowers users to take control of their insurance needs. By leveraging artificial intelligence technology, InsureSmart offers personalized insurance solutions tailored to individual requirements. The platform provides a seamless and user-friendly experience for users to manage and optimize their insurance policies efficiently. With InsureSmart, users can access smart recommendations, compare insurance plans, and make informed decisions to secure their financial well-being.
Houmify
Houmify.com is an AI-powered property companion that offers personalized real estate solutions. The platform uses artificial intelligence to guide users in accessing the best services related to selling a home, buying a home, loan & refinance, and home maintenance. Users can interact with the AI Agent to get expert advice and recommendations tailored to their specific needs and preferences. The website also provides informative posts and articles on real estate topics to help users make informed decisions. With a focus on user experience and convenience, Houmify aims to simplify the real estate process and empower individuals in their property transactions.
CanTax
CanTax.ai is an AI-powered platform offering tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security through industry-leading encryption protocols. The platform's artificial intelligence is trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability for immediate tax advice. CanTax aims to simplify the tax filing process and empower Canadians financially by making expert-level tax guidance accessible to all.
AI VC
AI VC was an AI tool designed to provide virtual consultations to users. It allowed users to have virtual conversations with an AI-powered virtual consultant to seek advice or information on various topics. The tool aimed to simulate a real-life conversation experience and provide personalized recommendations based on user input. Users could interact with the virtual consultant through text or voice commands, making it a convenient and user-friendly platform for seeking guidance and support.
MyLoans.ai
MyLoans.ai is an AI-powered platform that offers free guidance for managing complex student loans. It provides personalized advice to borrowers, helping them save thousands of dollars by avoiding expensive advisors and navigating through confusing government websites. The platform has assisted over 10,000 borrowers, resulting in savings exceeding $120 million. Users can interact with an AI assistant to get instant answers about their student loans, access the latest news on loan plans, and receive tailored advice on refinancing options. Testimonials highlight the platform's intuitive calculator, clear advice, and user-friendly interface, making it a valuable resource for individuals seeking simplified loan repayment strategies.
Yomii
Yomii is a Real Estate Investing AI Assistant that offers free beta access to explore REITs, Timeshares, ETFs, and more. It provides expert consultations, comprehensive analytics, personalized investment matching, access to experts, powerful analytics, effortless sharing, properties worldwide, and connections to private investor communities. Users can ask questions, get information, invest through the platform, and access PDF reports. Yomii simplifies the investment journey with AI-driven tools for investors of all levels, making real estate investing accessible and profitable.
RoboFin
RoboFin is an AI-powered investment analyst that helps you make better investment decisions. It analyzes mountains of data - news, financials, trends - faster than any human could. You get clear, actionable information about each stock you are interested in such as positive things, concerns and a forecast of how the price might move based on the data analysis. Data-driven decisions replace gut feelings.
Career.io
Career.io is an AI-powered career services platform that offers end-to-end solutions to help individuals land their next role. The platform provides services such as resume and cover letter building, job search assistance, career growth support, expert writing services, and personalized career advice. Career.io aims to simplify the job search process by combining AI technology with human expertise to optimize job applications and enhance career development.
20 - Open Source AI Tools
FinVeda
FinVeda is a dynamic financial literacy app that aims to solve the problem of low financial literacy rates in India by providing a platform for financial education. It features an AI chatbot, finance blogs, market trends analysis, SIP calculator, and finance quiz to help users learn finance with finesse. The app is free and open-source, licensed under the GNU General Public License v3.0. FinVeda was developed at IIT Jammu's Udyamitsav'24 Hackathon, where it won first place in the GenAI track and third place overall.
CopilotKit
CopilotKit is an open-source framework for building, deploying, and operating fully custom AI Copilots, including in-app AI chatbots, AI agents, and AI Textareas. It provides a set of components and entry points that allow developers to easily integrate AI capabilities into their applications. CopilotKit is designed to be flexible and extensible, so developers can tailor it to their specific needs. It supports a variety of use cases, including providing app-aware AI chatbots that can interact with the application state and take action, drop-in replacements for textareas with AI-assisted text generation, and in-app agents that can access real-time application context and take action within the application.
stockbot-on-groq
StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.
openagi
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.
moon-dev-ai-agents-for-trading
Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.
chat-with-your-data-solution-accelerator
Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.
swarms
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.
Customer-Service-Conversational-Insights-with-Azure-OpenAI-Services
This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.
RD-Agent
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.
sec-parser
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.
DecryptPrompt
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.
agentUniverse
agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on multi-agent collaborative patterns, integrating domain experience to help agents solve problems in various fields. The framework includes pattern components like PEER and DOE for event interpretation, industry analysis, and financial report generation. It offers features for agent construction, multi-agent collaboration, and domain expertise integration, aiming to create intelligent applications with professional know-how.
Azure-Analytics-and-AI-Engagement
The Azure-Analytics-and-AI-Engagement repository provides packaged Industry Scenario DREAM Demos with ARM templates (Containing a demo web application, Power BI reports, Synapse resources, AML Notebooks etc.) that can be deployed in a customer’s subscription using the CAPE tool within a matter of few hours. Partners can also deploy DREAM Demos in their own subscriptions using DPoC.
Awesome-LLM
Awesome-LLM is a curated list of resources related to large language models, focusing on papers, projects, frameworks, tools, tutorials, courses, opinions, and other useful resources in the field. It covers trending LLM projects, milestone papers, other papers, open LLM projects, LLM training frameworks, LLM evaluation frameworks, tools for deploying LLM, prompting libraries & tools, tutorials, courses, books, and opinions. The repository provides a comprehensive overview of the latest advancements and resources in the field of large language models.
21 - OpenAI Gpts
Hidden Gem Equities
Expert stock investor and analyst, specializing in uncovering hidden, undervalued stocks.
Smart Account Support
Crypto expert on smart accounts, guiding and educating on EIPs and ERCs.
Pay Later
Explains 'buy now, pay later' and recommends providers in a financial, informative tone.
Personal Loan
Discusses personal loans, payment methods, and financial options informatively.
wallstreetbets advisor
Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.
Credit Card Advisor
Expert on credit cards, offering advice on choosing and using them wisely.