Introducing 
Stories:
AI that makes you faster than the rest
Stories are designed to make complex financial data and investment insights accessible, engaging, and actionable. Leveraging compliance-approved AI Engines and Knowledge Bases, Stories distills vast quantities of data into personalized, easy-to-navigate narratives for users.
Provide an extensive summary of individual companies, covering both essential data and most searched questions such as earnings, dividends, profitability, analyst ratings and more.
Deliver personalized narratives that resonate across every level of the investment story. Portfolio Stories are about more than delivering information; it's about empowering advisors with the kind of intelligence that drives real efficiency, and turns disparate information into meaningful client conversations.
Cut through the barrage of market data with Market Story summaries that highlight the trends in benchmarks, asset classes, news and research to stay ahead and better decision making.
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How do MIND AI Stories work?
Not all investments are equal—Value, Growth, Income. Profitable or not. Relying on the standard data driven views can reveal these stories, but it requires knowledge and time to uncover the standout details. Utilizing investing concepts and analysis of the data available we are able to curate a custom story for each investment.
Stories can prioritize important characteristics about an investment that may be unique or relevant for investors that highlight risk factors such as volatility, profitability, or valuation measures compared to peers.
Stories personalize the narrative around stocks and funds, emphasizing the order and data based off the investment, moving beyond a one-size-fits-all experience.
Market stories may be differentiated by time of day (such as pre-, during and after market hours), region, or specific market activity (earnings season or periods of volatility).
Profitable, Mega Cap Stock, Technology
“AAPL is among the most profitable companies.”
Pre-revenue, Bio Technology, Small Cap Stock
“CRVS is in the Bio-Technology Industry with little to no revenue.”
Passive Equity Fund, new PM (NOSIX)
Active Fixed Income Fund, tenured PM (FRAAX)
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