# AI + Finance

## Financial Analysis and Research: 

Recent research from the University of Chicago Booth School of Business tested GPT-4 using standardized and anonymized financial statements, instructing it to analyze and predict future earnings trends. Remarkably, GPT-4 outperformed financial analysts in forecasting earnings changes, even without access to narrative or industry-specific information. The model showed particular strength in interpreting complex financial structures and unusual events, areas where human analysts often struggle.

Beyond its quantitative prowess, GPT-4 also produced valuable narrative insights about a company's future performance. These insights from financial data offered a deep understanding of the company's overall health, market trends, and potential risks.

<https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4835311>

{% tabs %}
{% tab title="Perplexity for Finance" %}
{% embed url="<https://x.com/perplexity_ai/status/1846287953599123757>" %}

{% endtab %}

{% tab title="Claude Financial Data Analyst" %}
A sophisticated Next.js application that combines Claude's capabilities with interactive data visualization to analyze financial data via chat.\
<https://github.com/anthropics/anthropic-quickstarts/tree/main/financial-data-analyst>

{% embed url="<https://github.com/anthropics/anthropic-quickstarts/raw/main/financial-data-analyst/public/hero.png>" %}
{% endtab %}

{% tab title="Mars" %}
MarS is a financial market simulation engine developed by Microsoft Research, leveraging generative foundation models to enhance financial research and applications by simulating market dynamics and enabling customized scenarios for prediction, detection, and strategy optimization tasks.

{% embed url="<https://www.microsoft.com/en-us/research/blog/mars-a-unified-financial-market-simulation-engine-in-the-era-of-generative-foundation-models/>" %}

<https://github.com/microsoft/MarS>
{% endtab %}

{% tab title="TimesFM" %}
TimesFM (Time Series Foundation Model) is a pretrained time-series foundation model developed by Google Research for time-series forecasting.

<https://huggingface.co/google/timesfm-2.0-500m-pytorch>
{% endtab %}
{% endtabs %}

### **Investment Research Tool:**

### <mark style="color:orange;">Kensho</mark>

<https://kensho.com/>

Kensho, now owned by S\&P Global, builds analytical products used by major financial institutions like Goldman Sachs, Bank of America, Merrill Lynch, and JPMorgan Chase. Their AI tools analyze market data and provide insights for investment decisions.

## AI+Finance Tools:

{% tabs %}
{% tab title="Intellectia AI" %}
<https://intellectia.ai/>

Intellectia.AI is a pioneering fintech startup that leverages artificial intelligence to provide comprehensive financial market intelligence and investment research tools for global investors.
{% endtab %}

{% tab title="FinChat" %}
<https://finchat.io/>

FinChat.io is an AI-powered stock research platform that combines institutional-quality financial data with artificial intelligence to provide comprehensive investment research for global equities.
{% endtab %}

{% tab title="Alpha Sense" %}
<https://www.alpha-sense.com/>

AlphaSense is a market intelligence and search platform that uses AI technology to help companies and financial institutions make data-driven decisions by providing insights from a vast array of public and private content, including company filings, event transcripts, news, trade journals, and equity research.
{% endtab %}

{% tab title="GPT - Financial Statement Analyzer" %}

### GPT - Financial Statement Analyzer

<https://chatgpt.com/g/g-9P3sIn487-financial-statement-analyzer>
{% endtab %}
{% endtabs %}


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