The New Era of AI-Powered Portfolios Has Arrived

Discover next-gen AI ETFs, smarter portfolio tools, and 3 fresh prompts for finding high-growth stocks before the crowd.

🌟 Editor's Note

This is your edge in a world where financial markets are becoming more automated, more data-driven, and more intelligent.

Each week, you’ll get:

• 🧠 AI-powered stock ideas

• ⚙️ Smart investing tools

• 💬 Ready-to-run AI prompts for finding your next move

Let’s jump in.

📈 Spotlight: 3 Emerging AI ETFs to Watch

If you want diversified exposure to the AI boom, start here. These ETFs are gaining institutional inflows and growing fast:

1. WISE - Themes Generative AI ETF (by Themes ETF Trust)

Tracks the Solactive Generative Artificial Intelligence Index, investing in around 40 AI-related companies like Microsoft, NVIDIA, AMD, and Apple

2. CHAT - Roundhill Generative AI ETF

Tracks large language model builders and generative AI leaders like OpenAI, Google, and Microsoft.

3. IRBO - iShares Future AI & Tech ETF

Formerly focused on robotics, IRBO rebranded in August 2024 to track the Morningstar Global AI Select Index. Still trades under the IRBO ticker and holds ~$600M+ in assets.

🧰 Tool of the Week: AI-Powered Portfolio Managers

These tools are changing the way modern investors build and manage their portfolios.

🔹 Composer

Drag-and-drop logic blocks to build automated trading strategies. Backtest instantly. Use AI to fine-tune parameters like volatility or momentum exposure.

👉 Visit Composer

🔹 Magnifi

Ask portfolio questions in plain English:

👉 Visit Magnifi

🔹 Vise

An AI-powered portfolio manager that dynamically rebalances, handles tax-loss harvesting, and allocates based on risk tolerance and goals.
Originally built for advisors, but increasingly used by high-level DIY investors.

👉 Learn about Vise

✍️ 3 Fresh AI Prompts to Spot Growth Stocks

Paste these into Finchat, ChatGPT, or your favorite AI investing assistant:

🔹 Prompt #1

“List U.S. stocks with YoY revenue growth above 30%, market cap under $10B, and a history of beating earnings estimates. Return ticker, sector, and most recent EPS beat.”

✅ How to verify:

• Use MarketBeat or Zacks to cross-check earnings surprises.

• Validate growth trends on Finviz.

🔹 Prompt #2

“Find growth stocks in the AI or automation sector with low institutional ownership and recent price breakouts above their 50-day moving average.”

✅ How to verify:

• Use Finviz's “Technical” screener tab.

• Check 50-day MA on TradingView charts.

🔹 Prompt #3

“Show 5 small-cap tech stocks with consistent revenue growth, low debt-to-equity ratios, and rising analyst price targets over the past 60 days.”

✅ How to verify:

• Use Yahoo Finance to review financials under the “Statistics” and “Analysis” tabs.

• Check price targets under “Analyst Opinions.”

🔍 Final Thought

AI isn’t just building better software - it’s helping build smarter investors.

Whether you're scanning ETFs, automating strategies, or running GPT prompts, your biggest edge now is how fast you turn data into action.

🔮 Coming Next Week

Hidden AI Stocks With Insider Buying - And the Exact Prompt That Uncovered Them.

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Vaulting Your Wealth Forward,
– T. D. Thompson

AI Investing Vault