Best AI tools for< Offer Financial Advice >
20 - AI tool Sites
Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
BlinkAI
BlinkAI is an innovative AI tool that provides GPTs with superpowers by giving them a wallet, enabling them to function as personal financial assistants, bankers, money managers, shoppers, and more. It aims to enhance Web3 user experience by leveraging AI capabilities. The tool empowers users to accomplish tasks more efficiently and effectively.
OpenChat
OpenChat is a website that provides users with 10,000 ways to make money using ChatGPT and AI. The website offers a variety of resources, including personalized AI income ideas, a personal AI business coach, and standard email support. OpenChat also has a library of up to 10,000 AI income ideas that users can access. The website's slogan is "10,000 Ways to Make Money with ChatGPT and AI". Some of the features of OpenChat include the ability to save ideas for later use, access to a full library of up to 10,000 ideas, a personal AI business coach, and standard email support. Some of the advantages of using OpenChat include the ability to get personalized AI income ideas, access to a large library of AI income ideas, and the ability to get support from a personal AI business coach. Some of the disadvantages of using OpenChat include the fact that it is a paid service, and that the number of tokens that users can use each month is limited. Some of the frequently asked questions about OpenChat include how to use the website, how to get personalized AI income ideas, and how to get support from a personal AI business coach. The name of the application is OpenChat. Some of the jobs that are suitable for this tool include freelance AI business ideas, content creation AI income ideas, virtual assistance AI income ideas, mobile apps AI income ideas, web apps AI income ideas, finance AI income ideas, online survey AI income ideas, online course AI income ideas, social media AI income ideas, digital marketing AI income ideas, data entry AI income ideas, legal service AI income ideas, stock photography AI income ideas. Some of the AI keywords that are related to the application include AI business ideas, content creation, virtual assistance, mobile apps, web apps, finance, online surveys, online courses, social media, digital marketing, data entry, legal services, stock photography. Some of the tasks that users can use this tool to do include generating AI-driven content, creating AI-powered virtual assistants, developing AI-enhanced mobile apps, building AI-driven websites, offering AI-based financial advice, conducting AI-powered market research, creating AI-generated art, and providing AI-enabled customer support.
Responsive.ai
Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.
AskRobert
AskRobert is a user-friendly online platform that provides personalized financial advice to help individuals make informed decisions about their money. The platform offers a wide range of financial planning tools and resources, including budgeting tools, investment calculators, retirement planning guides, and more. Users can ask specific financial questions and receive tailored advice from certified financial experts. AskRobert aims to empower users to take control of their finances and achieve their financial goals.
Envestnet | Yodlee
Envestnet | Yodlee is an AI-powered Conversational Banking platform that provides financial institutions and FinTech innovators with powerful data solutions. It offers a range of products and APIs for data aggregation, account verification, transaction data enrichment, financial wellness, and conversational AI. The platform enables personalized financial advice, secure account verification, and deep insights into customer needs, driving meaningful interactions. Envestnet | Yodlee revolutionizes the digital customer experience by leveraging natural language processing and machine learning to create seamless, personalized banking experiences across various channels.
Intuit Assist
Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.
Origin
Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.
Cleo
Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.
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.
Timmy
Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.
Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.
VMock Dashboard
VMock Dashboard is an AI-powered platform designed to provide personalized feedback on resumes. It leverages machine learning algorithms to analyze resumes and offers detailed insights on areas of improvement. Users can upload their resumes, receive instant feedback on content, formatting, and overall effectiveness, and track their progress over time. VMock Dashboard aims to help individuals enhance their resumes and increase their chances of landing their desired job opportunities.
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.
UpTeam.ai
The website offers a platform to chat with a team of AI agents specially trained to provide expert advice and assistance in various fields such as business, science, legal, education, and more. Users can interact with over 100 intelligent and knowledgeable AI models, including experts in contract negotiation, data analysis, human resources, financial analysis, software development, and many other domains. The AI agents are updated to GPT-4 and are available to help users write better, solve problems, and receive expert guidance.
Blue J
Blue J is a legal technology company founded in 2015, dedicated to enhancing tax research with the power of AI. Their AI-powered tool, Ask Blue J, provides fast and verifiable answers to tax questions, enabling tax professionals to work more efficiently. Blue J's generative AI technology helps users find authoritative sources quickly, expedite drafting processes, and cater to junior staff's research needs. The tool is trusted by hundreds of leading firms and offers a comprehensive database of curated tax content.
MyInvestment-AI
MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.
Taxly.ai
Taxly.ai is an advanced AI-powered tax application designed to streamline tax filing for individuals, freelancers, and self-employed professionals in Australia. The application offers automated estimations, expert CPA support, and real-time expense tracking to ensure accurate deductions and compliance with ATO guidelines. With a user-friendly interface and intuitive features, Taxly.ai simplifies tax management and maximizes tax savings for users.
Yomii
Yomii is a Real Estate Investing AI Assistant that offers free beta access to explore REITs, Timeshares, ETFs, and more. It provides expert consultations, comprehensive analytics, personalized investment matching, access to experts, powerful analytics, effortless sharing, properties worldwide, and connections to private investor communities. Users can ask questions, get information, invest through the platform, and access PDF reports. Yomii simplifies the investment journey with AI-driven tools for investors of all levels, making real estate investing accessible and profitable.
Career.io
Career.io is an AI-powered career services platform that offers end-to-end solutions to help individuals land their next role. The platform provides services such as resume and cover letter building, job search assistance, career growth support, expert writing services, and personalized career advice. Career.io aims to simplify the job search process by combining AI technology with human expertise to optimize job applications and enhance career development.
20 - Open Source AI Tools
openagi
OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.
awesome-artificial-intelligence-guidelines
The 'Awesome AI Guidelines' repository aims to simplify the ecosystem of guidelines, principles, codes of ethics, standards, and regulations around artificial intelligence. It provides a comprehensive collection of resources addressing ethical and societal challenges in AI systems, including high-level frameworks, principles, processes, checklists, interactive tools, industry standards initiatives, online courses, research, and industry newsletters, as well as regulations and policies from various countries. The repository serves as a valuable reference for individuals and teams designing, building, and operating AI systems to navigate the complex landscape of AI ethics and governance.
DecryptPrompt
This repository does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.
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.
Azure-Analytics-and-AI-Engagement
The Azure-Analytics-and-AI-Engagement repository provides packaged Industry Scenario DREAM Demos with ARM templates (Containing a demo web application, Power BI reports, Synapse resources, AML Notebooks etc.) that can be deployed in a customer’s subscription using the CAPE tool within a matter of few hours. Partners can also deploy DREAM Demos in their own subscriptions using DPoC.
Large-Language-Model-Notebooks-Course
This practical free hands-on course focuses on Large Language models and their applications, providing a hands-on experience using models from OpenAI and the Hugging Face library. The course is divided into three major sections: Techniques and Libraries, Projects, and Enterprise Solutions. It covers topics such as Chatbots, Code Generation, Vector databases, LangChain, Fine Tuning, PEFT Fine Tuning, Soft Prompt tuning, LoRA, QLoRA, Evaluate Models, Knowledge Distillation, and more. Each section contains chapters with lessons supported by notebooks and articles. The course aims to help users build projects and explore enterprise solutions using Large Language Models.
chat-with-your-data-solution-accelerator
Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.
stockbot-on-groq
StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.
last_layer
last_layer is a security library designed to protect LLM applications from prompt injection attacks, jailbreaks, and exploits. It acts as a robust filtering layer to scrutinize prompts before they are processed by LLMs, ensuring that only safe and appropriate content is allowed through. The tool offers ultra-fast scanning with low latency, privacy-focused operation without tracking or network calls, compatibility with serverless platforms, advanced threat detection mechanisms, and regular updates to adapt to evolving security challenges. It significantly reduces the risk of prompt-based attacks and exploits but cannot guarantee complete protection against all possible threats.
lollms-webui
LoLLMs WebUI (Lord of Large Language Multimodal Systems: One tool to rule them all) is a user-friendly interface to access and utilize various LLM (Large Language Models) and other AI models for a wide range of tasks. With over 500 AI expert conditionings across diverse domains and more than 2500 fine tuned models over multiple domains, LoLLMs WebUI provides an immediate resource for any problem, from car repair to coding assistance, legal matters, medical diagnosis, entertainment, and more. The easy-to-use UI with light and dark mode options, integration with GitHub repository, support for different personalities, and features like thumb up/down rating, copy, edit, and remove messages, local database storage, search, export, and delete multiple discussions, make LoLLMs WebUI a powerful and versatile tool.
llm-app
Pathway's LLM (Large Language Model) Apps provide a platform to quickly deploy AI applications using the latest knowledge from data sources. The Python application examples in this repository are Docker-ready, exposing an HTTP API to the frontend. These apps utilize the Pathway framework for data synchronization, API serving, and low-latency data processing without the need for additional infrastructure dependencies. They connect to document data sources like S3, Google Drive, and Sharepoint, offering features like real-time data syncing, easy alert setup, scalability, monitoring, security, and unification of application logic.
letmedoit
LetMeDoIt AI is a virtual assistant designed to revolutionize the way you work. It goes beyond being a mere chatbot by offering a unique and powerful capability - the ability to execute commands and perform computing tasks on your behalf. With LetMeDoIt AI, you can access OpenAI ChatGPT-4, Google Gemini Pro, and Microsoft AutoGen, local LLMs, all in one place, to enhance your productivity.
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
PaisaSmart GPT
Your compass in India's Economic Terrain. Expert on India's economic landscape, integrating latest insights and data. Disclaimer: https://www.elixirequities.com/disclaimers
GPT Loans Analyzer
An economic advisor for loan feasibility, market analysis, and investment advice.
Foreign Exchange
Informative and finance-oriented expert on foreign exchange and currency trading.
Personal Business Manager
Seasoned investment manager offering detailed financial plans and strategies.