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Watch and Trade AI Portfolios to Make them Work for You
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.
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.
On the module’s main page, you can find a wide selection of tools that allow you to find the most suitable portfolio for your investment goals. You can use different types of sorting (by title, annualized return, number of positions, days since publication, or monthly fee.).
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. 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.
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.
If you decide to subscribe to this portfolio to see further changes, click the "Subscribe" button on the portfolio page or the "Buy" button on the portfolio card in the Marketplace. 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.
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. Finally, if you want to unsubscribe from the selected portfolio, click on its name and the "Archive" button.
Below is a detailed history of allocations made by A.I. algorithms over the entire history of the portfolio, including date, time, asset type, and ticker. Click on the date you are interested in for this information.
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 name, and click "Create".
How to Subscribe to A.I. Portfolios:
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 purchase credits here.
Other related products are available for the credits above:
We invite you to check out our other 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.