Empower your Portfolio Modeling with AI.

Introducing GENESIS V1.3 - AI Portfolio Modeler, a revolutionary tool from IntelliVest AI that transforms the way you conduct investment research. Our advanced AI engine powered by Gemini 2.5 Pro allows you to screen and analyze the market based on criteria that you control to design a model portfolio!

How it works:

1. Define Your Research Criteria: Tell GENESIS what you're looking for—your goals, time horizon, risk parameters, and sectors of interest.

2. GENESIS V1.3 Scans the Market: The AI engine analyzes your inputs and scans thousands of securities, identifying individual stocks, ETFs, and other assets that align with your custom criteria.

3. Generate Your Comprehensive Analysis Report: Get a detailed, data-driven report that serves as a starting point for your own research, including:

   • Security Analysis: A deep dive into the key metrics, historical performance, and risk factors for each asset that matched your query.

   • Backtested Performance Models: See how a model portfolio based on your criteria might have performed against major market indices historically.

   • Diversification Analysis: Understand the sector and regional breakdown of the generated securities list at a glance.

   • Historical Dividend Data: Get a clear picture of the past income-generating potential of the identified assets.

   • Scenario Modeling: Use the tool to see how adjusting your criteria can change the analytical output to explore different strategies.

Why choose GENESIS V1.3?

• Customizable: No pre-packaged lists. The output is generated based on the specific research parameters you set.

• Data-Driven: Our AI leverages cutting-edge analytics to provide you with deep market insights for your research.

• Transparent: We don't just give you a list of securities—we show you the data that explains why each one matched your criteria.

• Efficient: Generate a professional-grade market analysis in minutes, not days.

Ready to take control of your investment research & model an endless number of portfolios?

Purchase access to the GENESIS V1.3 Portfolio Modeler today!

Disclaimer: IntelliVest AI provides a software tool for informational and educational purposes only. The information generated by GENESIS V1.3 does not constitute financial, investment, legal, or tax advice. The tool's output is not a recommendation to buy or sell any security. All investment decisions are your own, and you are solely responsible for evaluating the merits and risks associated with the use of our tool. Past performance is not indicative of future results.