Best AI tools for< Manage Portfolio Adjustments >
20 - AI tool Sites
Wale.ai
Wale.ai is an AI co-pilot designed for venture capital investors. It automates the analysis and sentiment tracking of startup news, providing comprehensive sentiment analysis of positive and negative mentions. The platform offers advanced AI analytics, seamless integration with various tools, and delivers actionable insights to enhance portfolio or pipeline management. Founded by Sergey Mosunov and Valentin Riabtsev, Wale.ai is a data-driven VC tool that helps users stay informed and make informed investment decisions.
Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform designed to meet the needs of active traders. It provides powerful tools such as real-time market scanning, AI-driven trade signals, customizable alerts, advanced charting capabilities, and time-saving data visualization. Trade Ideas offers users the confidence to make smarter trading decisions and the freedom to conquer markets anytime, anywhere. The platform also includes features like a trading simulator for practicing new strategies, Picture in Picture charts for visualizing multiple timeframes, and integration with leading brokers and trading platforms.
Trade Ideas
Trade Ideas is an AI-driven stock scanning and charting platform that provides unmatched precision in finding the biggest movers first. It offers AI-powered Buy/Sell signals, real-time market scanning, customizable alerts, advanced charting capabilities, and time-saving data visualization. Users can access the platform on any device, empowering them to make smarter trading decisions and stay ahead of the game. Trade Ideas also features a live trading room with expert market commentary and a simulator for practicing new trading strategies under actual market conditions. The platform is trusted by leading brokers and trading platforms, offering users a competitive edge in the market.
Soon
Soon is a fully automated crypto investing platform that makes it easy for anyone to invest in crypto, regardless of their experience level. With Soon, you can set up simple buying and selling schedules, automatically reinvest your profits, and even track your capital gains taxes. Soon also provides a robust set of investing features, such as auto-pilot selling, reimburse spending, and stop loss, to give you powerful tools in a simple, intuitive app.
Patlytics
Patlytics is the premier AI-powered patent platform that serves as a trusted partner in patent creation, protection, enforcement, and defense. It offers comprehensive discovery and analytics, cutting-edge infringement monitoring detection, AI patent drafting assistance, office action response optimization, whitespace detection, patent inventory harvesting, and more. The platform combines market-leading technology with deep industry expertise to provide unmatched quality and innovative solutions for patent professionals.
Trader AI App
Trader AI App™ is a premier AI trading application that stands out in the cryptocurrency space for its cutting-edge technology and advanced software capabilities. It empowers traders with precise and real-time market research and analysis through the integration of AI and sophisticated algorithms. The app ensures users can capitalize on the dynamic cryptocurrency market with confidence and efficiency, making it a leader in the field of AI trading platforms.
Algomist
Algomist.io is a user-friendly AI system that works 100% on autopilot and gives you the best trading options in the market with our automated AI-driven trading model. No prior experience is required.
uproposalgpt.com
uproposalgpt.com is a domain available for purchase on GoDaddy Auctions. The website provides a platform for users to bid on and acquire the domain. It is not an AI tool or application, but rather a marketplace for domain transactions. The site is operated by GoDaddy, a well-known domain registrar and web hosting company.
Octavia
Octavia is a cryptocurrency assistant that helps you track your portfolio, get real-time market data, and make informed trading decisions. With Octavia, you can:
Moning
Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.
EternitAI
EternitAI is an AI-powered platform that offers innovative solutions for creating and managing portfolios. The platform leverages artificial intelligence to help users organize and showcase their work effectively. With features like DreamBooth and Favs, EternitAI provides a seamless experience for individuals and businesses looking to enhance their online presence.
Personalized GPT Service
The Personalized GPT Service is an AI-powered tool that simplifies Twitter conversations. It offers a unique and tailored experience for users looking to enhance their interactions on the platform. By leveraging advanced AI technology, this service provides personalized responses and suggestions to improve engagement and communication on Twitter. The tool is designed to streamline the process of managing conversations, making it easier for users to connect with others and build meaningful relationships online. With a focus on user experience and innovation, the Personalized GPT Service is a valuable resource for individuals seeking to optimize their Twitter interactions.
Capital Companion
Capital Companion is an AI-powered trading and investing platform designed to provide users with a competitive edge in the markets. The platform offers a range of features including 24/7 AI assistant support, intelligent trading recommendations, risk analysis tools, real-time stock analytics, market sentiment analysis, and pattern recognition for technical analysis. By leveraging artificial intelligence, Capital Companion aims to help traders make well-informed decisions and protect their investments in a dynamic market environment.
Allex
Allex is a project management and portfolio management software that offers a digital multi-project solution. It helps project professionals accelerate time-to-market results by harmonizing projects, resources, and tasks. The platform enables users to have a sweeping overview of projects, predict capacity bottlenecks, improve project coordination through collaboration, and communicate effectively with internal and external stakeholders. Allex is designed to handle complex projects and offers expert support to ensure informed decision-making from planning to launch.
Rafa.ai
Rafa.ai is an AI-powered investing application that offers a comprehensive suite of tools and features to assist users in making informed investment decisions. The platform utilizes AI agents to provide real-time insights, portfolio alerts, risk analysis, and options monitoring. Users can access data-driven trading strategies, perform equity research, and analyze news sentiment. Rafa.ai aims to help users manage their investment risks, discover investment opportunities, and make smarter investment decisions.
Showspace
Showspace is a free portfolio website creation tool that leverages AI technology to help users showcase their work effectively. By utilizing AI algorithms, Showspace enables users to build professional portfolios quickly and easily. The platform allows users to highlight their accomplishments and skills in a visually appealing manner, increasing their chances of standing out to potential employers. Showspace also offers features such as privacy controls, project customization with GPT, and tracking tools to monitor portfolio views. It is a valuable resource for job seekers, professionals, and students looking to create a strong online presence.
Village
Village is an AI-powered platform that helps you build and manage your social capital. It provides you with the tools and insights you need to connect with the right people, build strong relationships, and achieve your goals.
Pluto.fi
Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.
MDOTM Ltd
MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company offers Portfolio Advisory and Asset Allocation services to various financial institutions. MDOTM's AI platform, Sphere, empowers asset and wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale.
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.
20 - Open Source AI Tools
FinRobot
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.
llmware
LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.
gpt-bitcoin
The gpt-bitcoin repository is focused on creating an automated trading system for Bitcoin using GPT AI technology. It provides different versions of trading strategies utilizing various data sources such as OHLCV, Moving Averages, RSI, Stochastic Oscillator, MACD, Bollinger Bands, Orderbook Data, news data, fear/greed index, and chart images. Users can set up the system by creating a .env file with necessary API keys and installing required dependencies. The repository also includes instructions for setting up the environment on local machines and AWS EC2 Ubuntu servers. The future plan includes expanding the system to support other cryptocurrency exchanges like Bithumb, Binance, Coinbase, OKX, and Bybit.
awesome-algorand
Awesome Algorand is a curated list of resources related to the Algorand Blockchain, including official resources, wallets, blockchain explorers, portfolio trackers, learning resources, development tools, DeFi platforms, nodes & consensus participation, subscription management, security auditing services, blockchain bridges, oracles, name services, community resources, Algorand Request for Comments, metrics and analytics services, decentralized voting tools, and NFT marketplaces. The repository provides a comprehensive collection of tools, tutorials, protocols, and platforms for developers, users, and enthusiasts interested in the Algorand ecosystem.
J.A.R.V.I.S.-Ai-Assistant-V1-
Jarvis Version 3 is a versatile personal assistant application designed to enhance productivity by automating common tasks. It can interact with websites and applications, perform searches, manage device functions, and control music. Users can give commands to open websites, search on Google or YouTube, scroll pages, manage applications, check time, internet speed, battery percentage, battery alerts, charging status, play music, and synchronize clapping with music. The tool offers features for web navigation, search functionality, scrolling, application management, device management, and music control.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
awesome-ai
Awesome AI is a curated list of artificial intelligence resources including courses, tools, apps, and open-source projects. It covers a wide range of topics such as machine learning, deep learning, natural language processing, robotics, conversational interfaces, data science, and more. The repository serves as a comprehensive guide for individuals interested in exploring the field of artificial intelligence and its applications across various domains.
shipstation
ShipStation is an AI-based website and agents generation platform that optimizes landing page websites and generic connect-anything-to-anything services. It enables seamless communication between service providers and integration partners, offering features like user authentication, project management, code editing, payment integration, and real-time progress tracking. The project architecture includes server-side (Node.js) and client-side (React with Vite) components. Prerequisites include Node.js, npm or yarn, Anthropic API key, Supabase account, Tavily API key, and Razorpay account. Setup instructions involve cloning the repository, setting up Supabase, configuring environment variables, and starting the backend and frontend servers. Users can access the application through the browser, sign up or log in, create landing pages or portfolios, and get websites stored in an S3 bucket. Deployment to Heroku involves building the client project, committing changes, and pushing to the main branch. Contributions to the project are encouraged, and the license encourages doing good.
sfdx-hardis
sfdx-hardis is a toolbox for Salesforce DX, developed by Cloudity, that simplifies tasks which would otherwise take minutes or hours to complete manually. It enables users to define complete CI/CD pipelines for Salesforce projects, backup metadata, and monitor any Salesforce org. The tool offers a wide range of commands that can be accessed via the command line interface or through a Visual Studio Code extension. Additionally, sfdx-hardis provides Docker images for easy integration into CI workflows. The tool is designed to be natively compliant with various platforms and tools, making it a versatile solution for Salesforce developers.
solana-trading-bot
Solana AI Trade Bot is an advanced trading tool specifically designed for meme token trading on the Solana blockchain. It leverages AI technology powered by GPT-4.0 to automate trades, identify low-risk/high-potential tokens, and assist in token creation and management. The bot offers cross-platform compatibility and a range of configurable settings for buying, selling, and filtering tokens. Users can benefit from real-time AI support and enhance their trading experience with features like automatic selling, slippage management, and profit/loss calculations. To optimize performance, it is recommended to connect the bot to a private light node for efficient trading execution.
agenta
Agenta is an open-source LLM developer platform for prompt engineering, evaluation, human feedback, and deployment of complex LLM applications. It provides tools for prompt engineering and management, evaluation, human annotation, and deployment, all without imposing any restrictions on your choice of framework, library, or model. Agenta allows developers and product teams to collaborate in building production-grade LLM-powered applications in less time.
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.
exif-photo-blog
EXIF Photo Blog is a full-stack photo blog application built with Next.js, Vercel, and Postgres. It features built-in authentication, photo upload with EXIF extraction, photo organization by tag, infinite scroll, light/dark mode, automatic OG image generation, a CMD-K menu with photo search, experimental support for AI-generated descriptions, and support for Fujifilm simulations. The application is easy to deploy to Vercel with just a few clicks and can be customized with a variety of environment variables.
activepieces
Activepieces is an open source replacement for Zapier, designed to be extensible through a type-safe pieces framework written in Typescript. It features a user-friendly Workflow Builder with support for Branches, Loops, and Drag and Drop. Activepieces integrates with Google Sheets, OpenAI, Discord, and RSS, along with 80+ other integrations. The list of supported integrations continues to grow rapidly, thanks to valuable contributions from the community. Activepieces is an open ecosystem; all piece source code is available in the repository, and they are versioned and published directly to npmjs.com upon contributions. If you cannot find a specific piece on the pieces roadmap, please submit a request by visiting the following link: Request Piece Alternatively, if you are a developer, you can quickly build your own piece using our TypeScript framework. For guidance, please refer to the following guide: Contributor's Guide
jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, ib_insync, Cython, Numba, bottleneck, numexpr, jedi language server, jupyterlab-lsp, black, isort, and more. It does not include conda/mamba and relies on pip for package installation. The image is optimized for size, includes common command line utilities, supports apt cache, and allows for the installation of additional packages. It is designed for ephemeral containers, ensuring data persistence, and offers volumes for data, configuration, and notebooks. Common tasks include setting up the server, managing configurations, setting passwords, listing installed packages, passing parameters to jupyter-lab, running commands in the container, building wheels outside the container, installing dotfiles and SSH keys, and creating SSH tunnels.
llmops-duke-aipi
LLMOps Duke AIPI is a course focused on operationalizing Large Language Models, teaching methodologies for developing applications using software development best practices with large language models. The course covers various topics such as generative AI concepts, setting up development environments, interacting with large language models, using local large language models, applied solutions with LLMs, extensibility using plugins and functions, retrieval augmented generation, introduction to Python web frameworks for APIs, DevOps principles, deploying machine learning APIs, LLM platforms, and final presentations. Students will learn to build, share, and present portfolios using Github, YouTube, and Linkedin, as well as develop non-linear life-long learning skills. Prerequisites include basic Linux and programming skills, with coursework available in Python or Rust. Additional resources and references are provided for further learning and exploration.
jupyter-quant
Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, and more. It provides Interactive Broker connectivity via ib_async and includes major Python packages for statistical and time series analysis. The image is optimized for size, includes jedi language server, jupyterlab-lsp, and common command line utilities. Users can install new packages with sudo, leverage apt cache, and bring their own dot files and SSH keys. The tool is designed for ephemeral containers, ensuring data persistence and flexibility for quantitative analysis tasks.
20 - OpenAI Gpts
Portfolio Management GPT
Assists in portfolio management, offering optimization strategies and market insights.
Warren
The intelligent investor. Analyse stocks using Warren Buffet's favourite investment framework, outlined in Benjamin Graham's famous book. Warren takes no responsibility for investment risk.
Smart Investor
I provide investment insights and data, clarifying complex financial concepts.
EquityNestAI
Digital assistant for creating a dividend-focused investment portfolio aligned with your investment goals.
1nvestMate
Comprehensive crypto advisor with personalized insights and educational tools.
Account Executive
Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.
Quotient
Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)