How do we make buying and selling decisions:

  1. Evaluate company and product features to find intrinsic value (aka fundamental analysis)
  2. Look for price fit, price movement, discounts, offers etc. (aka technical analysis)
  3. Search online for the right product – just Google it! (aka search analysis)
  4. Look for reviews, blogs, tweets, news items, research reports to read what experts and common people are saying about the product (aka sentiment analysis)

Objective


Social Sentiment Insights (SSi): Artificial Intelligence (AI) & blockchain powered Equity Research & Trading platform that empowers institutional investors to gain real time and unique insights that multiply trading gains, manage risk and improve compliance.

The platform enables transparency and improved collaboration across Traders, Research Analysts, and Portfolio Managers while ensuring that trading actions & strategies stay aligned with the firm’s objectives. SSi’s blockchain powered consortium fosters collaboration across like-minded firms using the SSi product. Creating a win-win ecosystem!

SSi leverages FinSoftAi’s unique patent pending technology.

Product Vision

Social Media adoption is all pervasive and influencing buying and selling decisions. Investors & Traders need alternate data to maximize gains while also managing risks.

The market for Impact investing is growing rapidly. However, there is a lack if standards and transparency w.r.t measuring ESG scores. Public Perception of ESG specific to a company is not available.

For Investment research and trading there is an explosion of content from a multitude of sources that needs to be searched and analyzed in real time.

How do we get this huge and diverse content together in one place to search, understand, visualize and create actionable insights in real-time?

Social Sentiment Insights (SSi) endeavors to solve the above problems.


Target Market

SSi functions across the front, middle and back office departments. It enhances trading gains, manages portfolio risk, and improves compliance by ensuring that trades align with the firm’s objectives

The target market consists of both buy side & sell side firms including:

  • Hedge Funds
  • Asset Managers
  • Investment Banks
  • Boutique Research firms
  • Broker Dealers
  • Retail Brokers
  • Financial News Portals

User Profiles

  • Research Analysts
  • Investment Managers/Advisors
  • Portfolio Managers
  • Traders
  • ESG Analysts
  • Market Risk Analysts

FinsoftAi SSi API’s

FinSoftAi API suite offers API endpoints to stream near real-time or gather Ticker/Sector specific social Sentiment Data and Alerts. This high quality data can be used to generate rich insights for any Ticker.
Environment, Social and Governance [ESG] factors for a company can be uniquely gauged using the ESG Sentiment Data endpoint. Distinct E, S, and G scores are also provided.
Consumers can analyse proprietary sentiment OHLC data for sentiment volume or sentiment score via the Sentiment OHLC Endpoint.
FinSoftAi SSi APIs read data from in-house operational data store using optimized search queries. The endpoints offer customization of these queries by the consumers to curate unique, timely and actionable financial insights.

Click to access API documentation https://api.finsoftai.com/ui/

Solution Overview

Product Suite

Features

The AI-powered FAANG Sentiment dashboard offers key insights for investors and traders for Facebook/Meta, Amazon, Apple, Netflix, and Google/Alphabet stocks. With features like sentiment analysis, social buzz trends, customizable alerts, and trending Word Clouds, it empowers users with timely and valuable information before market opening to enhance Return on Investment.

InstitutionalRetail
Download Feature Sheet

Features

Standalone Research Terminal, Historical data only, NLP Query, Sentiment Vs. Price, and Sentiment Volume Vs. Trading Volume charts, Search Analytics

InstitutionalRetail
Download Feature Sheet

Features

ESG or “E”, “S” and “G” specific Scores based on public sentiment for each stock

Sentiment scores are derived using a custom sentiment query that is specific to each stocks ESG requirements. Different weights used for “E”, “S” and “G” based on the sector to which the stock belongs.

Quarterly/Monthly/Weekly/Daily ESG dashboards. ESG scores superimposed over stock price and other trading graphs. Enables superior ROI with Impact Investing

Features

Daily Social Buzz and Social Sentiment Volatility data

Social Buzz and Sentiment dashboards 

CRO/Risk managers can stress test and rebalance portfolios based on social risk

Features

Real-time & historical data, API Interface, Trading signals, SSi Research

Desktop/Mobile Versions
InstitutionalRetail

Features

Research, Trading Signals, API Interface, Real-time, and historical data

Research, Trader, Portfolio Manager, and Product Admin: Roles and Workflow

Performance Dashboards, Portfolio Sentiment heat map

Audit feature to confirm that trading actions are aligned with the firm’s objectives

The Desk Solution is available both as a centralized database version and a decentralized private permissioned blockchain version.

Institutional

Features

Query Marketplace, fostering collaboration across like-minded research and trading firms

Customized views for the Query Marketplace –  depending on the trust level between the consortium participants.

Leverages private permissioned blockchain technology.

Institutional

User Roles

Query Marketplace

Stock, Sector and Market wise list of currently trending queries along with their rating and cost structure will be displayed by each publishing organization (trading firms that are members of the consortium).
Each consortium member will have a customized view based on the firms relationship with the publishing firm.
Firms can purchase queries visible to them. The publishing firm (seller organization) will receive a one-time NLP query fee and will also receive commissions every time the purchasing firm makes a successful trade using this NLP query.
Queries once purchased can be modified and resold to other firms in the consortium. Smart contracts will be executed to ensure that fees and commissions are received by all organizations that have created direct ancestor versions of this NLP query.

Modular & Configurable

  • SSi is architected as a set of loosely coupled components. Customers can pick and choose what they want now. Buy what they need in the medium/long term later
  • Available with its own UI or headless. SSi API’s enable integration with third party trading applications.
  • Can be configured to meet every users needs:
    • Various Data sources for qualitative and quantitative sentiment can be configured
    • Select news feeds can be configured
    • Choice of multiple sentiment engines – third party and custom FinSoftAI engine
    • Sentiment weights can be configured
    • Technical indicators can be selected/configured to the users liking
    • Heatmap can be configured based on different parameters
    • NLP Query elements can be configured (future offering for a configurable NLP query)
    • Commission rules can be configured
    • Custom Audits can be configured and scheduled

Next Generation Solutions

Next Generation Solutions

Inspirations

“There is only one side to the Stock Market,
and it is not the Bull side or the Bear side, but the right side”
Jesse Lauriston Livermore
“Predicting the stock market is really predicting how other investors will change estimates
that they are now making with all their best efforts”
Burton G. Maikel
“Games are won by players who focus on the playing field – not by those
whose eyes are glued to the scoreboard”
Warren Buffet
“The intelligent investor is a realist who sells to optimists and buys from pessimists”
Benjamin Graham.
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