Boosted.ai for advisors
Humans + machines are the future of investment management. Through years of research and development alongside top quantitative and fundamental asset managers, Boosted.ai is now unlocking our proprietary, institutional-grade AI platform for advisors.
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
