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
Top Use Cases
Monitoring
Monitor existing and potential investments and your firm’s top-of-house recommended list
Idea Generation
Leverage AI to spark new investment ideas and find market-moving trends
Investment Deep Dive
Look at single-name securities through an AI lens to discover insights from new perspectives
How It Works
Use AI to surface interesting stocks that drive new ideas for your client portfolios
New great ideas for your portfolio
Receive regular recommendations for new stock ideas with easy to understand explanations.
Fast idea assessment
Get one synthesized score (rating) for each stock idea and see its predicted excess return to quickly evaluate machine’s recommendation
Easy to understand
All ideas are explained in plain text through easy to understand concepts like high risk and high reward
Deep dive into the performance history, predictions and sources of return
Actionable recommendations for any stocks
Extract the recommendation, risk / reward profile, predicted returns and synthesized, standard ranking for any security in your stock universe
Get plain language AI insights
For each stock, deep dive into the lessons the machine has learned, presented in a plain language and ranked in their impact on the stock performance
Traceable performance record
Track how the well machine’s recommendation predicted the 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
Insights from multiple strategies, combined
View insights from multiple strategies in one easy to use screen, together with a composite score across multiple strategies for a comprehensive view
Construct comprehensive watchlists
Monitor all stocks you care about from one screen: ability to group and sort by any parameter and create multiple watchlist to cover any needs
Updates as you need them
Access strategies that are actually running live in the market, so you can get updates as often as you want them (daily / weekly / monthly) to keep on top of all of your watchlist stocks.
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
