AI Finance Tools

Top tools for finance: budgeting, investments, analytics, and automated trading solutions.

So, you've probably heard about AI shaking up just about every industry out there, right? It's wild how much tech is transforming our daily lives. Well, finance is no exception.

Why AI in Finance?

I was just as skeptical as the next person when I first heard about AI tools for finance. I mean, can a computer really make smarter financial decisions than a human? Turns out, the answer is a resounding yes. AI has been a game-changer, offering everything from expense tracking to investment advice.

Tracking Expenses Made Easy

If you're anything like me, managing finances used to be a headache. Remember the days of maintaining an Excel sheet or jotting numbers in a ledger? Those are long gone. AI tools now automate the grunt work, helping you track expenses in real-time, categorize spending, and even spot unusual activities.

Investing with Confidence

What's even cooler is how AI is taking the guesswork out of investing. Whether you're a seasoned investor or just dipping your toes in the stock market, there are AI tools designed to help you make informed decisions. They analyze market trends, predict stock performance, and offer personalized advice.

Ready to dive in? Let's explore some of the best AI finance tools out there!

The best AI Finance Tools

  1. 46. Myiq.ai for financial risk assessment

  2. 47. Pionex for automated trading bots for finance

  3. 48. Pluto for portfolio management optimization

  4. 49. Finance Brain for real-time financial reporting

  5. 50. Expense Sorted for monthly expense categorization

  6. 51. Financemadelovely for track and adjust monthly spending habits

  7. 52. B-Cube for optimize investment strategy with ai tools

  8. 53. Danelfin for ai-driven stock recommendations

  9. 54. Fin-GPT for real-time stock analysis

  10. 55. Ogbrain for venturing into tokenization industry

  11. 56. PinkLion for simulate investment scenarios and validate strategies

  12. 57. Oto Work for expense categorization and management

  13. 58. Robotika.ai for ai-powered stock analysis

  14. 59. Surmount AI for automate investment strategies

  15. 60. Skyblue Analytics for tailored market monitoring hub

197 Listings in AI Finance Tools Available

46 . Myiq.ai

Best for financial risk assessment

MyiQ.Ai is an invoice automation software that provides advanced capabilities for processing invoices with high accuracy and reliability. It automates invoice capture and processing, streamlining accounts payable processes and enabling organizations to manage invoices efficiently. This software also offers features like accrual automation to enhance the accuracy of financial reporting and provides tools for workflow automation and high-end analytics for in-depth insights and reporting. MyiQ.Ai aims to simplify document management and administrative tasks, making it a valuable asset for businesses seeking to improve financial operations and overall organizational management.

47 . Pionex

Best for automated trading bots for finance

Pionex is a cutting-edge cryptocurrency trading platform that offers automated trading bots operating 24/7 in the cloud. These bots provide seamless trading without constant monitoring, making trading accessible for users of all skill levels. The platform ensures a secure trading environment for cryptocurrency assets, allowing users to optimize their Bitcoin and Ethereum trading strategies by automatically buying low and selling high. Additionally, Pionex has a user-friendly interface and is best accessed using updated browsers like Chrome 71.0 and above, Safari 12.0 and above, or Firefox 64.0 and above.

Pros
  • Brainless experience
  • A lot of tools for different market situations
  • Suitable for all kind trader/investor
  • Impressive ability to use ready-made bots for profit
  • Variety of ways to earn crypto with low fees
  • User-friendly bots and intuitive interface for beginners and experienced investors
  • Supports many coins
  • Easy bot creation even for beginners
  • Suitable for all kinds of traders/investors
  • Impressive bots ready to make a profit
  • Widest variety of ways to earn crypto
  • Free and well-developed platform
  • Flexible platform
  • User-friendly bots
  • Intuitive interface
Cons
  • Possibility of delisting select spot trading pairs
  • Lack of details on advanced trading features and customization options
  • Might not offer a wide range of cryptocurrencies for trading
  • Potential limitations in trading strategies available through automated bots
  • Unclear information on customer support responsiveness and effectiveness
  • No mention of integration capabilities with other trading platforms or tools
  • Pricing structure may not be competitive compared to other platforms in the industry
  • Possible concerns regarding data privacy and security measures
  • Absence of information on educational resources or tutorials for traders
  • Uncertainty about the reliability and speed of order execution

48 . Pluto

Best for portfolio management optimization

Pluto is an AI-powered tool in the category of Finance Tools that offers various features to assist with financial management. Users can customize prompts to stay on track with daily tasks or weekly goals. Portfolio optimization is available upon syncing financial accounts, providing tailored suggestions to enhance performance and optimize long-term strategic planning. Additionally, Pluto automatically appends relevant charts to inquiries, aiding in visualizing financial data. Users can sync their entire portfolio by linking all their accounts to give Pluto access, with over $6 million USD already synced by users. It's important to note that Pluto is not a broker-dealer, investment adviser, or a member of FINRA. Securities are offered by Alpaca Securities LLC, a member of FINRA and the Securities Investor Protection Corporation. Investors should carefully consider their objectives and risks before investing as investing involves risks and may result in losses. Pluto does not recommend specific securities or investment strategies .

Pros
  • Customize your prompts to suit your unique needs.
  • Upon syncing your financial accounts, suggestions are tailored to enhance performance and optimize long-term strategic planning.
  • Automatically append charts that are relevant to your inquiries.
  • Link all your accounts and give Pluto access to your whole portfolio with over $6M+ USD synced.
  • Simplify your investing journey from research to trade.
  • Customize your prompts to suit your unique needs
  • Portfolio optimization
  • Attachments & Charts to help paint a clearer picture
  • Sync your portfolio
  • Scheduled Prompts
  • Attachments & Charts
Cons
  • No specific securities or investment strategy recommendations
  • No specific mention of unique value proposition compared to other AI tools in the industry
  • Free version may have limited features compared to paid alternatives
  • Lack of advanced automation capabilities
  • May not offer a wide range of actionable visualizations
  • Investing involves risk, but Pluto's guidance may not cover all potential risks comprehensively
  • Limited integration with financial accounts
  • Not a broker-dealer or investment adviser
  • May lack advanced portfolio optimization features
  • Limited customization options for prompts

49 . Finance Brain

Best for real-time financial reporting

Finance Brain is an AI-powered assistant that provides instant answers to finance and accounting questions. It operates 24/7 and offers a user-friendly experience with a straightforward interface. New users can benefit from a free trial with 3 complimentary questions before committing to the service, all without the need for credit card information. The platform is designed to cater to various audiences, including students, professionals, and individuals interested in finance, ensuring accessibility and quick assistance for finance-related queries.

Pricing

Paid plans start at $20/month and include:

  • 24/7 Availability
  • Free Trial
  • No Credit Card Required
  • User-Friendly
  • Instant Assistance

50 . Expense Sorted

Best for monthly expense categorization

Expense Sorted is a finance tool designed to automate the categorization of monthly expenses. This AI-powered tool connects to users' Google Sheets to streamline budgeting tasks efficiently. Its key features include advanced AI algorithms for automatic categorization, secure integration with Google Sheets for data privacy, a user-friendly interface, and accurate transaction identification. Users have the flexibility to customize categories to suit personal or business needs and make manual adjustments if necessary. Testimonials highlight the tool's efficiency and time-saving benefits for budgeting tasks, particularly beneficial for small business owners.

51 . Financemadelovely

Best for track and adjust monthly spending habits

FinanceMadeLovely (FML) is a personal finance platform powered by artificial intelligence that aims to simplify financial planning and review for users. It connects with over 100 financial institutions, consolidating all user accounts to offer a comprehensive view of finances. The platform features a Budget Assistant and an AI Assistant for budget planning, expense tracking, and personalized financial recommendations. Currently in an early-access stage, FML provides tools for budget categorization, spending tracking, and personalized budget planning, making it a user-friendly and comprehensive tool for managing personal finances.

Pros
  • Connects with 100+ financial institutions
  • Budget Assistant feature
  • Robust spending tracking tools
  • Consolidates all accounts
  • Expense adjustment feature
  • Monthly detailed spending reports
  • Proactive financial success recommendations
  • Customized spending trend reports
  • Holistic financial snapshot
  • Streamlined account monitoring
  • User-friendly financial management
  • Personalized budget planning
  • Allows for budget categorization
  • Seamlessly adjusts spending
  • Tools for financial goals
Cons
  • No encryption mentioned for data
  • Only connects with 100 institutions
  • No mentioned encryption for data
  • No offline usage
  • Monthly reports only
  • No feature for income tracking
  • Limited budget categories
  • Frequent updates and changes
  • Early-access platform
  • No multi-currency support

52 . B-Cube

Best for optimize investment strategy with ai tools

B-Cube is a finance tool that offers AI-driven trading technology backed by machine learning. It is a non-custodial platform, meaning it does not hold or store users' money and assets but provides tools for efficient management and trading directly on centralized exchanges. The platform allows users to connect their exchange accounts using API keys, choose from a selection of agents matching their trading goals, and start a subscription with fiat money or B-Cube tokens. B-Cube's innovative features include AI trading bundles, machine learning algorithms, continuous improvement, sentiment analysis, growth tracking, trade tracking, portfolio management, and a marketplace for AI trading strategies. Users can start for free and then opt for different pricing plans based on their trading limits and needs, with options to scale up as profits grow. The platform has received positive feedback from users, praising its ease of use, transparency, and effectiveness in automated trading.

Pricing

Paid plans start at €19/month and include:

  • Max trading limit $5,000
  • Number of free agents included Unlimited
  • Switching between agents
  • TA Screener 5€ /month
  • SAI Indicators (Coming soon) 5€ /month
  • Portfolio Management Tools
Pros
  • Non-custodial - BCUBE does not hold or block your money, allowing you to withdraw anytime
  • AI-driven - Utilizes AI trading technology backed by machine learning for more efficient and profitable investment experiences
  • Full transparency - Keep a complete records history of your results after logging in
  • Access to cutting edge investment strategies made by professionals
  • Staking perks - Staking b-cube tokens gives access to special discounts
  • Manage all your cryptocurrency accounts in one place with the portfolio feature
  • Browse and rent powerful AI trading strategies in the marketplace
  • Utilize sentiment analysis indicators to understand market trends
  • Intuitive and very easy-to-use trading application with a clean and modern UI
  • Track your trading transactions history easily with trade tracking feature
  • Plan and forecast the results of your next investment with growth tracking options
  • Innovative features such as marketplace for AI trading strategies and sentiment analysis
  • Personalized experience tailored for both new and seasoned traders
  • Continuous improvement through machine learning algorithms and AI technology
  • Multiple account management with the ability to manage as many accounts as needed
Cons
  • Tiered pricing with limitations on max trading limits for each tier
  • Monthly fees ranging from 19€ to 149€ per month
  • Limited information on customer feedback or reviews regarding drawbacks or issues
  • Lack of information on specific cons like limitations in functionality or performance compared to competitors
  • Discounts on packs and 3rd party agents offered based on staking amounts
  • Advanced level trading products only available in higher tiers
  • Staking requirements range from 5,000 BCUBE to 250,000 BCUBE
  • Some features like SAI Indicators are still 'Coming soon'

53 . Danelfin

Best for ai-driven stock recommendations

Danelfin is a finance tool that utilizes Artificial Intelligence to assist investors in making smarter investment decisions. It offers features such as monitoring daily AI Score changes of stocks, receiving alerts for portfolio adjustments, tracking and improving portfolio performance, and providing predictive scores for stock market investments. The tool aims to democratize the use of Artificial Intelligence to help individuals make better investment decisions by analyzing vast amounts of financial data to identify stocks with high growth potential and profitability. Danelfin founders are experts in various fields including physics, engineering, data analytics, software, Artificial Intelligence, and asset management. The tool's key milestones include the development of an AI model to predict stock alpha, the launch of a stock analytics platform, and support for all US-listed stocks.

Danelfin goes beyond traditional stock analysis by offering personalized recommendations based on user preferences and investment strategies, continuous learning from user interactions to refine recommendations, and a user-friendly interface with visualizations and real-time updates on market trends. By leveraging AI technology, Danelfin optimizes portfolios based on factors like risk tolerance, investment goals, and time horizon to suggest an optimal allocation strategy for diversifying investments and maximizing returns. Overall, Danelfin empowers investors to navigate the stock market confidently through data-driven decision-making, whether they are individuals looking to build wealth or professionals managing large portfolios.

Pros
  • Danelfin provides users with unbiased and unique insights for stock picking and portfolio optimization.
  • The AI-powered tool offers personalized recommendations based on user preferences and investment strategies.
  • Danelfin's user-friendly interface makes it accessible to both seasoned investors and beginners.
  • The tool empowers investors to navigate stock markets with confidence through data-driven decision-making.
  • Danelfin goes beyond traditional stock analysis by leveraging AI technology to provide tailored insights for individual needs.
  • The tool continuously learns from user interactions to refine its recommendations over time.
  • Danelfin analyzes a vast amount of financial data to identify stocks with high growth and profitability potential.
  • The AI algorithms consider various factors like risk tolerance, investment goals, and time horizon to suggest optimal allocation strategies.
  • Users can access detailed information and performance metrics of individual stocks for informed investment choices.
  • Danelfin provides real-time updates on market trends, news, and events impacting stock prices.
  • Through AI technology, Danelfin offers a comprehensive solution for making smart and data-driven investment decisions.
  • The tool provides insights on a wide range of metrics such as earnings per share, P/E ratios, dividend yields, and more.
  • Danelfin offers the ability to optimize portfolios by considering correlations among different stocks, asset classes, and sectors.
  • The AI-powered Danelfin Best Stocks strategy has shown significant outperformance compared to the S&P 500.
  • Danelfin uses Explainable AI, ensuring transparency in the stock features analyzed for calculating AI Scores.
Cons
  • No specific cons or missing features were mentioned in the available documents for using Danelfin.
  • No specific cons of using Danelfin were found in the provided documents.
  • No information on specific cons or missing features was found in the provided documents.
  • Danelfin does not offer refunds for their premium plans, although they provide a free plan for users to experience the AI-powered features before subscribing to a premium plan.

54 . Fin-GPT

Best for real-time stock analysis

Fin-GPT.ai is an artificial intelligence co-pilot designed for financial analysts and investment firms. It compiles information from various sources to facilitate informed decision-making and market intelligence. The platform offers advanced tools comparable to premium services like Bloomberg Terminal at a lower cost, aiming to democratize access to high-level market intelligence. Fin-GPT equips users with AI-generated insights to support data-driven decision-making, minimizes emotional biases in investment choices, and presents financial information in a user-friendly format. It enables efficient analysis and retrieval of historical and real-time data, assisting users in making swift and well-informed investment decisions. Fin-GPT helps users navigate financial insights quickly, offering a one-stop solution with features like mutual fund data and stock analysis. While Fin-GPT is a robust investment research assistant, it does not provide financial advice but offers market data, insights, and analysis to empower users in forming their own investment conclusions.

Pricing

Paid plans start at ₨999/month and include:

  • Intelligent Automation
  • Data-Driven Insights
  • Advanced Modelling Techniques
  • Ensemble Model Integration
  • Comprehensive Testing
  • Get 1000 coins
Pros
  • Affordable Access to Advanced Tools
  • Data-driven decision making
  • Demystifying Financial Information
  • Consolidating & Analyzing Data
  • Efficiency and Speed
  • Navigating Financial Insights at the Speed of Thought
  • All the Insights you need in one place
  • Preferred by Leading Financial Institutions and Corporations
  • Mutual Fund Data Access
  • Stock Details Analysis
  • Competitive Intelligence Gathering
  • Market Intelligence Insights
  • Venture Capitalists and Angel Investors Support
  • Fund houses, Asset Managers & Portfolio Managers Support
  • Revolutionizing Hedge Fund Strategies
Cons
  • The document lacks specific cons related to the tool's performance or limitations
  • While Fin-GPT.ai offers a cost-effective alternative to pricey market intelligence platforms, some cons may include the need for supplementary resources for financial advice and decision-making due to the tool not providing financial advice directly.
  • No mention of potential biases in the AI model
  • Absence of information on the training data used for the AI model
  • No demonstration of how the tool justifies its value for money compared to competitors
  • No clear mention of customer support options
  • Lack of information on features included in different pricing tiers
  • No detailed comparison with other AI tools in the same industry
  • No information on the reliability and trustworthiness of the information obtained
  • Does not offer financial advice
  • Not specified information on certain features like direct equity investment, data-driven insights, and PDF analysis, which might be available in other AI tools in the same industry and considered as cons in comparison analysis.
  • One potential limitation is the dependence on a Smartbasket.ai account for access to FIN-GPT, which may be an additional step for users.
  • The pay-per-query model may result in charges for each individual query, which could potentially accumulate costs for frequent users.
  • Despite efforts for accuracy, there is a possibility of occasional inaccuracies or incomplete information in FIN-GPT's responses, requiring users to fact-check or seek additional sources if doubts arise.
  • While FIN-GPT is a robust investment research assistant, it does not offer financial advice, so users need to supplement it with additional resources and exercise personal judgment when making financial decisions.

55 . Ogbrain

Best for venturing into tokenization industry

Ogbrain is a platform that provides insights into the cryptocurrency and finance industry, covering topics such as crypto legislation, corporate election spending, Bitcoin mining, asset advice, and market updates. It features information on various companies, developments in the crypto space, and expert opinions on different aspects of the financial market. Ogbrain seems to focus on news and updates related to cryptocurrency, investments, and financial technologies, offering readers a comprehensive view of the latest trends and events in the industry.

Pros
  • TokenFi Targets 10 Million Viewers with Prime Time TV Campaign in Turkey
  • The Open Network’s TON Token Jumps Over 8% Following Binance Listing
  • Floki & TokenFi Secure Exclusive Partnership with World Table Tennis Championship in South Korea
  • Franklin Templeton’s Blockchain Fund Launches on Ethereum Layer-2 Arbitrum
  • Gyroscope Rolls Out Yield-Bearing Version of Stablecoin Targeting Over 10% Yield
  • Brazilian Regulator Approves Solana Spot ETF
  • Following Court Ruling, XRP Price Skyrockets as South Korea Leads the Charge
  • VanEck’s Solana ETF Hinges on SEC Leadership Change: Sigel
  • Hong Kong
  • Ethereum Can’t Keep Up With Bitcoin Or Solana: What’s Going On?
  • Bitcoin, Ethereum, and Solana Surge as Traders Face Choppy Market
  • Floki and TokenFi Secure Exclusive Partnership with World Table Tennis Championship in South Korea
  • DWF Labs Invests $10 Million in TokenFi Tokens, Aiming for Dominance in Tokenization Industry
  • Crypto Legislation Can Get Done This Year
  • Protocol Village: Credbull Raises $5.2M
Cons
  • NegativeCan Grok-2 Beat ChatGPT and Claude in Writing and Coding?
  • NegativeRipple’s SEC Ordeal to End in July?!
  • NegativeHow Chainlink Powers TradFi Tokenization with Fidelity, Sygnum
  • NegativeEthereum ETF Key Dates Predicted Ahead of Trading Day Debut
  • NegativeBitcoin Cash Hash Rate 2Xs Overnight as ‘Phoenix’ Launches
  • NegativeRecord Drop in Ethereum Gas Fees Marks Historically Bullish Signal For ETH, Analyst Says
  • NegativeBitcoin, Ether Held in BlackRock ETFs Cross Those of Grayscale’s for the First Time
  • NegativeCoinDesk 20 Performance Update: UNI leads with 3.8% Gains as Index Rises
  • The high-level of customization options may be overwhelming for some users.
  • Some users find Ogbrain to be too complex and difficult to navigate.
  • Negative$5.1 Billion in Illicit Crypto Transactions Linked to UK Every Year: NCA

56 . PinkLion

Best for simulate investment scenarios and validate strategies

PinkLion is an AI-powered financial assistant designed to enhance investment acumen for both beginners and experienced investors. It offers advanced analytics and forecasting capabilities to provide control over stocks, ETFs, funds, and cryptocurrency holdings. Users can simulate investment scenarios, access 1-year asset forecasts, and leverage portfolio analytics for in-depth insights into investments. PinkLion caters to different types of investors, including first-time investors, seasoned investors, and quantitative retail traders. Additionally, users can engage with the PinkLion community on Slack for support and contribute to the platform's feature roadmap.

Pros
  • Scenario Simulations: Simulate various investment scenarios to validate hypotheses and compare strategies.
  • Asset Forecasts: Access 1-year forecasts for assets integrating major financial institutes' analysis and PinkLion's predictions.
  • Portfolio Analytics: Obtain comprehensive insights and benchmarks for your investment portfolio.
  • Tailored for All Investors: Offers solutions for first-time investors seasoned investors and quantitative retail traders.
  • Community and Support: Engage with the PinkLion community on Slack for support and contribute to the platform's feature roadmap.
  • Simulate scenarios to validate your investment hypotheses and compare different strategies
  • 1 year asset forecasts from all major financial institutes’ analysts joined with PinkLion’s own predictions
  • Improve your investments with in-depth portfolio insights and benchmarking options
  • Not sure how to start investing? — PinkLion scans the market for you and provides sample portfolios according to your risk and return appetite.
  • You’ve been investing for a couple of years, but want to improve returns or reduce risk? — PinkLion allows you to compare multiple investment strategies and gives you forecasts for your investments.
  • No more tedious data cleaning and metric calculations — PinkLion provides automatic backtesting and future outlooks for your investment & trading hypotheses.
  • A clear vision for your future investments
  • Shape PinkLion’s future roadmap, share your feature ideas and upvote suggestions of others.
  • Simulate scenarios to validate investment hypotheses and compare strategies
  • Access 1-year forecasts for assets from major financial institutes' analysts and PinkLion's predictions
Cons
  • No specific cons or missing features are mentioned in the available information.

57 . Oto Work

Best for expense categorization and management

Oto Work is a financial tool designed for freelancers, offering features such as invoicing, time tracking, expenses management, client management, and online contracts all in one platform. It automates freelancer workflow processes, simplifies accounting, and provides instant approval on proposals with e-signature functionality for contracts. Oto supports multiple currencies, integrates with popular platforms like Stripe and PayPal for online payments, and provides options for managing clients, tracking hours, and generating customizable email responses. Additionally, Oto facilitates expense management through categorization and receipt upload, tracks live logged hours, and generates legally vetted pre-written contracts. The tool also allows for sharing progress updates with clients and supports both project-based and hourly invoicing.

Pricing

Paid plans start at $6/month and include:

  • Automated freelancer finances management
  • Invoicing & time tracking
  • Expenses & client management
  • Online contracts functionality
  • Creates proposals, invoices, contracts
  • Invoicing for tracked hours
Pros
  • Automated freelancer finances management
  • Invoicing & time tracking
  • Expenses & client management
  • Online contracts functionality
  • Creates proposals, invoices, contracts
  • Invoicing for tracked hours
  • Support for project & hourly work
  • Secure pre-written online contracts
  • Invoice template support
  • Sharing progress updates feature
  • Live tracking hours record
  • Expense categorization for accounting
  • Uploading receipts support
  • Integrates with Stripe, PayPal
  • Accepts global online payments
Cons
  • No offline mode
  • Limited financial insights
  • No customization feature
  • Absence of late fees feature
  • Unavailable recurring invoice feature
  • No multi-user capabilities
  • Pre-made contracts only
  • Dependent on Stripe/Paypal
  • Limited integrations
  • Waitlist for access

58 . Robotika.ai

Best for ai-powered stock analysis

Robotika.ai offers RoboFin, an AI-powered investment analyst tool designed to assist investors in making informed decisions in the stock market. RoboFin leverages artificial intelligence to analyze extensive datasets including news, financial reports, and market trends efficiently, surpassing traditional human analysis capabilities. By providing clear and actionable information about individual stocks, it aims to equip users with insights on strengths, risks, and price forecasts derived from thorough data analysis. The platform seeks to alleviate investment-related stress by facilitating data-driven decisions, saving time through efficient research tools, and potentially improving returns by uncovering patterns and opportunities that humans may overlook. RoboFin is a valuable resource for investors seeking confidence and guidance in navigating the complexities of the market.

Pros
  • AI-Driven Analysis: RoboFin uses an advanced AI engine to analyze data rapidly, offering personalized insights for each stock.
  • Data-Backed Investment Decisions: Provides clear guidance to help you invest without the influence of emotions.
  • Time-Saving Research Tool: RoboFin does the hard work for you, allowing you to focus on other tasks.
  • Stress Reduction: Offers data-driven decisions to mitigate stress from market volatility.
  • Enhanced Performance: Utilizes AI to detect patterns and opportunities that are often overlooked by human investors.
  • Maximize Your Returns: Efficient Investment Research
  • Less Stress: Data-driven decisions replace worry about market swings
  • More Time: RoboFin does the heavy lifting, freeing you up
  • Better Results: AI uncovers patterns and opportunities humans miss
  • AI-Driven Analysis
  • Data-Backed Investment Decisions
  • Time-Saving Research Tool
  • Stress Reduction
  • Enhanced performance
Cons
  • No specific cons or missing features were found for Robotika.ai in the provided documents.

59 . Surmount AI

Best for automate investment strategies

Surmount is a trading software offered by Surmount AI that enables users to trade smarter and manage their investments using data-driven strategies. The platform allows users to automate their investments by accessing pre-built investment strategies, historical data, and risk levels, and deploying strategies into their existing accounts with ease. Surmount AI aims to democratize access to passive trading by providing tools for both individuals and institutions to optimize their trading strategies. Users can also create and share trading strategies within the platform's marketplace, contributing to a community-driven approach to investing.

60 . Skyblue Analytics

Best for tailored market monitoring hub

The Skyblue Analytics Investment Platform is a cutting-edge technology solution that offers a range of tools for modernizing investment solutions for customers. It provides market data analytics tools, investment infrastructure, and a state-of-the-art white-label RoboAdvisor platform tailored for financial institutions of all sizes worldwide. The platform empowers financial institutions, wealth management firms, brokers, and banks to offer cost-effective investment solutions to their clients. Additionally, SkyBlue Analytics offers products like Embedded Data Analytics, WL Robo Advisor, WL Invest Platform, and Market news with AI to enhance analytical capabilities, provide tailored investment strategies, elevate brand financial services, and deliver AI-curated market news efficiently.

Pros
  • Leads in fintech innovation
  • Offers tailored investment technology and automatizations
  • Provides a state-of-the-art white-label RoboAdvisor platform
  • Empowers financial institutions and wealth management firms, brokers, and banks
  • Available on all iOS & Android devices
  • Provides Embedded Data Analytics tools
  • Offers WL Robo Advisor for personalized asset allocation
  • WL Invest Platform for elevating financial services
  • Secure platform
  • User-Friendly Experience
  • Enhanced client retention
  • Savings on time and development costs
  • Delivers market news with AI-curated and summarized content
  • Partnered with and trusted by clients
  • Empowers financial institutions and wealth management firms
Cons
  • Barrier to entry for top-notch analysis tools may still be steep
  • Professional-grade analytics may be more geared towards Wall Street insiders
  • The document does not provide any specific cons or missing features of the Skyblue Analytics Investment Platform.
  • Specific cons or missing features of the Skyblue Analytics Investment Platform were not explicitly mentioned in the document.
  • No specific cons or missing features mentioned in the document.