Why Boosted.ai?

Attract and retain clients/AUM

Leverage AI-powered ideas to differentiate your services

Add conviction to investment decisions

Substantiate top-of-house recommendations by cross-referencing with your virtual AI analyst

Generate new and unique investment ideas

Discover buy/sell picks that are worth further inquiry

Elevate investment narrative to clients

Communicate stock and market information quickly and accurately

Improve investing discipline

Be alerted of when to enter and exit positions to ensure steady risk adjusted returns for clients

Save time and streamline processes

Leverage our efficient research to unlock time in your day allowing for more time with clients

How It Works

Use AI to surface interesting stocks that drive new ideas for your client portfolios

Actionable ideas for your portfolio

Weekly or daily recommendations that match your investment style with plain language explanations.

Fast idea assessment

Every stock is rated based on fundamental, macro and technical factors and shows the stock’s predicted excess return. Understand at a glance what ideas work for you.

Easy to understand

All ideas are explained in plain language, powered by large language models and the stock’s 10-K and 10-Q reports. Additionally, every idea shows the rating, risk / reward profile and dividend yield of the stock.

Our stock deep dives arm you with all the information you need, with the simplicity you want. Unparalleled clarity on everything that matters about an individual stock

Data-driven takeaways

Our stock one pagers give you the data-driven lens investors demand, powered by our data partnerships that include everything you need to know about a stock. News, price movements, earnings reports, AI strategies and more.

AI you can understand

Every stock showcases plain language pros and cons, sourced from its 10-K and 10-Q reports, macro themes that can have an impact on its performance (positively or negatively), and the consensus of every AI strategy’s recommendation. Its big data, distilled to work for your needs.

Performance you can trust

Track how well recommendations predicted stock performance and how the stock has done vs. its benchmark to quickly and easily evaluate the AIs performance.

Enhance your daily workflow through comprehensive, AI-powered monitoring of stocks that you care about

The wisdom of the crowd

Every type of strategy is at your disposal or create your own to match your style. Insights from multiple strategies, on one screen, show what every viewpoint thinks of your stock.

Construct comprehensive watchlists

Monitor every stock you care about from one screen so you can always be on top of your universe. Create multiple lists to split up watchlists according to your needs.

Updates as you need them

Access strategies that are running live, so you can get updates as often as you want (daily / weekly / monthly). Constantly refreshed information means fewer surprises for you and your portfolio.

Find and subscribe to the right strategies that fit your client needs from our ever-growing library

Augment your investment process with AI strategies that work for you

Access more than 150 proprietary strategies, curated and backtested by Boosted.ai’s team of quantitative professionals. Find, subscribe, and leverage the right strategies that fit your client needs from our ever-growing library.

  • Strategies are created from carefully selected variables
  • The machine uniquely ranks every stock by strategy
  • The machine separates the winners and losers
Strategies Screenshot

Boosted.ai for Advisors in Action

At Boosted.ai we believe a combination of human intuition and machine precision yields the best results. The key to using AI effectively is generating understandable output to get users to value faster. Check out the capabilities in this quick teaser video.