Introducing Vest: Your AI-Powered Due Diligence Partner - Looking for feedback!

TLDR; We are introducing Vest, an AI powered due-diligence and stock recommendation platform. We have bootstrapped ourselves so far and are wanting to get as much feedback from Reddit as we can to see where we can improve, but also what we are doing right. So please have a look around, give us feedback and if you like it, feel free to use it.

Hi Reddit,

My name is Drian and I'm one of the founders of Vest. We believe we are crafting something special at Vest and we want to get the word out and gather as much feedback as possible!

Our major goal at Vest is to help new retail investors make sense of the investment landscape and get AI powered assistance, or even help experienced investors get confirmation of their potential moves. Overall, we want people to start their journey to financial freedom and not be daunted by the complexity of it.

So how do we do this?

Vest is a user-friendly service that harnesses fundamental metrics, social and news sentiment, and technical analysis, that we feed into some advanced AI models to generate clear buy, sell, or hold signals for US-based (for now!) stocks, offering our users transparent due-diligence for confident investing.

The service is currently free with no ads - however, at some point we do plan on adding a paid tier.

What's included:

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• Financial Metrics. Our financial metrics take all the potentially complex mathematical equations and present the fundamentals of a company to users in a simple 1 pager, with a score displaying if the metric is positive for a stock. We also provide publicly available analyst ratings from investment banks as well as price targets they have set.
• News Sentiment. We take publications about a specific stock from new articles, journals and socials and give these all a rating to determine if social sentiment is positive around a stock or not. Each article and its rating is visible to our users through through our dashboard.
• AI assisted Stock Signals. We have developed an algorithm to take all the metrics, sentiment and technical analysis we collate and analyze this with historic performance data for every stock to attempt to figure out if a stock is undervalued (great time to buy) or overvalued (great time to sell).
• 155 US stock tickers and counting. We currently have trained our models for around 155 US based stocks on the NASDAQ and NYSE exchanges. As we get more funding/runway we do plan on adding more, with the eventual goal to expand to more exchanges, countries and securities.
• Knowledge base and community. Our knowledge base & community contains explanations and articles for all metrics and the other good stuff behind Vest. We don’t want to just tell users what to do, but to also assist in their financial education. We hope our knowledge base can also become a thriving community where users can interact with us and each, ask questions around investing and keep gaining knowledge.

Is it 100% accurate?

Absolutely not. While we do a pretty great job at tracking and surfacing signals, we are not presenting a fool-proof, silver bullet with a guarantee here - rather a starting point for users to make more informed decisions, find potential new investment opportunities and hopefully learn about investing as they do so.

We encourage our users to do their own research and due-diligence and not just take our signals as gospel - we know each and every person has a different risk appetite and goals, and we encourage you to use Vest in a way that fits with your own financial goals and risk appetite.

We also display our win rates, average returns, and comparisons with buy and hold for each stock - and we are transparent about it when we’ve fallen short.

Next steps:

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• Hope over to vestapp.ai and sign-up
• From the dashboard, play around, inspect our stock information and add some stocks to your watchlist.
• If you like what you see, and you’ve done your homework - use your favourite brokerage account to make an investment and watch Vest for changes in a stocks signals. If you don’t have one, we have a pop-up when you click buy/sell on any given stock with some non-affiliated brokerage options for the US, Australia and New Zealand - we don’t get a kickback from these brokerages, they are just what we’ve personally been using.
• FEEDBACK - We’re just getting started and we know the value of a fresh pair of eyes - our current mission is to get as much feedback as possible - anything you think of please send it through here or on the dedicated feedback form on our website in the sidebar on the left.

Features we’re working on

We're quietly thrilled about the direction Vest is headed, and we want to give you a sneak peek of what's in store for the next couple of quarters. Some of these may roll out as premium features, but we're diligently fine-tuning the details. Here's what you can expect:

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• Insider Trading Insights: Get daily reports on major stock moves by whales and company insiders.
• Institutional Holders: We're adding daily reports on institutional holders, keeping you informed about their moves.
• Lobbying Activity: We're actively working on daily updates about lobbying activities, so you can stay informed.
• Government Contracts Data: We'll provide a quarterly snapshot of government contract values for the companies you're tracking.
• US Congress Stock Activity: Keep an eye on daily trading actions of House and Senate members.
• Daily Summaries & Signal Alerts: We're currently hard at work on this feature. Soon, receive daily email summaries covering signals, watchlist updates, and key news.
• Personalized Risk Management: Tailor signals to match your unique risk management strategy. Your investments, your way.
• AI Assistant: Our LLM integration is almost ready, allowing you to ask it straightforward questions about particular securities in plain English. It will provide you with real-time context on fundamentals, news, and all the metrics and data points we monitor.