Best AI tools for< Optimize Portfolio >

AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.

Macroaxis is a wealth optimization platform that leverages artificial intelligence to help users make informed investment decisions. It offers a range of features to generate optimal portfolios, provide investment insights, and rebalance portfolios efficiently. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to invest with AI-driven strategies. Macroaxis aims to empower users with adaptive investment solutions and resilient portfolio management capabilities.

ficc.ai is an AI application that revolutionizes municipal bond pricing by providing real-time, accurate AI technology for informed decisions, portfolio optimization, and compliance. The platform offers a user-friendly web app, direct API access, and integration with existing software or vendors. ficc.ai uses cutting-edge AI models developed in-house by market experts and scientists to deliver highly accurate bond prices based on trade size, ensuring valuable output for trading decisions, investment allocations, and compliance oversight.

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.

AI Investing Tools is a curated directory of AI tools designed to help users automate their investing process. The platform offers a handpicked collection of AI investing tools that assist in making more money, developing trading strategies, automating investing, rebalancing portfolios, and analyzing markets. It aims to leverage AI technology to enhance trading efficiency, optimize portfolios, and eliminate emotional biases in investment decisions.

STRATxAI is an AI-powered platform that offers custom-built model portfolios for forward-thinking investors. The platform collaborates closely with clients to create bespoke solutions tailored to their unique needs, preferences, and risk profiles. By leveraging artificial intelligence, STRATxAI aims to deliver adaptive multi-factor portfolios that consistently generate superior risk-adjusted returns, enabling investment professionals to drive better client outcomes and excel in today's market.

BIASafe is an AI-driven platform that revolutionizes institutional portfolio management by leveraging artificial intelligence to drive unbiased, efficient, and scalable investment decisions. The platform offers a comprehensive suite of tools, including Soteria AI for data analytics, research and development capabilities, and portfolio management solutions. BIASafe empowers users with AI-powered intelligence for data-driven decision-making, predictive analytics, and uncovering hidden opportunities across portfolio strategies. The platform features a no-code R&D ecosystem for rapid design and strategy deployment, along with fully automated portfolio operations. With a focus on bias-free decisions and accelerated innovation, BIASafe sets a new standard in institutional-grade investment tools.

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.

Mool Capital is an AI-powered platform that offers elevated investing and high fidelity research capabilities. The platform provides revolutionary AI tools for analyzing vast datasets in seconds, trustworthy analysis for informed investing, and performant portfolios curated for optimal performance. Users can access the latest market analysis, investment ideas, and premium articles to enhance their investment decisions. Mool Capital aims to empower investors with AI superpowers to make better investment choices and navigate the complex world of finance with confidence.

Avanzai is a workflow automation tool designed for financial services. It utilizes AI agents to transform financial datasets into actionable insights, simplifying financial data analysis. Users can build charts with public data, connect their own data pipelines, and leverage the platform to perform tasks such as macro analysis, instrument screening, and risk analytics. Avanzai offers a comprehensive suite of tools for financial institutions to optimize their portfolios, screen assets, and analyze risks efficiently.

HouseCanary is a leading AI-powered data and analytics platform for residential real estate. With a full suite of industry-leading products and tools, HouseCanary provides real estate investors, mortgage lenders, investment banks, whole loan buyers, and prop techs with the most comprehensive and accurate residential real estate data and analytics in the industry. HouseCanary's AI algorithms analyze a vast array of real estate data to generate meaningful insights to help teams be more efficient, ultimately saving time and money.

DeFi Lens is an advanced market insights platform that leverages Generative AI to provide users with valuable information and analysis in the decentralized finance space. By utilizing cutting-edge AI technology, DeFi Lens offers users a unique perspective on market trends, investment opportunities, and risk assessment in the rapidly evolving DeFi landscape. The platform is designed to empower users with actionable insights and data-driven decision-making tools, enabling them to stay ahead in the competitive DeFi market.

Quanty is an AI-driven financial knowledge graph application that provides market insights on crypto and stocks news through advanced algorithms and knowledge graphs. It offers a GraphQL API for deep market understanding, smart data classification, current market insights, entity and relationship extraction, and dynamic GraphQL access. Users can access a wide range of financial news, insights, and analytics seamlessly through Quanty's robust GraphQL API.

Vercel Security Checkpoint is a web application that provides a security verification process for users accessing the Vercel platform. It ensures the safety and integrity of the platform by verifying the user's browser and enabling JavaScript before proceeding. The checkpoint serves as a protective measure to prevent unauthorized access and potential security threats.

Bhavv is India's first and most powerful AI platform for Nifty and Bank Nifty Options buying. The platform offers automated trade management, personalized risk management, integrated stop loss, and a user-friendly interface. Bhavv's AI algorithms continuously analyze market data to create and manage a diversified trading portfolio tailored to individual goals and risk tolerance. The platform aims to revolutionize trading by simplifying the process and making it more accessible and enjoyable for traders.

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.

Patsnap is an AI-powered innovation intelligence platform that provides data, analytics, and expertise for innovative companies. It revolutionizes how IP and R&D teams collaborate by helping them analyze the competitive landscape, reduce risks, and accelerate the entire innovation lifecycle. Patsnap offers a connected product suite trusted by over 12,000 innovators worldwide, saving valuable time and resources. The platform enables users to ideate, validate, review, submit, and monitor innovations with advanced AI tools and collaboration features.

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.

WHATALOCATION is an AI-driven retail consumer and location intelligence platform that accelerates location and retail intelligence for retailers, franchises, and real estate companies. Through the lens of emerging technology and AI, the platform helps businesses pick the right locations and boost same store sales by providing data and AI-driven insights across Europe. WHATALOCATION shapes the future of retail and location intelligence by collapsing the distance between brick-and-mortar retail and e-commerce.

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.

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.

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.

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.

Gen-AI-Experiments is a structured collection of Jupyter notebooks and AI experiments designed to guide users through various AI tools, frameworks, and models. It offers valuable resources for both beginners and experienced practitioners, covering topics such as AI agents, model testing, RAG systems, real-world applications, and open-source tools. The repository includes folders with curated libraries, AI agents, experiments, LLM testing, open-source libraries, RAG experiments, and educhain experiments, each focusing on different aspects of AI development and application.

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

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

MATLAB-Simulink-Challenge-Project-Hub is a repository aimed at contributing to the progress of engineering and science by providing challenge projects with real industry relevance and societal impact. The repository offers a wide range of projects covering various technology trends such as Artificial Intelligence, Autonomous Vehicles, Big Data, Computer Vision, and Sustainability. Participants can gain practical skills with MATLAB and Simulink while making a significant contribution to science and engineering. The projects are designed to enhance expertise in areas like Sustainability and Renewable Energy, Control, Modeling and Simulation, Machine Learning, and Robotics. By participating in these projects, individuals can receive official recognition for their problem-solving skills from technology leaders at MathWorks and earn rewards upon project completion.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

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.

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.

Qbot is an AI-oriented automated quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It provides a full closed-loop process from data acquisition, strategy development, backtesting, simulation trading to live trading. The platform emphasizes AI strategies such as machine learning, reinforcement learning, and deep learning, combined with multi-factor models to enhance returns. Users with some Python knowledge and trading experience can easily utilize the platform to address trading pain points and gaps in the market.

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.

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.

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.

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.

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.

The collection is actively updated with the help of an internal literature search engine.

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

Provides strategic financial guidance for investment behavior to optimize organization's wealth.

Optimizes financial liquidity, mitigates operational risk, and enhances financial performance.

Maximize your Stock Portfolio Performance with the Pareto Principle

Quantum AI trading

VaultCraft trains users to create automated yield strategies using the VaultCraft VCI & SDK

Expert in AI trading strategies, guiding users to leverage market opportunities.

分阶段的深入股票分析和报告制作。

Dynamic financial expert with a multifaceted approach to market analysis.

暗号通貨市場分析と取引戦略のエキスパート

Advanced financial advisor for business and personal finance, with a focus on New Zealand.