What is Generated Assets?
Generated Assets is an AI-powered tool designed for creating personalized, tax-optimized investment portfolios through a unique asset evaluation process. Users can generate investable indices by inputting specific themes or criteria, allowing for tailored investment strategies in stocks, crypto, ETFs, and more.
The platform features advanced screening capabilities, including a bond screener and a margin rate comparison calculator, enhancing user decision-making. Investors can backtest their generated portfolios against benchmarks like the S&P 500® to examine historical performance.
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Generated Assets's key features
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Personalized portfolio creation
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Investable indices generation
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Advanced screening capabilities
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Portfolio backtesting against benchmarks
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Direct indexing and customizable options
Generated Assets use cases
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Create personalized investment portfolios optimized for tax efficiency by inputting specific themes or criteria into Generated Assets, enabling users to tailor their strategies for stocks, crypto, ETFs, and more
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Utilize advanced screening capabilities, such as the bond screener and margin rate comparison calculator, to make informed decisions and enhance investment strategies through detailed analysis
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Backtest generated portfolios against benchmarks like the S&P 500® to evaluate historical performance, ensuring that users can make data-driven adjustments to their investment strategies based on reliable insights
Who is it for?
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Portfolio investors
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Tax strategists
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Quantitative analysts
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Index benchmarkers
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Financial advisors