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As I said in the past article, the introduction of Intelligent Protocols, after revolution of transformer architecture in artificial intelligence, world has been changed! But we’ll see this transformation and paradigm shift little by little, but, it’s done.
Think about future, 5 Years later. How will the future look like?
Think about our world with more robots, more AI assistants and more technology. Everything will be changed, and the path of wealth become more easier, for who wants it!
In this age, we have a mission to make this new world more efficient, providing better services and creating more wealth for our clients, How?
With Fully AI Based Investment platform.
As I said before, World has been changed after transformers architecture. With combination of LLM and Langraph, You can build an AI Based Organization!
You design an organizational structure, assign your agents, define tasks and then, they’ll work together.
We did it and created a Fully automatic AI powered Investment organization, Backed by LLMs and Langraph ( and also investment knowledge).
Let’s deep dive into the component and the process!
As you know, each investment organization has some components and departments, For example:
They design portfolio, rebalance it and send clients report, update and in one word, they are responsible of client’s money.
Equity Research, economic research, Foresight studies, Commodity, Crypto, price analyst and risk management team.
Their efforts conclude an investment opportunity and an analysis which help portfolio manager to have the best allocation and selection!
Who defines investment strategies, policies and criteria!
This person leads investment team and manage investment organization.
So, think about it. How can we convert this traditional investment organization to a fully automated AI organization!
Here is the way.
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Let’s experience this intelligent investment organization as an user!
User speak and chat with our Intelligent advisor! Like a human, Advisor asks you some questions and based on your answers, it fills the form!
Top rovide the better services, user can answer investment personality and personal finance test that we design to understand more about client specific needs!
Based on the test and the user’s investment objective, Portfolio manager designs the first asset allocation.
This asset allocation is done based on investment strategy and training that we did in training phase!
We added QC Agent to check and monitor the final version of each step. In this step, Allocation QC Agent checks some criteria based on a checklist, change mistakes and write final allocation.
In this part,portfolio manager selects assets based on the provided allocation and economiccondition.
Todesign this portfolio, portfolio manager uses the analysis and research of ourResearch Agents.
For example, I fit needs value stock. It has access to the best value stock based our Intelligent research analysis and chooses stock based on AI analyst decision, Expected return, Valuation and the other parameters in the strategy!
After selection, it’s time to weighting!
How does it work?
It’s combination of 3 Methods to have the best and most optimize portfolio!
· Portfolio manager agent weights portfolio based on the training phase!
· Some mathematic and quantitative methods like Robust risk parity, efficient frontier and blackletter man
· Genetic, RNN, GNN And some other deep learning methods!
In this part, we have 3 Portfolio with different weighting
This QC Agent checks the designed portfolios and based on training, make a decision about final weighting and asset selection.
In the final part, after signing of QC Agent, the final portfolio will be designed for the user and it’s time to execute them.
But it’s not the last part.
We use some rebalancing methods based on client feedback, changing in investment objective, changing in market condition and even in one asset status!
The portfolio manager agent will rebalance portfolio and keep it safe to get the target.
It’s basic structure and design and It may has different functions in different services and levels.
But the main point is we did reduce inefficiencies and increase speed of the investment and portfolio management.
It’s the job that technology can work for you!
I think the most important things in investment management is to provide hyper personalized product.
It’s a big fault that all person tracks same portfolio allocations. Because different goal, different personalities lead to different investment and wealth approach!
On the other hands, with revolution of GEN AI, user interaction is easier than before and tracking news and market conditions for rebalancing purpose are faster and more efficient.
The main problems of the robo advisor market are here:
1. Lack of personalization
2. Delayre balancing based on market condition
3. Limited asset classes
With this technology and architecture, we can launch an intelligent personalized hedge fund.
Powered by LLMs, We can find out the latest news and market sentiment, have more knowledge about the users, need sand preferences and also the ability to analyze lots of individual assets indepth and add them to our portfolio.
It’s why the LLM with memory, agent architecture with investment training and strategy can transform investment and wealth creation forever!
In the next articles, we will speak more about Research organization, in depth architecture of each plan and other technical issues!
To have a more information about the project, you can download the project’s paper here!
Be wise, Be intelligent!
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a different path, a different future with a different Broker, And all of this is being achieved with the help of artificial intelligence
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