AI Insights
Surface what matters. Miss nothing.
Your backtesting report has dozens of metrics, charts, and comparisons. AI Insights reads all of it and surfaces what actually matters - so nothing slips through.
How it works
Uses state-of-the-art reasoning models to read your entire backtesting report - metrics, charts, and all - identify patterns across risk, performance, and diversification, and present only what's worth your attention.
Deep reasoning
Pattern identification
Risk scoring
Investor profile matching
Portfolio Risk Score
Know exactly where your portfolio sits on the risk scale
A composite score from 1 to 7 - calculated from Max Drawdown, Volatility, CAGR, and Ulcer Index - maps your portfolio to one of seven named profiles. No guesswork, no interpretation needed.
1
Capital Preservation
2
Conservative
3
Moderately Conservative
4
Balanced
5
Balanced Growth
6
Growth
7
Aggressive Growth
Investor Profile
See how well your portfolio fits your goals
Answer five questions about your risk tolerance and investment horizon. AI Insights scores your answers to a named investor profile and shows how closely it matches your portfolio's risk score.
Key Findings
Deep analysis, presented as clear findings
The core of AI Insights. Reasoning models compare metrics, identify patterns, and draw conclusions across your entire report - surfacing strengths to build on, warnings to investigate, and neutral observations worth knowing.
Multi-Portfolio
Compare up to 5 portfolios in one report
Each portfolio gets its own risk score and profile match - so you see at a glance how your allocations differ in risk character, not just returns.
All Weather
2.8
Conservative
60/40
4.1
Balanced
S&P 500
5.3
Growth
FAANG
6.7
Aggressive Growth
+ add more