CLUSTER STOCK-CHATBOT-PROVIDES · 15 ENTRIES · EARLIEST ENTRY 2026-09-01
AI financial chatbots
This cluster comprises chat-based financial tools that use AI to answer queries and provide insights about stocks, crypto, mortgages, mutual funds, and broader finance. Dated entries appear sporadically from April 2025 through July 2026, with one entry in each of five months, showing an irregular early pattern. Traction leaders are airton, Patel-s-Bot, and mutual-fund-faq-assistant, each with 0 stars, indicating minimal user activity.
Entry timeline
ENTRY TIMELINE
Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.
Members by activity
Activity signals, not revenue.
Build origin · 4 ai-built · 1 hand-coded · 10 unlabelled
Operator · 9 hobby · 1 commercial · 5 unlabelled
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 15 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 01MjoelnirAI0★5 dayslivehobbyChatbot that explains cause-and-effect chains on capital markets, citing a verified source for every claim and declining to answer when evidence is insufficient.
- 02sec-edgar-rag0★18 days—hobbyFinancial research chatbot that retrieves answers from SEC 10-K and 10-Q filings and summarizes them with supporting details.
- 03Penny-HackLanta0★3 days—hand-codedhobbyChatbot that manages personal investing by protecting near-term expenses, proposing risk-based trades, and verifying actions via text.
- 04cautela0★8 days—hobbyChat-based investment assistant that supplies measured figures, sources, and limitations instead of giving recommendations.
- 05mutual-fund-rag-chatbot0★14 daysliveai-builthobbyChatbot that answers factual questions about selected mutual funds from a knowledge base and cites source links.
- 06vg-customer-support-bot0★24 days—Customer support chatbot that answers questions about Vanguard financial products and services with user authentication.
- 07mutual-fund-faq-assistant0★28 days—Chatbot that answers common questions about mutual funds to help investors understand their investments.
- 08Finbrief1★1 mo—hobbyDiscord bot that generates personalized financial briefings from market data and news feeds.
- 09telegram-market-bot0★1 mo—hobbyChat bot that returns concise market briefs for stocks, crypto, ETFs, indexes, and commodities, including prices, news, upcoming catalysts, and context.
- 10RAG-Chatbot-Finance-0★1 mo—A chatbot that answers finance questions using retrieval-augmented generation.
- 11Hackathon-Insightly-AI0★1 yrabandonedliveai-builthobbyFinancial chatbot that analyzes uploaded annual reports and provides summaries, insights, and visual analytics through conversation.
- 12Lovable App0★unknownliveai-builtROI calculator that estimates the financial return from deploying a chatbot service.
- 13SmartTrade Chatbot0★unknownliveai-builtChatbot that provides stock trading advice and helps users make better investment decisions.
- 14Mortgage Rate Assistant0★unknownlivehobbyChatbot that answers questions about mortgage rates and assists with mortgage finance decisions.
- 15Franki — Go Global Franchise Advisor for 8 Vietnamese Brands0★unknownlivecommercialAI chatbot that helps prospective franchisees explore opportunities from eight Vietnamese brands and guides them through investment options.
Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.