User guide: How to run an AI overlay and conduct further analysis
Summary
Create a fast AI overlay using the "Create an AI overlay" page
About
When users create new portfolios, e.g. via "Build new portfolio" or "Upload new portfolio", resulting portfolios are shown on the "My Portfolios" landing page. Within the landing page users can click on the three dots next to these portfolio, and click on "Create AI overlay". The AI overlay integrates the AI signal withing your current portfolio, and is intended to provide a robust estimate into performance that can be added via the AI signal. The AI overlays assumes that the current holdings of the portfolio remain the same, however these holdings are tilted towards the AI signal. Once the AI overlay has run users can further make detailed changes to it using the "Configuration" page.
Sequence of steps
- Navigate to "My Portfolios"
- Locate your chosen portfolio
- Click the three dots next to the portfolio and click "Create AI Overlay"
- Choose the desired strength of the AI (from aggressive, moderate, to conservative)
- Enter your email address to be notified of completion.