Best AI tools for< Update Financial Models >
20 - AI tool Sites
Daloopa
Daloopa is an AI financial modeling tool designed to automate fundamental data updates for financial analysts working in Excel. It helps analysts build and update financial models efficiently by eliminating manual work and providing accurate, auditable data points sourced from thousands of companies. Daloopa leverages AI technology to deliver complete and comprehensive data sets faster than humanly possible, enabling analysts to focus on analysis, insight generation, and idea development to drive better investment decisions.
NewsDigest.Ai
NewsDigest.Ai is an AI-powered platform that provides 24/7 financial news updates. It utilizes advanced AI agents to gather news related to technology, economics, and geopolitics in multiple languages. Users can access real-time news content and stay informed about the latest developments in the financial world.
Compliance.ai
Compliance.ai is a regulatory compliance and risk management solution that leverages purpose-built machine learning models to automatically monitor regulatory updates and align them with internal policies, procedures, and controls. The platform ensures timely tracking, reaction, and reporting on impactful regulations and requirements, helping organizations mitigate risks, reduce costs, and increase confidence in compliance status. Compliance.ai offers a comprehensive suite of features and capabilities to streamline regulatory intelligence, impact analysis, change management, audit reporting, enforcement actions management, and more.
UpTeam.ai
The website offers a platform to chat with a team of AI agents specially trained to provide expert advice in various fields such as business, science, legal, and education. Users can interact with over 100 intelligent and knowledgeable AI models, including experts in contract negotiation, data analysis, human resources, financial analysis, software development, and more. The AI agents are designed to help users write better, solve problems, and receive expert guidance. The platform has been updated to GPT-4, providing advanced conversational capabilities and assistance across a wide range of domains.
Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.
Cykel AI
Cykel AI is an AI co-pilot designed to assist users in automating various digital tasks. It interacts with any website to complete complex tasks based on user instructions, allowing users to offload 50% of their to-do list to AI. From sending emails to updating spreadsheets, Cykel offers a seamless way to streamline digital workflows and boost productivity. With features like autonomous learning, scalable parallel tasking, and the ability to create and share shortcuts, Cykel aims to revolutionize task automation for individuals and teams across different industries.
Coefficient
Coefficient is a data connector tool for Google Sheets and Excel that empowers users to unlock the full potential of their spreadsheets by providing live connections to over 60 business systems. It offers features such as two-way syncing, automatic refreshes, and scheduled alerts, all powered by AI. Coefficient streamlines data import, visualization, and system updates, enabling users to eliminate manual work, improve data accuracy, and save time. Trusted by over 50,000 companies, Coefficient is a user-friendly tool that enhances data analysis and reporting processes.
Financial Planning
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.
ScholarRoll
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.
AnalyStock.ai
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.
NTM.ai
NTM.ai is an AI-powered platform that provides tools and services for the cryptocurrency market. It offers features such as presales contract scanning, project listing, price tracking, and market analysis. The platform aims to assist users in making informed decisions and maximizing their investments in the volatile crypto market.
InsureSmart
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.
Investilyze
Investilyze is a real-time stock analysis platform powered by AI that provides users with instant notifications about market movements to make data-driven decisions. The platform processes thousands of data points across global markets to identify potential trading opportunities, assigns confidence scores and impact levels to signals, and offers different subscription plans for users with varying investment needs. Investilyze aims to help investors overcome information overload, analysis paralysis, and missed opportunities by leveraging AI technology for smarter trading decisions.
EarningsCall.ai
EarningsCall.ai is an AI-powered application that provides stock earnings call summaries and insights, helping users save time and increase equity research productivity. It summarizes earnings call insights into Guidance, Strategic Updates, Risk, and Tweet, and offers a personalized Q&A section. Users can quickly discern key facts and strategic highlights from company earnings, making it easier to monitor multiple companies at once.
Mest
Mest is a platform that provides a collection of stories and information related to smart money. It offers users access to various articles, news, and resources to help them make informed decisions about financial matters. The platform aims to educate and empower individuals in managing their finances effectively by providing valuable insights and updates on the latest trends in the financial world.
Febi.ai
Febi.ai is a cloud-based AI accounting and automated bookkeeping software that redefines the accounting and finance experience by streamlining, automating, and optimizing complex financial operations. It offers automated tax compliances, real-time business insights, and dedicated personal accountant services. With cutting-edge AI/ML technology and a team of domain experts, Febi ensures seamless management of accounting, tax compliance, and finance operations in real-time, allowing users to focus on their core business.
Ailtra AI Crypto Bot
Ailtra's AI Crypto Bot is a revolutionary trading tool that leverages artificial intelligence to maximize profits and minimize losses in the cryptocurrency market. With its advanced algorithms, smart fund management, and risk-free trading experience, Ailtra empowers traders of all levels to achieve consistent profitability. The AI Crypto Bot's 13 levels of holding capacity and intelligent trading strategies ensure that your investments are in capable hands, guiding you through the complexities of the crypto market.
HelloData
HelloData is an AI-powered platform that offers automated rent surveys and revenue management features for multifamily professionals in the real estate industry. It provides market surveys, development feasibility reports, expense benchmarks, and real-time property data through Proptech APIs. With over 12,000 users, HelloData helps users save time on market research and deal analysis by leveraging AI algorithms to identify rent comps, monitor leasing activity, and analyze new developments. The platform offers unlimited market surveys, nationwide unit-level rents, amenity comparisons, concessions monitoring, and AI-driven financial analysis to improve operations and deal flow.
Global Fintech Series
Global Fintech Series is a comprehensive platform that covers top finance technology news, editorial insights, and digital marketing trends from around the world. It provides relevant updates on modern Fintech adoption through Fintech interviews, tech articles, and events.
wallet.AI
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 pieces of data to help users make better daily financial decisions. The application aims to assist people in making informed financial choices by leveraging artificial intelligence technology.
20 - Open Source AI Tools
LLMEvaluation
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.
PIXIU
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.
llm-continual-learning-survey
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.
LLM-on-Tabular-Data-Prediction-Table-Understanding-Data-Generation
This repository serves as a comprehensive survey on the application of Large Language Models (LLMs) on tabular data, focusing on tasks such as prediction, data generation, and table understanding. It aims to consolidate recent progress in this field by summarizing key techniques, metrics, datasets, models, and optimization approaches. The survey identifies strengths, limitations, unexplored territories, and gaps in the existing literature, providing insights for future research directions. It also offers code and dataset references to empower readers with the necessary tools and knowledge to address challenges in this rapidly evolving domain.
Awesome-TimeSeries-SpatioTemporal-LM-LLM
Awesome-TimeSeries-SpatioTemporal-LM-LLM is a curated list of Large (Language) Models and Foundation Models for Temporal Data, including Time Series, Spatio-temporal, and Event Data. The repository aims to summarize recent advances in Large Models and Foundation Models for Time Series and Spatio-Temporal Data with resources such as papers, code, and data. It covers various applications like General Time Series Analysis, Transportation, Finance, Healthcare, Event Analysis, Climate, Video Data, and more. The repository also includes related resources, surveys, and papers on Large Language Models, Foundation Models, and their applications in AIOps.
LLM-Tool-Survey
This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.
AixLib
AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).
AiTreasureBox
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.
AITreasureBox
AITreasureBox is a comprehensive collection of AI tools and resources designed to simplify and accelerate the development of AI projects. It provides a wide range of pre-trained models, datasets, and utilities that can be easily integrated into various AI applications. With AITreasureBox, developers can quickly prototype, test, and deploy AI solutions without having to build everything from scratch. Whether you are working on computer vision, natural language processing, or reinforcement learning projects, AITreasureBox has something to offer for everyone. The repository is regularly updated with new tools and resources to keep up with the latest advancements in the field of artificial intelligence.
LLM4IR-Survey
LLM4IR-Survey is a collection of papers related to large language models for information retrieval, organized according to the survey paper 'Large Language Models for Information Retrieval: A Survey'. It covers various aspects such as query rewriting, retrievers, rerankers, readers, search agents, and more, providing insights into the integration of large language models with information retrieval systems.
guidellm
GuideLLM is a powerful tool for evaluating and optimizing the deployment of large language models (LLMs). By simulating real-world inference workloads, GuideLLM helps users gauge the performance, resource needs, and cost implications of deploying LLMs on various hardware configurations. This approach ensures efficient, scalable, and cost-effective LLM inference serving while maintaining high service quality. Key features include performance evaluation, resource optimization, cost estimation, and scalability testing.
FinMem-LLM-StockTrading
This repository contains the Python source code for FINMEM, a Performance-Enhanced Large Language Model Trading Agent with Layered Memory and Character Design. It introduces FinMem, a novel LLM-based agent framework devised for financial decision-making, encompassing three core modules: Profiling, Memory with layered processing, and Decision-making. FinMem's memory module aligns closely with the cognitive structure of human traders, offering robust interpretability and real-time tuning. The framework enables the agent to self-evolve its professional knowledge, react agilely to new investment cues, and continuously refine trading decisions in the volatile financial environment. It presents a cutting-edge LLM agent framework for automated trading, boosting cumulative investment returns.
Awesome-Knowledge-Distillation-of-LLMs
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.
Sarvadnya
Sarvadnya is a repository focused on interfacing custom data using Large Language Models (LLMs) through Proof-of-Concepts (PoCs) like Retrieval Augmented Generation (RAG) and Fine-Tuning. It aims to enable domain adaptation for LLMs to answer on user-specific corpora. The repository also covers topics such as Indic-languages models, 3D World Simulations, Knowledge Graphs Generation, Signal Processing, Drones, UAV Image Processing, and Floor Plan Segmentation. It provides insights into building chatbots of various modalities, preparing videos, and creating content for different platforms like Medium, LinkedIn, and YouTube. The tech stacks involved range from enterprise solutions like Google Doc AI and Microsoft Azure Language AI Services to open-source tools like Langchain and HuggingFace.
lollms-webui
LoLLMs WebUI (Lord of Large Language Multimodal Systems: One tool to rule them all) is a user-friendly interface to access and utilize various LLM (Large Language Models) and other AI models for a wide range of tasks. With over 500 AI expert conditionings across diverse domains and more than 2500 fine tuned models over multiple domains, LoLLMs WebUI provides an immediate resource for any problem, from car repair to coding assistance, legal matters, medical diagnosis, entertainment, and more. The easy-to-use UI with light and dark mode options, integration with GitHub repository, support for different personalities, and features like thumb up/down rating, copy, edit, and remove messages, local database storage, search, export, and delete multiple discussions, make LoLLMs WebUI a powerful and versatile tool.
julep
Julep is an advanced platform for creating stateful and functional AI apps powered by large language models. It offers features like statefulness by design, automatic function calling, production-ready deployment, cron-like asynchronous functions, 90+ built-in tools, and the ability to switch between different LLMs easily. Users can build AI applications without the need to write code for embedding, saving, and retrieving conversation history, and can connect to third-party applications using Composio. Julep simplifies the process of getting started with AI apps, whether they are conversational, functional, or agentic.
awesome-mcp-servers
Awesome MCP Servers is a curated list of Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list includes production-ready and experimental servers that extend AI capabilities through file access, database connections, API integrations, and other contextual services.
LLaMA-Factory
LLaMA Factory is a unified framework for fine-tuning 100+ large language models (LLMs) with various methods, including pre-training, supervised fine-tuning, reward modeling, PPO, DPO and ORPO. It features integrated algorithms like GaLore, BAdam, DoRA, LongLoRA, LLaMA Pro, LoRA+, LoftQ and Agent tuning, as well as practical tricks like FlashAttention-2, Unsloth, RoPE scaling, NEFTune and rsLoRA. LLaMA Factory provides experiment monitors like LlamaBoard, TensorBoard, Wandb, MLflow, etc., and supports faster inference with OpenAI-style API, Gradio UI and CLI with vLLM worker. Compared to ChatGLM's P-Tuning, LLaMA Factory's LoRA tuning offers up to 3.7 times faster training speed with a better Rouge score on the advertising text generation task. By leveraging 4-bit quantization technique, LLaMA Factory's QLoRA further improves the efficiency regarding the GPU memory.
20 - OpenAI Gpts
Bank Statement Analyst
Multilingual financial expert for PDF bank statement analysis ->> Latest Update: Mar 12th, 2024
Impôt Expert Québec
Expert in Quebec income tax returns, providing precise, professional advice. (2022 documents will update when 2023 documents are available)
Brokerage Clerk Helper: Daily Task Solver
A helpful Brokerage Clerk for clerical duties in securities transactions.
Trust Creation Wizard
A guide for creating DIY living trusts, offering clear, supportive advice.
InvestorUpdateAssistantGPT
This GPT assists in creating impactful investor updates for companies that have already received funding. It asks insightful questions and recommends KPIs and data that should be included, even assisting with formatting and structuring with updates. It prompts you to opt out of sharing chat data.
Accounting News Tutor
Learn about accounting and related fields with today's top business & finance news.
DeFi GPT
DeFi research assistant offering insights and analysis on DeFi projects and trends. Subscribe to us at X @CryptoLLM
Tax Assistant Pro
A tax expert GPT that creates forms, calculates taxes, and knows all state laws.
Animated Realism: From Drawing to Reality *Update*
Turn animated characters into real people with this prompt. It is an original and entertaining way to enjoy art and animation.
China Briefing
Daily Update China Important News ; And 2021~2023 China News( power by chinabriefing.co )