COFIN alternatives

Revolutionizing SEC Document Analysis 🚀 Built by LlamaIndex ( https://www.llamaindex.ai/ ) SEC Insights uses the Retrieval Augmented Generation (RAG) capabilities of LlamaIndex to answer questions about SEC 10-K & 10-Q documents. This project has been open-sourced on Github so you can kickstart your own RAG projects! https://github.com/run-llama/sec-insights/

Fina is a flexible financial management platform that enables people to manage their money & get proactive insights through AI. Create your own financial tracking systems and share educational templates. Our simple interface allows you to connect all your live accounts, categorize transactions, and track custom financial scenarios by adding blocks to a page or asking questions. Say goodbye to manual spreadsheets and cookie-cutter apps 🧙

Make better financial decisions with Finny money guides for everyday life, simple investing tools, and on-demand answers to any of your financial questions.

Certaincents is simple financial planning for everyone. Live bank feeds and an AI financial advisor will help make the most of your time and money. Secure your financial future with complete budgeting and cash flow forecasting.

Levelup helps match you with a vetted fiduciary financial advisor. We connect you with qualified and unbiased advisors you can trust. We aim to make financial advising accessible to everyone.