-- markets.fyi today announced the public release of its AI-powered investment management platform, designed specifically for retail traders and individual investors. The platform leverages advanced machine learning and agentic AI to optimise portfolios in real time, helping users achieve stronger risk-adjusted returns, better diversification, and improved tax efficiency without the need for institutional resources.
Traditional portfolio construction relies on static models, infrequent rebalancing, and human decision-making that is often clouded by emotion and limited data capacity. markets.fyi’s new platform addresses these limitations by continuously analysing vast datasets — including price movements, economic indicators, company filings, news sentiment, and alternative data — to generate adaptive allocation recommendations tailored to each user’s goals, risk tolerance, and tax situation.
“Retail investors have long been underserved by tools that were either too simplistic or locked behind high minimums and complex interfaces,” said Alex Rivera, CEO of markets.fyi. “Our AI platform democratises the same capabilities used by professional asset managers: dynamic regime detection, continuous tax-loss harvesting, multi-goal optimisation, and emotion-free execution. We’re putting institutional-quality portfolio management in the hands of everyday traders.”
Key capabilities of the platform include:
- Superior data processing and insight generation: Machine learning models synthesise traditional financial metrics with alternative data and natural-language analysis of earnings calls and market news. Early backtests on major U.S. equity benchmarks, including the S&P 500 and the Dow Jones Industrial Average, have shown meaningfully higher Sharpe ratios compared with conventional quantitative screens.
- Dynamic risk management and adaptive allocation: The system detects market regime shifts and adjusts exposures accordingly. During inflationary or high-uncertainty periods, for example, it can systematically increase allocations to defensive assets such as gold while reducing risk in more volatile segments.
- Tax-aware optimisation and personalisation: Continuous tax-loss harvesting across hundreds of positions, intelligent asset location, and multi-goal planning (retirement, education, major purchases) deliver measurable after-tax advantages. Direct indexing and customisable constraints further enhance efficiency for taxable accounts.
- Behavioural discipline: By executing according to predefined rules and updated probabilities rather than emotion, the platform helps users avoid common pitfalls such as panic selling or chasing momentum.
The platform is available immediately to retail users at no minimum account size. It operates as a transparent co-pilot: AI generates insights, candidate allocations, and rebalancing recommendations, while users retain full control and final decision authority. Advisors can also integrate the technology into their workflows to scale personalised advice.
“AI is not a magic black box that guarantees outperformance,” noted Jordan Lee, Head of Product at markets.fyi. “It is a powerful enhancer of disciplined investing. Our focus has been on explainability, robust risk frameworks, and seamless integration so that retail traders can capture the efficiency and personalisation benefits previously reserved for institutions.”
markets.fyi’s launch comes amid growing evidence that AI-enhanced strategies can improve risk-adjusted outcomes, reduce volatility drag, and lower behavioural costs. The company plans continuous model refinement and additional features, including expanded alternative-data integration and advanced scenario analysis, throughout 2026 and beyond.
About markets.fyi
markets.fyi is a financial technology company dedicated to making sophisticated market data, analytics, and AI-driven investment tools accessible to retail traders and independent investors. Through its platform, users gain real-time insights across equities, indices, commodities, and other asset classes, empowering smarter portfolio decisions.
Contact Info:
Name: Richard Demeny
Email: Send Email
Organization: Markets.FYI
Address: Decatur, United States
Phone: +447810650432
Website: https://markets.fyi
Release ID: 89202874
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