Home
Product
Solution
About
News & Media
EN
简体中文
繁体中文
English

PortAI

AI-powered Investment Knowledge Platform

In the era of the internet, investors are inundated with an ever-growing volume of information, leading to information overload. The challenge lies in efficiently filtering and processing the most critical information to derive insightful knowledge.
To tackle this challenge, Whale combines state-of-the-art advancements in large language models with its extensive industry expertise to introduce PortAI, aiming to provide AI investment knowledge services based on SaaS. With PortAI, traditional brokers can now harness the power of industry-leading AI services without the need for in-house research resources or expertise in the field of artificial intelligence.
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
Get Started Within One Minute
Whale provides a comprehensive, all-in-one solution for retail brokers. Our services include front, middle, and back-office systems covering App, trading, risk management, clearing and settlement, CRM, and marketing. With our terminal services, you'll have access to real-time market data, news, and fundamentals, allowing you to trade a variety of products such as stocks, warrants, funds, and options. By utilizing Whale SaaS service, you can efficiently create a complete securities business system, with easy client management and targeted marketing. We welcome any further inquiries and are committed to supporting you at every step of the way.