Alpha Builder Documentation
Harness the power of AI to build, analyze, and optimize your investment strategies
1. Portfolio Creation
Alpha Builder (powered by Boosted.ai) allows users to build AI-driven portfolios through three main stages: Name and Details, Portfolio Preferences, and Optimization Goals. Each portfolio is created by setting parameters that guide how the AI selects, weights, and manages securities.
Core Settings
- Long Positions: Define the number and percentage of stocks the AI will take long positions in.
- Short Positions: Define parameters for stocks the AI will short.
- Portfolio Setup: Determine the investment horizon, starting value, trading cost, and additional constraints (e.g., stop-loss, take-profit triggers).
- Optimization Goals: Choose how the AI optimizes—most users select Relative Performance (Alpha) to outperform benchmarks.
The Boosted.ai engine applies machine learning models trained on financial data to generate signals and rankings, then optimizes them using algorithms to balance return and risk.
Portfolio Preferences
Configure your portfolio settings and investment parameters
- Long Positions
- Short Positions
- Portfolio Setup
- Stop Loss / Take Profits
- Additional Settings
Setting Your Optimization Objective
In this step, you will define the core objective that will guide the optimization of your AI-driven model. This objective will determine how the system prioritizes its decisions and strategies.
Define Your Optimization Goal
Select the primary objective that aligns with your strategy. Common options include:
Tip: Beat the market.
Investment Style Priorities
Select your preferred investment style. Only one style can be active at a time.