AI · alternatives · 2026
24 alternatives to Taji
we built an agent that does basically everything that an advisor from Fidelity would do for you. It's a beta release so there is still much to do but I'd love to get feedback
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes.
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Aime by AInvest▲258Your new AI financial advisor. Active Investing Made Easy.
2023 · ainvest.com · its alternatives →
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Dive into the world of finance with AI-powered insights
2025 · google.com · its alternatives →
- 4IQ
Quick background: I used to code. Studied it in school, wrote some projects, but eventually convinced myself I wasn't cut out for it. Too slow, too many bugs, imposter syndrome — the usual story. So I pivoted, ended up as an investment associate at an early-stage angel fund, and haven't written real code in years. Fast forward to now. I'm a Buffett nerd — big believer in compound interest as a mental model for life. I run compound interest calculations constantly. Not because I need to, but because watching numbers grow over 30-40 years keeps me patient when markets get wild. It's basically…
Jan 2026 · calquio.com · its alternatives →
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Ray▲298I've been using this daily for 4 months and figured others might find it useful. This is my first open source project so would love any feedback. Ray connects to your bank via Plaid, stores everything in an encrypted local SQLite database, and lets you ask questions about your finances in natural language. No cloud, no account, your data is stored on your machine. Before anything reaches the LLM, all PII is stripped — your name, companies, transaction details are redacted and replaced with tokens, then rehydrated locally in the response. The AI never sees who you are.
Apr 2026 · rayfinance.app · its alternatives →
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Fundrise▲138The first low-cost private market investment advisor
2017 · fundrise.com · its alternatives →
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We just released an MCP server that lets Claude (or any MCP client) pull real-time and historical financial data: equities, options chains, crypto, FX, commodities, fundamentals, economic indicators, and 50+ technical signals. You can ask things like: “Plot NVDA’s RSI vs AMD’s over the past year.” “Show the yield curve shift since 2020.” “What are Apple’s recent earnings surprise trends? “Make a 3-statement model for ORCL.” Claude runs the requests, does the math, and returns the data or generates charts/models all inside the chat. Setup takes about a minute. You’ll need Claude Pro…
Nov 2025 · mcp.alphavantage.co · its alternatives →
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Autonomous▲64Superintelligent financial advisor at 0% advisory fees
Jan 2026 · becomeautonomous.com · its alternatives →
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StackUp▲64Get a data-driven report card on your financial advisor
2018 · stackup.ai · its alternatives →
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Your AI investment co-pilot. Simple. Risk-aware. No hype
Jan 2026 · ashkmarket.vercel.app · its alternatives →
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Professional-grade stock investing, simplified with AI.
Mar 2026 · accountable.finance · its alternatives →
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Uncover Hidden Insights, Invest with Confidence
Jul 2026 · knowyourcompany.ai · its alternatives →
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A while back, I built a simple app to track stocks. It pulled market data and generated daily reports based on my risk tolerance. Basically a personal investment assistant. It worked well enough that I kept going. Now, the same framework helps me with real estate: comparing neighborhoods, checking flood risk, weather patterns, school zones, old vs. new builds, etc. It’s a messy, multi-variable decision—which turns out to be a great use case for AI agents. Instead of ChatGPT or Grok 4, I use mcp-agent, which lets me build a persistent, multi-agent system that pulls live data, remembers my…
2025 · github.com · its alternatives →
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Ask AI for any stock or crypto chart - get instant answers.
2025 · apps.apple.com · its alternatives →
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Supercharge your investing
Nov 2025 · aivestor.tech · its alternatives →
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Treasury AI▲20Hi HN! I'm excited to share that Treasury (https://treasury.sh) is now available on the iOS App Store. Treasury is a personal finance app I've been building, and we just opened up our public beta. We'd love your feedback. Currently, Treasury has a set of core building blocks that let you create financial setups as simple or as complex as you want. You can track your net worth, analyze spending, spot recurring transactions, and build budgets that actually match how you think about money. Download it from the App Store and let me know what you think.
Jun 2026 · treasury.sh · its alternatives →
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Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →