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Introducing an AI-Driven Portfolio Manager: A Learning Journey!

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Unlocking Smarter AI Trading: Revolutionize Your Portfolio Management

Introducing a groundbreaking AI trading system that moves beyond basic demos. Our AI agentic system actively manages real portfolios, expertly selecting stocks, sizing positions, and executing scheduled rebalances to maximize returns while learning from its past performance.

Key Features:

  • Two-Step Allocation Process:

    • List Selection: Leverages curated screener lists for optimized stock picking.
    • Allocation: Analyzes ~50 enriched candidates, using technical indicators like RSI and MACD.
  • Diverse Strategies: Supports six approaches, including short-term momentum and value investing, each defined by tailored prompt instructions that drive specific behaviors.

  • Active Learning Mechanism:

    • Each rebalance assesses previous trades to refine strategies.
    • Incorporates market sentiment data to adapt trading actions.

Curious to see how this can change your trading game? Join the conversation and share your thoughts on AI’s role in investment strategies!

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