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

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:

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

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.

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.

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 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.

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.

1. They had a limit of 20 requests they could send to the AI in total.
2. They could not use any of the advanced models

Today, I decided to change this.

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.