Create Powerful Investment Strategies Your Way
Build from scratch, customize proven strategies, or let AI create the perfect strategy for you. Three powerful ways to optimize your investment portfolio.
Three Ways to Build Your Perfect Strategy
Whether you're a hands-on investor or prefer AI assistance, Accountable Finance has the right approach for your investment style.
Build From Scratch
Complete control over every aspect of your investment strategy. Perfect for experienced investors who know exactly what they want.
- ✓Custom stock screening criteria
- ✓Rankers and filter templates
- ✓Multi-factor ranking systems
- ✓Performance tracking metrics
- ✓Backtesting capabilities
Create With AI
Describe your investment goals in plain English and let our AI build a customized strategy for you.
- ✓Natural language strategy creation
- ✓Goal-based portfolio optimization
- ✓Multi-factor stock ranking models
- ✓Strategy explanation & rationale
- ✓Backtesting capabilities
Customize Existing Strategies
Start with our library of proven strategies and modify them to match your goals.
- ✓Proven, tested strategy templates
- ✓Easy modification tools
- ✓Historical performance data
- ✓Strategy variations and alternatives
- ✓Backtesting capabilities
AI Strategy Builder Features
Natural Language Processing
Simply describe your investment goals: "I want a conservative strategy for retirement in 15 years" and watch AI work its magic.
Goal-Based Optimization
AI tailors your strategy based on your specific investment goals - whether you're planning for retirement, saving for a house, or building long-term wealth. The system optimizes ranking factors and stock selection criteria to match your timeline and objectives.
Multi-Factor Stock Ranking Models
AI automatically creates weighted ranking systems using multiple financial factors like value, growth, profitability, and momentum to identify the highest-scoring stocks based on your strategy goals.
Strategy Explanation
Get clear explanations of why AI chose specific ranking factors, filters, and stock selection criteria for your custom strategy.
Iterative Refinement
Easily refine and adjust your AI-generated strategy by providing additional context, changing requirements, or manually editing the results.
How It Works
Choose Your Approach
Select from scratch building, AI creation, or customizing existing strategies based on your experience and preferences.
Define Your Goals
Set your investment timeline and financial objectives. Our tools guide you through every decision.
Build & Optimize
Use our advanced tools to create and fine-tune your strategy with backtesting and performance analysis.
Deploy & Monitor
Execute your strategy at your brokerage and track its performance with real-time monitoring and rebalancing.
Ready to Build Your First Strategy?
Start creating sophisticated investment strategies with our intuitive tools and AI-powered builder.