Everyday AI Podcast – An AI and ChatGPT Podcast

EP 65: AI-Powered Financial Portfolios: How it's done

Jul 25, 2023

Treebel Solimani, Founder and CEO of TriangleAI and expert in finance and AI, shares insights on the future of investment management. He discusses how AI tools are revolutionizing portfolio management, making financial advice accessible to everyone. Solimani explains the unique features of TriangleAI that enhance user interaction and decision-making. With a focus on specialized AI agents and rapid scenario analysis, the conversation highlights the potential for AI to democratize finance and improve individual investment strategies.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ANECDOTE

TriangleAI's Origin

Treebel Solimani's idea for TriangleAI originated 10 years prior during a finance class at SSU.
He realized the overwhelming amount of information in finance and how AI could help manage it.

INSIGHT

TriangleAI Functionality

TriangleAI generates 10,000 portfolio simulations in six seconds, optimizing based on risk and return.
Users can input desired assets, and the AI balances the portfolio for them.

INSIGHT

TriangleAI's Unique Approach

TriangleAI combines AI with Treebel's decade of experience in finance and five years in AI/ML.
His background includes corporate finance, data science, and building AI-powered tools.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Will we all be using AI to manage our investments one day? Today Treebel Solimani, Founder and CEO of TriangleAI, joins us as we delve into the fascinating realm of AI investment management. We uncover how AI-powered tools revolutionize the way we manage our finances.

Newsletter: Sign-up for our free daily newsletter
More on this: Episode Page
Join the discussion: Ask Treebel and Jordan questions about AI and finance
Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup
Website: YourEverydayAI.com
Email The Show: info@youreverydayai.com
Connect with Jordan on LinkedIn

Time Stamps:
[00:00:18] Daily AI news

[00:05:45] How TriangleAI works

[00:07:41] TriangleAI: Unique combination of expertise and algorithms.

[00:11:35] AI agent aids portfolio management and scenario analysis.

[00:15:00] Specialized agents: future of management and business.

[00:20:34] Not enough accessible AI tools. Triangle AI's differentiation.

Topics Covered in This Episode:
- Discussion about portfolios and scenarios in AI investment management
- Mention of specialized AI agents for chats, such as TriangleAI
- Introduction to the use of ChatGPT in building AI-powered businesses
- Questioning the impact of AI tools on the financial management industry
- Speculation on the future of individual involvement in portfolio management
- Excitement about using TriangleAI and researching portfolio growth
- Explanation of Product Hunt and its relevance to software launches
- Discussion about the generation of portfolio simulations and their optimization by AI agents
- Highlighting investment advice, risk management, and the scatterplot feature within Triangle AI
- Introduction to the Everyday AI podcast and its goal of helping people utilize AI in their professions
- Emphasis on the importance of accessibility in the AI space, particularly in finance
- Mention of the tool built for companies like Fidelities and financial analysts
- Explanation of how TriangleAI augments work and improves efficiency in wealth management
- Highlighting the conversational aspect of TriangleAI and its time-saving capabilities for balancing portfolios
- Emphasis on meticulous data cleaning, analysis, and customer-centric approach in Triangle AI.

Keywords:
portfolios, scenarios, AI investment management, AI agent, assets, balancing, global events, performance, interest rates, inflation, portfolio analysis, understanding, specialized AI agents, TriangleAI, ChatGPT, AI-powered business, financial management industry, individual involvement, research, growth, newsletter, ChatGPT Plus, executive assistant, Product Hunt, future plans, portfolio simulations, risk management, scatterplot

Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)

Ready for ROI on GenAI? Go to youreverydayai.com/partner