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Description
Boosted.ai is a company that harnesses the power of artificial intelligence to assist investment managers by delivering insights driven by AI, aimed at improving portfolio performance. Their innovative platform, known as Boosted Insights, employs unique machine learning algorithms specifically designed for the financial sector, allowing users to seamlessly incorporate AI into their investment strategies without any need for coding skills. Among its standout features is the AI stock picker, which meticulously evaluates and ranks stocks to uncover lucrative trading opportunities; personalized portfolio workspaces that deliver tailored recommendations based on current holdings, risk tolerance, and investment approaches; and AI-driven stock research that utilizes advanced language models to condense vast amounts of information from various news outlets, earnings reports, and company filings into clear, actionable insights. Additionally, the platform equips investment managers with tools for dynamic stock screening, portfolio optimization, and effective risk management, enabling them to make informed and timely decisions based on data. This comprehensive approach not only enhances the decision-making process but also positions investment professionals to navigate the complexities of the market with greater confidence.
Description
Portfolio backtesting involves the simulation of an investment strategy using past market data to evaluate how a portfolio would have historically performed, enabling an analysis of both risk and return. Utilizing tools like Portfolio Visualizer, investors can develop and compare multiple portfolio models that align with their financial objectives. This platform not only supports optimization but also helps users assess the likelihood of different investment results while gaining a clearer understanding of risk implications. Furthermore, it features Monte Carlo Simulation to forecast future portfolio performance across various scenarios. Tactical models enhance investment strategies by leveraging factors such as moving averages, momentum, market valuation, and risk management, ultimately aiming for improved risk-adjusted returns. Designed for both individual investors and institutions, Portfolio Visualizer transforms complex analyses into practical insights, making them accessible through AI-generated text and video tutorials that cater to diverse learning preferences. This ensures that users can confidently make informed decisions in their investment journeys.
API Access
Has API
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$30 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Boosted.ai
Country
Canada
Website
boosted.ai/
Vendor Details
Company Name
SRL
Founded
2024
Country
United States
Website
www.portfoliovisualizer.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management