Optimize stock and ETF portfolios with AI-driven personalization

Sooper's AI algo deeply analyzes an investor's equity holdings across apps and customizes the entire portfolio for optimal return versus return.

The algo called “StockVector” uses LLM text embeddings to represent stocks as multidimensional vectors.

This enables it to uncover deep levels of hidden risks in equity portfolios which was not previously possible.

Abstract network graph with blue and green nodes
Mark Turner's personalized direct index for ARKK ETF
StockSuggested actionIndex allocationModified allocation
TSLAReduce10.4%8.2%
ROKUReduce7.6%6.3%
COINReduce7.4%5.9%
PLTRIncrease4.7%5.8%
SHOPIncrease4.4%5.2%
Portfolio Analysis

Portfolio Analysis

Detailed reports that analyze any portfolio and suggest actions

Direct Indexing

Direct Indexing

Customize any ETF index before buying to optimize return v/s risk

APIs

APIs

APIs are available for integration into other investment apps

How it works

Portfolio information aggregation

1. Portfolio information aggregation

Sooper is able to pull any individual investor's stock holdings across different popular apps. This provides a consolidate view of all stocks in the entire portfolio.

Risk assessment

2. Risk assessment

Sooper's robust risk assessment algorithm then analyses the portfolio for various types of risk. These include parameters such as – theme clustering, volatility, market dissonance, sector skew etc. Based on these, it arrives at a risk score.

Suggested action

3. Suggested action

Sooper then suggests actions such as which stocks could be considered for paring and which ones could be added for improving the return to risk profile of the portfolio.

Detailed reports

4. Detailed reports

Detailed reports with explanations for all suggestions are generated. This helps investors and advisors to make informed decisions with full understanding and conviction.

For RIAs

Let’s face it –proprietary systems like TAMPs come with a huge tradeoff. Adopting them means being locked in to closed systems and complete loss of control. Sooper empowers RIAs to be independent, completely seamlessly with their current operating set up. This includes full compatibility with popular PMSes such as Orion, Black Diamond etc.

Problems with TAMPsHow Sooper solves them
Hard to set up and manage
Rules based customization involves considerable effort
AI based automation
Operator needs to just define the desired theme, and AI does the heavy lifting
Advisors lose control
Portfolios are rebalanced automatically by the TAMP without advisor input
Advisors' permission needed
Operators can override any suggestions and thus approval needed for any trades
No trade transparency
Rebalances happen silently; advisors often can't explain the rationale
Explainable AI reports
Detailed reports generated for all suggested actions
Fee justification becomes harder
Clients question why they're paying the advisor if the TAMP does the investing
Advisors can also modify the suggested portfolios
Advisors retain discretion over any suggested actions
Incompatible with other tools such as Portfolio Management Systems
TAMPs are closed systems which cannot work with other PMSes
Advisor continues to use PMS seamlessly
Sooper is completely compatible with other PMSes as Orion, Black Diamond etc.
Custody lock-in
TAMPs often require moving assets to their custodian
Custodian neutral
Sooper works via APIs (e.g., BridgeFT) with any advisor workflow or custodian

StockVector Algo

Overview

Stock vector in n-dimensional space

StockVector is the beating heart of our offering. It is at the absolute cutting edge of AI research in the asset management space. And that's not just a marketing statement. It rethinks the traditional “Markowitz Efficient Frontier” theory for the current AI world we live. Following is a comparison of Markowitz's approach versus that of StockVector

Markowitz Efficient Frontier theory primerAdvantages of vector framework
Bedrock of finance and investments industry
More aligned to contemporary digital and AI world
First proposed in 1952 and won Nobel Prize in 1990
Rethinks classical theoretical concepts with analogous AI ones
Has the following shortcomings since it was built in pre IT / AI era
Leverages the advances in AI and LLM technology
Only incorporates quantitative but not qualitative data
Can handle both quantitative and qualitative information
Backward looking - relies on historical returns and co-variances
Dynamic and forward looking - incorporates real-time news flows
Assumes simplistic linear relationships between assets
Captures non-linear relationships and complex patterns
Cannot directly account for specific news events that drive stocks
Allows for a granular, event level cause-effect modeling

Application To Risk Modeling

Between two pairs of stocks with similar return profile, the pair with maximum cosine distance will be less risky

Portfolio 1 with stock vectors and angle theta 1
Portfolio 2 with stock vectors and angle theta 2

Portfolio 2 will be less risky than Portfolio 1 (because Θ2 > Θ1)

Efficient frontier chart showing return vs risk

The efficient frontier in Markowitz's theory is computed by using covariance of stock returns. In Sooper, it is computed by using the cosine distance between the stock vectors. Also, historical mean and variance is replaced by expected mean and variance.

API Suite

Plug and play approach

Plug and play icon

For app owners, Sooper offers a suite of powerful, easy-to-integrate APIs that bring personalized portfolio construction, dynamic rebalancing, and intelligent investment recommendations directly into your existing app or platform.

Designed for seamless compatibility with the tools RIAs, wealth managers, and digital advisors already use — including Orion, Black Diamond, and more — Sooper enables you to deliver sophisticated direct indexing and investment intelligence without building the infrastructure yourself.

With minimal lift, you can activate fully compliant, white-labeled workflows that empower agents to deliver next-gen portfolio personalization — all within their familiar environment.