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 Schwab 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 Schwab 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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