AI-powered stock insights, easier than ever

TSAI

We made explainable, transparent improvements to help asset managers fully understand all trade recommendations, we added smart hedge baskets to incorporate data-driven AI into the process, and we created a stock one-pager to help portfolio managers understand everything about a single stock at a glance. All of these improvements make TSAI an extremely powerful AI asset for investors, but we’ve heard from some that they still don’t see a clear path to easily and successfully incorporating AI.

One of the biggest barriers we’ve heard from clients is that adopting advanced technology like AI can feel too complex. To simplify the output of TSAI (actionable insights), we moved the input (complex and powerful machine learning algorithms combined with ML models built by data scientists and financial experts) to OTC AI strategies.

Simplicity is at the core of TSAI. After thorough communication with users, each screen has been reformatted to make it faster and easier for asset managers to find the screens they care about. While we’re also constantly improving the backend to keep our team of data scientists, financial experts, and engineers as busy as ever, our focus is on making their work as actionable as possible. To that end, we now highlight three main screens on TSAI: Ideas, Watchlists, and Strategies.

Ideas

Ideas provide investment managers with new and sometimes non-intuitive single stock ideas for further research. The reasons why the AI ​​strategy recommends a stock are explained in clear and concise language, along with the stock's stock rating, risk and return profile, and predicted excess return. Users can navigate to the Ideas page to find compelling trading opportunities that appeal to clients and teams.

Strategies

We now have a collection of strategies crafted by financial experts and data scientists that asset managers can subscribe to, all tailored to their views on the capital markets. These strategies are delivered weekly with ideas to help all types of investment managers create value.

TSAI for Investment Advisors

Since we began offering cutting-edge AI to institutional investors, we have heard from many investment advisors that they are interested but cannot afford the restrictive capital expenditure required to invest in AI. We plan to launch TSAI for IAs, a streamlined version of the platform designed to help IAs achieve their AI goals. While the IA version does not include our enterprise-level, highly personalized customer success management (our enterprise-level users get a 1:1 customer success manager who works with them to develop a customized strategy that is exactly what they need), our IA clients are already seeing great success in applying AI insights to their client portfolios.

Summary

The CFA Institute notes that investment firms face five major barriers when trying to realize the full potential of AI and big data: time, vision, technology, talent, and cost. TSAI solves all of these issues more efficiently than ever before. The time commitment is as simple as signing up. Investment managers get immediate access to actionable AI-driven strategies. Leveraging AI expresses a vision for the future and an understanding that AI will continue to disrupt the industry. The technology, talent, and cost barriers can be easily crossed with an intuitive yet point-and-click solution comprised of proprietary, finance-specific algorithms.