Best AI tools for< Manage Portfolios >

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.

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.

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.

EarnAI is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. Whether you’re a beginner or a seasoned investor, EarnGPT provides actionable insights to enhance your investment decisions.

Realiste is an AI-powered real estate investment platform that provides users with data-driven insights to help them make informed investment decisions. It offers access to a wide range of properties and markets worldwide. Realiste specifically focuses on market research, analytics, and real estate price forecasts based on data gathered by the AI algorithm. The platform uses advanced AI algorithms to process vast amounts of real estate data, combining machine learning, data analytics, and market research to generate investment insights and recommendations. Realiste aims to revolutionize how individuals perceive and engage with the real estate sector by providing accurate forecasts and objective decisions.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

Assets Scout is a website that provides users with valuable information and tools for managing their assets effectively. The platform offers a range of features to help users track, analyze, and optimize their assets, including real-time monitoring, customizable reports, and predictive analytics. With Assets Scout, users can make informed decisions to maximize the value of their assets and achieve their financial goals.

Ultralgo is an AI-powered trading platform that provides users with a variety of tools and features to help them make more informed and profitable trades. The platform offers a range of features, including AI-powered market analysis, automated trading, and portfolio management. Ultralgo is designed to be easy to use, even for beginners, and it offers a variety of resources to help users learn how to trade. The platform is also highly customizable, so users can tailor it to their own individual needs.

Three Sigma is a quantitative hedge fund that uses advanced artificial intelligence and machine learning techniques to identify and exploit trading opportunities in global financial markets.

Kahuna AI is an AI-powered platform designed to provide superpowers for event-driven investing. It caters to top hedge funds and selectively onboards users daily. The platform is made with love in NYC by Kahuna AI, Inc.

LeaseLens is a free AI-based lease abstraction software that offers a cost-effective and efficient solution for extracting relevant data points from real estate and commercial lease documents. By utilizing machine learning technology, LeaseLens can provide accurate lease summaries in minutes, saving time and money compared to traditional manual abstraction services. Users can upload their leases, have the AI identify and extract key information, and export the abstract to Excel or Word for a small fee. The platform ensures data privacy by not sharing information with third parties and deleting leases after abstraction.

Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.

Lektify is an AI-powered platform designed to revolutionize the way users manage their investment portfolios. By leveraging advanced artificial intelligence algorithms, Lektify helps users discover top-performing stocks and make informed investment decisions. The platform provides valuable insights and recommendations based on extensive data analysis, enabling users to optimize their investment strategies and maximize returns. With Lektify, users can stay ahead of market trends and enhance their portfolio performance with confidence.

Clerkie is a powerful debt repayment and optimization platform that offers a full-service automation solution powered by machine learning and human expertise. It helps lenders, both big and small, to manage and optimize their loan portfolios efficiently. With features like smart payment experience, AI-driven repayment strategies, real-time reporting, and easy integration, Clerkie ensures a seamless and secure experience for lenders and borrowers alike.

AngelList is a platform that provides tools and services for fund managers, venture and private equity investors, and startups. It offers a range of services such as full-service funds, rolling funds, syndicates, and equity management. AngelList aims to streamline fund management processes, attract investors, engage stakeholders, and optimize portfolio performance. With a focus on innovation and partnership, AngelList serves as a comprehensive solution for various players in the investment ecosystem.

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.

STRATxAI is an AI-driven investment strategy platform that offers customized alpha-generating portfolios for modern investors. The platform, developed by a team of quantitative hedge fund professionals and machine-learning engineers, leverages advanced AI and proprietary quantitative technology to streamline the creation, implementation, and management of bespoke, data-driven investment strategies. With a focus on innovation and adaptability, STRATxAI model portfolios harness extensive data to deliver client-centric customization and risk-adjusted returns. The Alana Investor Platform provides an intuitive design catering to both no-code and know-code professional users, offering portfolio optimization, data-driven insights, and smart rebalancing for optimal asset allocation and effective risk management.

TeamifAI is an AI-powered resource management tool that helps users manage professional profiles, create and organize project portfolios, generate optimized project teams using AI, forecast resources, and oversee all aspects of project management in one central location. With features like rich profile creation, project CV management, and AI-powered team generation, TeamifAI streamlines resource management and enhances teamwork efficiency.

illustrarch is an AI-powered platform that offers a daily dose of architecture content, including articles, architectural portfolio presentations, visualizations, and design tips. The platform focuses on providing resources for architecture students and professionals to enhance their design skills and stay updated with the latest trends in the field. With a strong emphasis on artificial intelligence and technology, illustrarch aims to revolutionize the way architecture is approached and practiced.

Allex is an AI-powered project management and portfolio management software solution designed to help businesses efficiently manage projects, resources, and tasks. It offers features such as project planning, resource planning, capacity planning, team collaboration, and seamless communication. Allex is suitable for companies of all sizes and industries, including aviation, automotive, special machinery manufacturing, and pharmaceuticals. The software aims to provide users with a perfect overview of their projects and team activities, ensuring early identification of bottlenecks and effective resolution. With Allex, organizations can validate project requests, plan new projects, and enhance project coordination among different teams and stakeholders.

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.

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.

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.

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.

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.

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 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.

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.

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.

Lobe Chat Plugins Index is a repository that serves as a collection of various plugins for Function Calling. Users can submit their plugins by following specific instructions. The repository includes a wide range of plugins for different tasks such as image generation, stock analysis, web search, NFT tracking, calendar management, and more. Each plugin is tagged with relevant keywords for easy identification and usage. The repository encourages contributions and provides guidelines for submitting new plugins. It is a valuable resource for developers looking to enhance chatbot functionalities with different plugins.

A curated list of Generative AI projects, tools, artworks, and models

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.

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.

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.

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.

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.

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.

I offer investment wisdom with a side of Munger humor.

Structured financial analysis with investment advisory and simulations.

Your go-to stock market guru. feel free to upload your charts aswell.

Expert GPT in financial ratios and analysis

Guide francophone pour stratégies d'investissement PEA et aperçus boursiers.

A savvy guide for financial insights and strategies, including fundamental, technical, and sentiment analysis for investing and trading.

Simple stock insights. Not financial advice.

Analyzes companies with a stringent set of investment criteria

Advanced financial analysis and strategy advisor.

Specialist in business logic and value investing

Risk-aware debt-to-equity ratio analyst

Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)

Expert in fundamental analysis for Forex, stocks, and crypto.

BuffettMungerDuan Finance AI' revolutionizes financial analysis, blending Buffett, Munger, and Duan's insights. Advanced algorithms and a vast database empower precise market forecasts and strategies, essential for investors and financial pros

DeFi analyst specializing in insightful financial narratives.

分享A股短线交易知识，基于“养家心法”提供具体策略和建议。

一个高级财务及估值分析师，对上市公司财报分步、系统的分析，并输出专业的分析报告