Best AI tools for< Plan Investments >

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.

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.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

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.

Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.

The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.

Opesway is an AI-powered financial planning platform that offers a comprehensive solution to help users achieve financial freedom and manage their wealth effectively. The platform provides tools for retirement planning, investment assessment, budget management, debt analysis, and various forecasting tools. Opesway uses AI technology to simplify financial management, make budgeting and investment decisions, and provide personalized insights. Users can connect to financial institutions, import spending data, customize budgets, forecast retirement, and compare financial plans. The platform also features a personalized AI chatbot powered by OpenAI's ChatGPT model.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

Tendi is an AI-powered personal financial advisor designed to make advanced, personalized financial guidance accessible to everyone. It helps users set financial goals, plan, budget, reduce debt, build savings, invest wisely, and ultimately retire. Tendi analyzes spending, saving, and investing behaviors to provide actionable insights and personalized money strategies. The platform aims to bridge the wealth gap by empowering users to navigate their financial journey with confidence.

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.

New Horizon is an AI-powered supply chain planning software that offers a comprehensive planning suite for manufacturers, wholesalers, and retailers. It leverages AI, Machine Learning, and cloud technologies to provide better visibility into demand, accurate forecasts, and more agile supply chains. The platform features an intuitive user experience, fast implementation, and industry-specific functionality like optimized truck loading and investment buying. New Horizon aims to help companies build more resilient and responsive supply chains while maximizing productivity and adoption.

Plan Fast is an AI-powered scrum planning poker app designed to enhance team productivity. It offers features such as AI-powered issue identification, effortless Jira integration, and a wide range of themes to personalize the planning experience. Plan Fast aims to provide accurate story and task estimates, streamline the planning process, and improve overall team collaboration.

Plan Quest is an AI-powered planning tool that helps you set and track goals, create visual timelines, and collaborate with others. It offers a variety of features to help you stay organized and motivated, including AI-powered plan creation, timeline visualization, OKR tracking, a Notion-like editor, and a canvas for reflection. Plan Quest is designed to help you achieve your goals, whether they're personal or professional.

The AI Floor Plan Generator is an innovative tool that utilizes artificial intelligence to assist users in designing floor plans. Users can generate floor plan ideas with AI, personalize them in the exclusive editor, and export them to DXF format to save time on their projects. The tool offers features such as generating floor plans based on specific requirements, easy customization with a web editor, and exporting options. With different pricing plans available, users can choose the one that suits their needs best. The tool is designed to streamline the floor planning process and enhance productivity for individuals and teams.

AI Lesson Plan is an AI application designed to help educators create custom, age-specific lesson plans tailored to their classes in a fraction of the time. The generative AI platform allows teachers to effortlessly generate engaging lesson plans and educational resources, saving hours of work each day. The application is pre-trained on common lesson plan formats and offers features like subject matter expertise, customizable lesson assistance, text book eidetic memory, and multiple lesson plan formats.

Motion is an AI-powered work planning and scheduling tool that helps individuals and teams be more productive and organized. It uses a proprietary algorithm called The Happiness Algorithm to automatically prioritize tasks, schedule meetings, and track progress. Motion integrates with popular calendars, task managers, and other productivity tools, making it easy to use and customize to your workflow. With Motion, you can save time, reduce stress, and achieve your goals more efficiently.

LivePlan is a business plan software that offers performance tracking and financial forecasting tools to help small businesses plan, launch, and grow successfully. It provides a user-friendly interface with AI-powered features, such as the LivePlan Assistant, to guide users through creating comprehensive business plans and financial reports. LivePlan also offers interactive demos, integrations with accounting software like QuickBooks and Xero, and a range of solutions tailored for different business stages and needs. With over 1 million users, LivePlan has helped entrepreneurs and business owners achieve their goals by providing tools and resources to streamline the planning process and improve decision-making.

Nuelink is a social media scheduling tool with automation superpowers, including AI capabilities. It helps users organize, automate, analyze, and manage their social media accounts from a centralized platform. With features like bulk scheduling, AI writing assistant, brand management, and more, Nuelink streamlines social media management and saves time for businesses and individuals. The tool offers a 14-day free trial with no questions asked cancellation policy and has garnered positive reviews from users across various industries.

Trevor AI is a daily planner and task scheduling co-pilot that helps users organize, schedule, and automate their tasks. It features a task hub, calendar integration, AI scheduling suggestions, focus mode, and daily planning insights. Trevor AI is designed to help users improve their productivity, clarity, and focus.

BeforeSunset AI is an AI-powered workspace for busy professionals and teams. It is an AI Personal Assistant that plans your day based on your schedule and to-do list by time-blocking on your calendar. It helps you stay in sync, stay focused, and achieve your goals.

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.

Linguflex is a project that aims to simulate engaging, authentic, human-like interaction with AI personalities. It offers voice-based conversation with custom characters, alongside an array of practical features such as controlling smart home devices, playing music, searching the internet, fetching emails, displaying current weather information and news, assisting in scheduling, and searching or generating images.

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.

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.

Wealth Tracker is a personal finance management tool designed to help users track their income, expenses, and investments in one place. With intuitive features and customizable categories, users can easily monitor their financial health and make informed decisions. The tool provides detailed reports and visualizations to analyze spending patterns and set financial goals. Whether you are budgeting, saving for a big purchase, or planning for retirement, Wealth Tracker offers a comprehensive solution to manage your money effectively.

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.

Agentica is a human-centric framework for building large language model agents. It provides functionalities for planning, memory management, tool usage, and supports features like reflection, planning and execution, RAG, multi-agent, multi-role, and workflow. The tool allows users to quickly code and orchestrate agents, customize prompts, and make API calls to various services. It supports API calls to OpenAI, Azure, Deepseek, Moonshot, Claude, Ollama, and Together. Agentica aims to simplify the process of building AI agents by providing a user-friendly interface and a range of functionalities for agent development.

Purple Llama is an umbrella project that aims to provide tools and evaluations to support responsible development and usage of generative AI models. It encompasses components for cybersecurity and input/output safeguards, with plans to expand in the future. The project emphasizes a collaborative approach, borrowing the concept of purple teaming from cybersecurity, to address potential risks and challenges posed by generative AI. Components within Purple Llama are licensed permissively to foster community collaboration and standardize the development of trust and safety tools for generative AI.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

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.

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.

Holloway's Upscaler is a consolidation of various compiled open-source AI image/video upscaling products for a CLI-friendly image and video upscaling program. It provides low-cost AI upscaling software that can run locally on a laptop, programmable for albums and videos, reliable for large video files, and works without GUI overheads. The repository supports hardware testing on various systems and provides important notes on GPU compatibility, video types, and image decoding bugs. Dependencies include ffmpeg and ffprobe for video processing. The user manual covers installation, setup pathing, calling for help, upscaling images and videos, and contributing back to the project. Benchmarks are provided for performance evaluation on different hardware setups.

APIPark is an open-source AI Gateway and Developer Portal that enables users to easily manage, integrate, and deploy AI and API services. It provides robust API management features, including creation, monitoring, and access control, to help developers efficiently and securely develop and manage their APIs. The platform aims to solve challenges such as connecting to powerful AI models, managing complex AI & API call relationships, overseeing API creation and security, simplifying fault detection and troubleshooting, and enhancing the visibility and valuation of data assets.

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on multi-agent collaborative patterns, integrating domain experience to help agents solve problems in various fields. The framework includes pattern components like PEER and DOE for event interpretation, industry analysis, and financial report generation. It offers features for agent construction, multi-agent collaboration, and domain expertise integration, aiming to create intelligent applications with professional know-how.

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on collaborative pattern components to solve problems in various fields and integrates domain experience. The framework supports LLM model integration and offers various pattern components like PEER and DOE. Users can easily configure models and set up agents for tasks. agentUniverse aims to assist developers and enterprises in constructing domain-expert-level intelligent agents for seamless collaboration.

AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.

Formal, jargon-rich investment advisor with clear explanations.

Simulated High-Net-Worth Individual Experience

AI For UHNW Entrepreneur

Guru for wealth creation advice, tailored for a Chinese audience.

Expert in U.S. expat finance and tax law

Your go-to tool for Compound Interest (CI) Calculation and Learning.

Guides through portfolio creation, step by step.

Guides asset allocation in family segments, focusing on investments.

AI Family Office Manager

Mastering the art of compound investing.

Broad investment advice expert, educational and unbiased.

Rådgiver for økonomisk uavhengighet og tidlig pensjonering i Norge

Forward-thinking financial mentor, blending cutting-edge solutions with principles that have stood the test of time

The Oracle of Omaha

Practical, specific advisor on Canadian real estate and trusts.

All things money. Feature in testing: Reports with memory system. ZERO SHOT REPORTS V0.3 (BETA)

Expert AI for in-depth financial guidance and market research.

Artistic Development & Financial Acumen

Advises on wealth-building strategies in a friendly, informative way.

中文金融行业专家的风调