Conversational AI for Wealth

Daizy conducts long-term research towards a generative AI able to give investment insights, analytics and ultimately actionable advice to investors.

Over 4 years, we have trained a series of Large Language Models to analyse stocks, ETFs, cryptos, and full portfolios. Real-time insights based on natural language questions.

What does the model deliver?

  • AI trained over 4 years on usage data from 6.7 million responses
  • Institutional-grade (regulated) data is baked into conversational engine
  • Consolidated portfolio tech designed as infrastructure for AI
  • An established team of experts in AI for Wealth
  1. A next-gen analytics engine that interacts with the Large Language Model
    1. access the relevant market and ESG data in realtime (1 minute delay)
    2. perform real time calculations on a wide range of metrics
    3. generate insights and analytics in real-time into a conversational environment

What capabilities are covered by the model today?

Environment, Social, Governance (ESG)
Impact and sustainability analysis
ESG covers many things and DAIZY AI has a comprehensive set of ESG analysis on thousands of stocks and ETFs.

Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example.

Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates.

Governance deals with a company’s leadership, executive pay, audits, internal controls, and shareholder rights.
Risk Analysis
Intuitive insight into investment risk
DAIZY AI highlights investment risk in multiple ways (unlike your existing broker).

We visualize three risk metrics.

- Volatility. In the securities markets, volatility is often associated with big swings in either direction. The more volatility, the more risk (but it does go both ways).

- Value at Risk. Value at risk (VaR) is a way to quantify the risk of potential losses for an asset or a portfolio. Often used by professional investment managers, Daizy now brings this important measure to all investors.

- Maximum drawdown. A maximum drawdown is the maximum observed loss from a peak to a trough of an asset or portfolio, before a new peak is attained. Maximum drawdown is a useful indicator of downside risk over a specified time period.
Real-time and historical
We know performance ins't everything and that historical performance is no indicator of future returns. But, we also know people invest to either grow or preserve capital, so understanding your investment performance is important.

In DAIZY AI we make this easy with multiple visualizations of your performance at asset, and portfolio level. We help you compare your performance with the market in general, or how a stock is performing within its sector.

Your performance is a key component of why you invest, so DAIZY AI will help you understand it better than ever before.

What is the social sentiment on your investments?

Public opinion of your stocks can change any moment. Monitoring stocks on social networks like Twitter and Reddit is time consuming. Daizy (via analyzes social media to see if people are posting positive or negative things about the companies you invest in.

We believe social network activity can help inform investors of the positive and negative opinions people hold of a company. While you can't use this information to predict stock price movements, Daizy's analysis is a valuable addition to a broader investment strategy.

Latest headlines and controversial news

News stories drive price action so it's critical you have access to the latest news on the stocks you care about. DAIZY AI provides multiple news sources and displays headlines on every asset dashboard. Simply tap to read the full story direct within the app.

DAIZY AI also has access to important news stories you may have missed in all the noise. These are controversial news items affecting companies. Examples include product recalls, lawsuits, labor relations, privacy and data security, health and safety, and more. These are the stories you need to know before investing in any stock. DAIZY AI has you covered.

Your portfolio, but with an AI keeping an eye on it...

DAIZY AI insight brings transparency to areas such as sustainability and impact, as well as risk, performance, sentiment, news, and more.Welcome to a new understanding of your investment world.

Connect your portfolios

Connect your live broker portfolio to DAIZY AI. It's quick, easy, and secure. We receives a read-only copy of your portfolio data so we can run our unique analysis on your investments.

Connect as many portfolios as you like, or create your own directly in the app.

Get the insight

Use DAIZY AI to get complete transparency on your investment universe. Understand your drivers of performance and your drivers of risk, as well as leaders and laggards in the world of sustainability and governance.

Stay up to date

Asset and portfolio level notifications. Get daily or weekly updates on your portfolio's performance along with your best or worst holding that day.

Get notified on stock price movements, earnings announcements, social sentiment trends, and even changes in risk category.

Conscious Investing