AI Stock Platform – User Guide

Platform Overview

What the Platform Does

The AI Stock Platform analyzes publicly traded U.S. equities using a fully automated, daily machine-learning pipeline.
It provides:

• AI Composite Scores (1–5) combining multiple predictive signals
• Historical backtest accuracy for each stock (Model Performance)
• Momentum, Volatility, and Risk metrics
• Portfolio tools including buy-and-hold performance and portfolio comparison
• Sentiment analysis (1–5 score)
• Ticker trends with historical AI Score evolution

What the Platform Does Not Do

• Execute trades
• Guarantee investment returns
• Provide personalized financial advice
• Track individual user data
• Replace your own due diligence

Understanding the AI Composite Score

The AI Score is a 1.0 to 5.0 composite rating representing the platform’s prediction of a stock’s near-term performance, combining six key signals:

✔ Machine Learning Prediction Confidence (per-ticker for the next period)

For each ticker, the ML ensemble produces a consensus probability representing the model’s estimated chance of upward movement. This confidence is the average of the three model probabilities.

✔ Machine Learning Ensemble Performance

Three independent ML models evaluated by historical backtest accuracy. It shows each model’s accuracy and the simple consensus average for that ticker.

✔ Momentum

0–100 scaled momentum signal. Measures how quickly a stock’s price is rising or falling over a recent period; higher values signal stronger uptrends, lower values signal weakening or downtrends.

✔ Risk

1–5 volatility-based downside risk indicator. Reflects expected downside volatility and instability; higher scores indicate greater potential for sharp moves and drawdowns, lower scores indicate steadier price behavior.

✔ Volatility

1–5 normalized daily-range consistency. Measures how widely a stock’s price swings day to day; higher values mean larger, more frequent swings, lower values mean smoother price movement.

✔ Sentiment

1-5 sentiment polarity metric derived from recent news coverage. Computed from aggregated article-level sentiment signals within a rolling lookback window; higher values indicate more positive language, lower values indicate more negative language. Score (0-1) is the normalized polarity, while Confidence (0-1) weights coverage depth and recency.

✔ Normalization

All components are blended into a raw score, then normalized globally into a 1–5 scale.
Higher = stronger signal.

Important

AI Scores are not probabilities and do not indicate future returns.
They are relative confidence scores based on a composite of multiple indicators. The AI-generated scores (e.g., "Positive", "Negative") are mathematical outputs based on historical patterns, not personalized recommendations for your specific financial situation.

AI Score Trend Page

The AI Score Trend page shows how the AI composite score evolved over time with filters, sortable columns, and quick access to detailed ticker pages.

AI composite score blends prediction confidence, model reliability, momentum, risk, volatility, and sentiment on a 1–5 scale.

Use this page to:

• Observe strengthening or weakening trends
• Compare several tickers on the same chart
• Evaluate divergences in risk/momentum versus AI Score

Portfolio Page

Use this page to:

• Review strategy portfolios and their holdings
• Compare portfolio metrics (AI score, risk, momentum)
• Open a ticker from a portfolio for deeper analysis

Approaches

• AI Elite: top AI-ranked picks with tighter thresholds; highest-conviction names get priority.
• AI Weighted: top AI picks ranked by AI/momentum/risk blend; weights tilt to the blend plus momentum.
• Momentum Leaders: pure trend focus; selects the strongest momentum names.
• Momentum Weighted: momentum picks weighted by momentum strength.
• Balanced Multi Factor: mix of AI, momentum, and risk for steadier all weather performance.
• Sector Balanced: spreads exposure across sectors, then picks best AI names per sector.
• Quality Growth: high AI scores and lower risk to favor durable growers.
• Risk Parity: starts with lowest-risk names, then weights by the blend with a momentum tilt.
• Low Risk: starts with lowest-risk names, then ranks by the AI/momentum/risk blend.

Portfolio Comparison Page

Use this page to:

• Compare portfolio strategies side‑by‑side
• See how holdings and risk profiles differ
• Select the strategy that matches your risk tolerance

Ranked Page

This page shows the full AI‑ranked ticker list with filters, sortable columns, and quick access to detailed ticker pages.

Use this page to:

• Search and filter the full ranked ticker list
• Sort by AI, momentum, risk, or volatility
• Open a ticker’s detailed view or export ranked data

Sector Analysis Page

Use this page to:

• Compare sectors by average AI score, momentum, risk, and volatility
• Identify top sectors and leaders within each sector
• Navigate to sector‑specific ranked tickers and insights

Sector Strength Indicators

A strong sector typically shows:

• Average AI Score > 3.8
• Momentum > 65
• Risk < 2.5

A weak sector typically shows:

• Average AI Score < 3.0
• Momentum < 40
• Risk > 3.5

Model Performance Page

The Model Performance page shows how well the machine-learning models performed historically.

What It Measures

• Algorithm 1–3: Historical accuracy (%) of ML models predicting next-day direction
• Consensus: Accuracy of the combined ensemble
• Consensus Probability: Distribution of accuracy across 40–60%, 60–80% buckets
• Higher values = better historical performance

Why It Matters

This helps users understand:

• Which stocks the models historically predicted well
• Where model reliability is strong or weak
• How consistent the ML ensemble has been across sectors

Sentiment Analysis Page

This section summarizes recent news sentiment for each tracked stock. The Sentiment score (1–5) is computed from aggregated article-level sentiment signals over a rolling lookback window; higher values indicate more positive language, lower values indicate more negative language. The Score (0–1) is a normalized polarity readout, while Confidence (0–1) reflects coverage depth and recency.

Data Sourcing & Privacy

Automatic Public Data Collection

Our sentiment module summarizes the tone of recent public-market news about each tracked company. We collect and analyze publicly available headlines and article metadata from financial news sources and data providers, then compute a sentiment score (1–5).

We design this process to be privacy-safe and compliant with applicable data-protection principles, including GDPR, by focusing on non-personal, company-related information.

What We Collect (and what we don’t)

We collect:

• Public headlines and basic article metadata (e.g., source, timestamp, company/ticker references)
• Company-focused market news and press coverage about publicly traded firms (“legal persons”)

We do not collect:

• Personally identifiable information (PII) about individuals
• Private or gated content (logins, paywalls, restricted pages)
• Social media profiles, private comments, or forum posts by individuals

Purpose and Legal Basis

We process this information to provide research and informational analytics (sentiment summaries and trend indicators) and to improve the platform experience. Where GDPR applies, we rely on legitimate interest (GDPR Art. 6(1)(f)) for processing non-personal, company-related information, and we minimize data usage to what is necessary for the analysis.

Responsible Collection Practices

To protect source websites and maintain integrity:

• We access only content that is publicly available through normal browsing
• We use conservative request rates to avoid excessive load
• We respect standard access controls (no circumvention of technical restrictions)

Note: Sentiment scores are statistical summaries of published news tone over a recent window. They are not guarantees of future performance and are provided for informational purposes only.

Metrics

AI Score Scale (1-5)

Momentum (0-100)

Short-term price strength on a 1-100 scale. Higher values indicate stronger uptrends; lower values indicate weakening or downtrends.

Risk (1–5)

Composite 1–5 risk score derived from volatility and technical stability signals (e.g., RSI, trend alignment). Higher values imply greater downside risk.

Volatility (1-5)

Measures price variability on a 1–5 scale using historical volatility. Higher values mean larger day‑to‑day swings.

Understanding Rankings

All pages are updated daily for all analyzed tickers.

Each ticker shows:

• Sector
• AI Score (1–5)
• 30d Trend
• Momentum (10–100)
• Risk (1–5)
• Volatility (1–5)
• Label

The AI-generated labels (e.g., "Positive", "Negative") are mathematical outputs based on historical patterns, not personalized recommendations for your specific financial situation.

Related Research Guides

Use these public guides if you want to compare stock research workflows, understand where AI stock analysis tools fit, or evaluate tools for longer-term investing:

• Find and Compare Stock Research Tools
• Best AI Stock Research Tools for Investors
• Stock Research Tools for Long-Term Investors
• How To Compare Stock Research Tools

What to Remember

1. AI scores are probabilities, not certainties
2. Diversification is essential for risk management
3. Past performance doesn't guarantee future results

Disclaimer Reminder

This guide provides educational information about the platform's metrics and features. It does not constitute investment advice. All investment decisions should be made based on your personal financial situation, risk tolerance, and investment objectives. Consider consulting with a qualified financial advisor before making investment decisions.

**User Guide Version 1