financial_ai

The Financial AI is an intuitive platform for multi-strategy/asset portfolio modeling with built-in proprietary fundamentals forecasts and a GenAI interface

[financial_ai @_FinancialAI]

We tested a monthly momentum strategy on the S&P 500, buying the top 10 performers each month and weighting them equally. The backtest generated a 142.8% total return, 34.7% CAGR, and 0.93 Sharpe ratio.

#FinancialAI #MomentumInvesting #SP500 #Backtesting #QuantitativeInvesting

[financial_ai @_FinancialAI]

Covered calls can generate extra income from stocks you already own.

We tested a systematic PLTR covered call strategy: sell a 30-day ATM call only when PLTR is within 10% of its 52-week high.

#FinancialAI #OptionsTrading #PLTR #CoveredCalls #Backtesting #QuantitativeInvesting

[financial_ai @_FinancialAI]

Financial AI® turns massive amounts of data into actionable signals—powering strategies across event-driven, long/short, and macro approaches.

See a snapshot of price movements following earnings reports last week.

#financialAI #earnings #fundamentals #forecasts #consensus

[financial_ai @_FinancialAI]

Financial AI® predicts headline inflation of 3.44% YoY (+/- 0.13%) and core inflation of 2.43% YoY (+/- 0.12%) for April 2026.

Leveraging our high-frequency data, we also model individual components of CPI. Discover more on our website.

#cpi #inflation #macro #financialAI

[financial_ai @_FinancialAI]

We backtested a weekly SPY iron condor from Jul. 2023–Jul. 2026, entering only when SPY was above its 50-day moving average. The strategy returned 5.5%, with 4.1% max drawdown, 4.5% annualized volatility, and 64.9% profitable days.

#FinancialAI #OptionsTrading #SPY

[financial_ai @_FinancialAI]

In this conversation on the Momentum Podcast, Pouya Taaghol, PhD, shares why Financial AI® takes a connected economy approach to forecasting.

Not only does Financial AI® leverage more than 1K datasets to forecast company fundamentals, our AI automatically discovers relationships across suppliers, customers, competitors, partners, macroeconomic indicators, and commodities.

The result is a scalable forecasting platform covering more than 1,400 public companies every quarter, achieving nearly 90% precision on high-confidence revenue beat predictions.

#FinancialAI #AlternativeData #Forecasts #Fundamentals #Investing #Earnings #Equities

[financial_ai @_FinancialAI]

Our proprietary models make sense of big data fundamentally, powering strategies across event-driven, long/short, and macro approaches.

See a snapshot of price movements based on our forecasts for companies reporting earnings last week:

#financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

[financial_ai @_FinancialAI]

Can a simple volatility filter improve an options income strategy?

We backtested a monthly at-the-money SPY short straddle from March 2024 through March 2026, entering only when the VIX closed above 20.

The strategy produced a 0.61 Sharpe ratio, 9.9% maximum drawdown, 12.1% annualized volatility, and profitable returns on 57% of trading days.

The results show how elevated implied volatility can create more attractive conditions for systematically harvesting option premium.

#FinancialAI #OptionsTrading #SPY #VIX #Backtesting #QuantitativeInvesting #SystematicTrading

[financial_ai @_FinancialAI]

On the latest episode of the Momentum Podcast, our CEO, Pouya Taaghol, PhD, discusses how the technology powering a systematic asset manager is now available through Financial AI®.

With Financial AI®, investors can simply describe an idea—from macro strategies like buy Japanese equities when the dollar weakens to fundamental strategies like buy the top 5 S&P 500 companies by revenue growth with forecasted earnings beats.

Our platform automatically builds the strategy across equities, ETFs, options, and crypto, runs the backtest, and returns institutional-grade performance metrics in minutes—all without writing a single line of code.

#FinancialAI #Backtesting #QuantitativeInvesting #SystematicInvesting #Investing #PortfolioManagement

[financial_ai @_FinancialAI]

Is operating profitability a more effective signal than top-line growth?

Using the S&P 500 as our universe, we built two rules-based portfolios that selected the top 10 companies each quarter trading above their 200-day moving average. The only difference? One ranked stocks by year-over-year revenue growth, while the other ranked by year-over-year EBITDA growth.

The results were compelling. Replacing revenue growth with EBITDA growth increased CAGR from 25.4% to 31.4%, improved the Sharpe ratio from 0.97 to 1.13, and reduced maximum drawdown from 27.2% to 25.4%.

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Read the full article here: https://t.co/ngmBb6ycet

Discover more on: https://t.co/dBAUePYOUU

#FinancialAI #Investing #Quant #FactorInvesting #Backtesting #SystematicInvesting #AlgorithmicTrading #Momentum #SP500 #StockMarket

[financial_ai @_FinancialAI]

On the Momentum Podcast, our CEO, Pouya Taaghol, PhD, explains why investors shouldn't view Financial AI® earnings forecasts as a tool for trading a single quarterly print.

Financial AI® goes far beyond forecasting individual companies. Our forecasts can be aggregated from the company level to industries, sectors, indexes, and even the broader economy.

For example, when aggregating forward-looking S&P 500 company fundamentals, they mapped remarkably closely to the performance of the S&P 500 Index itself, demonstrating how company fundamentals are reflected in the market.

#FinancialAI #Forecasts #Fundamentals #Earnings #Investing #Equities

[financial_ai @_FinancialAI]

Can a simple technical filter improve a fundamentally driven investment strategy?

We put it to the test.

Starting with the S&P 500, we ranked companies by year-over-year revenue growth each quarter and selected the top 10. We then enhanced the strategy by adding a simple technical filter: requiring each stock to trade above its 200-day moving average.

The results were compelling:

📊 CAGR: 13.2% → 27.0%

📉 Max Drawdown: 31.9% → 21.4%

⚖️ Volatility: 28.2% → 24.2%

🎯 Sharpe Ratio: 0.51 → 1.03

The takeaway? Strong fundamentals identify attractive businesses, while technical trend confirmation can help improve timing and filter out companies with weakening price action.

Using Financial AI®, investors can build, backtest, and refine strategies like this in minutes through a no-code interface by combining fundamental, technical, macroeconomic, and proprietary forecast indicators.

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Read the full article here: https://t.co/hFj17u1LcF

Discover more on: https://t.co/dBAUePZmKs

#FinancialAI #Investing #Quant #FactorInvesting #Backtesting #SystematicInvesting #GrowthInvesting #Momentum

[financial_ai @_FinancialAI]

Our Financial AI® forecasts a consolidated year-over-year revenue growth of 12.1% (+/- 1.8%) for S&P 500 companies in the second quarter of 2026.
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Read the full article here: https://t.co/va9SQt4F9V

Discover more on: https://t.co/dBAUePYOUU

#financialAI #earnings #fundamentals #forecasts #wallstreet #investors #bigdatafed

[financial_ai @_FinancialAI]

Our financial AI® machines predict headline inflation to be 4.18% YoY (+/- 0.12%) and core inflation to be 2.85% YoY (+/- 0.10%) for June 2026.

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Read the full article here: https://t.co/MDyByUaTjZ

Discover more on: https://t.co/dBAUePZmKs

#cpi #inflation #macro #economy #financialAI #bigdatafed

[financial_ai @_FinancialAI]

For 1Q26, our revenue forecasts exhibited an average absolute percent error of 3.4%, outperforming the analysts’ consensus, which registered an error rate of 4.4%. Furthermore, our algorithms displayed remarkable precision in forecasting revenue beats (83.7%).
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Read the full article here: https://t.co/6zS6nd4KdB

Discover more on: https://t.co/dBAUePZmKs

#earnings #fundamentals #forecasts #financialAI #wallstreet #bigdatafed

[financial_ai @_FinancialAI]

Our financial AI® machines predict headline inflation to be 4.10% YoY (+/- 0.11%) and core inflation to be 2.84% YoY (+/- 0.10%) for May 2026.

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Read the full article here: https://t.co/f6GoXOEdoG

Discover more on: https://t.co/dBAUePZmKs

#cpi #inflation #macro #economy #financialAI #bigdatafed

[financial_ai @_FinancialAI]

🚨 Join Financial AI®’s 2026 Forecasts: Semis & Components Webinar

We'll break down how hyperscaler AI investment is flowing through the ecosystem and what it means for:

•Demand across the semiconductor stack
•Margins, capital intensity, and valuation dynamics
•Second- and third-order AI beneficiaries
•Emerging bottlenecks vs. areas of potential overbuild
•Long-term winners in global AI adoption

We’ll move beyond the headlines and focus on where the numbers are actually pointing.

Register here: https://t.co/MkV2mhj3T6

#financialAI #AI #semiconductors

[financial_ai @_FinancialAI]

Our proprietary models make sense of big data fundamentally, powering strategies across event-driven, long/short, and macro approaches.

See a snapshot of price movements based on our forecasts for companies reporting earnings last week:

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Read the full article here: https://t.co/rUdwXIeTES

Discover more on: https://t.co/dBAUePZmKs

#financialAI #earnings #fundamentals #forecasts #consensus #analysts #bigdatafed

[financial_ai @_FinancialAI]

Our financial AI® machines predict headline inflation to be 3.55% YoY (+/- 0.10%) and core inflation to be 2.57% YoY (+/- 0.09%) for April 2026.

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Read the full article here: https://t.co/YGDj5cKlwg

Discover more on: https://t.co/dBAUePZmKs

#cpi #inflation #macro #economy #financialAI #bigdatafed

[financial_ai @_FinancialAI]

Financial AI now live on your @Bloomberg terminal.

See below for how 👇