The AI Quant Analyst is a financial chatbot that connects directly to all Strateva data and models. It is not a generic chatbot: it has real-time access to volatility, market regimes, forex, macro, valuation and portfolio data.
What It Can Do
- Analyze stocks: Request an analysis of any ticker and get valuation, volatility, momentum and macro context in seconds.
- Query live data: Ask about the current market regime, VIX status, or correlation between assets.
- Generate reports: Request a complete Investment Memo for any stock with a single message.
- Answer questions: From basic finance concepts to advanced quantitative strategies.
How It Works
The AI Analyst uses advanced language models (Claude) connected to the platform's internal APIs. When you ask a question, the system identifies what data it needs, queries it in real time, and generates a contextualized response.
Key difference: Unlike ChatGPT or similar tools, our AI Analyst accesses real, up-to-date financial data, not just general knowledge.
Limits by Plan
Monthly messages
- Free: 15 messages/month
- Plus: 600 messages/month
- Pro: 1,600 messages/month
- Advisor: 6,300 messages/month
Typical Use Cases
- "Analyze AAPL with volatility data and current regime"
- "Compare my portfolio's Sharpe ratio with the S&P 500"
- "Which currencies are undervalued according to PPP?"
- "Generate an investment memo for MSFT"