I’ve alluded in some of my past newsletters to what I believe is the most exciting advisor tool I’ve worked on since I got in the business. That is a big statement considering all the stuff I’ve worked on and been part of over the last 25+ years!
To sign up for this FREE monthly one-of-a-kind 14-page report, click on the following:
https://onpointesoftware.com/tacticalmind-ai-market-outlook
When I say there is NO TECHNOLOGY in the industry that can create this unbelievably detailed market outlook like TacticalMind AI creates, I’m not being hyperbolic with this statement.
What is TacticalMind AI™?
In short, TacticalMind AI™ is the industry’s 1st tool that will not only offer institutional-grade research (like 100 CFAs would do but in a fraction of the time), but also a tool that will:
1) Review investment portfolios
2) Tell you if the current assets are the “best available” to accomplish your goals
3) Tell you what assets should be removed from a portfolio and why
4) Tell you what assets should replace those removed and why
The following is a more technical summary:
TacticalMind AI™ is the most advanced AI-driven strategy analysis tool ever made available to financial advisors, portfolio managers, and CIOs. TacticalMind AI™ takes your defined investment strategy, your portfolio history, asset universe, and constraints, then runs them through a multi-dimensional analytical engine spanning fundamentals, technicals, sentiment, macro conditions, and breaking developments to determine whether your current holdings are positioned to deliver on your target outcomes. When they are, it confirms your conviction with evidence. When they’re not, it surfaces specific, justified recommendations — what to buy, sell, reduce, or rebalance — calibrated to your investment horizon and cadence. Short-term tactical strategies receive more frequent, precise signals. Longer-horizon approaches get broader, measured guidance. TacticalMind AI™ gives you the analytical depth to execute your strategies with unprecedented confidence.
What’s in the Monthly Stock Market Outlook Report?
A 7-, 30-, 90-day, and 12-month bull or bear trend.
Investment opportunity map (strong, moderate, weak) for 20 different stock market sectors.
Status of key market drivers like equity momentum, bond yields, credit conditions, the US dollar, commodities, and volatility.
Drawdown monitor (worst 1-year drawdown of various sectors).
Sector relative strength breakdown (30-day momentum rank).
Cross-asset correlation matrix (90-day rolling correlation of 8 major classes).
Quantitative scorecard—all assets (sorted by 30-day Sharpe ratio (best risk-adjusted returns)).
Tactical playbook—suggestions for tactical traders (7-30 days), strategic traders (90 days), and passive/long-term traders.
Bull vs. bear analysis—the tool has a bull and bear analyst, and it debates with specificity each other’s position. This month, the bull won out 65% conviction vs. 35% conviction for the bear.
Sentiment & market microstructure for the fear level, vol term structure, hedging demand, retail mood, and news tone.
Market outlook conclusion for 7 to 30 days, 90 days, and 12 months.
Sector positioning heat map—the following is the TacticalMind AI™ belief of which sectors have a positive outlook, a neutral outlook, and a negative outlook. The following is from the new report:
Who should sign up for the monthly market outlook?
1) Every RIA that runs its own investment strategies.
2) Every RIA that uses a TAMP (so you can second-guess the TAMP strategy holdings).
3) 3rd party portfolio managers.
4) Financial planners.
5) Broker-dealers.
6) Insurance agents.
7) Also, anyone who has money of their own invested in the stock market
The Future of AI Investing is NOW!
To learn more about TacticalMind AI, click here!
