3.2 What is AI Insights?
AI Insights reads your completed backtesting report and surfaces what actually matters. Rather than presenting raw numbers, it interprets the results and produces a structured analysis.
What you get
- Portfolio Risk Score - a 1-7 rating from Capital Preservation (1) to Aggressive Growth (7), based on the portfolio's historical volatility, drawdown, and return profile
- Investor Profile match - a description of the investor type this portfolio fits
- Key Findings - a prioritized list of strengths, warnings, and observations, each backed by a specific metric from the report
How to run it
- Run a backtest as normal
- In the results area, click the AI Insights button
- The analysis runs and appears below your report (typically under a minute for simple reports)
Current scope
AI Insights is available for backtesting reports. Support for optimization and Monte Carlo reports is coming.
Plan requirement
Available on Premium and Professional plans. A typical single-portfolio report costs around 0.2 AI Credits. Complex multi-portfolio reports cost more.
See 3.3 How AI Credits Work for details.