Name Benjamin AI
Overview Benjamin AI is an innovative, AI-powered investment assistant designed to empower both individual and professional investors. By leveraging cutting-edge “agentic investment intelligence,” the platform transforms complex market data into clear, actionable insights through simple, natural language prompts. This intuitive approach allows users to seamlessly navigate the complexities of the financial markets, conduct in-depth analysis, and ultimately make more informed and strategic investment decisions. Benjamin AI aims to democratize access to sophisticated financial tools, making institutional-grade analytics and research capabilities available to a broader audience.
Key features & benefits
  • Strategy Backtesting: Validate your investment ideas against decades of historical data across a wide range of assets.
  • Stock Screening: Utilize natural language to filter and identify stocks based on a vast array of fundamental and technical criteria.
  • Portfolio Optimization: Construct and manage portfolios designed to maximize returns while minimizing risk, using advanced algorithms.
  • In-depth Macro Analysis: Aggregate and analyze key macroeconomic indicators and global events to gain strategic insights into market trends.
  • Comprehensive Data Coverage: Access a wealth of financial data for thousands of global public companies, ETFs, mutual funds, indices, bonds, currencies, commodities, and cryptocurrencies.
Use cases and applications
  • Investment Research: Conduct thorough research on individual stocks, asset classes, and market trends.
  • Portfolio Management: Build, analyze, and optimize investment portfolios to meet specific financial goals.
  • Risk Assessment: Identify and mitigate potential risks within a portfolio through stress testing and scenario analysis.
  • Strategy Development: Formulate and test new investment strategies using historical data and advanced analytical tools.
Who uses?
  • Institutional Investors: Chief Investment Officers, Portfolio Managers, Investment Strategists, Research Analysts, Risk Managers, and Quants.
  • Registered Investment Advisors (RIAs): Financial Advisors, Investment Research Analysts, and Portfolio Strategists.
  • Individual Investors: Both systematic (quant-minded) and fundamental (research-driven) investors.
Pricing
  • Pro Plan: $20/month. Includes a free trial with 100 total lifetime messages. Designed for individual investors, this plan offers unlimited messages and 50 tool uses per chat.
  • RIA Plan: $500/month per seat. Tailored for Registered Investment Advisers, this plan includes all Pro features plus advanced model portfolio analysis, scenario analysis, and legacy balance position management.
  • Enterprise Plan: Contact sales for pricing. This plan is for high-performing teams and offers customizable data sources, custom function tool calling, and team collaboration.
Tags AI, investing, finance, portfolio management, stock market, data analysis, financial planning
App available? Not specified on the website.

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