AI for modern financial services.AI for modern
financial services.

Expand your capabilities with the leading AI tool for analysts.

Loved by over 1,200,000 users worldwide

Portfolio Optimization

Perform mean-variance optimization.

AI tool performing mean-variance optimization on a portfolio.

Stock Analysis

Analyze securities with natural language commands.

Screenshot of an analysis of historical volatility.

SEC Filing Summarization

Pull relevent quotes and details.

AI tool summarizing an SEC filing.

Charts & Graphs

Generate polished stock charts in seconds.

Nvidia chart generated by AI tool.

Financial Modeling

Build complex valuation models.

AI generating R code to create a scatterplot.'

Perform mean-variance optimization.

Analyze securities with natural language commands.

Pull relevent quotes and details.

Generate polished stock charts in seconds.

Build complex valuation models.

AI tool performing mean-variance optimization on a portfolio.

FEATURED IN

Save time. Supercharge your analysis with Julius.

Turn hours in Excel into minutes on Julius.

Analyze stock data
Pull in real-time data and explore trends.
Perform portfolio optimization
Mean-variance analysis made easy.
Create sleek visualizations
Communicate findings with confidence.
Summarize SEC filings
Upload and chat with financial PDFs.
Generate Python code
Partner with the ultimate quantitative copilot.
Unlock financial modeling
Get expert-level insights without the complexity.

AI for the modern financial professional.

Try the highest rated AI tool for financial analysis.

Frequently asked questions

If you have anything else you want to ask, reach out to us.

- How do I link a data source?
  You can link a data source on the Files page or directly in our Chat interface. For more detailed instructions on linking a data source, check out our Julius Start Guide.
- What do I do after linking a data source?
  After linking a data source, you can analyze it with natural language prompting on the Chat page — try asking for insights or directing Julius to create a visualization. For some additional examples on how to use Julius, check out our Use Cases section.
- What data sources are supported?
  We currently support any data file format, including but not limited to spreadsheets (.xls, .xlsx, .csv), Google Sheets, images (.jpeg, .png), PDFs, and text-based files (.docx, .txt). If you have a different file format, odds are we support it — go ahead and try to upload it within our Chat.
- Can I analyze spreadsheets with multiple tabs?
  Yes! Upload your multi-tab spreadsheet as you would any other file. Once uploaded, you can refer to the individual names of the tabs in your prompts, and Julius will perform analysis on those tabs accordingly.
- Can I generate data visualizations?
  Yes, it's very easy to generate clean-looking data visualizations using Julius. Once you have uploaded your data, simply prompt the AI to create a chart or graph.
- Is there a discount for students, professors, or teachers?
  Yes! We offer a 50% discount to students and other members of academia. Just sign up, shoot us a quick email at team@julius.ai letting us know you're a student before subscribing, and we'll let you know how to apply the 50% discount to your account.
- What is Julius’ data privacy policy?
  We utilize strict access-control, as each user only has access to their own data in the secure notebook file storage — even our python code execution environments are sandboxed by user. In addition, your data is completely erased from the servers whenever you delete it within the app. You can read further into our data policies here.
- Is this free?
  Yes! By default all users can send up to 15 messages a month with our most advanced AI model. Once you hit the monthly limit, you can upgrade your plan in your Account page.