VEST

What is VEST?

VEST is a next-generation AI intelligence layer for equity markets — transforming how investors interpret volatility, spot opportunities, and act with confidence. Built for speed and precision, it delivers contextual, real-time stock analysis powered by adaptive machine learning models trained on live market feeds and institutional-grade fundamentals.

How to use VEST?

Getting started with VEST takes under 90 seconds: create your secure profile, authorize read-only access to your brokerage (via Plaid or direct API), then begin conversing with the intelligent analyst in your dashboard. Ask natural-language questions — “Why did NVDA dip at 2:15 PM?”, “Compare risk-adjusted returns of TSLA vs. MSFT over Q3”, or “Show me undervalued semiconductor stocks with b earnings momentum” — and receive actionable, time-stamped insights instantly.

Key Features From VEST

Conversational AI analyst trained on live equities data

Institutional-tier data integrations (Bloomberg, Refinitiv, SEC EDGAR, Nasdaq TotalView)

Latency-optimized insights — sub-second response times during market hours

Personalized strategy suggestions aligned with your portfolio & risk profile

Dynamic risk scoring — quantifying event-driven, sectoral, and macro exposure in real time

VEST's Use Cases

Active individual investors seeking edge through AI-augmented decision speed

Day and swing traders requiring granular, timestamped rationale behind price action

Financial advisors and RIAs integrating white-labeled insights into client reporting

FAQ from VEST

What is VEST?

VEST is an AI-native stock intelligence platform engineered to convert raw market data into strategic clarity — delivering real-time, explainable analysis tailored to your investment style and objectives.

How to use VEST?

After quick onboarding and brokerage integration, engage VEST like a research partner: type questions, upload portfolio snapshots, or trigger automated watchlist alerts — all without coding or complex dashboards.

What kind of data sources does VEST use?

VEST ingests and cross-validates from premium commercial feeds, regulatory filings, options flow, short interest reports, and alternative data — ensuring depth, timeliness, and auditability in every insight.

Is the chatbot easy to use for beginners?

Absolutely — VEST's interface is designed around financial intuition, not technical fluency. Guided prompts, plain-English explanations, and visual context (charts, heatmaps, sentiment timelines) make advanced analysis accessible from day one.

Can VEST provide real-time investment recommendations?

Yes — but intelligently. Recommendations are never generic; they’re dynamically generated based on your holdings, stated goals, current market regime, and probabilistic risk modeling — always accompanied by transparent reasoning and confidence scoring.

What are the core features of VEST?

At its core, VEST combines a domain-specialized AI analyst, enterprise-grade data infrastructure, ultra-low-latency processing, personalized strategy generation, and adaptive risk intelligence — all unified in a single, intuitive interface.