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!
46. Myiq.ai for financial risk assessment
47. Pionex for automated trading bots for finance
48. Pluto for portfolio management optimization
49. Finance Brain for real-time financial reporting
50. Expense Sorted for monthly expense categorization
51. Financemadelovely for track and adjust monthly spending habits
52. B-Cube for optimize investment strategy with ai tools
53. Danelfin for ai-driven stock recommendations
54. Fin-GPT for real-time stock analysis
55. Ogbrain for venturing into tokenization industry
56. PinkLion for simulate investment scenarios and validate strategies
57. Oto Work for expense categorization and management
58. Robotika.ai for ai-powered stock analysis
59. Surmount AI for automate investment strategies
60. Skyblue Analytics for tailored market monitoring hub
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.
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.
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 .
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.
Paid plans start at $20/month and include:
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.
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.
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.
Paid plans start at €19/month and include:
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.
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.
Paid plans start at ₨999/month and include:
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.
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.
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.
Paid plans start at $6/month and include:
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.
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.
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.