ETF Portfolio & Risk Management Suite
A comprehensive toolkit for portfolio optimization and advanced risk assessment using cutting-edge quantitative methods
Portfolio Optimization
Create a professionally optimized ETF portfolio tailored to your specific risk tolerance and investment goals. Our tool uses modern portfolio theory and advanced optimization algorithms to maximize returns for a given level of risk.
- Risk profiling based on your investment preferences
- Multiple optimization strategies (Max Sharpe, Min Volatility, Risk Parity, etc.)
- Backtesting with portfolio performance analysis
- Advanced diversification through clustering techniques
AI-Led Innovations Digest
Stay at the forefront of AI advancements with our curated digest of innovations, summarized by AI from diverse mailing list sources.
- AI-crafted summaries from top industry newsletters
- Spotlights on emerging technologies with investment potential
- Trend analysis across AI research and applications
- Early identification of market-moving innovations
AI Market Prediction
Leverage our cutting-edge AI to analyze news trends and their potential impacts on financial markets, helping you make informed investment decisions.
- Real-time news sentiment analysis across global markets
- Pattern recognition for market-moving news events
- Sector-specific impact assessments
- Predictive analytics with confidence intervals
Insight Engine: AI-Powered Document Intelligence
Instantly analyze SEC filings 10-K, 10-Q, 8-K, etc.) and/or your uploaded documents (PDF, TXT, DOCX). Get AI-generated summaries, critical opinions, red flags, opportunities, and answers to your specific questions.
- SEC Filings by Ticker: Access and analyze public company reports.
- Document Analysis: Securely upload and dissect your own files.s
- Structured Reports: Key metrics, summaries, and actionable PDF downloads.
- Powered by Google Gemini for deep understanding.
Investment Growth Projection
Receive professional forecasts to visualize and gauge the potential future growth trajectory of your investments using advanced modeling techniques.
- Monte Carlo simulations with multiple economic scenarios
- Customizable time horizons and initial investments
- Inflation-adjusted projections
- Comprehensive risk-return analysis
Performance Comparison
Compare the performance of multiple stocks or ETFs side by side against a benchmark using normalized charts and key metrics.
- Interactive charts with customizable time periods
- Normalized performance visualization
- Key metrics: Sharpe, Sortino, Beta, Max Drawdown
- Correlation heatmap analysis
Market Crash Analysis
Explore historical market downturns for various assets or indices. Visualize the depth and duration of past drawdowns to understand potential risks.
- Analyze major indices (^GSPC, QQQ) or custom tickers (stocks, ETFs, crypto)
- Visualize top drawdowns by magnitude (%) or duration (days)
- See recovery times and trough details
- Gain perspective on historical volatility
Interest Rates Analysis
Examine the implications of interest rate changes on your investments, providing insights for strategic planning and risk assessment.
- Historical interest rate cycle analysis
- Asset class performance during rate fluctuations
- Duration impact calculator for fixed income
- Sector sensitivity mapping to interest changes
Advanced Risk Analysis (Experimental)
Go beyond traditional Value at Risk (VaR) with Conformal Prediction, a revolutionary approach that provides more reliable risk assessments especially during market turbulence by better accounting for 'fat tail' events.
- Distribution-free prediction intervals without normal assumptions
- Superior risk estimation that captures extreme market events
- Clear visualization of uncertainty over time
- Direct comparison with traditional VaR measurements