Best AI tools for< Improve Financial Literacy >
20 - AI tool Sites
Trading Literacy
Tradingliteracy.com is a website focused on providing educational resources and tools for individuals interested in trading and investing. The platform offers a range of articles, tutorials, and guides to help users enhance their trading knowledge and skills. With a user-friendly interface, tradingliteracy.com aims to simplify complex trading concepts and make them accessible to beginners and experienced traders alike.
FinanceRants
FinanceRants is an AI-powered financial companion that helps individuals understand their financial personality and make informed decisions to achieve financial well-being. By analyzing users' spending, saving, and investing habits, the platform provides personalized insights and actionable strategies to empower users in managing their money and mindset. With a focus on combating financial stress and promoting financial stability, FinanceRants aims to break the cycle of living paycheck to paycheck and guide users towards a more secure financial future.
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.
Forescribe AI
Forescribe AI is a spend management platform that uses artificial intelligence (AI) to help businesses streamline their spending and fuel growth. The platform provides real-time visibility into spending, automates invoice processing, and identifies opportunities for cost savings. Forescribe AI is designed to help businesses of all sizes improve their financial performance.
SnaptoBook
SanptoBook is a personal accounting software designed to help individuals manage their finances efficiently. It offers features such as invoice and receipt management, reimbursement facilitation, tax filing assistance, bill splitting, and project tracking. The application aims to simplify financial tasks and improve overall financial organization for users. With AI-powered efficiency, SnaptoBook provides state-of-the-art receipt recognition technology and secure cloud storage for all receipts.
SymphonyAI Financial Crime Prevention AI SaaS Solutions
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.
SymphonyAI NetReveal Financial Services
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.
Wealthy Tent
Wealthy Tent is a platform dedicated to helping users choose the right AI tools for maximum financial productivity. The website provides daily expert tips for productivity and offers a range of AI tools for creatives, content creators, and professionals. Users can access free AI tools for content creation, AI video editing software, and learn about AI content generation. Wealthy Tent aims to streamline workflows, enhance creativity, and improve productivity through the use of AI technology.
AlphaWatch
The website offers a precision workflow solution for enterprises in the finance industry, combining AI technology with human oversight to empower financial decisions. It provides features such as accurate search citations, multilingual models, and complex human-in-loop automation. The application integrates seamlessly with existing platforms, uses advanced AI models, and offers meaningful time savings. Users can benefit from the application's ability to ingest unstructured data, improve over time, and avoid hallucinations.
AviaryAI
AviaryAI is an AI tool that offers outbound AI voice agents, real-time translation, and a knowledge base tailored for the financial services industry. It aims to help credit unions, insurance companies, and banks enhance customer interactions, streamline processes, and drive revenue through generative AI technology. AviaryAI is backed by Y Combinator and emphasizes secure, compliant, and ethical AI development. With a focus on deep domain expertise and quick implementation, AviaryAI enables organizations to maximize outreach, save time, and improve multilingual communication.
Validator by Yazero
Validator by Yazero is a platform that helps users validate their startup ideas using AI. It provides a community where users can share their ideas, get feedback, and find collaborators. Validator also offers a variety of features to help users improve their ideas, such as idea validation, market research, and financial planning.
FlowX.AI
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.
Novo AI
Novo AI is an AI application that empowers financial institutions by leveraging Generative AI and Large Language Models to streamline operations, maximize insights, and automate processes like claims processing and customer support traditionally handled by humans. The application helps insurance companies understand claim documents, automate claims processing, optimize pricing strategies, and improve customer satisfaction. For banks, Novo AI automates document processing across multiple languages and simplifies adverse media screenings through efficient research on live internet data.
Dark Pools
Dark Pools is a leading provider of AI-powered solutions for the financial industry. Our mission is to empower our clients with the tools and insights they need to make better decisions, improve their performance, and stay ahead of the competition. We offer a range of products and services that leverage AI to automate tasks, optimize workflows, and generate actionable insights. Our solutions are used by a wide range of financial institutions, including hedge funds, asset managers, and banks.
Tickeron
Tickeron is an AI trading platform that offers a variety of tools and features to enhance trading in the stock market. It provides AI predictions for stocks, ETFs, forex, and other assets, empowering users with accurate stock predictions and trend insights. The platform includes AI robots for virtual accounts, trend predictions, pattern search engines, and real-time patterns. Additionally, Tickeron offers tools for traders and investors, such as stock portfolio wizards, active portfolios, model portfolios, and 401(k) portfolios. Users can also explore the marketplace for trading and investing tools, join trader and investor clubs, and access educational resources to improve their trading skills.
Interactive Mathematics
Interactive Mathematics is an online platform that provides math problem-solving help, tutoring, and lessons. It offers an AI-powered math problem solver that provides step-by-step answers to math homework problems. The platform also offers on-demand math tutoring, where students can send their math problems to tutors and receive immediate help. Interactive Mathematics also provides a variety of math lessons, covering topics from basic algebra to calculus. The platform is designed to help students improve their math grades and understanding.
interface.ai
interface.ai is an AI platform that offers generative AI solutions and intelligent virtual assistant services tailored for banks and credit unions. The platform aims to optimize call center operations, automate processes, enhance customer and employee experience, and increase revenue for financial institutions. With a focus on conversational AI, voice-based biometrics, and caller-id authentication, interface.ai provides advanced solutions to improve operational efficiency and deliver personalized recommendations to prospects and customers. The platform is designed to handle call volumes, reduce wait times, and provide 24/7 member support, ultimately transforming call centers into revenue centers.
Ramp
Ramp is a comprehensive platform offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more in one place. With a focus on saving time and money, Ramp streamlines expense management, AP automation, spend controls, and procurement processes. The platform is designed to make finance teams faster and happier by automating tasks, matching receipts to transactions, and simplifying accounting processes. Ramp caters to startups, global enterprises, and businesses of all sizes with features like seamless integration, global payment capabilities, customization options, and dedicated support.
BotGPT
BotGPT is a 24/7 custom AI chatbot assistant for websites. It offers a data-driven ChatGPT that allows users to create virtual assistants from their own data. Users can easily upload files or crawl their website to start asking questions and deploy a custom chatbot on their website within minutes. The platform provides a simple and efficient way to enhance customer engagement through AI-powered chatbots.
SubstrateAI
SubstrateAI is an artificial intelligence company that creates, acquires, and scales businesses in various sectors such as Health, Finance, Human Resources, and Energy. They develop products and services based on proprietary technology and are listed on stock exchanges in Spain, the UK, and the US. SubstrateAI collaborates with Subgen AI, a subsidiary providing AI solutions to companies and governments globally. The company's technology is inspired by biology and continuously evolves through the daily efforts of researchers.
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.
Webscout
WebScout is a versatile tool that allows users to search for anything using Google, DuckDuckGo, and phind.com. It contains AI models, can transcribe YouTube videos, generate temporary email and phone numbers, has TTS support, webai (terminal GPT and open interpreter), and offline LLMs. It also supports features like weather forecasting, YT video downloading, temp mail and number generation, text-to-speech, advanced web searches, and more.
PIXIU
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.
Conversational-Azure-OpenAI-Accelerator
The Conversational Azure OpenAI Accelerator is a tool designed to provide rapid, no-cost custom demos tailored to customer use cases, from internal HR/IT to external contact centers. It focuses on top use cases of GenAI conversation and summarization, plus live backend data integration. The tool automates conversations across voice and text channels, providing a valuable way to save money and improve customer and employee experience. By combining Azure OpenAI + Cognitive Search, users can efficiently deploy a ChatGPT experience using web pages, knowledge base articles, and data sources. The tool enables simultaneous deployment of conversational content to chatbots, IVR, voice assistants, and more in one click, eliminating the need for in-depth IT involvement. It leverages Microsoft's advanced AI technologies, resulting in a conversational experience that can converse in human-like dialogue, respond intelligently, and capture content for omni-channel unified analytics.
start-llms
This repository is a comprehensive guide for individuals looking to start and improve their skills in Large Language Models (LLMs) without an advanced background in the field. It provides free resources, online courses, books, articles, and practical tips to become an expert in machine learning. The guide covers topics such as terminology, transformers, prompting, retrieval augmented generation (RAG), and more. It also includes recommendations for podcasts, YouTube videos, and communities to stay updated with the latest news in AI and LLMs.
freegenius
FreeGenius AI is an ambitious project offering a comprehensive suite of AI solutions that mirror the capabilities of LetMeDoIt AI. It is designed to engage in intuitive conversations, execute codes, provide up-to-date information, and perform various tasks. The tool is free, customizable, and provides access to real-time data and device information. It aims to support offline and online backends, open-source large language models, and optional API keys. Users can use FreeGenius AI for tasks like generating tweets, analyzing audio, searching financial data, checking weather, and creating maps.
AixLib
AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).
honey
Bee is an ORM framework that provides easy and high-efficiency database operations, allowing developers to focus on business logic development. It supports various databases and features like automatic filtering, partial field queries, pagination, and JSON format results. Bee also offers advanced functionalities like sharding, transactions, complex queries, and MongoDB ORM. The tool is designed for rapid application development in Java, offering faster development for Java Web and Spring Cloud microservices. The Enterprise Edition provides additional features like financial computing support, automatic value insertion, desensitization, dictionary value conversion, multi-tenancy, and more.
LLMEvaluation
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.
LLM4IR-Survey
LLM4IR-Survey is a collection of papers related to large language models for information retrieval, organized according to the survey paper 'Large Language Models for Information Retrieval: A Survey'. It covers various aspects such as query rewriting, retrievers, rerankers, readers, search agents, and more, providing insights into the integration of large language models with information retrieval systems.
Awesome-Knowledge-Distillation-of-LLMs
A collection of papers related to knowledge distillation of large language models (LLMs). The repository focuses on techniques to transfer advanced capabilities from proprietary LLMs to smaller models, compress open-source LLMs, and refine their performance. It covers various aspects of knowledge distillation, including algorithms, skill distillation, verticalization distillation in fields like law, medical & healthcare, finance, science, and miscellaneous domains. The repository provides a comprehensive overview of the research in the area of knowledge distillation of LLMs.
SheetCopilot
SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.
qlib
Qlib is an open-source, AI-oriented quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It covers the entire chain of quantitative investment, from alpha seeking to order execution. The platform empowers researchers to explore ideas and implement productions using AI technologies in quantitative investment. Qlib collaboratively solves key challenges in quantitative investment by releasing state-of-the-art research works in various paradigms. It provides a full ML pipeline for data processing, model training, and back-testing, enabling users to perform tasks such as forecasting market patterns, adapting to market dynamics, and modeling continuous investment decisions.
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.
leon
Leon is an open-source personal assistant who can live on your server. He does stuff when you ask him to. You can talk to him and he can talk to you. You can also text him and he can also text you. If you want to, Leon can communicate with you by being offline to protect your privacy.
agentUniverse
agentUniverse is a framework for developing applications powered by multi-agent based on large language model. It provides essential components for building single agent and multi-agent collaboration mechanism for customizing collaboration patterns. Developers can easily construct multi-agent applications and share pattern practices from different fields. The framework includes pre-installed collaboration patterns like PEER and DOE for complex task breakdown and data-intensive tasks.
phidata
Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.
AIlice
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.
20 - OpenAI Gpts
Credit Card Companion
Balanced guidance on credit cards for young people, with a mix of formal and casual tones
Debt Management Advisor
Advises on debt management strategies to improve financial stability.
Performance Controlling Advisor
Drives financial performance improvement via strategic analysis and advice.
Digital Assets @ FS
Consultant on digital assets in financial services, using a pricing study for insights.
Financial Statement Analyzer
Analyze Financial Statements step by step to Predict Earnings Direction
Personal Financial Advisor
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).
Financial Report Analysis
Your decipher in financial report analysis, translating reports easy and apprehensible.
Performance Measurement Advisor
Optimizes financial performance through strategic analysis and planning.
Pay Later
Explains 'buy now, pay later' and recommends providers in a financial, informative tone.
Credit Score Check
Guides on checking and monitoring credit scores, with a financial and informative tone.