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PortAI

AI-powered Investment Knowledge Platform

PortAI is an "AI Investment Knowledge Service Platform" developed by the LongPort team based on large language models. It provides real-time investment Q&A interactions and personalized content generation, striving to offer tools and data that rival those used by professional institutional investors. In essence, PortAI serves as an "ever-ready AI investment analyst". PortAI supports custom AI branding for brokers and offers direct subscription options to access its capabilities.
Market Demand
AI Services in Investment: A Clear Demonstration of Value
AI services are now providing assistance throughout the entire investment journey, from discovery to cognition to trading, serving as intelligent "navigators" for ordinary investors. This includes helping investors discover new investment opportunities, tracking and analyzing existing opportunities, and even conducting post-trade analysis of their holdings and transactions.
This significant advancement will significantly improve the traditional trading tools' monotonous and uninspiring investment experience, resulting in increased user engagement with the App, improved user retention, and a boost in investor activity and trading behavior.
Market Pain Points
Challenges Faced by Traditional Brokers in Establishing AI Services
High Cost
The constantly evolving landscape of internet tools has made AI services a clear trend in the financial industry. However, building AI capabilities from scratch involves significant upfront costs
Poor Competitiveness
Emerging internet brokers are rapidly introducing AI tools, making it challenging for traditional small and medium-sized brokers to compete effectively in terms of product offerings
Complex Team
Developing AI capabilities in the financial industry demands a specialized team with expertise in both finance and artificial intelligence
PortAI Architecture
PortAI Product Architecture and Advantages
User-centric product design powered by Whale Team's deep insights
  • Leveraging cutting-edge global language models, expertly optimized for the investment domain
  • Amassed a substantial dataset comprising macroeconomic data, industry and company financial data, and real-time global financial information
  • Comprehensive features covering the entire process from discovery to cognition to trading
  • Tailored services for both ordinary investors and analysts
Out-Of-The-Box Services
  • No need for expertise in artificial intelligence
  • No product development costs
  • Ability to integrate private data, developing your unique data advantage
  • Customizable AI branding
Versatile and Powerful AI Capabilities
Conversational PortAI IM
Engage in conversations with AI at any time, target crucial information, and conduct analysis
Explore, analyze, and compare 77 industries, over 350,000 stocks, derivatives, popular ETFs, and 500+ indices regarding news information, real-time stock market data, fundamental and financial report information, and institutional ratings
In-depth alternative data for hundreds of stocks (including business operating data)
Personalized knowledge generation tailored to individual preferences

Contact Whale to embark on a new mode of cost reduction, efficiency enhancement, and business growth

Going beyond traditional IT vendors, Whale leverages cutting-edge financial technology to provide cost-effective, high-performance, multi-market, and multi-business one-stop flexible customization services.