Best AI tools for< Get Financial Insights >

Reconcile is a finance app designed specifically for multipreneurs, individuals with multiple businesses or income streams. It automates bookkeeping, connects users with tax professionals, and provides financial insights to help users focus on growth. Reconcile's AI assistant tracks expenses, maximizes write-offs, and provides personalized recommendations to help users make more profitable decisions.

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.

Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.

OLY.AI is an AI-powered bookkeeping solution designed for QuickBooks Online users. It provides instant answers to metric business questions, real-time data analysis, and secure integration with QuickBooks Online. OLY.AI offers custom GPTs for company-specific insights, real-time charts for monitoring KPI data, and 24/7 availability for answering queries. The platform prioritizes data privacy and security by using advanced encryption technology to protect user data. OLY.AI aims to empower metric-driven company culture and facilitate data-driven decision-making.

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.

Kanaries is an augmented analytics platform that uses AI to automate the process of data exploration and visualization. It offers a variety of features to help users quickly and easily find insights in their data, including: * **RATH:** An AI-powered engine that can automatically generate insights and recommendations based on your data. * **Graphic Walker:** A visual analytics tool that allows you to explore your data in a variety of ways, including charts, graphs, and maps. * **Data Painter:** A data cleaning and transformation tool that makes it easy to prepare your data for analysis. * **Causal Analysis:** A tool that helps you identify and understand the causal relationships between variables in your data. Kanaries is designed to be easy to use, even for users with no prior experience with data analysis. It is also highly scalable, so it can be used to analyze large datasets. Kanaries is a valuable tool for anyone who wants to quickly and easily find insights in their data. It can be used by businesses of all sizes, and it is particularly well-suited for organizations that are looking to improve their data-driven decision-making.

Fintwit is an AI-powered stock market analysis tool that provides users with stock market quotes, free screener, AI top picks, AI stock analysis, market news, and trading signals. The platform leverages artificial intelligence to offer valuable insights and recommendations to investors and traders. With Fintwit, users can access real-time data, make informed investment decisions, and stay updated on the latest market trends.

Envistudios offers AI-powered solutions for business excellence through their innovative SaaS products 'Documente' and 'Infomente'. These platforms leverage artificial intelligence, natural language processing, and machine learning to provide intelligent document processing and generative business intelligence. Envistudios aims to empower businesses by unlocking insights from data, facilitating data-driven decision-making, and optimizing workflows.

Coinfeeds is an AI-powered platform that provides personalized cryptocurrency insights, news, and market data to users. It offers features such as custom portfolio monitoring, AI chatbot, API access, and a database of fundraising events and emerging startups in the crypto industry. Coinfeeds aims to empower investors with the necessary information to make informed decisions in the dynamic landscape of cryptocurrency ventures.

Coinfeeds is an AI-powered platform that provides personalized cryptocurrency insights, market data, and news to users. It offers features such as custom portfolio monitoring, AI chatbot, and API integration for real-time updates. The platform caters to cryptocurrency investors, venture capitalists, and enthusiasts by delivering actionable information to make informed decisions in the dynamic crypto landscape.

Tablepad is an AI-powered data analytics tool that allows users to upload, view, and query data effortlessly. With Tablepad, users can generate insights and create charts without the need for coding skills. The tool supports various file formats and offers automated visual insights by generating graphs and charts based on plain English questions. Tablepad simplifies data exploration and visualization, making it easy for users to uncover valuable insights from their data.

GetFlashInsights is a website that provides valuable insights and analytics for businesses and individuals. It offers a range of tools and features to help users analyze data, track performance, and make informed decisions. With a user-friendly interface and powerful capabilities, GetFlashInsights is a go-to platform for data-driven decision-making.

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.

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.

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.

Intellectia.AI is a powerful AI platform designed to provide smarter investment insights for investors across stocks, ETFs, and cryptocurrencies. The platform offers advanced technical analysis, tailored stock analysis, and quick insights on market trends. With over 100 supported indicators, Intellectia.AI empowers investors with actionable insights derived from AI-driven analysis. The platform also features a dedicated news section summarizing financial news using AI, ensuring users stay informed about events affecting stock movements. Intellectia.AI aims to democratize financial information intelligence through AI, making it accessible to investors of all levels, from individuals to large institutions.

iPick.ai is an AI-powered platform designed for smarter investments in the stock market. Users can register for free to access AI insights, follow and rank stocks, and utilize premium features such as news summaries and YouTube videos. The platform allows users to ask questions, explore top industry performers, compare stocks with competitors, and more. iPick.ai aims to streamline stock research by providing valuable information and analysis to help users make informed investment decisions.

Alchemyze is an AI-driven investment platform that provides hedge fund quality insights and comprehensive stock analysis to empower investors with smarter investment strategies. The platform leverages cutting-edge technology and machine learning algorithms to democratize market intelligence, making top-tier insights accessible to all investors. Alchemyze offers powerful features such as comprehensive stock grades, advanced insights, total access to top-rated stocks, weekly picks, custom portfolios, market insights, and stock screener capabilities. With over 500 graded features and a unique Aurum Engine scoring system, Alchemyze enables users to make personalized and strategic investment decisions based on accurate data and tailored grading formulas.

Tellius is an AI Augmented Analytics Software and Decision Intelligence platform that empowers users to get faster insights from data, break silos between Business Intelligence (BI) and AI, and accelerate complex data analysis with AI-driven automation. The platform offers guided insights, data preparation, natural language search, automated machine learning, and self-service analytics & reporting. Tellius is loved by analytics and business teams for providing instant ad hoc answers, simplifying complex analysis, and surfacing hidden key drivers and anomalies through best-in-class automated insights.

WiseData is an AI Assistant for Python Data Analytics designed to help Data Analysts and Data Scientists be 2X more productive. It offers features like data transformation with natural language, data visualization with natural language, and data transformation with SQL. WiseData ensures privacy by not sending analyzed data to its server and protects transmitted prompts and suggestions through encryption. It is a valuable tool for simplifying complex data analytics tasks and enhancing productivity.

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.

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.

Dwata is a desktop application that allows users to chat with any AI model and gain insights from their data. Chats are organized into threads, similar to Discord, with each thread connecting to a different AI model. Dwata can connect to databases, APIs (such as Stripe), or CSV files and send structured data as prompts when needed. The AI's response will often include SQL or Python code, which can be used to extract the desired insights. Dwata can validate AI-generated SQL to ensure that the tables and columns referenced are correct and can execute queries against the database from within the application. Python code (typically using Pandas) can also be executed from within Dwata, although this feature is still in development. Dwata supports a range of AI models, including OpenAI's GPT-4, GPT-4 Turbo, and GPT-3.5 Turbo; Groq's LLaMA2-70b and Mixtral-8x7b; Phind's Phind-34B and Phind-70B; Anthropic's Claude; and Ollama's Llama 2, Mistral, and Phi-2 Gemma. Dwata can compare chats from different models, allowing users to see the responses of multiple models to the same prompts. Dwata can connect to various data sources, including databases (PostgreSQL, MySQL, MongoDB), SaaS products (Stripe, Shopify), CSV files/folders, and email (IMAP). The desktop application does not collect any private or business data without the user's explicit consent.

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.

LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.

The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.

Obsei is an open-source, low-code, AI powered automation tool that consists of an Observer to collect unstructured data from various sources, an Analyzer to analyze the collected data with various AI tasks, and an Informer to send analyzed data to various destinations. The tool is suitable for scheduled jobs or serverless applications as all Observers can store their state in databases. Obsei is still in alpha stage, so caution is advised when using it in production. The tool can be used for social listening, alerting/notification, automatic customer issue creation, extraction of deeper insights from feedbacks, market research, dataset creation for various AI tasks, and more based on creativity.

A comprehensive repository of resources for Chinese large language models (LLMs), including data processing tools, fine-tuning frameworks, inference libraries, evaluation platforms, RAG engines, agent frameworks, books, courses, tutorials, and tips. The repository covers a wide range of tools and resources for working with LLMs, from data labeling and processing to model fine-tuning, inference, evaluation, and application development. It also includes resources for learning about LLMs through books, courses, and tutorials, as well as insights and strategies from building with LLMs.

The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.

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.

OpenSPG is a knowledge graph engine developed by Ant Group in collaboration with OpenKG, based on the SPG (Semantic-enhanced Programmable Graph) framework. It provides explicit semantic representations, logical rule definitions, operator frameworks (construction, inference), and other capabilities for domain knowledge graphs. OpenSPG supports pluggable adaptation of basic engines and algorithmic services by various vendors to build customized solutions.

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.

A curated repository of code recipes, demos, and resources for basic and advanced Redis use cases in the AI ecosystem. It includes demos for ArxivChatGuru, Redis VSS, Vertex AI & Redis, Agentic RAG, ArXiv Search, and Product Search. Recipes cover topics like Getting started with RAG, Semantic Cache, Advanced RAG, and Recommendation systems. The repository also provides integrations/tools like RedisVL, AWS Bedrock, LangChain Python, LangChain JS, LlamaIndex, Semantic Kernel, RelevanceAI, and DocArray. Additional content includes blog posts, talks, reviews, and documentation related to Vector Similarity Search, AI-Powered Document Search, Vector Databases, Real-Time Product Recommendations, and more. Benchmarks compare Redis against other Vector Databases and ANN benchmarks. Documentation includes QuickStart guides, official literature for Vector Similarity Search, Redis-py client library docs, Redis Stack documentation, and Redis client list.

Project Miyagi showcases Microsoft's Copilot Stack in an envisioning workshop aimed at designing, developing, and deploying enterprise-grade intelligent apps. By exploring both generative and traditional ML use cases, Miyagi offers an experiential approach to developing AI-infused product experiences that enhance productivity and enable hyper-personalization. Additionally, the workshop introduces traditional software engineers to emerging design patterns in prompt engineering, such as chain-of-thought and retrieval-augmentation, as well as to techniques like vectorization for long-term memory, fine-tuning of OSS models, agent-like orchestration, and plugins or tools for augmenting and grounding LLMs.

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.

LLM-PowerHouse is a comprehensive and curated guide designed to empower developers, researchers, and enthusiasts to harness the true capabilities of Large Language Models (LLMs) and build intelligent applications that push the boundaries of natural language understanding. This GitHub repository provides in-depth articles, codebase mastery, LLM PlayLab, and resources for cost analysis and network visualization. It covers various aspects of LLMs, including NLP, models, training, evaluation metrics, open LLMs, and more. The repository also includes a collection of code examples and tutorials to help users build and deploy LLM-based applications.

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

GuideLLM is a powerful tool for evaluating and optimizing the deployment of large language models (LLMs). By simulating real-world inference workloads, GuideLLM helps users gauge the performance, resource needs, and cost implications of deploying LLMs on various hardware configurations. This approach ensures efficient, scalable, and cost-effective LLM inference serving while maintaining high service quality. Key features include performance evaluation, resource optimization, cost estimation, and scalability testing.

Your go-to source for synthesized financial news.

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).

Provides technical analysis and trading insights. Attach a TradingView chart to get started!

Your partner in scholarship search. Get customized guidance and insights to help you find scholarships that resonate with your academic journey.

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?

An AI tool offering expert advice on financial products, focusing on Top Loan Apps, best lending apps, fast cash advance apps, online loan apps, instant loan apps, and emergency loan apps. This tool provides insights, comparisons, and guidance for users seeking quick and reliable loan solutions.

Expert economist with access to real-time data.

Comprehensive crypto advisor with personalized insights and educational tools.

Your go-to source for economic news insights.

Expert on Ravencoin blockchain technology - Interactive, user-friendly guidance - Direct insights from the Ravencoin network

Top 5 Newest Altcoins & Select Alpha Play Insights

Assists in portfolio management, offering optimization strategies and market insights.

Explains fundamental forex concepts and market impacts.

Learn about accounting and related fields with today's top business & finance news.

A guide to the global fintech world, explaining concepts and trends.

Discover Process Talks: Your Next Investment!

An interactive mentor for aspiring consultants, offering insightful career tips and helpful advice.

Discusses personal loans, payment methods, and financial options informatively.

An AI guide for financial advice and mental resilience tips.