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!
121. Advantis AI for ai-driven investment guidance
122. Proxy for financing energy efficient home upgrades
123. Truewind for ai-enhanced financial reporting
124. SplitMyExpenses for automated bill splitting and tracking
125. Fina Money for flexible budgeting & scenario planning
126. Dark Pools AI for enhanced ai market data interpretation
127. Soon for auto-saving for future goals
128. Zuma Financial Advisors for digital financial assistant for entrepreneurs
129. Susterra for advanced analytics for debt issuance
130. StockGPT for investment portfolio analysis
131. Ainvest for analyze s&p 500 stocks over 6% dividend yield
132. Chainaware for secure crypto transactions analytics
133. DroppedHub for real-time financial analytics
134. CoinScreener for real-time crypto market analytics
135. Wallet.ai for smart expense tracking
Advantis Ai is a technology platform revolutionizing the cryptocurrency experience by providing a secure and intelligent environment for users at all expertise levels to make informed decisions when buying and selling tokens. The platform taps into the power of AI to assist users in identifying opportune times to invest, emphasizing fraud prevention through proactive detection of scams and risk mitigation. Advantis Ai's utility ecosystem includes tools like the Advantis Ai Outlook for AI-powered charting, the Advantis Ai University offering crypto courses, and the innovative Advantis Ai Scanner for scanning contracts on platforms like Discord and Telegram. Through continuous evolution, Advantis Ai aims to safeguard blockchain integrity and empower users to navigate the crypto landscape confidently.
Proxy: A Finance Tool for Energy Efficiency
Proxy is a finance tool designed to aid homebuyers in enhancing energy efficiency within their homes. It leverages AI to recommend optimal energy-efficient upgrades, providing a clean energy card to facilitate the purchase of these enhancements. This tool offers access to preferred pricing from trusted partners for energy-efficient upgrades, insights into government incentive programs, and aims to make homeownership both affordable and energy-efficient.
Some key features and benefits of Proxy include:
Furthermore, Proxy's mobile application plays a pivotal role in the buying process by recommending the most suitable energy-efficient package, offering insights into energy efficiency statistics, utility savings estimates, and information on available government incentive programs in the user's area.
Overall, Proxy not only serves as a financial tool for energy efficiency but also contributes significantly to reducing carbon footprints and making sustainable living more accessible and cost-effective for homeowners.
Paid plans start at $100,000/month and include:
Truewind is an AI-powered accounting and finance solution tailored for startups and small businesses. It integrates generative AI technologies to streamline bookkeeping, financial reporting, and decision-making for accountants and financial analysts. Truewind offers personalized support, including bookkeeping services and financial modeling, aimed at optimizing financial processes for entrepreneurs. With a team of seasoned CPAs, Truewind ensures world-class support and accuracy in financial reporting.
SplitMyExpenses is a finance tool designed to simplify the process of splitting bills with friends. Users can input their expenses, which are then equally divided among them. The tool includes features such as automatic scanning and itemization of receipts, as well as the option to charge directly through platforms like Venmo and CashApp. Additionally, SplitMyExpenses uses AI to automate tasks like scanning receipts, categorizing items, calculating tax, and accounting for tips, streamlining the bill and expense splitting process. Users can link their credit cards and bank accounts to import expenses automatically on a daily basis, with the financial integration securely handled by Stripe to ensure privacy and security. The tool offers different pricing plans, including a free plan with certain limitations.
Fina is a personal finance tool that offers features like personalized metric tracking, flexible budgeting and scenario planning, multi-profile segmentation, doc-style pages, and blocks. Users can create and share templates, establish robust financial connections, set rules and automations for transaction categorization, and utilize an AI assistant for financial inquiries. Fina also provides different pricing plans based on the number of financial connections needed, with options for both individuals and financial coaches, certified financial planners (CFPs), and advisors. It aims to empower users to take control of their finances and work towards financial freedom.
Paid plans start at $5/month and include:
Dark Pools are alternative trading venues separate from public markets designed to facilitate discreet transactions and maintain confidentiality. They offer a platform where high-level financial trading intersects with cutting-edge technology. Dark Pools provide users with advanced features that enhance the functionality and security of trading, with a focus on privacy, transparency, and trust. Features include AI-driven analytics, a user-friendly interface for traders of all levels, privacy and confidentiality for transactions, robust security measures, and a transparent trading environment promoting fairness and equity.
Soon is a finance tool designed to provide a stress-free crypto investing experience by offering automated services for buying, selling, managing portfolios, transferring funds, and handling taxes. It aims to simplify cryptocurrency investments by implementing strategies like dollar-cost averaging to mitigate risks associated with the volatile crypto market. Soon offers different subscription plans like "Soon Plus" and "Soon Premium" with varying features such as default portfolio management, automated buying and selling with AI, stop-loss mechanisms, tax-loss harvesting, reinvestment options, and advanced configuration capabilities. Additionally, Soon allocates a portion of gains into a Tax Stash to cover potential capital gains taxes. Users are encouraged to research and consult with a professional advisor before making investment decisions due to the high market risk and volatility of cryptocurrency investments.
Paid plans start at $19.99/mo and include:
Zumma is an independent investment advisor registered with the National Banking and Securities Commission of the United Mexican States. Founded in 2022, Zumma aims to help Latin Americans enhance their financial lives through technology. The company offers a platform with various services designed to assist entrepreneurs in taking control of their finances with the help of their digital financial assistant, Zummi. Zumma's mission is to transform the financial lives of Latin Americans through technology, guided by values such as honesty, courage, user-centricity, balance, perseverance, impact, and commitment to causes.
"Susterra" is a FinTech company that utilizes AI-powered technology to revolutionize Public Finance. It offers platforms such as TerraScore, TerraVision, TerraView, and Impact IQ to provide insightful data to public finance stakeholders for making informed decisions regarding debt issuance and investment, thereby aiding in the growth of the Municipal Bond Market. Susterra integrates widely available public data with AI-driven analytics to offer crucial insights for decision-making in public finance.
StockGPT is an AI-powered financial research assistant that simplifies the analysis of companies and markets by utilizing AI technology. It provides access to earnings call transcripts from SP500 companies, offering valuable insights and answers to financial research queries. Users can request summaries, analyze company performance over various timeframes, and receive specific information on product updates. StockGPT also offers customizable filters for tailored searches, ensuring users can search specific transcripts, multiple quarters/years, or entire industries/sectors. With a commitment to accurate and up-to-date data, StockGPT continuously updates its database with new transcripts as they become available, empowering users to stay informed and ahead of the curve in their financial research endeavors.
Ainvest appears to be a tool or platform related to finance that provides services such as finding stocks with specific criteria like price below SMA 20, stocks in S&P 500 with a dividend yield higher than 6%, and identifying overbought stocks based on RSI indicators. It also seems to offer information on individual stocks like Tesla, including details on net profit, stock price movements in relation to SMA 20, MACD signals, and trading volume levels. Additionally, Ainvest may assist in filtering stocks based on different parameters like sector, percentage change over a specific period, price, and turnover rate. The tool seems to focus on providing insights and data to aid in stock selection and analysis within the financial market.
ChainAware.ai is an AI-based Crypto Wallet Auditor designed to enhance the security of crypto transactions by providing fraud detection, intention calculation, and analytics for Ethereum, Polygon, and Binance Smart Chain transactions. The platform offers extensive wallet analytics, including a Fraud Detection system with a high predictive power of 98%. Users can enter a wallet address, choose the blockchain, conduct a comprehensive audit, and share the audit report to promote transparency and build trust among stakeholders. ChainAware.ai also provides a Chrome extension for easy access to its services, catering to both individual users and businesses with additional features such as user segmentation. This service aims to improve the security and predictability of blockchain transactions, making the financial environment safer for all crypto users.
Paid plans start at $20/month and include:
DroppedHub is an AI-powered tool created in 2023 by Till Kahlen to simplify the process of finding expired domain names. It harnesses advanced AI to analyze, filter, and rate over 3 million expired domains to help users find valuable domain names efficiently. DroppedHub offers various subscription plans, including a free tier, and focuses on .com domains for their recognition and trustworthiness in the digital marketplace. Users can register chosen domains with preferred registrars easily through the platform.
Dropped domains are previously registered web addresses that were not renewed before the expiration date, making them available for re-registration. These domains may offer benefits such as established domain authority, existing backlinks, known brands, or keyword-rich URLs, which can aid in SEO and branding efforts. However, there are risks involved in purchasing dropped domains, including potential search engine penalties, previous malicious activities, or negative associations. Thorough research and possibly consulting with an SEO expert are recommended before purchasing a dropped domain.
CoinScreener is a tool designed to maximize crypto trading potential by providing AI-generated insights and trading signals. It offers real-time market data, technical analysis tools, and opportunities in the cryptocurrency market to assist traders in making informed decisions. With features such as AI-generated signals, tracking of professional traders' strategies, and real-time alerts on market movements, CoinScreener aims to help users trade like professionals and stay ahead of the market. The platform is tailored for both experienced traders and beginners, featuring a responsive interface, a custom color palette, real-time tracking capabilities, in-depth market analysis tools, and a seamless user experience. It is described as the ultimate tool for navigating the dynamic world of cryptocurrencies.
Wallet.ai is a finance tool that leverages artificial intelligence to assist users in making informed financial decisions. Established in San Francisco in 2012, Wallet.ai focuses on developing intelligent engines that analyze vast amounts of data to provide insights into users' financial behavior. Through its services, Wallet.ai enables individuals to optimize their daily financial choices and has been acknowledged by the media for its effectiveness in financial guidance. Users can request an invitation to join Wallet.ai, which is designed for those looking to manage their money more intelligently, as well as for developers and journalists interested in the intersection of finance and technology.