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Avanzai

Automate portfolio risk management with AI agents.

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January 19, 2023

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Avanzai

Financial analysis

10,992

4.0(2)2

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Automate portfolio risk management with AI agents.

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Financial analysis39 0

Agent Risk Management Portfolio Management Real-time Market Insights AI Automation Wealth Management

Most popular alternative: FinanceGPT (94 saves)

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Author

Guillermo Malena

🛠️ 1 tool

Message

Avanzai allows you to build autonomous AI agents for finance. These agents can leverage tools to automate portfolio management, stock screening, risk management and scenario analysis.

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Initial release

December 22, 2022

Guillermo Malena

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Initial release of Avanzai.

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Financial analysis Avanzai

Financial analysis

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4.0

Average from 2 ratings.

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Comments(2)

Abhilash Dasari (abhi)

Jul 16, 2025

Rated it

No interface to test how good it is

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Valerio Giajvia

🙏 75 karma

Nov 21, 2024

Rated it

WOW. please add source info.

4623 Reply Share Edit Delete Report

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Avanzai was manually vetted by our editorial team and was first featured on January 19th 2023.

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Reducing manual efforts in first-pass during code-review process helps speed up the "final check" before merging PRs

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Mar 10, 2025

This is the first AI marketing tool I’ve used that actually helps me get things done, not just suggest generic ideas. The mix of AI-powered strategy and real experts executing the work makes it feel like having a high-performance marketing team without the overhead

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Pros and Cons

Pros

Accelerates financial data analysis

Natural language to Python code

Supports wide range data analysis

Easy-to-navigate dashboard

FAQs page and feedback support

Automates portfolio risk management

Real-time market insights

Data scraping capabilities

Risk alerts

Monitors economic events

Monitors earnings

Connects SQL database, S3 bucket, APIs

Analyzes FX & Equity history

Analyzes Equity fundamental data

Analyzes Index sector level rankings

Auto risk and exposure monitoring

Economic triggers for action

Link portfolio and data APIs

Efficiency and effectiveness in tasks

Aids in rule compliance

Helps in asset management

Real-time insights and risk alerts

Real-time allure of SEC filings

Prompt action on economic events

View 19 more pros

Cons

Limited data source integrations

No mobile app

Requires technical knowledge

No real-time technical support

Pipeline setup dependence on APIs

Bias input potentially subjective

No multi-language coding support

Restricted to financial data

Lnkage to personal portfolio required

View 4 more cons

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Q&A

What is Avanzai?

Avanzai is an Artificial Intelligence tool designed to facilitate financial data analysis. It helps in automating portfolio risk management with AI agents and aids in portfolio management, wealth management, risk management, scenario analysis, compliance monitoring. Avanzai offers automatic creation of AI agents for process automation, real-time market insights, and economic events and earnings monitoring.

How does Avanzai accelerate financial data analysis?

Avanzai accelerates financial data analysis by allowing users to create AI agents that can scrape and extract useful data from sources such as news, SEC filings, and economic releases. The tool enables the creation of AI agents for automated processes of risk management, scenario analysis, and compliance monitoring, providing real-time market insights for faster and better decision making.

How can I use natural language with Avanzai to create Python code?

Avanzai allows users to use natural language to create production-ready Python code. To do this, you would need to connect your portfolio and data sources APIs to Avanzai which will set up an agent capable of understanding and processing the natural language input and translating it into Python code.

What types of data analysis does Avanzai support?

Avanzai supports a wide range of data analysis including FX & Equity trading history, Equity fundamental data, Index constituent rankings, and Index sector level rankings. It automates data extraction and information processing using AI agents which can be custom built based on user requirements.

How do I navigate the Avanzai dashboard?

The Avanzai dashboard is designed to be intuitive and easy-to-navigate, providing users with quick access to crucial features and tools. You navigate the dashboard by logging into your account, where you can access different sections of the tool including features, portfolio management, risk management, and compliance monitoring sections.

Where can I find FAQs or help for Avanzai?

Support for Avanzai is provided through a FAQs page and a feedback section on their website. These sections provide users with immediate answers to common queries and enable them to report any issues or provide feedback as necessary.

+ Show 14 more

Can Avanzai assist with portfolio risk management?

Absolutely, Avanzai can assist with portfolio risk management. It creates autonomous AI agents that automate risk management, scenario analysis, and compliance monitoring. These agents can provide real-time market insights, and process relevant data for risk alerts and insights. The tool allows for the automation of portfolio risk and exposure monitoring.

What role do AI agents play in Avanzai?

AI agents in Avanzai play a crucial role in automating major processes such as risk management, scenario analysis, and compliance monitoring. They exploit relevant data and tools and are designed to access other agents for efficiency and effectiveness in completing tasks.

How does Avanzai monitor economic events and earnings?

Avanzai monitors economic events and earnings by enabling users to build AI agents that can track these indicators. These agents can trigger actions based on economic events or earnings releases, ensuring portfolios stay balanced and compliant with regulations without constant oversight.

Can Avanzai connect to my SQL database or S3 bucket?

Yes, Avanzai allows connection to your SQL database or S3 bucket. The platform can link to your SQL database, S3 bucket, or financial data APIs. This integration aims to enhance your AI agents' capabilities, perform scenario analysis, and facilitate better decision-making.

What are the steps to start using Avanzai?

To start using Avanzai, first, you need to connect your portfolio and data sources APIs to the tool. This sets up an AI agent which can interface with other agents to complete tasks efficiently.

How can Avanzai aid with wealth and risk management?

Avanzai aids in wealth and risk management by providing tools for automating portfolio risk management. It gives real-time insights via AI agents that can process data from various sources. The agents offer real-time risk alerts and insights. Furthermore, Avanzai allows for the automation of portfolio risk and exposure monitoring, triggering necessary actions based on certain economic triggers.

What type of insights can I get from Avanzai's real-time market monitoring?

Avanzai's real-time market monitoring provides users with up-to-date insights and risk alerts. Users can build AI agents capable of scraping news, SEC filings, and economic releases to provide wealth managers with real-time insights and risk alerts.

Can Avanzai trigger actions based on economic events for my portfolio?

Absolutely, Avanzai is capable of triggering actions based on economic events. Risk managers can build AI agents to automate portfolio risk and exposure monitoring, triggering necessary actions based on identified economic events. This ensures portfolios stay balanced and compliant with regulations.

How can Avanzai automate scenario analysis and compliance monitoring?

Avanzai automates scenario analysis and compliance monitoring by allowing users to build AI agents. These AI agents exploit relevant data and tools to automate scenario analysis, alerting you in the situation of potential risks, and also take care of compliance monitoring ensuring you adhere to all relevant regulations.

How can I integrate my financial data APIs with Avanzai?

To integrate your financial data APIs with Avanzai, you need to connect your data sources APIs to Avanzai. This allows for the enhancement of your AI agents, enabling them to use and process data from these APIs for data analysis and better decision making.

What benefits does Avanzai offer for asset managers and risk managers?

Avanzai offers a range of benefits for asset managers and risk managers. It allows for automation of middle office workflows, the creation of autonomous AI agents for risk management, scenario analysis and compliance monitoring. Avanzai can also provide real-time market and risk insights which can aid in making timely and accurate decisions.

How to link my portfolio and data sources APIs to Avanzai?

To link your portfolio and data sources APIs to Avanzai, you first need to access the 'How Does It Work?' section on their website. There, you will get directions on how to link your portfolio and data sources APIs to Avanzai, which in turn helps in setting up your agent.

Will Avanzai work efficiently with other AI agents?

Yes, Avanzai agents are designed to work efficiently with other AI agents. When your portfolio and data sources APIs are linked to Avanzai, it constructs an agent equipped with the necessary tools and instructions. These agents are designed to access other agents to complete tasks more efficiently.

Does Avanzai have a public beta that I can sign up for?

Yes, Avanzai is planning to roll out a public beta. You can sign up for the waiting list on their website to stay updated on the progress and be among the first to test the new features and enhancements.

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