For the past few months at MLQ, we've been focused on an applying large language models (LLMs) to financial data. For example, we've written several artilces on how models like GPT-4 can be used for investment research, including:
- GPT-4 for Financial Statements: Building an AI Analyst
- GPT-4 for Finance: Turning Financial Ratios into Insights
- GPT-4 for Crypto On-Chain Analysis
Now, we're excited to release our new AI investment research platform, the MLQ app:
The platform combines fundamentals, alternative data, and AI-based insights for equities and crypto.
Below we'll discuss a few of the key dashboards, data sources, and AI based insights that are available in the app.
Equities data
Chat with Stocks
First off, we have a dashboard that allows you to chat with stocks and retrieve specific company information. This dashboard has access to up-to-date financial information for 4000+ equities, including:
- Earnings call transcripts
- Financial statements (income statement, balance sheet, cash flow)
- Financial ratios
- Stock news
For example, you can ask questions like...
Earnings calls
- Give me a summary of Tesla's Q2 2023 earnings call
- What did Elon Musk say about FSD in the Q2 2023 earnings call?
Financial statements
- Tell me about Apple's revenue highlights last year
- Summarize Apple's short term balance sheet in Q3 2023
Financial ratios
- Analyze NVIDIA's current and quick ratios in the last quarter.
- Evaluate NVIDIA's ROE and ROA from the recent fiscal year.
Stock news
- What is key topics discussed in Amazon's news today?
- Is there any mention of AI in Amazon's recent news?
AI-based stock screener
In addition to chatting with specific companies, you can also use the stock screener dashboard and scan for stocks that meet your criteria using natural language.
The stock screening assistant can be filtered based on the following parameters:
- Market Cap More or Less Than
- Price More or Less Than
- Beta More or Less Than
- Volume More or Less Than
- Dividend More or Less Than
- Is ETF
- Is Actively Trading
- Sector
- Industry
- Country
- Exchange
- Limit
For example, you can screen for stocks with prompts like these:
- Show me tech stocks with a market cap greater than $1B and a beta less than 1.5
- Show me bank stocks that have dividends above $1 and a market cap below $10B
Financial Summaries & Insights
In addition to the Chat with Stocks dashboard, we've split each assistant into their own dashboard, including
- News TLDR
- Earnings calls
- Financial statements
- Financial ratios
The key difference between these dashboards and Chat with Stocks is that you can just click Run for your desired time period and GPT will do the rest.
News TLDR
Input a stock ticker and get a summary of the top stories that day.
Earnings calls
Get a summary of an earnings call transcript.
Financial statements & ratios
Get a summary & insights from income statements, balance sheets, cash flow statements, and financial ratios.
Crypto Data
In addition to stock data, our crypto dashboard features top lists, news sourced from 50+ sources, blockchain data, and AI-based insights for on-chain analysis.
Top Lists & Crypto News
This includes top lists based on:
- Market capitalization
- Top tier volume
- Top volume
Our crypto news data is sourced from 50+ publications and categorized as follows:
- Business News
- Technology News
- Markets & Trading
- Policy & Regulation
- Bitcoin News
- Altcoin News
On-Chain Analysis & Blockchain Data
Blockchain data is provided for 1000+ crypto assets, including:
- New Addresses
- Active Addresses
- Transaction Count
- Average Transaction Value
- Block Height
- Block Size
- and more
Powered by IntoTheBlock, on-chain analysis data is sourced from an AI company that leverages machine learning and advanced statistics to extract intelligent signals for crypto-assets.
Trading signals include:
- New Network Growth
- Large Transactions
- Concentration
- In the Money
Create a Free Account
If you have any questions about the platform or would like a demo feel free to reach out to us here.
Disclaimer
Please note that our AI system's insights are experimental and use OpenAI's GPT API as well as several other financial APIs for real time information. They are not intended as financial advice and can make mistakes, always use your own judgement and due diligence.
The financial data and insights provided through our AI system, which uses OpenAI's GPT API, are derived from a variety of sources which are believed to be reliable. However, we do not warrant the accuracy or completeness of this data, and the data should not be relied upon as such. All the financial data and insights are provided "as is", without warranty of any kind, either express or implied. Our AI system employs machine learning algorithms to provide insights, which are probabilistic in nature and should not be treated as definitive advice. AI systems can, at times, "hallucinate" or produce information that isn't accurate or misaligned with real-world data or facts. Investment in securities, including stocks and bonds, involves risk, including the risk of loss. Nothing on this site should be construed as a recommendation or endorsement of any particular investment, security, strategy, or to engage in any specific transactions. We strongly recommend you to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.
