7 pointsby jaredzhao5 hours ago4 comments
  • Folioshift3 hours ago
    Very impressive, intuitive, and easy to use. Any plans to add a feature for portfolio management and analysis from a management perspective ?
    • jaredzhao2 hours ago
      Thanks! Yea we're planning to add portfolio integrations soon. Fund managers can definitely use Athenic to evaluate investments for clients.
  • softwarewright4 hours ago
    nice UI, analysis took a while, but results looked very good.

    feedback: different users have very different goals, risk tolerance, knowledge, experience. I would wrap this with very focused UIs for different audiences. Many people want growth, some are risk-adverse, some are income oriented (for example)

    The analysis output could be customized for the user based on a brief interview about where they are in their investment journey and what their goals are. Without this, the analysis is very general (which if fine for experienced users).

    • jaredzhao4 hours ago
      Appreciate the feedback! we're looking to add more customization with portfolio integration in the future but as far as the analysis being general, have you tried asking for the different perspectives? It might be just answering from the data, so the output looks more generic than one might want.
      • softwarewright3 hours ago
        I picked an ETF so there may have been less analysis (no business to analyze). I will look again for "perspectives"
        • jaredzhao3 hours ago
          Ah yeah that would do it. Individual tickers are where you could get the most insight since you can compare them to peers and there's more context for the AI to connect to price fluctuations. and, as you said, a business to valuate.
  • rickyy-ho5 hours ago
    Would love to get the community's feedback!