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AI-Powered Research Platform

Market Neutral Portfolio Intelligence

An institutional-grade AI research platform demonstrating market-neutral portfolio construction through multi-agent analysis. Weekly rebalanced. Beta near zero.

5
AI Agents
~0
Target Beta
Weekly
Rebalance
100
Nasdaq Stocks
Simulated Performance
IOOX Strategy vs Nasdaq-100 (QQQ)
Strategy
QQQ
Simulated results for research & educational purposes only. Not indicative of future performance. Not investment advice.

What the System Does

A research platform demonstrating how multiple AI agents can collaborate to construct and maintain a market-neutral portfolio.

AI-Driven Analysis

Multiple independent AI agents analyze Nasdaq-100 stocks using fundamentals, technicals, and sentiment data.

Long/Short Balance

10 long and 10 short positions are selected weekly, creating balanced exposure with reduced directional risk.

Market Neutrality

Portfolio beta is continuously monitored and maintained near zero to minimize exposure to broad market movements.

Risk Control

Regime detection and exposure limits help manage drawdown risk during volatile market conditions.

How the AI Architecture Works

A structured five-step process from market analysis to portfolio construction, fully automated and auditable.

1

Regime Detection

AI evaluates macro conditions, volatility, and sentiment to identify the current market environment.

2

Stock Analysis

Four independent agents analyze all Nasdaq-100 stocks and propose long/short candidates.

3

AI Debate

A meta-AI facilitates structured debate to reconcile disagreements and optimize selections.

4

Construction

Positions are sized to maintain beta near zero with sector-balanced exposure.

5

Rebalance

Weekly updates reflect new data and regime shifts. All decisions are logged.

DATA INGESTION Market & Macro Intelligence Macroeconomic signals Volatility regime (VIX) Global risk sentiment Cross-asset correlations Nasdaq-100 Stock Universe Price & volume dynamics Technical momentum Fundamental metrics Earnings & sentiment PARALLEL INTELLIGENCE G GPT-4 OpenAI ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 73% C Claude Anthropic ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 85% X Grok xAI ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 80% G Gemini Google ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 70% CONSENSUS MECHANISM SIGNAL AGGREGATION GPT-4 Claude Grok Gemini Agreement threshold: 80% DISAGREEMENT PROTOCOL AI debate round PORTFOLIO OUTPUT Weekly Rebalanced Portfolio LONG POSITIONS 10 Stocks TARGET β≈0 SHORT POSITIONS 10 Stocks DATA INGESTION Market & Macro Intelligence Macroeconomic signals Volatility regime (VIX) Global risk sentiment Cross-asset correlations Nasdaq-100 Stock Universe Price & volume dynamics Technical momentum Fundamental metrics Earnings & sentiment PARALLEL INTELLIGENCE G GPT-4 OpenAI ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 73% C Claude Anthropic ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 85% X Grok xAI ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 80% G Gemini Google ANALYSIS OUTPUT 10 Long Signals 10 Short Signals Conviction: 70% CONSENSUS MECHANISM SIGNAL AGGREGATION GPT-4 Claude Grok Gemini Agreement threshold: 80% DISAGREEMENT PROTOCOL AI debate round PORTFOLIO OUTPUT Weekly Rebalanced Portfolio LONG POSITIONS 10 Stocks TARGET β≈0 SHORT POSITIONS 10 Stocks

Portfolio Construction Logic

Rigorous quantitative methodology designed for institutional research and analysis.

Weekly Long/Short Baskets

Each week, the system generates 10 long and 10 short positions with detailed rationale, conviction scores, and risk metrics. Full transparency into the selection process.

Beta Neutralization

Position weights are calibrated to achieve portfolio beta close to zero. Continuous monitoring ensures the portfolio remains market-neutral across market conditions.

Drawdown Management

Regime-aware exposure limits help protect against excessive drawdowns. Position sizing responds to volatility and correlation shifts in real-time.

What This Is & What It Isn't

Clear boundaries and full transparency. Understanding our scope builds trust.

What This Is

  • An AI-driven analytical framework for institutional market research
  • A model portfolio simulation for educational and research purposes
  • A demonstration of market-neutral portfolio construction methodology
  • A transparent system with complete audit trails for every decision
  • Designed exclusively for qualified institutional professionals

What This Is Not

  • Investment advice or personalized recommendations
  • A solicitation of public savings or retail offering
  • A signal-selling or copy-trading service
  • A regulated financial product or service
  • Suitable for retail investors or the general public

Frequently Asked Questions

Common questions from institutional research teams and qualified professionals.

What is a market-neutral strategy?

A market-neutral strategy aims to generate returns regardless of market direction by balancing long and short positions. The goal is to maintain a beta close to zero, meaning the portfolio's performance is less correlated with overall market movements, potentially reducing systematic risk.

How are stocks selected for the portfolio?

Four independent AI agents analyze all Nasdaq-100 stocks using fundamental data (earnings, growth, margins), technical indicators (momentum, trend, volatility), and sentiment signals. Each agent proposes 10 long and 10 short candidates. A meta-AI consensus mechanism resolves disagreements based on conviction levels.

How often is the portfolio rebalanced?

The portfolio is rebalanced weekly to reflect new market data, earnings announcements, and shifts in market regime. Each rebalance decision is logged with full rationale, enabling complete auditability and research transparency.

Can I execute trades based on this research?

No. This is a research and educational simulation only. The platform does not provide investment advice, trading signals, or recommendations. Qualified institutional users should conduct their own due diligence before making any investment decisions.

What data sources are used?

The AI agents analyze publicly available market data including price history, fundamental metrics, earnings reports, analyst estimates, and aggregated sentiment indicators. Specific data transformations, weightings, and proprietary methodologies are not publicly disclosed.

How do I get access to detailed portfolio data?

Full portfolio constituents, historical performance analytics, and detailed AI reasoning are available to approved institutional users. Submit an access request through the contact form and our team will review your application.

Request Institutional Access

Access the complete research platform including portfolio details, historical performance, AI reasoning logs, and methodology documentation. Available to qualified institutional professionals only.

We do not provide advice or signals. Demo access is granted at our discretion.