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Unlocking Trade Success: A Guide to Using AI-Driven Active Portfolios

With AI Portfolios, you can view how AI actively manages portfolios. In addition, you can receive timely alerts with each re-allocation. Here are the steps:


Step 1. Review AI Portfolios' past performance for free.
Step 2. Select an AI Portfolio you might be interested in based on their performance.
Step 3. Subscribe and follow one or more AI Portfolios.
Step 4. Sign up for 1-on-1 sessions or webcasts if you have any questions. 

What are AI Portfolios and How they Work

A.I. Portfolios are the best choice for active investing based on modern Artificial Intelligence technologies, with access to a wide range of flexible tools.

On Tickeron, you can find a large selection of portfolios for any investment style and level of risk.

Moreover, any user can use their investment ideas and experience to create their portfolio and sell it to other users.

This can be a way for you to earn a supplemental passive income through sharing your knowledge.

Here Tickeron has a wide selection of tools that allow you to find the most suitable portfolio for your investment goals.

You can sort the available portfolios by title, divscore, Gain or Loss, the number of positions, days since publication, monthly fee, or seller.

You can also sort Using divscore, a proprietary method exclusive to Tickeron, to ascertain the quality of portfolio diversification using artificial intelligence.

 

Using the buttons on the left side of the model portfolios page, you can find the portfolios that match your preferences. Several toggle buttons and bars on the left side of the A.I. Portfolios page allow you to use the most flexible options for finding the proper portfolios according to your preferences.

Sort by whether you want to include penny stocks or not, search by a title or specific tickers, type of assets, risk levels, and investment model types.

If that’s not enough specification for you, the advanced filter will help you sort by market value or number of positions.

 

For example, you can set up any or all options to optimize annualized return percentages, the number of positions, the average number of trades per month, and market value. In addition, you can choose the type of algorithm that will manage the portfolio and select all portfolios that contain a specific ticker in the "Specific Ticker" window. Additional opportunities for a more detailed search can be obtained using the "Advanced Search" option on the left side. For example, advanced search allows you to filter by maximum drawdown, volatility, and beta to S&P 500.

The investment strategy for this type of portfolio is based on a combination of two types of algorithms that have three options concerning the frequency of work - week, month, and quarter:

  • Selection Algorithm - selects the most interesting assets for investment using proprietary filters.
  • Allocation Algorithm - distributes portfolio cash to selected assets based on their potential for growth or equal parts.

 

Tickeron is a web platform that offers a wide selection of tools, allowing you to find the most suitable portfolio for your investment goals. The A.I. Portfolios page allows you, to use different types of sorting such as by title, annualized return, number of positions, days since publication, or monthly fee. You need subscriptions to view more detailed information, all the information you need about subscriptions is conveniently located on this page.

After you have selected the most suitable portfolio, click on the title to see more detailed information on the portfolio page.

 

 

Here, you can see a full performance chart, a Gain/Loss since publication chart, a complete description of the portfolio, and the portfolio’s current market value. You can also find the key metrics that describe the investment strategy of this selected portfolio in detail, as well as the type of universe to which it is applied.

 

On the right side of the page, you can see a complete list of current positions and their performance throughout different time intervals. You can also view additional information about the stocks included in the portfolio in our A.I. Screener tool using the button "View in Screener.” Below are detailed dynamics of the distribution of portfolio positions by industry throughout its history.

You can also create a copy of the purchased portfolio and edit it according to your investment goals and preferences. To do this, on the portfolio page, click the "Create Editable Portfolio" button, select a name, and click "Create".

 

 

How to subscribe or unsubscribe to A.I. Portfolios:

Subscribe

If you decide to subscribe, here are two simple options to get started:

Subscribe to all portfolios: Click on the "Subscribe to all portfolios" button on the portfolio page to gain access to all our portfolios. This is a great option for those who want to diversify their investments across multiple portfolios and enjoy the convenience of having them all in one place.

 

Buy or subscribe to individual portfolios: If you prefer to handpick your portfolios, simply click on the "Buy" button on the portfolio card in the marketplace or open the current portfolio. If it suits you, click on the subscribe button. This allows you to purchase a single portfolio and customize your investment strategy to fit your unique financial goals.


 

After subscribing, you will be redirected to the "My purchases" page, where you can see detailed information about subscriptions and payments. Next, click on the title of a portfolio to see the available information for the portfolio.


 

 

How to unsubscribe:
 

1. Click on your profile picture in the top right corner.

2. Select 'My Purchases' from the dropdown.

3. In 'My Purchases', find the portfolio you want to unsubscribe from.

4. Click on the portfolio name and then hit the 'Archive' button.

 

You may need to set up your Buyer account if the selected portfolio is not free. You can do this on the "Payment Profile" tab on your Personal Profile page.   On the A.I. Portfolios page, scroll down to purchase any portfolios that catch your eye. You can also get these portfolios for free by subscribing to A.I. Robots and using the credits towards purchasing A.I. portfolios!

Learn about A.I. Robot, and purchase credits here.

Other related products are available for the credits above:
 

We invite you to check out some of our premium products — they’ll help you be best prepared to take on the market. Some of the premium products that might be helpful for a new trader are the A.I. Pattern Search Engine and the A.I. Trend Prediction Engine. For a continuing trader, A.I. Real Time Patterns and our Screener are great ways to pinpoint what you’re looking for and monitor the securities for an extended period. 

 


Disclaimer.

Simulated results (annualized returns, % wins/loss, and other statistics) are achieved by the retroactive application of a backtested model itself designed with the benefit of hindsight. The backtesting of performance differs from the actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Alternative modeling techniques or assumptions might produce significantly different results and prove to be more appropriate. Past hypothetical backtest results are neither an indicator nor a guarantee of future returns. Actual results will vary from the analysis. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied is made regarding future performance.

Disclaimers and Limitations

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