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      Ideas

      A complete guide on using Boosted Insights - Ideas.

      The Ideas feature is a collection of different insights that the machine has found most interesting at every rebalance period, which can be daily, weekly, or monthly depending on the strategy. Ideas will save you time by surfacing stocks and other insights that are worth further inquiry.

      Table of Content

      How to Use Ideas?

      Screenshot 2023-01-13 at 1.07.03 PM

      We recommend checking Ideas at least once per rebalance period for each strategy you're subscribed to. Under Recommendations, you can see when the Ideas page was last refreshed (in the example above, it was 12/1/2022). To toggle between strategies, click the Strategies dropdown in the top right corner and select the one you want.  

      We recommend checking Ideas at least once per rebalance period for each strategy you're subscribed to. Under Recommendations, you can see when the Ideas page was last refreshed (in the example above, it was 12/1/2022). To toggle between strategies, click the Model dropdown in the top right corner and select the one you want.  

      Below, we will explore each component of the Ideas page and how to utilize those insights.

      If your Ideas page does not look like the version above, you are likely enrolled in an earlier version of the feature. Click here to scroll down to see how to use Ideas V1.

      Component Breakdown - Recommendations



      During each rebalance period, the machine will surface potential investment opportunities grouped by risk and reward levels. Because the machine only surfaces interesting long/short opportunities, you may have no names surfaced on some rebalance periods.

      Note, Recommendations will only show up for the most recent rebalance period; the time range filter will not change Recommendations, only the other charts.

      Recommendation Components

      • Ratings - Boosted.ai’s proprietary stock rating is given based on how stocks are expected to perform relative to all the other stocks in a strategy’s universe. Performance is determined based on the bullish and bearish signals generated from the learned variables and patterns. To learn more, see our article on Ratings. 
      • Predicted Excess Return - We predict excess returns by at the excess return of stocks that share similar ratings and how well those stocks’ underlying patterns perform in current market conditions.
      • Top Drivers - The machine highlights the stock’s top 3 bullish variables, whose values are categorized as low, medium, or high.
      • Reason - This is the machine’s recommendation for what to do with the stock, explained in plain English. 

      Chart Breakdown - Top Rating Moves

      During each rebalance period, ratings will change due to new stock data being ingested. Some rating changes are more significant than others. It is important to evaluate the big movers as they present the greatest opportunities; keep an eye out to see if any patterns form with the biggest movers.


      The Top Rating Moves highlights the top 10 stocks with the biggest upwards and downwards movement to save you time. 

      Component Breakdown - Sector Rankings

      Sector Rankings show how different sectors perform relative to one another. Although sector rankings may not change drastically week-to-week, extending the time range filter may reveal a sector rotation. 

      Component Breakdown - Top Drivers

      Top Drivers highlights the top bullish and bearish variables that are contributing to the top and bottom 20% of stocks. The higher the score, the greater the bullish signal; vice versa, the more negative the score, the greater the bearish signal. 

      Component Breakdown - Buy vs Sell Differences


      The Buy vs Sell Differences chart takes the top bullish and bearish variables and maps how the value of those drivers compares between the top and bottom 20% of stocks. Toggling on the Comparison View, you can see how the values have changed since the previous rebalance period.

      How to Use Ideas V1?

      In this earlier version of Ideas, you'd use the Model dropdown to switch strategies. Note, in this earlier version, you're only able to see the strategies enabled on Watchlists. To see Ideas for the other strategies you're subscribed to, you will need to navigate to Watchlists and select a different strategy through the gear icon in the top right corner. 

      If you have Ideas V1, we will update you when we turn on the new version for you.