Frequently Asked Questions

BenjaminAI's mission is to democratize professional-grade investment insights and tools, empowering investors of all levels to make data-driven, informed decisions. We aim to streamline research, portfolio construction, and strategy backtesting by offering an intuitive AI-powered platform that combines cutting-edge technology with deep financial expertise. We deliver value in three core areas:

1. Freeing Up Analysts/Advisors' Time—We streamline tedious research tasks and automate routine analytics, enabling analysts and advisors to devote more energy to client relationships, high-level strategy, and refining their investment theses.
2. Democratizing Data Access—From traditional equity and bond markets to private assets and cryptocurrencies, BenjaminAI ensures comprehensive market coverage. We further enrich insights with alternative data so every investor—whether individual or institutional—can make informed, data-driven decisions.
3. Driving Alpha—By integrating novel data sources, implementing robust methodologies, and facilitating innovative idea generation, BenjaminAI helps users discover new opportunities, refine strategies, and ultimately generate better strategies.

BenjaminAI provides a range of features designed to help you research, analyze, and optimize investment strategies:

1. "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.
2. "Portfolio Optimization"
   • Optimize portfolios using approaches like mean-variance optimization or hierarchical risk parity to balance risk and returns effectively.
3. 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.
4. 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).
5. General Investment Assistant Chat
   • Ask questions drawing on hundreds of investment books and CFA curriculum materials. BenjaminAI aims to outperform generalized AI tools like OpenAI or Perplexity in providing financial insights.
6. 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?").

BenjaminAI caters to a broad spectrum of financial service participants, including:

• Registered Investment Advisors (RIAs)
• Asset Managers
• Hedge Funds

Our platform is built to address the needs of registered investment advisors and enterprise-level financial institutions.

To help you explore BenjaminAI's capabilities, here are some suggested prompts, grouped by theme:

General Research

• Explain the current economic indicators affecting the stock market and their implications.
• Tell me about Nvidia.
• What would Ben Graham say about Nvidia's market valuation?
• Offer advanced tips on fundamental analysis and strategies for stock selection.

Investment Analytics

• Using last 20 years, what were average sector returns when interest rates were high (ie above 4%) versus when they are low (ie less than 4%)
• Provide a historical analysis of US interest rates since 2010 and elaborate on current trends.
• Analyze the impact of year-over-year change in inflation versus the year-over-year change for Nasdaq over the last 10 years by running a statistical analysis.
• Using the last 40 years, give me the annualized average S&P 500 returns when T10Y2Y is greater than zero and when it is less than zero.

Portfolio Construction & Backtesting

• Run a backtest of the 20/200-day EMA crossover strategy on oil commodities since January 2015.
• Optimize a portfolio of Microsoft, NVIDIA, Google, Amazon, and IBM using a hierarchical risk parity model with a Sharpe objective and quarterly rebalancing.
• Create a portfolio of AI-themed stocks and backtest this.

Instead of dumping massive amounts of raw numbers into the AI, we feed BenjaminAI'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.

Yes. Through our real-time search feature, BenjaminAI 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.

Not yet but this is on our roadmap to build this out this quarter and next.