A six-stage AI pipeline: macro → sectors → stocks → portfolio construction → rebalance orders → stock discovery.
The Monthly Portfolio Analysis is the most comprehensive feature in Helius Terminal. It takes a rigorous top-down approach to portfolio management — starting from macroeconomic conditions, evaluating all 11 market sectors, scoring individual stocks across 97 financial metrics, and then constructing an optimized portfolio with exact rebalance orders calculated at live bid/ask prices. The same analysis that previously required a team of analysts is now available at the click of a button.
What this feature does for you
The AI assesses the current economic environment: overall market outlook (Bullish / Neutral / Bearish), key macro themes, Fed policy stance, inflation trajectory, growth outlook, and geopolitical risk factors.
All 11 GICS market sectors are scored from 1 to 100 and rated OVERWEIGHT, NEUTRAL, or UNDERWEIGHT. Each sector includes top stock picks and specific risk factors for the current environment.
Candidate stocks are evaluated across 97 financial metrics — valuation, growth, profitability, momentum, and risk factors — producing a composite score for each company.
The AI selects the optimal set of holdings and assigns target weights. Sector-based concentration limits prevent over-exposure to any single segment of the market.
Exact share quantities are calculated for each position using live bid/ask prices — not last price — ensuring the proposed orders are executable at real market conditions.
A dedicated stage surfaces high-potential, under-the-radar companies not currently in your portfolio or watchlist. The AI explains why each discovery is compelling in the current environment.
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