TSAI Product Update: AI ETF – A Game Changer for ETF Investors

TSAI

We’re excited to announce a major improvement to TSAI: We’re expanding our capabilities to cover the entire spectrum of investment preferences—whether you’re a single equity portfolio manager, an ETF-only investor, or someone who dabbles in both, TSAI has you covered.

How ETF Investors Can Harness the Power of AI

Evaluating ETFs

With TSAI, investors can get detailed information about any ETF to ensure its risk profile and metrics (e.g., expense ratio, consensus price target, etc.) align with their unique investment style.

For every global listed equity ETF on the platform (over 2,000 in the U.S. alone), users get a comprehensive view of the ETF’s overall risk and sector exposure, as well as insight into its historical performance relative to various benchmarks. The impact of each stock on overall performance is clear at a glance, and users can browse point-in-time reports detailing the ETF’s exposure to different risk factors.

Our proprietary AI algorithm ranks each ETF and makes recommendations based on an investor’s preferences and existing portfolio. Investors can even compare ETF ratings to stock ratings to determine the best way forward.

Stay up to date on ETFs

Our TSAI’s LLM (Large Language Model) reads news from over 100,000 news sources and summarizes relevant market-moving information, allowing investors to stay informed on market trends that impact ETFs. Our platform provides a holistic view of the forces that impact ETFs, giving investors critical information to make informed decisions. For each market trend, we summarize relevant information and highlight ETFs and stocks that may be impacted, either positively or negatively.

For any individual ETF, users can gain insight into which topics and news stories are impacting performance, saving time, empowering decision-making, and improving client communications. Investors can also add ETFs of interest to a customizable watchlist so they can easily track any changes to ETF ratings or TSAI recommendations.

Optimize ETF Portfolios

TSAI’s ETF Portfolio workspace gives you insight into your ETF portfolio’s exposure. Investment managers can quickly identify the holdings that contribute most to performance and receive AI-driven recommendations tailored to their investment style and preferences.

Additionally, scenario analysis tools allow investors to explore different buy/sell scenarios to understand how hypothetical trades could impact their portfolio before making a final decision. Based on the user’s preferences and goals, the portfolio is assigned a health score, and TSAI displays the user’s portfolio score before and after any potential trade.

Summary

With the inclusion of ETFs in TSAI, ETF investors can now leverage the power of artificial intelligence for the first time. Our platform enables users to evaluate, understand, and optimize ETF portfolios to match their specific investment requirements. These features are not exclusive to ETF enthusiasts; they integrate seamlessly with the preferences of users who trade single stocks and ETFs.