Best AI tools for< Track Financial Data >

Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Beatandraise is an AI-powered platform that offers Equity Research services using AI and ChatGPT technology on SEC Edgar Chat history. The platform allows users to quickly gain insights into their investment process by leveraging AI to extract attributed sources and time series data from documents. Users can sign up for free to access the platform and perform in-depth searches and analyses on SEC filings. Beatandraise aims to streamline the research process for investors by providing accurate and timely information sourced from official documents.

Capchair is a personal finance application that leverages AI technology to provide users with a seamless and efficient way to manage their finances. The app offers instant analysis, on-demand insights, and a comprehensive view of all financial data. Users can set budgets, goals, and connect their accounts to track their financial progress. Capchair prioritizes security by implementing bank-level security measures to safeguard users' financial information.

WeFIRE is an AI-empowered personal finance copilot that offers personalized financial services 24/7. It helps users gain insights into their financial status, balance spending and earning, prioritize tasks, establish a sustainable mindset for wealth, and track progress towards financial independence. The platform provides personalized solutions based on financial data, comprehensive cashflow overviews, timely alerts, progress tracking tools, educational resources, and top-notch security measures.

LedgerBox is an AI tool that specializes in converting bank statements into digital formats. It simplifies the process of managing financial data by automatically extracting and organizing information from bank statements. With LedgerBox, users can easily convert paper-based bank statements into digital files, enabling quick and efficient financial analysis and reporting. The tool is designed to save time and reduce errors associated with manual data entry, making it a valuable asset for individuals and businesses looking to streamline their financial processes.

Calypso is an AI-first public equities copilot platform that combines the power of AI with financials, transcripts, headlines, and case studies by professionals to provide effortless analysis and superior returns. It offers features such as AI-powered insights, personalized theses, earnings previews, and updates, as well as the ability to ask any question with AI chats. Trusted by professionals, Calypso helps users stay up to date with key debates, financials, and valuation setups, making it a valuable tool for individuals in the finance industry.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

AltIndex is an AI-powered investment analysis platform that provides unique AI stock picks, stock alerts, and alternative insights to help users make better investment decisions. The platform goes beyond traditional financial data by integrating various alternative data points such as job postings, website traffic, customer satisfaction, app downloads, and social media trends. AltIndex offers impactful insights and alerts, cutting-edge solutions to stay informed about companies in your portfolio, and advanced algorithms for real-time investment decision-making.

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.

Baselinemag is an AI tool that provides news and insights on software, business, finance, and project management. It covers a wide range of topics related to technology and business, offering valuable information to professionals and enthusiasts in the industry.

Budgetfy Pro is an AI-powered financial analysis tool designed to simplify and streamline your financial management. With advanced artificial intelligence capabilities, it effortlessly categorizes and analyzes your financial statements with high accuracy. The tool ensures complete privacy by encrypting your financial data and never sharing it with third parties. Users can create custom categories to tailor the tool to their unique financial needs and benefit from multi-currency support for handling transactions in various currencies. Gain detailed insights into your spending habits and financial trends, and easily integrate data from different sources like CSV, PDF, and Excel formats. Take control of your finances and join thousands of users who have optimized their financial management with Budgetfy Pro.

AKASA is a healthcare revenue cycle management company that uses generative AI (GenAI) to improve the revenue cycle for healthcare providers. AKASA's GenAI-powered platform and solutions help healthcare providers reduce denials, improve margins, and increase revenue. AKASA's platform includes solutions for authorization management, claim status, and claim attachment. AKASA's GenAI is trained on clinical and financial data and is optimized for healthcare. AKASA's clients include over 475 hospitals and 6,500 outpatient facilities across all 50 states.

MonAi is an AI-powered expense tracker that simplifies the process of tracking expenses by allowing users to input their expenses through voice messages. The AI technology automatically categorizes the expenses and generates a short description and amount. Users can easily confirm and save the details without the need for logging in. The data is securely stored in the user's private iCloud account. MonAi also enables users to share and collaborate on expense tracking. It offers a convenient and efficient way to manage expenses with the help of AI technology.

Crustdata is a platform that provides real-time LinkedIn headcount and people data for making informed investment and sales decisions. It offers curated, dynamic data refreshed weekly to help users stay updated on company performance, sales dynamics, investment intelligence, and competitive intelligence. The platform enables users to track companies of interest, enrich CRM systems, and access various datasets related to web traffic, Google search impressions, product reviews, CEO and company reviews, investment data, SEO rankings, company news, and Form D filings. Additionally, Crustdata offers services to identify and fix data gaps, modernize data pipelines, and leverage AI for market mapping and competitor identification.

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.

ScholarRoll is the first of its kind scholarship search tool that smartly matches you to millions of $'s in niche scholarships based on relevance and winning chances. Manage your entire scholarship journey in one secure platform with our comprehensive upto date database, Al powered search, tracking tool, and timely reminders.

OGBRAIN is a website that provides Crypto Data Intelligence, Market Analytics, and On-Chain Insights. The platform offers a wide range of information related to cryptocurrencies, including market trends, prices, market capitalization, and trading volumes. Users can access real-time data on various cryptocurrencies and stay updated on the latest news and trends in the crypto market.

Monitr is a data visualization and analytics platform that allows users to query, visualize, and share data in one place. It helps in tracking key metrics, making data-driven decisions, and breaking down data silos to provide a unified view of data from various sources. Users can create charts and dashboards, connect to different data sources like Postgresql and MySQL, and collaborate with teammates on SQL queries. Monitr's AI features are powered by Meta AI's Llama 3 LLM, enabling the development of powerful and flexible analytics tools for maximizing data utilization.

StockGPT is an AI-powered financial research assistant that provides knowledge of earnings releases, financial reports, and fundamental information for S&P 500 and Nasdaq companies. It offers features like AI search, customizable filters, up-to-date data, industry research, and more to help users analyze companies and markets effectively.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to help users make better daily financial decisions. The application aims to assist people in making informed financial choices through the power of artificial intelligence.

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.

The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.

LangGraph Expense tracker is a small project that explores the possibilities of LangGraph. It allows users to send pictures of invoices, which are then structured and categorized into expenses and stored in a database. The project includes functionalities for invoice extraction, database setup, and API configuration. It consists of various modules for categorizing expenses, creating database tables, and running the API. The database schema includes tables for categories, payment methods, and expenses, each with specific columns to track transaction details. The API documentation is available for reference, and the project utilizes LangChain for processing expense data.

Deep Lake is a Database for AI powered by a storage format optimized for deep-learning applications. Deep Lake can be used for: 1. Storing data and vectors while building LLM applications 2. Managing datasets while training deep learning models Deep Lake simplifies the deployment of enterprise-grade LLM-based products by offering storage for all data types (embeddings, audio, text, videos, images, pdfs, annotations, etc.), querying and vector search, data streaming while training models at scale, data versioning and lineage, and integrations with popular tools such as LangChain, LlamaIndex, Weights & Biases, and many more. Deep Lake works with data of any size, it is serverless, and it enables you to store all of your data in your own cloud and in one place. Deep Lake is used by Intel, Bayer Radiology, Matterport, ZERO Systems, Red Cross, Yale, & Oxford.

The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.

Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.

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.

Awesome GPT Prompt Engineering is a curated list of resources, tools, and shiny things for GPT prompt engineering. It includes roadmaps, guides, techniques, prompt collections, papers, books, communities, prompt generators, Auto-GPT related tools, prompt injection information, ChatGPT plug-ins, prompt engineering job offers, and AI links directories. The repository aims to provide a comprehensive guide for prompt engineering enthusiasts, covering various aspects of working with GPT models and improving communication with AI tools.

ML Contests is a platform that provides a sortable list of public machine learning/data science/AI contests, viewable on mlcontests.com. Users can submit pull requests for any changes or additions to the competitions list by editing the competitions.json file on the GitHub repository. The platform requires mandatory fields such as competition name, URL, type of ML, deadline for submissions, prize information, platform running the competition, and sponsorship details. Optional fields include conference affiliation, conference year, competition launch date, registration deadline, additional URLs, and tags relevant to the challenge type. The platform is transitioning towards assigning multiple tags to competitions for better categorization and searchability.

Data-Juicer is a one-stop data processing system to make data higher-quality, juicier, and more digestible for LLMs. It is a systematic & reusable library of 80+ core OPs, 20+ reusable config recipes, and 20+ feature-rich dedicated toolkits, designed to function independently of specific LLM datasets and processing pipelines. Data-Juicer allows detailed data analyses with an automated report generation feature for a deeper understanding of your dataset. Coupled with multi-dimension automatic evaluation capabilities, it supports a timely feedback loop at multiple stages in the LLM development process. Data-Juicer offers tens of pre-built data processing recipes for pre-training, fine-tuning, en, zh, and more scenarios. It provides a speedy data processing pipeline requiring less memory and CPU usage, optimized for maximum productivity. Data-Juicer is flexible & extensible, accommodating most types of data formats and allowing flexible combinations of OPs. It is designed for simplicity, with comprehensive documentation, easy start guides and demo configs, and intuitive configuration with simple adding/removing OPs from existing configs.

LLMs4TS is a repository focused on the application of cutting-edge AI technologies for time-series analysis. It covers advanced topics such as self-supervised learning, Graph Neural Networks for Time Series, Large Language Models for Time Series, Diffusion models, Mixture-of-Experts architectures, and Mamba models. The resources in this repository span various domains like healthcare, finance, and traffic, offering tutorials, courses, and workshops from prestigious conferences. Whether you're a professional, data scientist, or researcher, the tools and techniques in this repository can enhance your time-series data analysis capabilities.

LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.

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.

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

This repository is an updating survey for Continual Learning of Large Language Models (CL-LLMs), providing a comprehensive overview of various aspects related to the continual learning of large language models. It covers topics such as continual pre-training, domain-adaptive pre-training, continual fine-tuning, model refinement, model alignment, multimodal LLMs, and miscellaneous aspects. The survey includes a collection of relevant papers, each focusing on different areas within the field of continual learning of large language models.

A collection of papers related to knowledge distillation of large language models (LLMs). The repository focuses on techniques to transfer advanced capabilities from proprietary LLMs to smaller models, compress open-source LLMs, and refine their performance. It covers various aspects of knowledge distillation, including algorithms, skill distillation, verticalization distillation in fields like law, medical & healthcare, finance, science, and miscellaneous domains. The repository provides a comprehensive overview of the research in the area of knowledge distillation of LLMs.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

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.

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.

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

Great help for financial success

This Open AI tool analyzes your financial data, budgets and cashflow and suggests areas of improvement and quick insights. Drop an XLS file here or copy/paste your financial data and get insights! (Your data remains private and creator of this ChatGPT has no access to it).

Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)

I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.

Analyzes annual reports, focusing on specific user-provided data

Simple stock insights. Not financial advice.

The Sign of Money: A SherLockian Quest for Decoding the Financial Market’s Mysteries

Expert on Chevron Corp, provides detailed insights in a professional tone.

Excel wizard for finance pros

Your accounting expert.

2023 to 2027 budget for Saanich British Columbia

Your personal AI accountant. Crunches all the numbers for you in a matter of seconds. The days of getting and accountant are long gone! Just type the numbers you need processing into the chat or insert a file, alongside your country of residence, to get your results

Theo dõi thị trường

I am packed with every Bitcoin price from 2014-2023. I quickly analyze Bitcoin data to help you make smart investment decisions, plot trends, and find interesting correlations! *Warning: This is not financial advice.

Friendly Excel and Google Sheets guide, making complex concepts easy.

Your finance and data analytics coach!

Optimizes financial performance through strategic analysis and planning.

Retrieve data on DeFi protocols and blockchains

Specialist in analyzing Ratings data with visual insights