Generated Assets is an interactive analysis tool that helps you search for stocks and ETFs using AI and compare portfolios against the S&P 500 benchmark.
Features
Custom index creation
Use AI to create and refine custom investment indexes based on your interests.
Portfolio comparison
Compare your created portfolios against the S&P 500 to gauge performance.
Investment insight generation
Generate insights on companies and industries, such as those with strong sustainability focuses or high R&D spending.
Sector-focused investments
Identify companies within sectors like travel to Mars or self-driving automation for potential investment.
AI Portfolio Creation
Utilizes AI to help you create a custom portfolio based on your investment preferences.
Stock and ETF Search
Enables users to search for stocks and ETFs tailored to specific investment ideas or criteria.
Performance Comparison
Compares your portfolio's metrics with the benchmark S&P 500 for better investment insights.
AI-Driven Insights
Leverage artificial intelligence to uncover investment opportunities that align with your ideas.
Educational Tool
Enhance your understanding of asset construction and performance analysis.
Benchmark Comparison
Evaluate how your asset stacks up against the S&P 500, providing context to your investment strategy.
Interactive Analysis
Engage with dynamic tools that allow for real-time adjustments and insights.
Collaborative Sharing
Easily share your analyses to gather feedback and foster investment discussions.
Hypothetical Portfolio Creation
Users can create and analyze hypothetical portfolios based on past performance without any actual investment implications.
Performance Metrics
The tool provides metrics on hypothetical portfolios to give insights into potential investment strategies.
AI Investment Analysis
Utilizes AI to assist in thorough investment analysis, providing insights to aid investment decisions.
Investment Opportunity Identification
Helps users identify potential investment opportunities based on market data and AI recommendations.
Return Score
Calculates the average of performance ratios over a 10-year horizon, including Total Returns, Compound Annual Growth Rate (CAGR), and Average Annual Returns.
Stability Score
Measures risk-related performance ratios such as Maximum Drawdown, Average Drawdown, and Average Drawdown Duration to reflect portfolio stability.
Diversification Score
Assesses portfolio diversification based on Number of Assets, Number of Sectors, and Maximum Allocation using a 10-year time horizon.