I have successfully made financial research
and automation accessible
For decades, Wall Street dominated American
markets.
They had access to brokers, data, and technology
that the average retail investor couldn’t dream
of.
The playing field was unfair. While retail
investors had only foam bats and broken gloves,
Wall Street was equipped with high-tech bats and
bulletproof gloves. Then we were told to play
the same game.
Robinhood began to level the playing field by
introducing commission-free trading, making it
possible for anyone with a smartphone to enter
the trading arena. However, the gap in access to
critical market data and powerful trading tools
remained wide.
This is where my platform steps in. After over
three years of dedicated development, I am
thrilled to announce the launch of new features
on my financial research and automation platform
— representing the most significant leap in
financial market accessibility since Robinhood’s
debut.
Let’s talk about these innovations.
Giving retail investors access to advanced AI
tools
With billionaire CEOs like Mark Zuckerberg and
Jensen Huang lamenting about the power of AI,
its no secret that Wall Street has been using it
too.
However, for the first time ever, this
technology is broadly available to retail
investors.
Artificial intelligence can help with investing
in the following ways.
-
Helping you create fully automated investing
rules
-
Assisting in performing detailed fundamental
analysis
-
Allowing investors to easily find new
investment opportunities
Allow me to discuss each way briefly.
Creating fully automated investing rules
Creating trading strategies using natural
language
One of the biggest innovations that language
models allowed is the ability to create and test
different investing strategies using natural
language.
For the first time ever, a non-technical person
can explain their trading strategies in ordinary
English, and instantly get an idea of how
effective that trading strategy is.
For example, I told the model “Let’s create a
higher high, lower low strategy”, and it asked
me follow-up questions to help it understand
what I meant by that. Afterwards, I said “Look
at the rate of change of SPY’s high price and
the rate of change of SPY’s low price”.
After engaging in an interactive conversation
with the AI model, it helped me
create the following trading strategy:
Seeing how good the strategies are
instantly
This is extremely useful, and no other platform
offers anything close in functionality. However,
NexusTrade can do more than just help with
creating and testing strategies. Another
powerful thing it can do is help with financial
analysis.
Detailed Fundamental Analysis
Analyzing a watchlist my uploading it as
an “Attachment” (clicking the 3 vertical
dots)
In addition to helping investors test out
different automated trading rules, artificial
intelligence enables investors learn about
fundamentals.
Fundamentals are metrics that determine how
healthy a business is. They are numbers like
revenue, income, debt, and profit margin, and
they help us determine if a company has
impressive or lackluster financial performance.
However, with all of these metrics meaning
different things to different people, it’s hard
to figure out of a stock (or group of stocks) is
strong fundamentally.
That’s where AI comes in.
With AI, I don’t have to search each and every
individual company on Google and look at their
financial statements – AI will do all of the
work for us.
So for example, I could tell it to “Analyze the
Stocks in my watchlist” and attach the watchlist
to a message. After a few seconds, the model
will respond with a detailed evaluation for each
and every stock in it.
The results of analyzing my
watchlist
It works by taking all of these fundamental
metrics, analyzing them, and developing a list
of pros and cons. From there, this evaluation
can help us determine whether a company is
fundamentally strong or not.
This helps you learn about financial analysis,
and enables you to pick stocks that are strong
for the long-term.
However, analyzing stocks is not just about
identifying individual winners, but about
building a resilient portfolio that can
withstand market fluctuations and deliver
long-term growth.
AI can help us to do this too, by enabling us to
find new stocks in an easy and novel way.
A Novel Way of Finding New Stocks Based on Data
In addition to performing financial analysis of
known stocks, you can use also AI to find new
ones.
It works by using the model to generate advanced
queries, which allows us to comb through
millions of datapoints within minutes. This
gives us the ability to find new investment
opportunities in a way that traditional stock
screeners cannot.
For example, I can say something like:
What bio stocks have been a 4+ for at least 3
years and have increased their EPS every year
for the last 3 years?
And the model will output a list of stocks that
conform to my query.
Finding fundamentally strong
biology-related stocks
With all of these features, combined with my
recent updates, I’ve accomplished my goal of
making algorithmic trading more accessible to
all investors.
My updates are as follows.
Increasing Accessibility to Financial Research
and Algorithmic Trading to Everybody
Recently, I’ve launched 3 new features that will
make NexusTrade’s artificial intelligence more
broadly available to everybody. These features
are:
-
Introducing more models
-
Restructuring the chat request limitations
-
Giving non-paying users more access to the AI
chat
Introducing 3 new large language models
The list of models available in NexusTrade
The first thing I did was introduce 3 new
language model options into NexusTrade. These
options are balanced between budget-friendly
faster options for basic analysis, to more
powerful reasoning models.
The 3 new models are:
-
Gemini Flash –
an extremely inexpensive, lightning fast model
from Google
-
Gemini Pro — a
more powerful model capable of more advanced
reasoning. Also from Google
-
Claude 3.5 Haiku
– the most recent model from Anthropic. More
budget-friendly than Sonnet, but still highly
capable
After introducing these models, I had a problem.
Limiting the usage of these models became
extremely difficult.
Previously, I had two tiers: Basic Models and
Advanced Models. Free users could only use the
basic models, and they had a strict limit on how
many messages they could send on their account.
This made integrating the new models tough.
Gemini Flash is 2x less expensive than GPT-4o
mini, and Gemini Pro is 5x more expensive. But,
it’s not quite as capable as Claude 3.5 Sonnet,
so designating it as an “advanced” model seemed
unfair.
That’s why I restructured how the chat works in
NexusTrade.
Restructuring how AI chat limitations work in
NexusTrade
In order to give users access to models more
fairly, I had to completely re-structure how
these limitations worked.
Instead of having a “basic” set of models and an
“advanced” set of models, I instead gave each
model a cost. Then, any user can use any model
as long as they haven’t reached their daily
limit.
This change in structure had many benefits. For
one, it allowed users to use more basic models
for more basic questions and more advanced
models for questions that demanded more
reasoning.
It also allowed me to integrate new models more
seamlessly, by allowing me to explicitly set the
relative cost of the model.
For example, now users have potentially double
the requests they can send to the AI due to the
new Gemini model, which is more than capable of
answering basic financial analysis questions.
Asking the AI the probability Apple was green
over the past two weeks
They can also be more environmentally-conscious,
using moderately advanced models like Gemini
Pro, GPT-4o, and Claude 3.5 Haiku when their
use-case demands it.
This alone improves accessibility to financial
research and algorithmic trading. Users have the
ability to use different types of AI models
depending on their specific use case.
However, I wasn’t done. I wanted to take this
one step further by making these advanced tools
accessible to people who might otherwise not
have them.
Giving non-paying users more access to the AI
chat
Before today, all non-paying users were heavily
restricted in the NexusTrade platform.
-
They had a limit of 20 requests they could
send to the AI
in total.
-
They could not use any of the advanced models
Today, I decided to change this.
Non-paying users get a daily limit for their
AI chat
As of today, I made the decision to give
non-paying NexusTrade users a daily limit for
the AI chat!
This update will give retail investors access to
advanced tools that they normally wouldn’t have.
I’m still experimenting with the amount, but I’m
starting with
10 messages per day
for the following reasons:
-
Assuming they switch to Gemini Flash (which
costs 0.5 message tokens), they can send 20
messages per day. This was previously the
total message limit they could send in the
chat
-
With 10 messages, non-paying users can still
try out some of the more advanced reasoning
models like Gemini Pro and Claude 3.5 Haiku
-
I wanted to give enough messages per day so
that users would want to come back to use it
again tomorrow
-
Yet, I still needed to balance the costs of
supporting 10,000+ traders and investors
This change radically transforms the NexusTrade
platform. It’s now more affordable for
everybody, and now is the most accessible
AI-Powered financial research platform
available. I’m very excited for this launch!
Concluding Thoughts
The playing field for the stock market has been
unbalanced for decades. AI has made it more
accessible.
Today, I took great strides in improving
accessibility for everybody. I launched 3 new
models with different trade-offs between speed
and affordability.
I also refactored the NexusTrade platform,
redesigning the AI to give access to everybody,
including the more advanced reasoning models, to
retail investors.
With this improvement in accessibility, it’s
time for the tech-savvy investors to usher in a
new era for investment strategies. It’s time to
incorporate AI into your process.
Or, get left behind. The choice is yours.
