Improve your work efficiency with TSAI's all-in-one AI portfolio assistant
TSAI
By combining our proprietary, finance-specific generative AI technology with our existing suite of products, we help users stay on top of everything that matters to them. Thousands of real-time information sources distilled into easy-to-understand summaries. Ability to create your own custom research reports that directly impact the investments you care about. All the financial information you need to stay on top of market dynamics - allowing you to research 50x faster with 1% of the effort.
Market Trends - Macro Research Powered by Generative AI
Wouldn't it be great if someone could read the news for you? With the launch of Market Trends, we're enabling users to stay ahead of market-moving topics. Powered by large language models and generative AI, this cutting-edge feature sifts through hundreds of thousands of news articles, earnings reports, and more to highlight the latest, most active trends that could impact the markets and your portfolio. Users can identify stocks that are both positively and negatively impacted by these trends, and can even create and discover their own custom market themes. Want to know how rising interest rates will affect your stocks? What would happen if inflation continued at this rate? What would the impact of a possible recession be? Market Trends lets you do your research in minutes, not days.
Market Trends gives users a quick overview of any themes impacting the market, as well as understanding which products are positively/negatively impacted.
Earnings Calendar – Cut through the noise of earnings season with AI insights
It’s not enough to know when your stocks report earnings, you also need to know when your stocks are impacted by other companies. There can be over 80 earnings events impacting your portfolio each quarter. Wouldn’t it be nice to know ahead of time which ones might impact your stocks? Let our new Smart Earnings Calendar do the heavy lifting for you as it constantly monitors the market’s interconnections to show you the most relevant earnings reports. These results save you time and can reveal non-intuitive connections between other companies and your stocks.
Smart Earnings Calendar gives users a quick view of which companies are about to report earnings, and which companies are typically impacted by those earnings reports.
Portfolio Workspace – Improving Risk Metrics with Data
It’s a question every portfolio manager asks themselves every day – “What risks am I taking in this portfolio, and should I be taking them?”. Our Portfolio Workspace page gives users a comprehensive view of the risks they are taking in their investments, and an assessment of whether those risks are in line with their goals. Once TSAI understands your portfolio and goals, all recommendations it makes are tailored to your unique investment style and requirements. This saves time during the portfolio construction process and ensures that all recommendations are a good fit.
We also provide a detailed Total Risk Analysis showing the portfolio's exposure to market factors, and a Single Name Risk Analysis revealing the impact of each holding on the portfolio's risk factors. With this knowledge, users can adjust portfolio weights, make informed decisions and optimize risk exposure. Our new Investment Style Matching also uses Natural Language Processing to allow users to upload their investment policy statement to ensure their investment requirements are met.