Equalifi
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JARVIS is fundamentally transforming the equity research landscape by automating complex data analysis and providing scalable, real-time insights that are accessible to individual investors, analysts, and large research institutions alike. Traditional equity research has often been limited by labor-intensive processes, fragmented data sources, and the inherent biases of human-driven analysis. JARVIS streamlines and enhances these processes by processing hundreds of millions of data points daily, including quantitative metrics like price and volume trends, along with qualitative information such as news sentiment, macroeconomic data, and earnings call transcripts. By aggregating and analyzing these diverse data inputs, JARVIS enables a more comprehensive, multi-dimensional view of the market, which individual investors or smaller teams would struggle to achieve manually.

MISSION

“Empowering investors worldwide through AI-driven insights, personalized strategies, and dynamic risk management for smarter, data-backed equity investments.”

VISION

“To be the world’s leading AI-powered investment partner, empowering investors with intelligent, data-driven insights to make informed decisions across diverse markets. We aim to revolutionize the investment landscape by continuously advancing our AI technology, expanding our reach, and delivering sustainable, personalized growth for our clients in an ever-evolving global economy.”

Products & Services

B2B SaaS (Software as a Service):

  • Stock Analysis and Research
    This feature offers comprehensive AI-driven tools for businesses to analyze stock performance and market trends. It provides in-depth reports and insights into stock movements, allowing fund managers and analysts to make informed investment decisions. By automating the analysis process, it saves time and ensures that users have access to real-time data. This tool is essential for businesses seeking to stay ahead of market shifts and trends with data-backed insights.
  • Fund Manager Automation
    This automation feature simplifies the complex tasks fund managers face daily by providing AI-based solutions for portfolio management and investment decisions. It helps in optimizing portfolios, automating stock selection, and managing risk effectively. Fund managers can rely on this tool to reduce human errors, make data-driven decisions, and ensure portfolios are aligned with client objectives. The automation allows managers to focus on strategic decision-making while routine tasks are handled by the system.
  • Stock Coverage & Research
    Jarvis Invest offers comprehensive coverage of stocks, providing detailed research reports on a wide range of companies. This feature allows businesses and fund managers to access up-to-date information on stock performance, industry trends, and company fundamentals. It can be customized from a one-pager to a 45 pager in-depth report. The research is conducted using AI algorithms, which ensure accuracy and relevancy, helping users stay well-informed about the markets they are investing in. This extensive coverage makes it easier for investors to track the stocks they care about.
  • Portfolio Creation & Backtesting
    With this tool, businesses can create custom portfolios based on specific strategies or risk preferences. The backtesting feature allows users to simulate their portfolio’s performance using historical market data. This helps investors understand how their portfolio would have performed in past market conditions and enables them to refine their strategies. The ability to backtest portfolios ensures that decisions are based on real data and not speculation, increasing confidence in investment choices.
  • AI Simulation & Portfolio Optimization
    This feature allows businesses to simulate different market scenarios and understand how their portfolios would perform under various conditions. AI-driven models optimize the portfolio by balancing risk and returns according to user preferences. The system continuously learns from market data and adjusts the portfolio to ensure it remains aligned with the investor’s goals. This provides businesses with an edge in managing portfolios more efficiently while maximizing potential gains.
  • Smart Analyst Bot
    The Smart Analyst Bot is an AI-powered assistant that helps businesses analyze stocks and provides real-time recommendations. It mimics the work of a human analyst, offering insights, alerts, and advice based on current market data. This tool enables businesses to quickly identify opportunities or risks in their portfolios, enhancing decision-making speed and accuracy. The bot reduces the need for constant manual monitoring and allows users to focus on more strategic tasks.
  • Article Automation
    This feature automates the generation of research articles, reports, and financial content for businesses. It uses AI to gather data, analyze market trends, and write detailed articles, saving time and reducing manual efforts in content creation. This tool is particularly useful for businesses that need to keep clients updated with the latest market news and analysis. Automated articles ensure consistency in communication while providing valuable insights in a timely manner.
  • Research Analytics
    The Research Analytics feature provides businesses with advanced tools to derive meaningful insights from vast amounts of stock market data. It helps businesses analyze trends, stock movements, and investment strategies, offering detailed reports that guide investment decisions. The analytics engine is powered by AI, which ensures that the information is accurate and actionable. This feature is essential for businesses looking to refine their research processes and extract maximum value from their data.

B2C Subscriptions:

  • Jarvis Portfolio
    Jarvis Portfolio is an AI-powered investment tool designed for individual investors who want personalized portfolio management. It customizes portfolios based on the investor’s financial goals, risk tolerance, and time horizon. The platform continuously monitors and rebalances the portfolio to ensure it stays aligned with the investor’s objectives. This service simplifies the investment process for retail investors by automating key functions and providing expert-level management at a fraction of the cost.
  • Jarvis Protect
    Jarvis Protect is a subscription-based service that helps individual investors safeguard their portfolios from downside risk. The platform uses AI to monitor market volatility and adjust the portfolio to minimize potential losses and identify and trigger sell alerts on underperforming or low quality stocks.
  • Jarvis One Stock
    This product provides stock recommendations for short-term investing It’s particularly useful for retail investors who want to focus their investment strategy on a specific stock and need recommendations. Jarvis One stock is a best seller that can provide from one stock a week to one stock a day basis subscription slabs it provides recommendations and track to provide sell alerts

Asset Management:

  • Automated Fund Management
    This service is designed to offer automated fund management across global exchanges, making it easier for investors to manage their assets regardless of geographical location. The platform uses AI to monitor global markets and adjust the portfolio to ensure maximum efficiency and profitability. It offers a hands-off approach to managing large funds, making it ideal for investors who prefer automation over manual management. The global reach of this feature ensures that investors can diversify across regions and markets, enhancing their portfolio’s resilience.

These offerings and features highlight the comprehensive solutions Jarvis Invest provides for both business and individual investors, making use of advanced AI tools to optimize investments, automate processes, and protect portfolios.

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The database, any of the data, listings, or other constituent elements may not be downloaded, republished, or duplicated, in whole or in part, for commercial purposes, for purposes of compiling mailing lists or any other lists, or for any other purposes without the prior express written permission of Equalifi. Although we believe the information to be generally accurate, Equalifi does not warrant the accuracy, completeness, timeliness, or fitness for a particular purpose of the information contained in the database, or in any way endorse the individuals described therein. In no event shall Equalifi be liable for any decision made or action taken in reliance on the information contained therein.