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      Boosted.ai Recent Releases

      Last updated: December 2, 2024

      Here's what's new in November 2024

      Alfa

      • Full report export
        • You can now combine all widgets from the same report into one export
        • Tables will be represented as tables in the doc if they have 6 columns or less, otherwise they will be shown as CSV data
        • Charts will be converted to images and inserted into the document
        • All citations will appear at the end of the list
        • You can now export individual chart menus as PNG files
      •  Agent preview
        • Your analysts will now show a list of loading widgets with a title after their plan is generated.
        • This gives you an idea what the output would look like faster.
      • Variable Picker/Explorer
        • You can now click the "#" button to bring up the variable picker/explorer feature.
        • Allows you to browse available variables by category or find variables through search, see their descriptions, and insert the variable through a chip in the chat. 
        • Variables that have aliases (such as price to earning is also P/E ratio) are shown in the description.
      • Custom Document management page
        • Navigate to Settings > My Documents to manage your custom document uploads directly through Alfa.
        • Allows you to view all custom documents your team has uploaded and their status
        • You can also preview or download any document, delete a document or see upload quota usage.
      • Widget remaning
        • You can now edit any widget name to further customize your experience using Alfa.
      • Chat chips for portfolios & watchlists
        • Type @ to open the popup for selecting portfolios or watchlists, a chip is inserted in the chat and persists to the chat log.
      • Get stocks from existing strategies
        • Ask an analyst to get stocks from a specified Boosted Insights strategy and perform a task surrounding these stocks.
        • For best results, refer to the strategy in the following format: <model name> - <strategy name>.

      Here’s what’s new in October 2024

      Alfa

      • Duplicating abilities
        •  All users can now duplicate an analyst within their account. This will create a new copy of the analyst, with all history and output transferred.
        • This can be used when you have an analyst that works well, but you'd like to apply it to a different company or make some slight modifications without altering the original.
      • Suggestions using "@"
        •  When you type in chat ,if you start use "@", a menu will appear with your watchlist and portfolios as suggestions.
      • Memory Page
        • Navigate to the memory page by clicking on Settings and then Memory
        • Here, you can view all your watchlists and portfolios, change their names or delete them. 
      • Template Previews
        • When you open a template, you can now see a preview of the expected output before creating the agent
      • Scoped Document Selection
        • You can now scope an agent to focus specifically on requested documents from your custom documents library.
        • To do so, add the EXACT NAME(s) of the document(s), including extension, to your query and the planner will keep the document scope to only the named document(s).
        • Limitations: You have to use the exact matching name from the document library including the extension, preferably in quotes.  Non exact names are not supported at this time.

      Discovery Blocks

      • ETFs
        • When you create a discover block, there is now a selector for an ETF block.
        • You can pick from one of our preset ETF universes.
        • Regarding sectors, an ETF counts as belonging in a specific sector if more than 10% of their holdings are within a sector. Note: An ETF may match multiple sectors.

      Here’s what’s new in September 2024

      Alfa

      • Thumbs up/down

        • You can now indicate if an output generated by Alfa is good or not and leave feedback using the Thumbs Up/Down tool.

      • Agent Notification Emails

        • You can now set up email notifications for any of your active agents
        • You can add any teammates’ email addresses to an agent's email list if you want them to get notification emails as well.

      • Citation explorer for custom docs

        • Clicking on a citation for a custom document in the chat output will now show an embedded preview of the original document and highlight the text that was used in the cited doc summary snippet.

      • Stock Ranking

        • You can now ask Alfa to give you a ranked ordering of a list of stocks (ETFs, Universes, custom sets, etc.) based on some criteria/topic
        • You can return top N and/or bottom M stocks by asking in your query

      Here’s what’s new in August 2024

      Stock Hub

      • Earnings Remarks Details

        • Earnings Remarks are now summarized from the Earnings Transcript

      Market Trends

      • Themes Sharing

        • Theme Sharing enables you to share custom themes accross your team
        • By default, themes are not automatically shared with team members, instead you must toggle on Share With My Team 

      Here’s what’s new in July 2024

      Custom document uploads

      • Custom document uploads

        • You can add custom documents directly to your profile for Boosted Insights to review.

        • Adding a custom document enables Boosted Insights to perform a more holistic analysis for you, integrating information that is not publicly available into its results.

      Here’s what’s new in June 2024

      AI Commentary

      • Single Stock Commentary
        • You can now generate stock-specific commentary for any security supported by Boosted.ai
        • Boosted Insights sorts stocks into the following sections:
          • Trades: Highlights stocks in your selected portfolio that have been bought or sold within your specified timeframe
          • Biggest Movers: Highlights stocks with the biggest price movements during your specified timeframe
          • Your Holdings: Contains the rest of your holdings

      Portfolio Workspaces

      • Portfolio Style Sleeve Tab
        • The Portfolio Style Sleeve tab enables you to see how closely aligned your portfolio is with your selected style sleeve.
        • This enables you to see exactly which of your securities fall within each sleeves.
        • It also enables you to see each bucketed security’s risk factor, additional criteria, sector, or asset class values in relation to the target ranges set in the sleeve’s ISM settings.

      Stock Hub

      • Single Stock Hypothesis
        • Work with Boosted Insights to build out and audit a hypothesis for a single stock
        • Use AI to analyze all available data on News, Earnings and Peer Earnings to find relevant information that validates or voids your hypothesis
        • Go live with your hypothesis and enable continuous monitoring of all qualitative data sources to catch any changes in sentiment

      Here's what's new in May 2024

      Discover

      • Export Discover to XLSX
        • A button is now available on the Discover page allowing you to export all blocks on your page to an XLSX file.
        • Each block will be a separate tab, each block will contain the columns of the discover block on the app.

      AI Commentary

      • Templates
        • We've introduced templates in AI Commentary, which allows you to save settings from previous pieces of commentary, ensuring you don't need to set them up again in the future.
      • Export Commentary to a PDF
        • We’ve introduced the ability to export a powerful one-pager after generating a piece of commentary.
        • These one-pagers can be customized to include additional information you may need, such as your personalized logo.

      Portfolio Workspaces

      • Shared Workspaces
        • With Shared Workspaces, you'll now be able to share any Portfolio with your team.

        • Sharing a portfolio gives any member of your team the ability to view or edit the portfolio.

      • Export Portfolio Analytics to a PDF
        • We’ve introduced the ability to export a powerful one-pager for any one of your portfolios.

        • Make customizations to your report such as including a custom logo, adding or removing different columns, and selecting your preferred time frame.

      • Analyze a Strategy in Portfolio Workspaces

        • You can now view strategies through the lens of Portfolio Workspaces. This enables you to analyze a strategy through a more customized approach.

        • After you select a strategy, you'll set up your preferences towards allocations, style and the importance of each of your settings. 
        • A read only workspace will be created once you finish the creation flow. You won't be able to make any trades for this type of portfolio, and your holdings and trades will automatically update for you.

      Here’s what’s new in April 2024

      Stock Hub

      • News Sentiment (located in the News tab)
        • We’ve introduced the “Current News Sentiment”, which showcases a one-month moving average of the news sentiment for your selected security. 
        • We’ve added a graph representing a visual comparison of the rolling sentiment, stock price and benchmark of your choice. 
        • You can find a News Sentiment for articles that relate to your selected security, along with its impact on the security’s price.
      • Export Stock Hub to PDF 
        • We’ve introduced the ability to export a powerful one-pager, containing essential information on a security.
        • These one-pagers can be customized to include any information you need, along with your personalized logo.

      Discover

      • Discover - New Feature Release
        • We’ve launched a brand new feature called Discover
        • Use Building Blocks to create your own custom and dynamic stock screeners
        • Instantly find securities that match your set qualitative criteria such as your investment style, market themes, major developments from news within your chosen Stock Universes, and Sectors. 

      Market Trends

      • Sector/Security Filters
        • We’ve introduced the ability to filter themes by either sector or security
        • This gives you the ability to easily find themes that may affect a particular sector or security 

      Portfolio Workspace

      • Portfolio Health Emails
        • You can now subscribe to Daily, Weekly or Monthly Portfolio Health emails
        • Through these emails, you can get notifications on changes to your Portfolio Health Score, Performance, and Dividend Yield.
        • We’ll also inform you on the top market news and themes that are most relevant and influential to your portfolio. 
      • Custom Benchmarks
        • We’ve introduced the ability to measure portfolio performance by setting your own weight combination of securities.

      AI Commentary

      • AI Commentary - New Feature Release
        • We’ve launched a brand new feature called AI Commentary
        • AI Commentary is a more streamlined, time-efficient approach to client communications and marketing, precisely tailored to your investment style and portfolio goals.
        • With AI Commentary, you just need to tell us a few things about you. Then, after a few seconds, your commentary is automatically generated for you.