🚀 InvestGPT Feature Overview: Maximizing Your Investment Potential with Kavout’s AI Tools 💡

As we near the end of 2024, we want to showcase the features we’ve launched so far, including both free and Pro options. Our mission is to leverage Generative AI to be your trusted investment assistant and partner, empowering you to make smarter, faster financial decisions.

Key Features at a Glance

InvestGPT simplifies decision-making with a powerful suite of tools covering everything from financial data queries and stock analysis to portfolio management and insider insights. Here’s an overview of what this platform offers:

Data & Insights Access

• Smart Query of Financial Data: Access data on 8,000+ US stocks & ETFs, including 10 years, 20 quarters, and 200+ metrics.
• New Investment Ideas: Discover stock and ETF movers, themed stocks, and screeners for fresh investment ideas.

Stock & ETF Analysis

• Premium Stock Analysis: Get stock ranking, technical scores, sentiment, analyst views, and comparisons.
• AI Stock Pattern & Candlestick Recognition: Identify profitable patterns for technical analysis.
• Technical Ratings: Quick technical sentiment and detailed ratings for US stocks and ETFs.
• Stock Analysis Rank: A 0-100 score on Quality, Value, Growth, and Momentum.

Market Insights & Trends

• Market Lens: Expert insights on market sectors, ETFs, and emerging topics like crypto.
• Social Media Trends (Pro): Track trending stocks on platforms like WallStreetBets.

Portfolio Management

• Portfolio Toolbox (Pro): Tools for building, diagnosing, and screening portfolios.

AI Stock Selection

• AI Stock Picker Consensus Leaderboard (Pro): See top picks from multiple AI strategies.
• 12+ AI-Enhanced Strategies (Pro): Combines expert methods with our proprietary signals for high-potential stock identification.

Charting & Visualization

• Advanced Charting: Interactive charts with 30+ technical indicators and natural language commands.

Insider & SuperInvestor Insights

• Insider & SuperInvestor Transactions (Pro): Track trades by corporate insiders and top investors.
• Congressional Trades (Pro): Monitor trades by US Congress members for unique insights.

Stock Research

• DocuQuest: AI-powered document analysis for quick insights from filings and reports.

Feature Highlights

Explore Kavout InvestGPT’s powerful tools in detail. From discovering stock ideas and analyzing market sentiment to managing portfolios with AI precision, each feature is designed to help you make smarter, faster investment decisions.

1. Decision-Making Based on Analyst Views

InvestGPT provides insights into analyst recommendations and price targets, helping investors make informed decisions. Access consensus ratings, such as “buy,” “hold,” or “sell,” and use them as a foundation for your investment strategy.

Example Questions:

• What is the analyst price target for MSFT stock?
• What are the latest analyst recommendations for AMZN?

2. Sentiment Analysis

Gauge the prevailing market sentiment with insights from analyst opinions, stock performance, and broader trends. Sentiment analysis offers a quick snapshot of whether a stock is viewed favorably or unfavorably.

Example Question:

• What is the sentiment analysis for AAPL stock?

3. Financial Ratios and Factors

InvestGPT’s AI scans key financial ratios like P/E, debt-to-equity, and ROE, essential for assessing a company’s value and potential. These metrics enable precise stock filtering based on financial health and growth potential.

Example Questions:

• What are the PEG ratios for AMZN and BABA?
• How has Visa’s operating margin compared to Mastercard?

4. Comparative and Screening Analysis

Screen stocks by specific criteria like market cap, dividend yield, or sector. Tailor searches to fit unique investment goals or find top performers in specific categories.

Example Screening Requests:

• Find healthcare stocks with a dividend yield > 3% and market cap > 10 billion
• Identify retail stocks with price change over the past quarter > 5%, P/S ratio < 5, and average volume > 500,000

5. AI in Stock Pattern Analysis

Leverage AI-powered pattern recognition for technical analysis. Patterns like the “Bullish Double Bottom” and “V Bottom” can be identified, helping you spot potentially profitable trades with ease.

Example Pattern Searches:

• Stocks with double bottom pattern and price < 15
• Find large cap stocks with V bottom and price > 10

6. AI-Driven Candlestick Pattern Recognition

For candlestick enthusiasts, InvestGPT automatically detects profitable patterns, providing an advantage in trade decision-making. Spot trends like “Head and Shoulders” or “Cup and Handle” with ease.

Example Candlestick Pattern Searches:

• Find tech stocks with Gap Rising
• Mid cap stocks with Doji and price > 10

7. Technical Ratings for US Stocks and ETFs

InvestGPT’s technical ratings feature streamlines technical analysis by providing clear ratings and signals for US stocks and ETFs. This saves time by distilling complex indicators into easy-to-understand scores, helping investors quickly gauge technical sentiment.

Highlights of the Technical Ratings Feature:

• Technical Sentiment Summary: Get a quick summary of bullish or bearish sentiment, based on aggregated indicators.
• One-Click Detailed Analysis: For deeper insights, InvestGPT offers a breakdown of each indicator, allowing informed choices.
• Comprehensive Coverage: Ratings for a wide range of stocks and ETFs.
• Up-to-Date Information: Kavout’s algorithms continuously update ratings to reflect market changes.

Example Technical Searches:

• Get technical analysis for SPY
• Show me the technical analysis for AAPL stock

9. Stock Analysis Rank: A Holistic Stock Score

The Stock Analysis Rank offers a quick assessment of a stock’s potential, ranking it on a scale of 0-100 across four critical areas:

• Quality
• Value
• Growth
• Momentum

A higher score indicates stronger potential, making it easier to evaluate a stock’s standing. This consolidated score is especially useful for comparing stocks quickly and streamlining the decision-making process.

Example Stock Analysis Questions:

• Stock analysis of MSFT
• Stock analysis of AAPL

10. AI Stock Picker Consensus Leaderboard (Pro Feature)

The AI Stock Picker Consensus Leaderboard aggregates the insights of over 12+ AI-driven strategies to highlight stocks with the strongest support from multiple AI analysts. This feature provides a ranked list of stocks by consensus strength, allowing you to gain higher conviction in your picks when multiple AI strategies align.

• Consensus Strength: The more AI strategies that agree on a stock, the stronger the buy signal.
• Switchable Stock Universes: Filter between Large Cap, Mid Cap, S&P 500, Russell 1000, and more.

This tool gives investors a powerful, consensus-driven way to discover top stock picks, enabling a more confident and diversified approach to investing.

11. Social Media Trend Integration: Trending Stocks Insights (Pro Feature)

InvestGPT now tracks social media trends to help you stay ahead of the crowd, integrating insights from some of the most influential online trading communities. This feature allows you to spot emerging trends and assess sentiment early.

• WallStreetBets Trending Stocks: See the hottest stocks generating buzz in the influential WallStreetBets community.
• Broader Social Media Trends: Track trending stocks across platforms like Reddit, Twitter, 4chan, and Stocktwits.

These trend insights enable you to identify early momentum plays, understand retail investor sentiment, and make more informed decisions based on what’s trending in the retail investment space.

12. Track Congress Trades & Associated Insights (Pro Feature)

With the Congress Trades feature, InvestGPT Pro lets you track latest stock transactions made by US Congress members. This feature provides unique insights into the trades and stock holdings of lawmakers, a group whose trading patterns have historically outperformed the market.

• Congressional Stock Transactions: View disclosures of stock trades over $1,000 made by Congress members.
• Buy and Sell Views: Access recent purchase and sale activity among lawmakers.
• Top Congress Holdings: See popular stocks held by both Democrats and Republicans.
• Party-Specific Insights: Analyze how each political party is positioning their investments.
• Integration with Technical Ratings: Combine trading data with Kavout’s proprietary technical signals and rankings.

13. Insider Transactions & SuperInvestor Portfolio Insights (Pro Feature)

InvestGPT Pro now offers an insider’s view into both company executive trades and the portfolios of top-tier SuperInvestors, providing even more tools to inform your investment strategy.

• Latest Insider Transactions: Monitor real-time stock transactions from corporate insiders, allowing you to follow high-level buying and selling activity.
• Most Owned Stocks by SuperInvestors: Identify stocks that are heavily owned by leading SuperInvestors.
• Top Buys & Sells: See which stocks SuperInvestors are adding or trimming from their portfolios.
• Technical Ratings & Stock Ranks Integration: Combine insider and SuperInvestor insights with our proprietary technical ratings and stock rankings to get a well-rounded view.

14. Portfolio Toolbox: Build, Diagnose, and Screen with Precision (Pro Feature)

The Portfolio Toolbox is Kavout’s all-in-one suite designed to help investors construct, manage, and refine portfolios with AI-driven insights.

• Portfolio Builder: Construct customized portfolios from scratch with tailored factor tilting. Emphasize factors like Quality, Value, Momentum, Growth, and Low Volatility to align with your specific investment strategy.
• Portfolio Diagnosis: Upload your existing portfolio or enter a stock list manually to get detailed factor and sector exposure analysis.
• Multi-Factor Screener: Discover new investment opportunities by screening stocks based on five major factors and 60+ sub-factors. This tool enables you to rank stocks and visualize historical returns, empowering you to find top-performing stocks across various metrics.

Pricing: For just $19 for the first month and $49 per month thereafter, Kavout’s Portfolio Toolbox is a valuable addition to any investor’s toolkit, providing unmatched access to advanced tools for smarter portfolio management.

15. DocuQuest: Transforming Investor Due Diligence

Kavout’s DocuQuest tool is designed to simplify the due diligence process for investors and analysts. This innovative tool uses advanced natural language processing and machine learning to extract actionable insights from vast amounts of corporate filings, SEC reports, and press releases. With DocuQuest, investors can save time on research, gaining precise answers to their questions from reliable data sources.

Example Questions:

• “What is Apple’s product revenue distribution in the 2023 10-K?”
• “How is Costco growing its member base and wallet share?”
• “What makes DoorDash’s logistics capabilities unique?”
• “How does Google compete with other adtech providers?”
• “How does Azure’s growth and market share compare with AWS and Google Cloud?”

Key Benefits:

• Time-Saving: Streamline due diligence by extracting detailed insights directly from corporate filings.
• Intuitive Search: Ask targeted questions and receive precise answers based on real data.
• Ideal for Professionals: Used by individual investors, investment firms, and analysts for faster, more efficient research.

🎁 Ready to Take Your Investing to the Next Level?

Don’t miss out on this powerful suite of tools! InvestGPT Pro now gives you the resources to track market sentiment, top congressional picks, insider trades, SuperInvestor portfolios, and much more—all in one place.

👉 Subscribe to InvestGPT Pro Today!

If you’re already a Pro subscriber, simply log in to start exploring these exciting new features!

Thank you for being part of our investing community. Let’s keep making smarter investments together!

Happy investing!
The Kavout Team

BTW: For anyone wanting to dive deeper, they can check out Kavout’s YouTube channel for video guides on key features. These videos make it even easier to get started with InvestGPT’s powerful tools.