Professional advisors have surely tools to collect this information, but what about individual investors?
Investing is a hard job and it is also alone. True, there are communities, but we do not really know how trustworthy people are. What if technology would help us create another kind of community? One in which we could know, through algorithms and AI, what kind of assets are buying investors with a similar profile like us?
T-Advisor (www.mytadvisor.com) has done it again. The robo advisor for smart self-directed investors has developed new tools based on AI and machine learning to provide qualified data for its users. The new T-Advisor lite interface focuses its design in usability. We are aware that T-Advisor is a great machine, but sometimes is complex. That is why we have carefully listened to users’ demands and create a two-level interface: lite and full.
T-Advisor lite shows the main information of your portfolios with a clear chart of its evolution in different terms. We have learnt from our users that this is the most useful point. They also like the whole set of tools, but they were asking for such an interface to point to their performance. But T-Advisor lite interface has also another relevant evolution: below every portfolio interface and charting, you can find several modules with information about other assets in which other people, that invest in the same stocks or funds as you, are also investing. This is the result of the application of artificial intelligence, algorithms and machine learning.
This development will help our more than 35,000 users find new ideas regarding their investments in different periods. Of course, this information is just the result of crossing and filtering the portfolios of the whole community, but privacy is guaranteed. Moreover, these ideas should be taken into account only if the personal analysis of everyone provides as a result that they match with their financial strategy.
T-Advisor is a software solution developed by TechRules (www.techrules.com), the Spanish leading software developer for the financial industry. After 20 years, TechRules has a full line of trustworthy products and services for professionals that have been adapted for individual investors. T-Advisor has become in the last 6 years a reference for a wide financial community interested in taking well-informed investment decisions with the best tools. The current step forward has to do not only with usability, but also with the cutting-edge technology. Our last developments in machine learning will ease getting new ideas about the assets that are moving the financial community.