AI use cases for Investment Management
Generative AI can be applied in various applications for investment management. Here are some examples to explore below for inspiration with AI tools to get you started with using AI in investment management.
๐ ๏ธ 70 AI tools for Investment Management
Explore a dynamic list of some of the most popular tools to get you started with various AI use cases and applications for Investment Management to streamline your workflows and productivity today.
PortfolioPilot Insights features
- Personalized investment recommendations
- 360ยฐ portfolio analysis
- Tailored suggestions based on individual portfolio needs
- Continuous monitoring of the economy for risks
- Automated investment recommendations based on asset allocations
PortfolioPilot features
- 360ยฐ portfolio analysis
- Hyper-personalized recommendations
- Economic insights engine
- Automatic risk identification
- Bank-level security
RAFA features
- Real-time insights
- Portfolio alerts
- Risk analysis
- Options activity monitoring
- Customizable AI agents
Finalle features
- Twitter analysis
- Reddit analysis
- News analysis
- Blog post analysis
- Market insights
FolioProjects features
- AI project management assistant
- Data-rich dashboards for analysis
- Project portfolio management workflow
- Enterprise asset management life cycle support
- Predictive, prescriptive, and generative AI capabilities
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Composer features
- Ai-powered strategy creation
- Automation
- Portfolio rebalancing
- Customizable and modifiable strategies
- Historical allocation graphs
Magnifi features
- Conversational AI guidance
- Goal planning
- Investment search
- Comparison features
- Whole-portfolio tracking
SageFusion features
- Trend forecasting
- Statistical models and financial statement analysis
- Risk management through portfolio hedging
- Transparent and liquid funds through Interactive Brokers
- Quick fund withdrawal within 48 hours
Trading Literacy Bot features
- Upload csv or pdf transactions list
- Personalized assistant
- Answer trading and investment questions
- Generate reports
- Measure metrics
Making Invest features
- Automated trading signals generation
- Analysis of real-time data for cryptocurrencies, forex, and stocks
- Over 20 trades sent per day
- Profit factor of +70
- Access to real-time market data for quick reactions and strategy adjustments
FinanceGPT features
- Generative AI technology
- Customizable financial forecasting
- Real-time data aggregation
- Advanced analytics
- Targeted towards investors, financial managers, and accountants
Fama One features
- Asset management
- Portfolio optimization
- Real-time market data
- Automated trading strategies
- Risk assessment and management
Mezzi features
- Personalized steps to save on capital gains taxes
- Reduce fund fees
- Optimize portfolio allocation through advanced calculators and AI-powered suggestions
- Compare performance and allocations across different accounts for easy rebalancing
- Ad-free platform prioritizing data privacy and security
Lendal Copy features
- Full automation of trading portfolios
- Algorithmic trading capabilities
- Advanced algorithms for technical analysis
- Reduction in trade analysis time by 90% using AI
- Allows users to compete with institutional trading firms
investiment.io features
- Generative AI technology
- News and earnings calls analysis
- Stocks screener for real-time information
- Market stories and stock updates
- AI-driven insights for informed investment choices
ProAI features
- Business strategy generator
- Interactive Guidance and follow up
- Metrics monitoring and insights
- Market research
- Financial forecast
- Pitch deck generator
STRATxAI features
- Smart portfolio management
- Asset management solutions
- Innovative investment technology
- Seamless integration process
- AI-powered portfolios
7Assets features
- Automated data capture
- AI-powered analyses
- Personalized suggestions
- Secure data management
- All-in-one asset management
InfoBot features
- Generate reports
- Specialize reports
- Strategy analysis
- Portfolio analysis
Streamlined Finance features
- Stock fundamentals analysis
- Stock filtering by volume, market cap, etc.
- Identification of undervalued stocks
- Insights on high-growth stocks and dividend stocks
- Summarization of earnings transcripts and news articles
Torto.ai features
- Portfolio optimization
- Unbiased investment recommendations
- Asset search
- Insights into portfolio performance
- Risk factor analysis
FinanceGPT Chat features
- Build custom AI co-pilots
- Semantic search for understanding
- Document upload for tailored answers
- Data source connectivity
- Personalized financial insights
FinNews.AI -FREE features
- Real-time insights
- Quantitative analysis
- Predictive modeling
- Instantaneous analysis
- Anomaly detection
StockInsights AI features
- Integration of large language models (LLMs)
- Seamless access to intricate financial data
- Effortless tracking of portfolio companies
- Real-time alerts for informed investment decisions
- Data enrichment and customization options
Moning features
- Global view of wealth management
- User-friendly dashboard for asset tracking and management
- AI analysis for investment strategy enhancement
- Dividend anticipation and tracking tools
- Access to exclusive dividend growth and safety scores
KvantsAI features
- Advanced AI-Enabled Quantitative Trading Strategies
- Over 24 quant strategies available
- Non-custodial omni chain vaults for seamless trading experiences
- Utilizes AI technology to redefine crypto investing
- Kvants Plus+ app for connecting to CEFI exchanges and deploying quant strategies
SimFin features
- Unlock 20+ years of financial history for 5,000+ companies
- Backtest dynamic portfolio strategies
- Visualize stock market metrics
- Customized filters and complex conditions
- Download quality financial data via API
earnai.com features
- knowledge generation
- portfolio creation
- financial guidance
- content customization
- investment analysis
hoopsAI features
- Real-time trading insights
- Personalized trading ideas
- Asset recommendations
- Tailored trading strategies
FIN-GPT features
- Data consolidation from various sources
- Affordable access to advanced tools
- Real-time data analysis capabilities
- User-friendly interface
- Enhanced decision-making through data-driven insights
BeatandRaise features
- Financial search
- Financial real-time information
- Company performance predictions
- Revenue insights
- Chatbot plugin
Uprise Embedded features
- AI-powered financial advisory platform
- Personalized financial optimization engine
- Automating regulatory compliance
- Concierge services for comprehensive financial planning
- Flexible integration options and white-label solutions
Stratosphere.io features
- AI-powered data analysis
- Financial estimates and market intelligence
- Customizable terminal for tracking information
- In-depth company investigations
- Valuable resource for data-driven investment strategies
Pluto features
- Real-time data analysis
- Customizable data dashboards
- Automated trading rules
- Ai copilot
- Market research and trade execution
StockGPT.chat features
- Stock market ranking
- Prediction tool
- Automated algorithmic recommendations
- Rank-ordered based probability
Ultralgo features
- AI-powered platform
- Automated trading
- Risk analysis
- Trade optimization
- Portfolio monitoring
Altindex features
- AI stock picks and alerts
- Incorporating alternative data for analysis
- Real-time impactful insights and alerts
- Advanced algorithms and analytics tools
- Impressive 80% win rate
Stonks GPT
3.6Stonks GPT features
- Search news related to top 100 stocks
- View charts for popular stocks over the last 30 days
- View charts for uber, lyft and doordash over the last 3 months
- Access insider news
- Use a user-friendly interface
ChatterQuant features
- Enterprise dashboards
- Real-time data access through APIs and embeds
- REST WebSocket APIs (upcoming)
- APIs for interaction and read access
- Track mentions of stocks and crypto tickers on social media platforms
Deborah features
- Web-based
- Free over-the-phone updates
- JavaScript enabled
- 3-minute portfolio digest
- AI financial analyst
FinCheck by Trezy features
- Financial health assessment
- Annual statements analysis
- Multilingual reports
- Privacy control
- Security features
Frex features
- Retrieve precise information from sec filings using ai
- Engage with the ai in three ways: asking questions, creating charts, and generating reports
- Extract key data from sec filings and create professional powerpoint reports
- Offer information such as earnings per share, net income, and basic diluted earnings per share for companies like apple inc.
- Real-time access to knowledge-based information available up to september 2021
Tradytics features
- Data analytics
- Live option flow
- Comprehensive scanner
- Market dashboard
- Ticker dashboard
TradeInt features
- Comprehensive global trade solutions
- Access to import and export data from major trading economies
- Data-driven strategies development
- Identification of new market opportunities
- Global trade analytics
MarketGPT features
- Stock movement prediction
- News data evaluation
- Mobile app accessibility
- Data-driven insights
- Stock pick recommendations
QUINETICS features
- Create AI trading strategies without coding
- Analyze historical performance with one click
- Utilize AI-powered technology to assemble strategies quickly
- Transform economic and fundamental data into actionable strategies
- Offer rapid backtesting framework for AI model accuracy
AI-FraudGuard Ecommerce features
- Contactless conversion
- Fraud prevention
- Transaction monitoring
- Compliance processes automation
- Real-time monitoring
Tendi features
- AI-powered personal financial advisor
- Assists in setting financial goals, planning, budgeting, and achieving milestones
- Analyzes spending, saving, and investing behaviors
- Provides actionable insights and personalized financial advice
- Ensures data security through advanced encryption and strict privacy protocols
Bara Platform features
- Advanced artificial intelligence tool
- In-depth analytics and predictive insights
- Cutting-edge algorithms and machine learning capabilities
- Intuitive dashboard for visualizing complex data sets
- Actionable insights for strategic decision-making
Biyond features
- Daily market analysis
- Interactive webinars
- Unique trading indicators powered by advanced machine learning models
- Investable portfolios tailored to different objectives
- AI-backed trading indicators and trend-based trading system
Incite Advisor features
- Real-time insights
- Highly proven algorithm
- Decades of data analysis
- Easy-to-use platform
- Cutting-edge AI technology
Optionsfy features
- AI-powered options picker tool
- Utilizes a sophisticated algorithm to analyze 10 years of data across 10 key factors
- Provides suggestions for profitable trades
- Offers timely notifications on the best options trades daily
- Recommends optimal strategies and strike prices for traders at any level
SimplifiedETF-AI features
- Personalized ETF investment plans based on individual financial situations
- Clear and detailed reports outlining customized strategies
- User-friendly interface
- Comprehensive educational resources
- Wide range of ETF options tailored to different countries' regulations and taxation rules
Quordata features
- AI-powered insights
- Plain-English explanations
- Data aggregation from various sources
- Enhanced text analysis
- Visually appealing dashboard format
Tiblio AI features
- Automated execution of trades
- Utilizes advanced algorithms for income investing strategies
- Real-time market data integration
- Enhances speed and efficiency in options investing
- Empowers investors with pricing algorithms and option selection
Gorilla AI features
- Macro-economic data analysis
- Intuitive dashboard design
- Risk management tools
- Sector overviews
- Real-time updates on the latest news
OptionsPro features
- Real-time market insights and analysis
- User-friendly interface
- Expert daily options and data analysis
- Proprietary trading monitors and alerts
- Free plan with option for paid subscriptions
Flow Trade features
- Comprehensive trading platform
- Designed by quantitative engineers
- Flow Index indicator
- Dark Pool Index indicator
- Real-time data on market sentiment
Fortune features
- Automated transaction categorizations
- Detailed financial analytics
- Forecasting finances across various banks worldwide
- Real-time alerts for every transaction
- Advanced transaction search capabilities
Inven features
- AI-powered search
- Identification of high-potential companies
- Market overviews
- Connection with owners
- Access to industry players and data points
Pi Exchange features
- End-to-end machine-learning tool
- Eliminates the need for coding
- Smart data preparation
- Model development
- Deployment functionalities
Venture Matching features
- Predictive investment matching
- Valuable insights generation
- User-friendly dashboard
- API integration for real-time data access
- Company parsing and support services
AI consulting tools features
- Generate swot analyses
- Create user personas
- Automate analysis generation
- Offer support through a support team
Soon app features
- Automated cryptocurrency investing
- Dollar-cost averaging
- Portfolio management
- Transfers
- Taxes
e-States features
- Fundraising tool synchronization
- Management tool simplification
- Real estate portfolio transformation
- Cutting-edge solutions
- Secure transactions
IdeasFundX features
- Matchmaking between startups and venture capitalists
- AI-driven matching algorithms
- Company profile creation for startups
- Qualification reviews for startups
- Introduction to investors based on matching algorithms
Finned features
- Generative AI technology
- Predict game outcomes
- Data-driven suggestions
- Fantasy picks
- Betting chatbot feature