BiSQS

The market's only innovative investment research tool that combines AI-driven market outlook analysis, market-pattern sensing and tracking, and portfolio construction.

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Today's financial markets are fast-moving and full of uncertainty, and the universe of financial products can be overwhelming. Picking out investments that are actually worth holding typically takes research teams a great deal of time and effort. The work that follows — portfolio construction and rebalancing, performance monitoring, and capturing market signals and patterns — is just as time-consuming and detail-heavy.

BiSQS: SoftBI's quantitative-service standalone system

  • Automates the bulk of this specialized work
  • Significantly reduces the workload on research teams
  • Boosts the productivity of every team it touches
  • Keeps the system's output consistently professional and precise

SoftBI has been researching AI applications in market analysis for years and has earned multiple patents in financial engineering. We've poured all of that work into this innovative system — once again proving SoftBI's commitment to continuous R&D in AI and financial engineering.

BiSQS's Powerful Capabilities

AI Outlook Assessment Across Major Global Markets

Using big data, multiple AI models compete against one another in a survival-of-the-fittest setup. The most accurate model is selected and used to assess short-, medium-, and long-term outlooks for every major global market, automatically filtering for markets with the most favorable outlook.

Global Market & Product Classification

The system supports analysis and management of financial products commonly used in private banking, including: FX, DCI, structured products, bonds, mutual funds, equities, and derivatives. This helps FAs provide investment recommendations and portfolio analysis to clients, and helps banks manage portfolio risk.

Portfolio Construction in Multiple Styles

The system includes the market's two mainstream asset allocation models, Markowitz and Black-Litterman. Users can pick either to build a traditional stock/bond portfolio, or use SoftBI's exclusive patent "Style Portfolio + Individualized Allocation" to build a more diversified portfolio.

Global Market Sensor 360

A distinctive market monitoring and analysis capability that lets users build their own patterns, sensors, and even predictive models on top of their own domain knowledge. The result is a market analysis and signal-sensing platform users can tailor to their own needs.

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Multi-Product Analysis

Built-in analysis for mutual funds, ETFs, equities, and bonds, plus filtering tools across product categories — users can quickly find high-quality investments to recommend to clients or to use as building blocks for portfolios.

This module also includes SoftBI's patented "Multi-Factor, Score-Ranking Search".

Portfolio Performance Monitoring & Rebalancing

24/365 monitoring for allocation drift, P&L drift, and risk drift, with matching alerts. Once an alert fires, users can execute the rebalancing needed to keep the portfolio in good shape.

Investment Proposals

High-net-worth VIP clients deserve specialized attention. This module lets users assemble a polished, professional investment proposal based on the client's current holdings and the products being recommended — all generated quickly by the system.

Multi-Function AI Assistant

A smart AI assistant that helps research teams quickly draft response emails to clients — covering product recommendations and rebalancing suggestions — and generates client-specific market and product analysis reports.

Global Market Sensor 360

24/365 full-market sensing and tracking

In the era of big data, investors have to respond to constantly shifting markets. Global Market Sensor 360 delivers real-time market monitoring and analysis. Beyond daily tracking of the markets you care about, it offers sensor-triggered monitoring — when a specific pattern fires, you get an immediate notification.

On top of that, this module gives you a flexible customization workflow: you can build your own patterns, sensors, and even predictive models on top of your own domain knowledge. With watchlist management, you can curate the market signals you care about in whatever way feels most natural — and the system handles the continuous monitoring for you.

This module combines algorithms, big-data techniques, and AI models. Capabilities include:

  • Real-Time Market Monitoring

    Daily, near-real-time tracking of market dynamics — stay on top of the market's pulse and decide fast.

  • Custom Model Building

    A library of customizable building blocks helps you analyze the patterns playing out in the market and turn them into models of your own.

  • Sensor-Triggered Alerts

    Real-time notifications whenever the market patterns you care about fire — you hear about it first.

  • Forward Market Forecasts

    Model-driven forecasts of where the market is headed — to help you capture opportunities.

Who Uses the System

Investment research teams, portfolio construction teams, traders, product managers, and market analysts in financial institutions.