Personal Financial Advisor with AI
Hey guys, I am trying to do something different, Fintech + AI. I feel there is a complete abundance of Fintech AI tools in the B2B Saas space but not so much done for the consumer space. So I started working on project-hermes, it's a personal financial advisor designed to understand your bank statements and credit reports with ease and intelligence. What makes Project Hermes unique? 1. AI-powered insights: Get smart, tailored advice on your financial health. 2. Easy to use: Just upload your documents and let Hermes do the rest! 3. Secure and private: Your data's safety is our top priority.…
Personal Financial Advisor with AI launched on January 23, 2024 with 5 votes and more than 50% of that year's launches. The site was not reachable when checked in September 2026.
What it does
In the maker’s words, at launch
Hey guys, I am trying to do something different, Fintech + AI. I feel there is a complete abundance of Fintech AI tools in the B2B Saas space but not so much done for the consumer space. So I started working on project-hermes, it's a personal financial advisor designed to understand your bank statements and credit…
Does a similar job
all alternatives →
RayApr 2026 · rayfinance.app · ▲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.
Fina2023 · fina.money · ▲257Fina lets you build your own tracking system with live financial accounts all without using a spreadsheet. You can build and share custom templates the same way you can in notion.



Framework for building multi-agent equity research agentsFeb 2026 · github.com · ▲6I built Hermes, an open-source Python framework for multi-agent financial research. Most AI “equity research” demos stop at generating text. In practice, real workflows require pulling structured XBRL financials from SEC filings, extracting labeled sections like MD&A and Risk Factors, merging macro and market data, building actual Excel models with formulas, and generating investment memos in Word or PDF. Hermes is designed to handle that full pipeline end to end. It includes 35 financial data tools covering SEC EDGAR (via edgartools), FRED, Yahoo Finance market data, and RSS-based financial…
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