AI Tools for Investing
AI Book Talk - Frank Tehel, CFP
- January 2026
Artificial intelligence is no longer a future concept — it’s actively shaping today’s investment landscape. In this video, we discuss AI's humble beginnings and how it has grown into tools like VantagePoint and TradeSmith, which are being used to analyze large volumes of market data, identify trends, and support more informed decision-making. These platforms apply advanced modeling and data analysis techniques designed to help investors evaluate risk, timing, and portfolio positioning.
As technology continues to evolve, understanding how AI-driven tools fit into modern investing is increasingly important. This overview explains the growing role of artificial intelligence in financial markets and highlights key considerations investors should keep in mind when evaluating these types of resources.
This video is for educational purposes only. This content does not constitute investment advice, and references to specific platforms are not endorsements or recommendations. Investing involves risk, including the possible loss of principal.
VantagePoint
VantagePoint is an artificial intelligence–driven market forecasting platform designed to analyze large amounts of intermarket data and identify potential price trends across stocks, ETFs, commodities, and currencies. The system uses predictive modeling to generate forward-looking indicators, which advisors can use as part of their research and portfolio review process.
For financial professionals, VantagePoint functions as a decision-support tool — helping to evaluate trend strength, potential entry and exit points, and changing market conditions. It is intended to complement, not replace, an advisor’s due diligence, risk management framework, and overall investment strategy.
TradeSmith
TradeSmith is a technology platform that uses data analytics and quantitative modeling to support portfolio management and risk analysis. Its tools are designed to help advisors evaluate volatility, position sizing, stop-loss strategies, and portfolio exposure across changing market conditions. By analyzing historical price behavior and statistical trends, the platform provides metrics intended to assist with risk management and investment monitoring.
For financial professionals, TradeSmith functions as a research and decision-support resource. It can be incorporated into an advisor’s broader investment framework to help assess downside risk and improve portfolio discipline, while remaining aligned with each client’s objectives and risk tolerance.
Vantage Point
Understanding VantagePoint and Its Role in Advisor Decision-Making
VantagePoint is an artificial intelligence–driven forecasting platform designed to analyze intermarket relationships and identify potential price trends across equities, ETFs, commodities, and currencies. Rather than relying solely on traditional technical indicators, the system evaluates how related markets historically influence one another and applies predictive modeling to generate forward-looking indicators. For advisors, VantagePoint functions as a decision-support tool that can complement fundamental research, macro analysis, and client-specific investment planning.
1. Intermarket Analysis and Predictive Modeling
One of VantagePoint’s primary differentiators is its focus on intermarket analysis. The platform evaluates relationships among multiple asset classes — such as interest rates, currencies, and related sectors — to identify statistical correlations that may influence a specific security’s price movement.
Using artificial intelligence and machine learning models, the system processes large datasets to generate predictive indicators, including projected moving averages and forecasted trend direction. Advisors may use this information to help identify potential trend shifts earlier than traditional lagging indicators might reveal.
2. Trend Identification and Timing Support
VantagePoint produces daily predictive indicators that aim to help identify emerging trends and potential reversals. These tools can assist advisors in evaluating:
* Directional bias (uptrend or downtrend)
* Relative strength compared to related markets
* Potential entry or exit timing considerations
* Changes in momentum
For advisors who incorporate technical analysis into their process, these AI-generated indicators can serve as an additional layer of data when assessing portfolio adjustments. The platform does not execute trades or replace advisor judgment, but it may provide structured, data-driven insights to support timing decisions within a broader strategy.
3. Risk Management and Portfolio Monitoring
In addition to trend forecasting, advisors may use VantagePoint as part of their ongoing risk management framework. By identifying potential shifts in market direction, the platform can help highlight areas of concentration risk or positions that warrant closer review.
When integrated into an advisor’s investment process, VantagePoint can support:
* Ongoing portfolio surveillance
* Tactical rebalancing considerations
* Volatility awareness
* Risk mitigation discussions with clients
It is important to note that AI-driven forecasts are based on statistical modeling and historical relationships. Market conditions can change rapidly, and no predictive system can eliminate investment risk.
Summary
VantagePoint is designed to provide advisors with data-driven, forward-looking insights based on artificial intelligence and intermarket analysis. When used thoughtfully, it can complement traditional research methods and help inform timing, trend evaluation, and risk management decisions. Advisors considering the platform should conduct their own due diligence to determine whether it aligns with their investment philosophy and client objectives.
For more detailed information about the platform, its methodology, and available tools, visit the official VantagePoint website.
*This content is for educational purposes only and does not constitute investment advice or a recommendation of any specific security or strategy. Past performance and predictive modeling do not guarantee future results. All investing involves risk, including the possible loss of principal.*
TradeSmith
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