Free Finance AI Tools

sellbonds.now is a non-custodial on-chain marketplace that lets autonomous AI agents issue and sell USDC-denominated bonds (each bond as its own smart-contract market) so agents can raise and repay capital directly on-chain without accounts or middlemen.

Spltty is an open-source Ruby CLI for tracking shared personal finances in plain-text Markdown ledgers, combining deterministic code for arithmetic with Claude (an LLM) for ingesting ambiguous inputs like receipts.

Cadence Money is a Canadian-made budgeting, net worth and goal-tracking app (iOS, Android, Web) focused on privacy, multi-currency support and support for Canadian and U.S. account types; offered by a 1Password builder with tiered plans and a 14-day free trial.

CanTax.ai is a free, AI-powered chat service that provides Canadians with personalized personal income tax guidance, trained on federal and provincial tax legislation and available 24/7.

White Swan is a B2B, white‑label, no‑code life insurance distribution platform that enables agencies, brokerages, carriers, and financial firms to digitize end‑to‑end life and long‑term care insurance sales with AI‑enabled tools, multi‑carrier forms, instant quotes, and integrations.

CoinSignal is a 24/7 AI-powered market regime and risk filter for crypto traders that combines technicals and sentiment to indicate when market conditions support taking risk or when to avoid trading. It provides plain-language regime reads, no-trade warnings, catalyst summaries, and decision-first guidance.

Fassport is a SaaS platform that combines AI investor matching, automated multi-channel outreach, and an institutional-grade data room to help fund managers and founders manage capital raises for a flat $250/month with no success fees.

Forvest is a crypto portfolio management platform featuring Fortuna, an AI-powered assistant that helps long-term crypto investors monitor risk, track assets across exchanges and wallets, filter relevant news, and receive smart alerts—without trading automation or buy/sell signals.

Edgen is an AI investment companion that provides institutional-grade, always-on market analysis and trade signals for US and Hong Kong stocks, crypto, ETFs and IPOs, delivering entry prices, stop losses and the underlying thesis.

Incite AI is a decision-intelligence platform that aggregates live market data (stocks, crypto, ETFs and more) and uses proprietary AI algorithms to convert signals into actionable buy/hold/sell decisions for investors and advisors.

Vossa is an AI-powered expense tracker and money manager mobile app that lets you add expenses by voice, receipt scan, or manual entry, provides automatic AI categorisation and visual budgeting, and works without bank connections.

AI-powered receipt scanning and expense management platform for small businesses and accountants that auto-captures receipts from email or photos, extracts invoice data with high accuracy, and syncs expenses to accounting systems like QuickBooks Online and Xero.

AlphaWiseWin is a web platform that uses large language models to generate one-click AI stock analysis reports by synthesizing market data, fundamentals, and news into technical, fundamental, sentiment, and risk assessments for investors and traders. It currently supports US stocks and provides daily post-close updates and an AI-rated market heatmap.

Tykr is an AI-powered stock investing platform for beginners and experienced investors that offers web and mobile apps to screen stocks, track portfolios, connect to brokers, and receive buy/sell signals using a traffic light-style rating system.

Wisdomise is an AI-powered fund management platform offering automated index funds and risk-adjusted crypto investment products, plus a multi-utility token (WSDM) and real-time analytics for digital asset allocation.

Trove is a developer-first API that provides real-time merchant intelligence and transaction enrichment, using a purpose-trained LLM to identify merchant identities, spending categories, geolocation, and other metadata from financial transaction data.

TrendSpider is an all-in-one, institutional-grade market research and trading platform that combines automated charting, multi-factor market scanning, backtesting, AI-driven model training, and automation (alerts & bots) for retail and professional traders.

TradeUI is a trading platform for stocks and options that combines options-flow, money-flow, AI-driven signals and alerts, market cycle charts, and community features, aimed at retail and professional traders.

Sturppy is a financial modeling and forecasting platform for startups and growing companies that replaces complex Excel work with templates, customizable models, collaboration, and exportable financial statements. Sturppy Plus adds live data integration and an AI-powered virtual CFO (CFO Chat) for real-time insights and automation.

Crbit is a personal finance app for individuals, couples, families and business profiles that helps users collaborate on finances, budget, track subscriptions and receipts, and access AI-driven insights via its 'Wally' personal finance assistant.

QUINETICS provides Financial AI tools for investors and savers, offering AI-driven stock probability predictions, derivatives and pension simulators, an AI newsletter, a public wikifolio strategy, and backtesting tools aimed at helping users analyze markets and plan investments.

Zillion is a finance-focused platform that provides AI-powered analysts to automate research, reporting, and analysis workflows for firms and finance professionals, enabling faster insights and handling growing workloads.

iPick.ai is an AI-powered investment research platform that accelerates research on over 6,000 stocks, ETFs and other instruments by providing AI search, synthetic news summaries, ticker ranking and agentic AI features for discovering investment ideas.

Intellectia AI is an AI-driven trading platform that provides AI signals, automated execution, one-click portfolio copying, and a 24/7 autonomous trading agent to help users research and execute equity and crypto trades.