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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: lizgdal ✶☼  😊 😞
Number: of 6243 
Subject: Re: MI development of an AI agent
Date: 09/27/26 4:30 PM
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No. of Recommendations: 12
I looked at some current AI systems, and the P123 AI process was closest to what I might use:
1. Create universe. Select target. Add features. ...
4. Evaluate hundreds of models.
5. Create predictors.

This is not a LLM, but is multiple regression using AI methods. The community could contribute: universes, features, models, and criteria for benchmarks. Backtesting could be done with either P123 or GTR1.

An alternate path would be to collect academic papers and train a LLM.

=== current AI systems ===

Deepvue AI: Uses natural language prompts to combine fundamental metrics (like EPS or sales growth) and technical criteria into custom screens. About $500/year, but no backtesting. What themes are hot right now? deepvue.com - Stock market theme tracker

YCharts (Y Agent): Features an assistant that builds interactive financial screens, visual tables, and charts based on company SEC filings and fundamentals. Screen for S&P 500 stocks with a P/E under 20 and revenue growth over 10%.

Horizon.Trade: A purpose-built "agentic trading" platform where you describe a macro or fundamental strategy in plain English. The agent translates your text into a strategy, backtests it against historical data, and gives you a clear performance profile without requiring you to code. About $1000/year for 10-year backtests.

TrendSpider (Sidekick AI): TrendSpider's Sidekick AI agent acts as an on-demand quant analyst. It can simultaneously read corporate filings, build scanners, and process fundamental-to-technical backtests via natural language.

Trade Ideas (Holly AI): Holly runs millions of backtests every night across the entire US equity universe — scanning thousands of stocks, identifying high-probability setups, and generating entry and exit signals with specific stop-loss and profit targets by the time markets open.

Machine learning workflows define which phases are implemented during a machine learning project. The typical phases include data collection, data pre-processing, model training and refinement, evaluation, and deployment to production. Check out the AI Factor User Guide for how Portfolio123 implements these steps.
portfolio123.customerly.help - AI workflow

=== links ===
AI Hedge Fund Stock Screening Agent
v7labs.com - AI hedge fund stock screening agent

16 Best AI for Stock Market Analysis and Trading in 2026 (Ranked by Use Case)
assistents.ai - Best AI for stock market analysis and trading

Community intelligence? The other focus is to create RAG data of examples and Q/A. It's very time consuming for us, and not diverse enough. It might be worth setting up an easy way for anyone to contribute Q/A, and examples.
community.portfolio123.com - Say hello to alphanaut our new AI agent

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Members reply directly to lizgdal here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,224 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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