Best AI tools for< Portfolio Management >

Vindey is an industry-leading AI-powered CRM platform designed for property management and sales solutions. It offers real-time smart suggestions, automation features, and intelligent sales automation to transform customer experiences. Vindey handles the entire sales pipeline, from lead qualification to deal closing, while providing personalized interactions and seamless lead management. The platform also offers AI-powered payment insights, workflow automation, and tailored solutions for various industries, such as sales, healthcare, real estate, education, and manufacturing.

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.

InsureSmart is an AI-powered platform that empowers users to take control of their insurance needs. By leveraging artificial intelligence technology, InsureSmart offers personalized insurance solutions tailored to individual requirements. The platform provides a seamless and user-friendly experience for users to manage and optimize their insurance policies efficiently. With InsureSmart, users can access smart recommendations, compare insurance plans, and make informed decisions to secure their financial well-being.

Allex is a project management and portfolio management software that offers a digital multi-project solution. It helps project professionals accelerate time-to-market results by harmonizing projects, resources, and tasks. The platform enables users to have a sweeping overview of projects, predict capacity bottlenecks, improve project coordination through collaboration, and communicate effectively with internal and external stakeholders. Allex is designed to handle complex projects and offers expert support to ensure informed decision-making from planning to launch.

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.

Search&AI is a comprehensive platform designed for patent due diligence, offering efficient and accurate results in minutes. It provides services such as prior art search, claim chart generation, novelty diligence analysis, portfolio analysis, document search, and AI-powered chatbot assistance. The platform is built by a team of experienced engineers and is tailored to streamline the patent discovery and analysis process, saving time and money compared to traditional outsourced search firms.

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.

The website is a platform offering Crypto Trading Bots for spot and futures exchanges, along with features like automated trading, copy trading, signal trading, and portfolio management. Users can access expert trading strategies, demo trading, and pay only for profitable trades. The platform provides a user-friendly experience for both beginners and pro traders, with built-in risk management and customizable settings. It also offers a mobile app for managing bots on the go.

Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.

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.

Wale.ai is an AI co-pilot designed for venture capital investors. It automates the analysis and sentiment tracking of startup news, providing comprehensive sentiment analysis of positive and negative mentions. The platform offers advanced AI analytics, seamless integration with various tools, and delivers actionable insights to enhance portfolio or pipeline management. Founded by Sergey Mosunov and Valentin Riabtsev, Wale.ai is a data-driven VC tool that helps users stay informed and make informed investment decisions.

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.

Rafa.ai is an AI-powered investing application that offers a comprehensive suite of tools and features to assist users in making informed investment decisions. The platform utilizes AI agents to provide real-time insights, portfolio alerts, risk analysis, and options monitoring. Users can access data-driven trading strategies, perform equity research, and analyze news sentiment. Rafa.ai aims to help users manage their investment risks, discover investment opportunities, and make smarter investment decisions.

Stockaivisor is an AI-driven platform that offers comprehensive stock analysis, financial statement analysis, risk assessment, and predictive analytics for investors. With over 20,000 stocks and portfolios, the platform provides advanced insights through generative AI technology, predictive correlation models, and automated portfolio management. Stockaivisor empowers users to make informed decisions, anticipate market shifts, and optimize their investment strategies with data-driven trading signals. The platform also features dedicated customer support and tools for stock and portfolio screening, making it a valuable resource for both novice and experienced investors.

Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

Questel is a world leader providing end-to-end, AI-enabled and integrated solutions for Intellectual Property and Innovation Management. The platform offers a range of solutions including Patent, Trademark, Innovation, Legal Operations, and Localization services. Questel's software and services are designed to streamline IP strategy, enhance corporate training programs, and provide valuable content to support users in managing their intellectual assets effectively.

Federato is an AI-powered platform that integrates Google Cloud's AI capabilities to provide new AI underwriting solutions for the insurance industry. It aims to revolutionize underwriting processes by leveraging AI technology to enhance risk assessment, portfolio management, and decision-making. Federato's RiskOps platform empowers underwriters with powerful insights, real-time risk selection guidance, and unified underwriting workflows, enabling them to make more informed decisions and improve operational efficiency.

Biyond is a comprehensive platform that provides insightful crypto investment guidance through a combination of expert analysis, advanced trading indicators, and AI-powered tools. It empowers users with actionable market intelligence, enabling them to make informed investment decisions and navigate the complexities of the cryptocurrency market. Biyond's unique trading indicators, driven by machine learning models, offer a competitive edge, while its investable portfolios cater to diverse investment objectives. The platform's team of professional traders, data scientists, and AI experts provides valuable insights and support, making Biyond a trusted source for crypto investors of all experience levels.

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.

STRATxAI is an AI-powered quantitative investment platform that offers custom AI model portfolios tailored to clients' investment philosophy, risk tolerance, and objectives. The platform harnesses machine learning to deliver data-driven insights for security analysis, portfolio construction, and management. Powered by the proprietary investment engine Alana, STRATxAI processes over 8 billion financial data points daily to uncover hidden alpha beyond traditional methods. Clients benefit from smarter decision-making, better risk-adjusted returns, optimized portfolio management, and savings on resources. The platform is designed to enhance investment decisions for forward-thinking investors by leveraging AI technology.

Listen is a Solana Swiss-Knife toolkit for algorithmic trading, offering real-time transaction monitoring, multi-DEX swap execution, fast transactions with Jito MEV bundles, price tracking, token management utilities, and performance monitoring. It includes tools for grabbing data from unofficial APIs and works with the $arc rig framework for AI Agents to interact with the Solana blockchain. The repository provides miscellaneous tools for analysis and data retrieval, with the core functionality in the `src` directory.

AI Hedge Fund is a proof of concept for an AI-powered hedge fund that explores the use of AI to make trading decisions. The project is for educational purposes only and simulates trading decisions without actual trading. It employs agents like Market Data Analyst, Valuation Agent, Sentiment Agent, Fundamentals Agent, Technical Analyst, Risk Manager, and Portfolio Manager to gather and analyze data, calculate risk metrics, and make trading decisions.

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.

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.

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.

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.

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.

Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.

Riona-AI-Agent is a versatile AI chatbot designed to assist users in various tasks. It utilizes natural language processing and machine learning algorithms to understand user queries and provide accurate responses. The chatbot can be integrated into websites, applications, and messaging platforms to enhance user experience and streamline communication. With its customizable features and easy deployment, Riona-AI-Agent is suitable for businesses, developers, and individuals looking to automate customer support, provide information, and engage with users in a conversational manner.

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 llms.txt hub is a centralized repository for llms.txt implementations and resources, facilitating interactions between LLM-powered tools and services with documentation and codebases. It standardizes documentation access, enhances AI model interpretation, improves AI response accuracy, and sets boundaries for AI content interaction across various projects and platforms.

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.

Activepieces is an open source replacement for Zapier, designed to be extensible through a type-safe pieces framework written in Typescript. It features a user-friendly Workflow Builder with support for Branches, Loops, and Drag and Drop. Activepieces integrates with Google Sheets, OpenAI, Discord, and RSS, along with 80+ other integrations. The list of supported integrations continues to grow rapidly, thanks to valuable contributions from the community. Activepieces is an open ecosystem; all piece source code is available in the repository, and they are versioned and published directly to npmjs.com upon contributions. If you cannot find a specific piece on the pieces roadmap, please submit a request by visiting the following link: Request Piece Alternatively, if you are a developer, you can quickly build your own piece using our TypeScript framework. For guidance, please refer to the following guide: Contributor's Guide

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.

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.

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

Assistance in Strategic Portfolio Management

Expert in asset management, informative and financial tone.

Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

金融研究生领域的专家

Seasoned investment manager offering detailed financial plans and strategies.

Father of value investing

Dynamic Risk Assessment Guide for Investors

Broad investment advice expert, educational and unbiased.

Merlin, blending magical past with modern finance advice.

Simple stock insights. Not financial advice.

您的财富增长伙伴，深度定制全球投资策略

Risk-aware debt-to-equity ratio analyst

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

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

Guides asset allocation in family segments, focusing on investments.

A sentiment analysis tool for evaluating management-related texts.

Creates trading bots and risk management tools

Advises on credit risk management and mitigation strategies.

PMP Training Instructor, providing lessons, answers, and practice questions on project management.