NEWSLETTER
In June-July, InvestLens continued to expand its portfolio analytics and AI capabilities with the introduction of Iris, our integrated market-analysis agent designed to help users understand stock-market dynamics and make better use of the platform’s tools. Iris has most InvestLens functionality integrated and can support complex workflows, including selected event analysis, portfolio reviews, and multiple backtests against pre-specified benchmarks. It is aware of the market calendar, incorporates our media-sentiment tool, and can navigate users across the InvestLens feature map according to their needs.
- Iris, the InvestLens AI research agent, is now available.
- A new backtester compares portfolios against selected benchmarks.
- AI-driven sentiment analytics helps track and compare market coverage.
Platform updates
We are continuing to advance InvestLens with the goal of creating a distinctive experience in which Iris serves as a personal financial assistant for portfolio research and analysis. A key priority is improving Iris’s auditability by developing tools that allow advanced users and institutional investors to examine the evidence, analytical steps, and validated platform tools behind its recommendations. Building on capabilities such as earnings-based event analysis, we are also committed to integrating a broader range of event-driven analytics that help users evaluate portfolio behaviour around meaningful market developments. More to come.
Analytics in Practice
This month, we present a brief workflow demonstrating how InvestLens can be used to conduct event-based portfolio analysis. In this example, we review how the following portfolio of assets performed immediately after the latest Micron’s (MU.US) earnings report.
We use the InvestLens backtesting tool to evaluate how our portfolio (“Chip”) performed during the month following Micron’s latest earnings report, compared with the semiconductor benchmark SMH. Over this period, Chip declined by 2.83%, compared with a 1.11% decline for SMH, resulting in benchmark-relative underperformance of 1.72%.
This illustrates how InvestLens helps users assess an investment theme beyond headline returns by reviewing performance, drawdowns, and benchmark-relative results. Iris can also extend this workflow into a broader event study, analyzing the portfolio’s performance after multiple historical Micron earnings reports rather than relying on a single instance.
