Tool
Visit website →
Generated Assets
Generated Assets is an AI tool that creates personalized, tax-optimized portfolios based on user-defined themes. It allows for advanced screening and backtesting of these custom indices against major benchmarks.
Use Cases
- 🟢 Create personalized investment portfolios optimized for tax efficiency by inputting specific themes or criteria into Generated Assets, enabling users to tailor their strategies for stocks, crypto, ETFs, and more.
- 🟢 Utilize advanced screening capabilities, such as the bond screener and margin rate comparison calculator, to make informed decisions and enhance investment strategies through detailed analysis.
- 🟢 Backtest generated portfolios against benchmarks like the S&P 500® to evaluate historical performance, ensuring that users can make data-driven adjustments to their investment strategies based on reliable insights.