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Frequently Asked Questions
What can Benjamin AI currently do?
Benjamin AI provides a range of features designed to help you research, analyze, and optimize investment strategies:
- "No-Code LLM Solution for Strategy Backtesting"
- Run backtests on trading strategies (e.g., moving averages, RSI). Upcoming enhancements include fundamental and alternative data integration for more advanced analytics.
- "Portfolio Optimization"
- Optimize portfolios using approaches like mean-variance optimization or hierarchical risk parity to balance risk and returns effectively.
- Theme-Based Stock Baskets and Backtesting
- Build baskets of stocks around specific themes (e.g., AI) and backtest historical performance. Future improvements will include more robust data sets for thematic investing.
- Macro Statistical Analysis
- Explore correlations between macroeconomic variables and stocks (e.g., correlation between inflation and the Nasdaq, or equity returns under an inverted yield curve).
- General Investment Assistant Chat
- Ask questions drawing on hundreds of investment books and CFA curriculum materials. Benjamin AI aims to outperform generalized AI tools like OpenAI or Perplexity in providing financial insights.
- Real-Time Search and News Analysis
- Get up-to-date market insights, including news links and analyses of recent events (e.g., "What is happening with the bond market today?").
- Stock Screening
- Discover opportunities tailored to your criteria with Benjamin AI's intuitive stock screener using natural language. Filter thousands of stocks with over hundred fundamentals saving you hours of manual research.
Who are the typical clients we are focused on?
Benjamin AI caters to a broad spectrum of financial service participants, including:
- Individual Investors
- Registered Investment Advisors (RIAs)
- Institutional Investors
Our platform is built to address the needs of registered investment advisors and enterprise-level financial institutions.
What types of analyses can I perform with Benjamin AI?
Technical Analysis & Backtesting
Q: Can I use Benjamin AI to test trading strategies?
A: Yes, Benjamin AI supports backtesting strategies like moving average crossovers or equal-weight portfolios for stocks, ETFs, or thematic investments (e.g., AI stocks) over periods like 10 years, with comparisons to benchmarks like the S&P 500.
Q: How does Benjamin AI handle technical stock analysis?
A: Benjamin AI analyzes stocks like Tesla or NVIDIA using technical indicators (e.g., moving averages, RSI) and real-time data, and can compare metrics like YTD maximum drawdown for stocks like META, Apple, Google, NVIDIA, Tesla, and Bitcoin.
Fundamental Analysis & Stock Selection
Q: Can Benjamin AI assist with picking stocks?
A: Yes, Benjamin AI provides advanced fundamental analysis tips and identifies stocks based on criteria like revenue over $10B and 10% growth, sorted by metrics like P/E ratio, to support informed stock selection.
Q: How does Benjamin AI evaluate company performance?
A: Benjamin AI delivers real-time insights into companies like NVIDIA, combining financial metrics and market trends to help investors make data-driven decisions.
Portfolio & Asset Allocation Analysis
Q: Can Benjamin AI analyze portfolio strategies?
A: Yes, Benjamin AI evaluates portfolio strategies, such as a 60/40 stock-bond allocation or a cross-asset portfolio (e.g., S&P 500, oil, copper, gold, US Treasuries via ETFs), using techniques like hierarchical risk parity with objectives like maximizing Sharpe ratio or minimizing risk since 2015.
Q: Does Benjamin AI include alternative assets like Bitcoin?
A: Yes, Benjamin AI can backtest portfolios with assets like Bitcoin, comparing traditional allocations (e.g., 60/40) to ones including Bitcoin (e.g., 60% equities, 35% bonds, 5% Bitcoin) over periods like 8 years.
Macro & Factor Analysis
Q: Can Benjamin AI analyze economic trends?
A: Yes, Benjamin AI provides historical analysis of macroeconomic factors like US interest rates since 1990 and current trends to contextualize market impacts.
Q: How does Benjamin AI evaluate investment factors?
A: Benjamin AI assesses factor strategies (e.g., Value, Quality, Momentum, Size, Low Volatility) using ETFs since 2015, providing performance metrics like returns and risk for each factor.
Q: Can Benjamin AI explore economic and market relationships?
A: Yes, Benjamin AI conducts statistical analyses, such as comparing year-over-year inflation changes to Nasdaq performance over 50 years, to uncover economic-market connections.
Thematic Investing
Q: Can I explore thematic investments with Benjamin AI?
A: Yes, Benjamin AI creates and backtests portfolios for themes like AI-focused stocks over periods like 10 years, helping investors capitalize on high-growth sectors.
How do you prevent Benjamin AI from hallucinating?
Instead of dumping massive amounts of raw numbers into the AI, we feed Benjamin AI's only the summaries or resampled data it needs.
For backtesting, all of this is handled by real data and customized strategy development code from developers who have over 30 years total combined experience as Quants on Wall Street at top Hedge Funds and Banks. This way we have more control and can ensure reliability.
Does Benjamin AI provide real-time market data and news?
Yes. Through our real-time search feature, Benjamin AI aggregates and analyzes the latest market data, news articles, and financial reports. This ensures you have timely insights into unfolding market events and can adapt your strategies based on current information.
Benjamin AIAI-powered investment assistant that helps professionals and individuals make smarter, faster financial decisions.