Top AI tools for Investment Advisor

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

Tradebreath is an AI-powered backtesting platform that enables traders to simulate strategies across 700+ assets, with advanced analytics and AI strategy optimization. It supports users at all levels to boost trading confidence and performance.

• Freemium
• From 6$

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

Theory A provides an advanced investment research platform that combines options chain data with fundamental analysis, offering deep insights for value investors. Its hybrid analysis tools reveal hidden market patterns and support both short-term and long-term investment strategies.

• Freemium
• From 30$

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

DecisionMaker Pro is an AI-powered decision-making platform that combines machine learning algorithms with decision theory frameworks to provide unbiased recommendations and analysis for both personal and business decisions.

• Free