An open-source AI financial advisor that learns your situation and gets smarter every conversation.
A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
AI-powered multi-agent financial advisor system with LangGraph orchestration across nine specialized agents including retrieval, portfolio analysis, market desk, due diligence, and compliance, routing through a LiteLLM gateway, computing real portfolio risk metrics, and holding risky answers for human review before they reach the user.
SmartInvest AI: Empowering your investment strategy with real-time analytics and AI-driven insights for the stock market. Harness the power of ChatGPT integration for personalized investment advice and make smarter decisions with our intuitive dashboard.
🚀 Get smarter financial decisions with AI: multi-LLM support (Ollama, Gemini, OpenAI), natural conversations about your finances, automated portfolio recommendations, and 10-year historical insights.
💰 Personal Finance Assistant — An AI-powered finance tracker with smart receipt OCR, real-time analytics, and personalized insights. Built with ⚛️ React, 🟢 Node.js, 🚂 Express, and 🍃 MongoDB — it helps you manage expenses, automate bill tracking, and gain actionable financial advice with enterprise-grade security. 🚀
An AI-powered investment planning application built with Streamlit and Google Gemini that delivers personalized investment recommendations, portfolio insights, and financial guidance based on users' goals, risk tolerance, and investment preferences.
AI for Wealth Management - democratizing wealth management for everyone.
This project is a **production-ready multi-agent AI financial advisory system** designed to deliver **holistic, personalized financial guidance**.
Local-first AI portfolio intelligence console for personal market research, portfolio monitoring, and risk-aware decision support.
Command-line interface and Python client library for the Wealthbox CRM API. Manage contacts, tasks, events, notes, and households from your terminal. Built for financial advisors, RIA firms, and developers.
An Android personal finance app featuring expense tracking, budget management, collaborative savings circles, and an AI-powered financial advisor chatbot.
MoneyMap is AI-powered budget assistant
Penny is an AI-driven financial advisor application that analyzes bank statements, creates personalized budgets, and offers smart savings tips—all in one place. Developed by Avery Fernandez, Michael Moen, and Nate Pedigo.
Personal Capital is a digital wealth management and personal finance company, now operating as an Empower company, that pairs free online money-management tools with paid registered-investment-adviser services.
MCP server for vetting SEC-registered financial advisors: search 213k+ advisors, disclosure status, firm fees, credentials. By AdvisorFinder.
AI-powered personal finance ledger and debt tracker with advanced analytics, local-first storage, and intelligent financial insights.
AdvisorMem: A personalized financial advisory agent with self-evolving memory, powered by LangGraph + Streamlit. Features adaptive retrieval, user profiling, skill abstraction, and feedback-driven memory evolution.
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