Best AI tools for< Track Financial Progress >

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.

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.

CraveCoach.AI is an AI-powered coaching platform designed to help individuals overcome porn addiction. The platform offers a 90-day program led by an AI coach named Coach Chad, who assists users in breaking harmful habits, boosting confidence, and improving relationships. Through personalized trigger analysis, practical trigger management checklists, empathetic relapse support, daily motivational reminders, and progress streak tracking, CraveCoach.AI aims to support users in their journey towards a healthier, addiction-free lifestyle. The platform emphasizes privacy, structured support processes, and tailored guidance for each user's pace and needs.

SmartDispute.ai is an AI-powered credit repair application that helps users improve their credit scores by leveraging artificial intelligence technology. The application offers a patented Smart Dispute System™ technology that identifies and helps remove negative accounts from credit reports, making it one of the most effective credit repair systems available. Users can easily repair their own credit with the help of SmartDispute.ai's automated processes and fact-based dispute method. The application provides users with a simple and clearly explained process, allowing them to track their progress and see significant improvements in their credit scores over time.

Salary Sage is an AI-driven platform designed to assist individuals in negotiating their salaries effectively. The application offers AI-driven mock negotiations, real-time coaching, personalized feedback, and progress tracking to help users maximize their total compensation. By leveraging artificial intelligence, Salary Sage aims to empower users with the tools and insights needed to navigate salary negotiation scenarios confidently and strategically.

Finta is an AI-powered platform designed to streamline fundraising processes for startups and high-growth companies. Trusted by over 8,000 top-tier companies, funds, and partners, Finta offers tools to optimize fundraising potential, enhance investor relations, and provide real-time insights. The platform leverages AI technology to personalize email scripts, recommend top investors, and facilitate warm introductions. Finta also features a comprehensive CRM system, due diligence smart links, and a collaborative environment for team members, shareholders, and advisors. With a focus on empowering users with tools and knowledge, Finta aims to revolutionize the fundraising experience.

The Excel Formula Generator is an AI-driven tool that simplifies the process of creating and understanding Excel formulas. It helps users convert text instructions into formulas or input existing formulas to have them explained. The tool also offers capabilities for data analysis, data visualization, and advanced data models, making it valuable for entry-level professionals in various industries.

FloQast is an AI-powered accounting workflow and close management software platform that offers solutions for reconciliation automation, connected compliance, and accounting operations. The platform aims to empower accountants by leveraging technology, specifically AI, to shift from preparers to reviewers. It unifies accounting teams, provides visibility, improves efficiency, and simplifies managing the close process. FloQast was built by CPAs for accountants, ensuring a user-friendly experience without the need for heavy IT involvement or constant troubleshooting. The platform also offers free CPE through FloQademy, featuring exclusive content and on-demand learning opportunities.

VMock Dashboard is an AI-powered platform designed to provide personalized feedback on resumes. It leverages machine learning algorithms to analyze resumes and offers detailed insights on areas of improvement. Users can upload their resumes, receive instant feedback on content, formatting, and overall effectiveness, and track their progress over time. VMock Dashboard aims to help individuals enhance their resumes and increase their chances of landing their desired job opportunities.

The website is a platform that aims to inspire and motivate individuals to achieve success in various aspects of their lives. It provides a range of resources, including articles, videos, and tools, to help users set and achieve their goals. The platform covers topics such as personal development, career growth, health and wellness, and financial success. Users can access valuable insights and practical tips to enhance their productivity, boost their confidence, and overcome challenges on their journey to success.

TanyaPDF is an AI-powered tool that helps users to learn and understand PDF documents more efficiently. By leveraging AI technology, TanyaPDF can read and summarize research files, allowing users to interact with the content through an interactive chat interface. Users can save and review conversations, ask questions, receive accurate answers, and enhance their learning experience without losing track of their progress. TanyaPDF is suitable for students, researchers, and professionals who seek assistance in tasks such as thesis writing, research analysis, legal document comprehension, financial report review, and interactive document creation.

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.

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.

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

Potato.trade was a service that has been closed down as the company evolved into an AI Finance solutions company called Telescope. The website is no longer active, and users are encouraged to explore the new direction in AI-powered financial solutions at telescope.co.

MonAi is an AI-powered expense tracker that simplifies the process of tracking expenses by allowing users to input expenses in a conversational manner, similar to sending a voice message to a friend. The AI technology automatically categorizes the expenses, generates a short description, and records the amount. Users can easily confirm and save the information without the need for logging in. The data is securely stored in the user's private iCloud account, ensuring privacy and security. Additionally, MonAi enables users to share and collaborate on expense tracking. Overall, MonAi streamlines expense management through intuitive AI capabilities.

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.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

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.

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.

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.

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.

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.

The Awesome-System2-Reasoning-LLM repository is dedicated to a survey paper titled 'From System 1 to System 2: A Survey of Reasoning Large Language Models'. It explores the development of reasoning Large Language Models (LLMs), their foundational technologies, benchmarks, and future directions. The repository provides resources and updates related to the research, tracking the latest developments in the field of reasoning LLMs.

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

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.

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.

SurveyX is an advanced academic survey automation system that leverages Large Language Models (LLMs) to generate high-quality, domain-specific academic papers and surveys. Users can request comprehensive academic papers or surveys tailored to specific topics by providing a paper title and keywords for literature retrieval. The system streamlines academic research by automating paper creation, saving users time and effort in compiling research content.

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.

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.

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

Provides financial oversight and project cost control support.

A GPT specialized in Notion formulas, emphasizing accuracy and iterative solutions.

Serve as a dedicated tutor for a CFA exam candidate

Calculates crypto earnings for Ghosts of Tabor based on GPUs and Intel room level

Professional startup fundraising guidance.

Great help for financial success

The Oracle of Omaha

Broad investment advice expert, educational and unbiased.

Aids couples in managing joint finances, budgeting for future goals, and navigating financial challenges together.

金融导师，引领您深入了解金融市场的运作原理，包括股市、债券、加密货币，外汇以及最新的金融技术。

Expert in comprehensive Australian government income and financial forecasting

Expert in managing and tracking payment recoveries for Hope Hospital.

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

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).

Comprehensive finance tutor, focusing on diverse markets.

Analyzes Safaricom's HY and FY financials, with detailed insights on different years.

Guides financial planning and cost management in production.

Financial advisor for expense management and report generation.

Interactive financial coach for tailored advice