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.

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.

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.

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.

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.

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 for the creation of engaging lesson plans and resources, offering subject matter expertise, customizable templates, textbook eidetic memory, and multiple plan formats. It aims to cut hours off a teacher's work week by effortlessly generating tailored lesson plans and accompanying resources.

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.

CONTADU is a content intelligence platform designed to help users plan, optimize, and create content that aligns with user intent and ranks well on Google. It offers features such as content strategy planning, competitive landscape analysis, content optimization, generative AI, content management, and semantic SEO. Users can benefit from AI-based semantic expertise, topical authority planning, and AI content planning. The platform also provides tools for content creation, including NLP-based recommendations, document drafting, content scoring, and AI writing. With a focus on user intent and SEO optimization, CONTADU aims to help users create high-quality content efficiently and effectively.

Wanderboat AI is an intelligent trip planner that helps users find restaurants, attractions, and events in minutes. By leveraging artificial intelligence, the application provides personalized recommendations based on user preferences and interests. Users can easily plan their trips, discover new places, and create memorable experiences with Wanderboat AI.

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.

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

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.

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.

Lobe Chat is an open-source, modern-design ChatGPT/LLMs UI/Framework. Supports speech-synthesis, multi-modal, and extensible ([function call][docs-functionc-call]) plugin system. One-click **FREE** deployment of your private OpenAI ChatGPT/Claude/Gemini/Groq/Ollama chat application.

Notes on AI state of the art, with a focus on generative and large language models. These are the "raw materials" for the https://lspace.swyx.io/ newsletter. This repo used to be called https://github.com/sw-yx/prompt-eng, but was renamed because Prompt Engineering is Overhyped. This is now an AI Engineering notes repo.

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.

Top AI Tools is a comprehensive, community-curated directory that aims to catalog and showcase the most outstanding AI-powered products. This index is not exhaustive, but rather a compilation of our research and contributions from the community.

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.

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.

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