Make Financial Data Your Portfolio Builder

EquityGPT lets you automate investment research, portfolio construction and portfolio rebalancing. Build and optimize your portfolio effortlessly with our generative AI-powered portfolio builder.

Stock Price Prediction
Accuracy Score: 84.9958%
Accelerate Research
Quickly identify investment opportunities and assess risks with AI-driven insights.
Optimize Portfolios
Build and refine diversified portfolios tailored to your specific needs and risk tolerance.
Streamline Workflows
Automate routine tasks and free up time to focus on strategic initiatives.
Elevate Your Portfolio Building with AI

EquityGPT employs a multifaceted approach to investment, combining traditional financial analysis with advanced machine learning techniques. This approach includes an adaptative risk tolerance model that leverages generative AI to dynamically assess and adapt to a customer's evolving risk tolerance.


As a customer's risk tolerance evolves over time, the adaptive risk tolerance model continuously monitors their behaviour and adjust the portfolio accordingly. This ensures that the portfolio remains aligned with the customer's changing needs and preferences.

MSFT
28.82%
NVDA
4.44%
JPM
15.98%
JNJ
26.33%
GE
10.51%
XOM
13.92%

Used by finance and investment teams in 2.4K enterprises.

What Powers EquityGPT?

EquityGPT's ability to provide accurate and timely investment insights is driven by a sophisticated blend of advanced technologies and real-time data feeds. At its core, the model leverages a powerful machine learning algorithm that continuously learns from market data, economic indicators, and market sentiment.


EquityGPT then integrates the insights gleaned from real-time market data, economic indicators, and news events with its adaptive risk tolerance model. The model tailors investment recommendations by analyzing a customer's investment behavior and risk preferences from platform interactions.

AI-Powered Insights at Your Fingertips

Make informed investment decisions with our comprehensive suite of AI-driven tools.

1
Price Prediction
Our advanced models analyze historical data, market sentiment, and fundamental factors to provide accurate forecasts.
2
Comprehensive Information
Stay informed with real-time updates on ESG ratings, company outlooks, news announcements, SEC filings, and more.
ESG Scores
Total ESG Score 12.9

Investment Research Tools

Tools to perform costly and time consuming investment research tasks.

Equity Research
Exchange Rate Analysis
Stock Price Analysis
Technical Equity Analysis