See How A.I. Can Streamline Your Equity Investment Analysis Process
See how AI can streamline investment analysis! This video demos our robo advisor app that uses artificial intelligence to help optimize your portfolio. Learn how it assess your risk appetite, provides stock recs based on fundamentals/news, and benchmarks performance vs alternatives. Chapter highlights:
0:00 Intro
1:43 App design Criteria
3:10 Assessing the investor's risk and investment appetite
4:33 Generating recommendations using Tree of Thought & ReACT
5:44 Plan and Execute Prompting
6:13 Portfolio composition and Starburst charts
8:45 Analysis of individual stocks
9:28 Technical Analysis: The RSI indicator
10:47 Benchmarks
11:42 App review
Try out the app yourself by becoming a member of Lucidate's YouTube channel at the VP level or higher! Be sure to like, comment & subscribe.
Follow along as we explore how AI is transforming investing. This video provides an in-depth look at our robo advisor app and how it can enhance your workflow through customized analytics and insights.
See a demo of the key features:
Initial assessment of your goals
Curated stock recommendations
Portfolio composition analysis
Benchmarking against alternatives
Whether you're an experienced investor or just getting started, embracing new technologies like AI can give you an edge.