Identifying Investment Themes — This system uncovers investment themes and their related tickers by analyzing research reports and financial news. While some of these themes may not have seen significant capital flow yet, we monitor them for early signs of momentum, such as price and volume increases, and growing retail interest (via social media sentiment). Once a theme gains traction, we’re notified, enabling timely and informed investment decisions.
Leveraging AI for Enhanced Decision-Making — To streamline the investment process, we employ AI techniques including large language models (LLMs) for tasks like theme extraction, combination, and ticker research. Using an agent-based framework, these AI agents adaptively research and analyze data to quickly respond to emerging opportunities.
