How I Use AI to Analyze My Investment Portfolio
built a custom ai analysis pipeline for my portfolio. walks through risk assessment and rebalancing suggestions
lmk if anyone wants more details
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does that hold when volatility spikes though? like the model trains on relatively calm periods and then the exact moment you need alpha the correlation assumptions break down. not saying its useless just genuinely wondering how people handle that.
ive been doing something similar for about 4 months. the rebalancing suggestions are fine but i had to heavily prompt it to account for tax lot implications - out of the box it just ignores cost basis completely.
yeah the regulatory thing is real. even if the analysis is solid you cant just act on it without documenting your own reasoning separately. at least thats how our compliance team sees it.
curious what you're feeding it. raw brokerage exports or do you have a cleaner data layer in between? that step usually breaks most of these setups before you even get to analysis.