Ep 65: AI-Powered Financial Portfolios: How it’s done


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The advancement of artificial intelligence (AI) has revolutionized numerous industries, and the field of finance is no exception. In a recent episode of the "Everyday AI" podcast, host Jordan Wilson explores the intriguing world of AI-powered financial portfolios. The episode delves into the potential of AI agents in helping individuals and businesses effectively manage their investments with real-time insights, data analysis, and personalized recommendations. This article aims to explore the subject matter discussed in the episode and shed light on how AI is transforming the landscape of wealth management.

Harnessing the Power of AI Agents:

One of the key highlights of AI-powered financial portfolios is the ability to engage in conversational interactions with AI agents. These intelligent agents act as digital assistants, allowing users to ask questions, seek advice, and gain insights based on their investment goals and risk appetite. With AI agents, users can obtain a comprehensive understanding of how their portfolio performs under different market conditions and make adjustments accordingly.

Scenarios and Historical Data Analysis:

AI agents can simulate various market scenarios and help users assess the potential risks and rewards associated with different investment strategies. By leveraging vast historical data, AI agents can highlight the impact of events such as interest rate fluctuations, inflation, global crises, and market trends on portfolios. This dynamic and responsive analysis empowers users to make strategic decisions, mitigate risk, and seize opportunities.

Optimizing Portfolios with Ease:

AI agents simplify the process of portfolio optimization by providing intuitive tools for balancing assets. Users can input their desired assets, risk tolerance, and investment goals, and the AI agent will automatically generate optimized portfolio recommendations. By leveraging advanced algorithms and data analysis, AI agents suggest additional investment options, ensuring portfolios are well-diversified and aligned with individual preferences.

The Rise of Conversational AI:

The podcast episode also highlights the broader implications of conversational AI beyond financial portfolios. The integration of AI tools like ChatGPT and Google Bard in various sectors showcases their efficacy in content creation, research, and customer service. The emergence of AI agents as executive assistants and productivity enablers highlights the untapped potential of conversational AI in transforming the way businesses operate.

The Future of AI in Wealth Management:

With the increasing accessibility and ease of use of AI-powered platforms like TriangleAI, individuals and businesses can embrace AI as a powerful tool in wealth management. Harnessing the capabilities of AI agents and leveraging their knowledge and expertise enable users to stay ahead of market trends, make informed investment decisions, and achieve their financial objectives.

What to Expect Next:

Despite the voluntary nature of the agreement, it represents a significant step towards guiding AI development. The podcast host encourages listeners to sign up for their newsletter, providing a valuable resource for staying informed about AI news, updates, and future implications. By remaining informed and engaged, business professionals can navigate the evolving landscape of AI effectively.


This episode offers a compelling insight into the AI-powered revolution taking place in the field of financial portfolios. With AI agents providing personalized insights, scenario testing, and data analysis, individuals and businesses can take greater control of their investments and achieve optimal returns. The integration of conversational AI further enhances the utility of AI agents, making them invaluable assets for decision-makers and industry professionals. As AI continues to evolve and reshape various sectors, embracing its potential in wealth management will undoubtedly yield significant advantages for businesses and individuals alike.

Topics Covered

- Discussion about portfolios and scenarios in AI investment management
- Mention of specialized AI agents for chats, such as TriangleAI
- Introduction to the use of ChatGPT in building AI-powered businesses
- Questioning the impact of AI tools on the financial management industry
- Speculation on the future of individual involvement in portfolio management
- Excitement about using TriangleAI and researching portfolio growth
- Explanation of Product Hunt and its relevance to software launches
- Discussion about the generation of portfolio simulations and their optimization by AI agents
- Highlighting investment advice, risk management, and the scatterplot feature within TriangleAI
- Introduction to the Everyday AI podcast and its goal of helping people utilize AI in their professions
- Emphasis on the importance of accessibility in the AI space, particularly in finance
- Mention of the tool built for companies like Fidelities and financial analysts
- Explanation of how TriangleAI augments work and improves efficiency in wealth management
- Highlighting the conversational aspect of TriangleAI and its time-saving capabilities for balancing portfolios
- Emphasis on meticulous data cleaning, analysis, and customer-centric approach in TriangleAI.

Podcast Transcript

Daily AI news

Jordan Wilson [00:00:18]:

Will we all be using AI to manage our investments one day? That day, could be sooner than we think. So that's one of the things that we're gonna be talking about today on everyday AI. This is your daily livestream podcast and free newsletter. helping everyday people like you and me not just understand what's going on in the world of AI because there's a lot. There's literally so much you can't even keep up with it.

But this show's not even just about helping you keep up, but how we can all actually use it. I think that's gonna be one of the defining moments over the next year is can the everyday person use AI in their job, in their profession, to to keep up and stay ahead. So before we talk about that, and we bring on our guests today to talk AI powered portfolio management, Let's first talk about what's going on in the world of AI news. And just as a reminder, if you are joining us live. Number 1, thank you. Number 2, drop us a question. that that myself and our guests for today can can tackle and answer and answer those questions. Also, if you are listening to this later on the podcast on Spotify or Apple, first of all, thank you. 2nd of all, leave us a rating. But, also, check the show notes because we'll leave links in there to where you can join us in the future every day, 7:30 AM Central Standard Time to take part of this this live discussion.

So let's take a look at a couple pieces of news today. So First, ChatGPT plugins are apparently a security risk. At least that's according to a wired report. So make sure to check about that more in the newsletter today, but I think this is important because so many people now are making ChatGPT plugins a part of their daily routine even myself included, so make sure to check that story out.

Secondly, India's new AI news anchor is now live and reporting the news. So we've talked about this previously on the show and in the newsletter, but kind of some of the first round of feedback is is is in. And The initial reporting is actually pretty positive on people giving feedback on this new AI news anchor. And, also, some people are signaling this might not spell good news for human anchors in the future just because of how well this kind of first experiment in India went.

Our third piece of news, and this isn't all. But OpenAI has quietly shut down its AI detection tool. So I'm sure a lot of people, educators included, are going to be upset about this. So OpenAI did have a kind of detect AI detection tool We've been saying all along in the show, and I think this is one of the reasons it shut down. For the most part, these AI detection tools do not work. at all, and that is, you you know, OpenAI, admitted that. One of the reasons it shut it down is because of poor accuracy. But at least we've internally, we've tested at least 10 to 12 of these. They they don't work. Let's just say it say it like that. So before we bring our guests into the today, Just wanted to shout out some of our audience already tuning in. Brian, tuning in from the Gulf Coast saying good morning, Rastafaa. Good morning to you as well. So as a reminder, Please bring your questions as we bring our guests in for today, which I'm very excited about. So let me welcome in our guests for today. We have Treebel Soleimani. Tribel, thank you for joining us. But, yeah, tell us tell us a little bit about about your company, TriangleAI.

Treebel Solimani [00:03:46]:

Thank you for having me, Jordan. I'm so happy to be here. TriangleAI is a combination of AI that helps us manage portfolios like we've never been able to do before. with speed, accuracy position, again, like, never before.

Jordan Wilson [00:04:01]:

Yeah. And and and and and I do have to shout out True Bell because he's joining us from from the West Coast. So very early today, so so shout out shout out to Treebelle for for joining us early. I I have to ask you. You you know, what gave you this idea to to to bring in an AI powered portfolio manager into the fold.

Treebel Solimani [00:04:25]:

Yeah. This actually came about 10 years ago. I was at SSU at my university, and We've just gotten out of a finance class, and, you know, there's a lot of fundamental analysis and other things that go into investments in general. but it was already a lot of information back then, and it's a lot of information today. And it changes constantly So over the past 10 years, I've been actively trying to invest, learn, and try new methods. And AI is really the only way that you can be able to keep up today and be able to keep up 10 years from now. So with the experience that I gained with a decade of experience in finance and 5 years in AI machine learning, it made sense to finally build this tool. Yeah. Yeah. That makes sense. So

Jordan Wilson [00:05:13]:

just as as I bring it up here for for those those of us joining in live just to show a little bit of the platform But maybe for those not joining us live, explain explain a little bit about how the product works here. So as we as we look at the kind of the home screen, It's it's showing, you know, your AI powered financial financial ally, empower your strategy, maximize return on our AI driven platform. But Yeah. Just just explain for the average person maybe not looking at the screen, how does TriangleAI? How does this work?

How TriangleAI works

Treebel Solimani [00:05:45]:

Yeah. So that's a great picture on the right there where you have a lot of scatters on that plot. So that's displaying 10,000 portfolio simulations. Those 10,000 were generated in 6 seconds. Okay? So imagine today, you wanna go in and build a portfolio outside Jordan. Would stocks come to your mind maybe you have a free on mind. But if you wanna balance those, maybe you do a little bit of a guessing. I wanna split it across evenly or I wanna do it like this. Well, here, we take the guessing work out of it, and we actually look at the data over the past year, 5 years, whatever it is. it calculates for you based on risk and return, it automatically gives you the best most optimized portfolio. So what you can do with our AI agents is you can freely talk to it as a regular person. Right? I I'm looking to invest in AI, and I wanna manage the risk that comes with the compliance of that or the risk of fear that comes with that. and it will give you additional tickers, companies, and things like that that you can add to the portfolio. Then finally, when you're ready, you just type in all those assets, and it'll balance it for you. by running that scatterplot. And then yeah.

Jordan Wilson [00:06:56]:

Yeah. Yeah. Mark Mark here with the comment, you know, 10 k in 6 seconds. That's that's a lot. You know, True Bell, one of my the questions I have immediately, and maybe this will help our audience also distinguish TriangleAI from other platforms. I think almost every company now is is saying. You you know? And and, obviously, in the finance market, you know, machine learning and deep learning and AI has been used for for decades. Right? So maybe help our our listeners and and viewers distinguish between, you know, what what what the big companies are always saying, oh, yeah. we're using, you know, we're using AI to help, you know, manage your portfolio. Maybe help us distinguish between that and kind of kind of your your product here with TriangleAI.

TriangleAI: Unique combination of expertise and algorithms

Treebel Solimani [00:07:41]:

Definitely. That's a great question. So, yeah, a lot of companies will try to actively say that, you know, they're catching up with the times and introducing these different features. What makes TriangleAI is different is the core people that are working on it. So I have 10 years of experience in finance being in corporate finance and doing financial analysis, credit analysis, and not pricing analysis. So utilizing what I've learned over that period time and additionally on that investing and researching the different hedge funds and things like that. Combining that now with my experience of corporate machine learning and data science. So in my previous role, I was a data scientist, and I was the lead data scientist for a large construction technology company. And what we did there was build an entire AI hub that actually supported our internal teams, helping them build a centralized pricing mechanism. We help them do very advanced forecasting to a point where I think we forecasted and predicted sales and headcounts with a 4% margin of error during COVID, which was you know, that's something else because COVID, who could have seen that coming right? So be intensely data meticulous about the data that we clean, the data that we've analyzed, and forecasting that. it's the algorithms and the combination of the algorithms, the knowledge behind finance that I have, and listening to what the customers want. Combining those three things is what makes Triangle so unique.

Jordan Wilson [00:09:15]:

Yeah. Yeah. That's And and and maybe one other thing that might be important to talk about here is, at least right now, you know, TriangleAI is not directly managing you know, your portfolio for you. It is right now just doing all the front end work, giving you the recommendations based on based on what you are inputting. Correct. So, yeah, you you you still have to update everything yourself right now within your kind of financial management platform. That's correct. Yeah. Right. You you you know, great great question for Nancy, and we we we kinda just just mentioned this, but I think it's it's a good question to to dive into. So asking TrueBell, how do you give customers confidence in TriangleAI when they're used to working with the fidelities of the world? Yeah. Yeah. These big companies. is there a personal contact for customers?

Treebel Solimani [00:10:02]:

Personal contact for customers would be me directly right now. You would be working closely with me. fidelities of the world and similar companies and financial analysts is who this tool is actually built for in this phase right now. I I had a saying at my old company, and I'll say it now too, which is that I want AI to help us I want AI to be an augmenting augmenting tool for us so that we can do the work that we currently do a lot better or faster and more precise. and with robust view that we've introduced into scenarios and the kind of dynamic filters that we introduce in there without having any filters is all a combination of different products that helps people add fidelity at some of the larger firms, wealth managers in general, due to the work that they already do at a much faster pace. So if a client is reaching out to a financial adviser or a wealth manager right now, instead of them having to spend maybe an hour, 2 hour, 3 hours on research and balancing a portfolio, now they can do it in within a few minutes. Yeah. And it it it sounded like a pretty cool aspect of this. It was more of the conversational

Jordan Wilson [00:11:18]:

piece of it. Right? So how a a lot of us now are feeling comfortable with with with having these back and forth with AI power chats like chat, GPT or, you know, Google Bard. Correct me if I'm wrong, but it sound like there's there's a piece of that where you're giving information and having a conversation. Is that is that how it works?

AI agent aids portfolio management and scenario analysis

Treebel Solimani [00:11:35]:

Absolutely. So both portfolios and scenarios, you have an AI agent that you work with directly. So in portfolios with the AI agent, you can directly ask, you know, what types of assets that you're looking for. If you're trying to balance those assets, if you want it for growth, for income, dividends, whatever you're thinking, it has a parameters to look into that. It has a wide amount of wisdom. for scenarios, you can actually just bring up global events. This is where it gets really challenging for portfolio management is, well, how did this perform in 2008? How did this perform during the COVID 19 pandemic? What were the events leading up to that event? So now you can just type that in. And as you can see on that plot there with the right with the red lines, it will pull up the timeline that you're asking about automatically without you doing any filters, and it'll show it'll highlight the events that are most impacting on your portfolio. So you can actually just highlight and say, oh, okay. So the pandemic happened here, and these were some of the leading events up to that point. Or right now, some of the bigger questions are, you know, interest rates and inflation, you can type that and see how did this impact my portfolio in the past how is it going to impact it now? So you get a much clearer view with these dynamic and robust views.

Jordan Wilson [00:12:59]:

Yeah. Yeah. Just real quick. Cup couple other people tuning in. Just wanted to shout them out. Angela joining us from Texas. P. J. saying good morning. Doctor Rajesh. So a a question I have for you, Trudel, is do you think this is more of the future of investing. Right? Because one thing I am always looking at, and as we bring on different guests on the show is you know, how Jana AI is going to impact all different industries. Is this is this something that you see and not just your product, but is this something you see in the financial management kind of area where people, individuals maybe are managing their portfolios more than they were in the past because of tools like this, And do you see it kind of commonplace to be having that back and forth conversation, you know, given given your background in the space? Do you see that as as normal? Because I feel in the past, you know, maybe 20, 30 years ago, I don't think individuals were as involved with with managing their portfolio. You know, you hired someone. You, you know, you gave them the the 1% fee or whatever, and that's really all you all you knew. Do you do you kind of see this as as where the industry is going?

Treebel Solimani [00:14:18]:

Absolutely. So as I was saying, 10 years ago when I really thought about this, I wanted to invest my money with someone, but I couldn't manage I couldn't pay the fees. I also didn't have access to the right people. With AI, we're getting access to all of this information and access to the right people. So as I mentioned, like, TriangleAI is actually supporting financial advisers, wealth managers, and tech savvy investors. So a 100%, this is giving a lot more access than we had before, and it's going to get even better. because at every level, you have different questions. And at every level, you know, the answers that are required, this will be able to manage for you and help you out a lot better than ever before.

Specialized agents: future of management and business

Jordan Wilson [00:15:00]:

Yeah. And I do think it's important for all of our our listeners and and viewers sit to realize this. I do think this is the future of of of how we work. right, having specialized kind of agents that we're chatting with. Right? So so whether it's our our content, you know, if if if you're a content creator, you know, TriangleAI, something like this to help manage your portfolio, you you know, if if you're in data analytics. But I I I do see this as as being kind of kind of the future of management. So so speaking of that, you you know, True Bell, we always talk about ChatGPT, but, you you know, you kinda mentioned a little bit pre show that you've not just integrating, you know, obviously, AI into your product, but also in helping you build your business. You know? So You had a a launch on product hunt, so congrats on that, by the way. But tell tell tell a little bit about how you've been using you know, ChatGPT to even build, you know, your AI powered business.

Treebel Solimani [00:16:01]:

Yeah. So I like to challenge myself every week And it was Sunday. I'm talking to Chatji PT and saying, well, this is the status of the product. I'd like to go on product hunt. What should I do? and you particularly kinda responded, well, launch on 1 launch on Wednesday. So, well, you know that that's 3 days away. So launch anyways. And so that was a really exciting response from GBT. It gave me some recommendations, which really helped me out. And I was able to publish in 3 days, and really challenged myself to a point where I wouldn't have done this if it was not for GPT.

Jordan Wilson [00:16:37]:

Yeah. Yeah. It's using using chat GBT as an executive assistant, I think, is one of the most overlooked use cases of it. You know, you you just gave a great exam there. You know? It's it's actually pushing you to to work on something and to get it out maybe sooner than you're comfortable because otherwise, maybe you would have sat on it for another couple days or another another week or 2. Right? Absolutely. Yeah. You know, Ant, just just as an as an FYI for for those tuning in, if if you don't know product hunt, it's essentially a a place where you know, new software founders or SaaS, you know, CEOs can go and kind of kind of launch their product and, you know, open it up to the world. Tremo, what would what would you say is kind of the next kind of the next step forward for TriangleAI or, you know, if if people already are interested and they don't care about where the future of your project is is it going. What are the next steps for them?

Treebel Solimani [00:17:36]:

It's bringing in more access to your current portfolios and things like that, being able to load them, save them, and update them within the application more and more. So as we work closely with customers moving forward, we'll be adding all of the features that you're looking for first. And there's a lot more coming. I've built a lot of algorithms over the past 18 months that are for the space that are not even built into the So those will be rolling out as you need them. Yeah. And and, also, just to let the audience know, This isn't this isn't a paid segment. Right? Like, I think sometimes people

Jordan Wilson [00:18:14]:

are are used to seeing ads and, you know so Truvo is not paying me. It's I I saw the product, and I'm like, this is extremely helpful. And I want the everyday AI audience to know about this product. But, you know, maybe what's what's year one recommendation for people who are looking to use, you you know, TriangleAI, what's what's your best kind of tip for for people to go in and and to try to get their feet wet because this is new. Right? Like, I think financials is always something that we've guarded heavily, right, in it. Right? Rightfully so. Right? You never want to you you know, I guess, quote unquote, put all your financial information out there. But, you know, at least right now, this is more of a very smart recommendation engine for people to build a a portfolio using AI. So what's what's kind of your one takeaway for people who might be interested to to get in there and start using it? That's a fantastic question, Jordan.

Treebel Solimani [00:19:12]:

Yeah. For just go in there and ask whatever questions you have. I don't wanna specify any aspect of it. It's more important that you engage with the AI agents the way that you wanna talk to them because that's how they'll learn to answer you better based on your specific needs. I I went in there and just put in, you know, what we're some of the impact of previous elections because that's something I was curious about. You know, on my portfolios, does that have an impact? Should I be concerned? So whatever questions come to mind, try that out. And if it's not giving you an answer to satisfactory, let us know. Yeah.

Jordan Wilson [00:19:51]:

Yeah. a a great question here, kind of kind of off topic, but I love talking about this. So Nancy's asking, what tools are your favorites? This this summer, even just recent. So, you know, maybe what AI tools are maybe help you build TriangleAI or just, you know, what are you using and really enjoying right now? You know, I haven't used it for TriangleAI, but I love mid journey.

Treebel Solimani [00:20:13]:

It just there's something to mid journey and just being able to create these different worlds and different characters that has been really enjoy enjoyable. I think when I first signed up for mid journey, I generated about a thousand images in few days, which was just wild, but so beautiful. I I love using that tool.

Not enough accessible AI tools. Triangle AI's differentiation.

Jordan Wilson [00:20:34]:

Yeah. Yeah. There's there's no shortage of of AI tools out there. And that's why, you know, I was very excited to talk about TriangleAI today because I don't think that there's enough accessibility at least right now in this space with with with the amount of data that's out there. You you know, when when people use ChatGPT or Google Bard for the first time, you know, I think, you know, using it for content creation or to analyze and research is great, but I didn't think that there's enough easy and accessible tools out there on the financial space, which is, you know, why I I was even personally excited to learn more about about TriangleAI. You know, maybe maybe one less question that that I have for you, Travis, is is, you know, as other companies are starting to introduce, right, right, more of these, you know, kind of chatbot or chat agents. I guess, how you know, let's just say if if Fidelity comes in or another big company and they're, you know, pushing something similar you know, both both for your own company and just so, you know, customers know, how will TriangleAI kind of differentiate itself as I'm sure other companies will will catch on eventually and maybe start to offer something similar. But, I guess, what is still the benefit for for for customers to use a product like TriangleAI maybe in conjunction or outside of, you you know, their their wealth management platform.

Treebel Solimani [00:22:06]:

Yeah. There's always a million people that can solve a problem in a million different ways or a billion different ways. The way that we approach problem is different. It's a framework that I use at my old company, and it's a framework that I'll be using moving forward. it's actively engaging with the people that are using this and understanding the true problems that are in their day to day challenges. and building for that. So what differentiate us is that we will be client centric. We'll be client focused in working on this. So right now, if we're building for financial analysts and wealth managers, we wanna know what daily challenges they have so we can make this a tool that helps them 10x, 100x the current workflows and make it as powerful as possible, and we'll continue to do that.

Jordan Wilson [00:22:55]:

Yeah. Wow. I don't know about anyone else. I'm personally excited to go in there and to start using this and and kinda to start even researching my port Folio and how it can grow and to maybe get feedback. But but Trabel, thank you so much for joining us on the EverydayAI Show. It's been great to be able to pick your brain for a little bit and to talk about TriangleAI. So thank you. Thanks so much for reminding you, Jordan. This was really fun. Alright? And just as a reminder for everyone, if you are listening and if you couldn't keep up taking notes, don't worry. We're gonna be sharing in our newsletter today more about TriangleAI. and everything that myself and Trudel talked about. So don't worry. And just as a reminder, we are giving away. Right? So so Trudel talked about how he was using ChatGPT to help build his business. So make sure you go to your everyday AI.com. Sign up. I think our contest ends this week. We're giving away 6 free months the chatgpt plus subscription as well as 6 one on one training sessions. So make sure to go check that out. So With that, thank you for joining us, and we hope to see you back tomorrow and every day on everyday AI. Thanks.

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