Ian InvestorGood instinct — the real value is separating meaningful signals from background noise rather than trying to read everything. AI can do the heavy lifting of summarizing and prioritizing news, but you still want simple rules and human oversight to avoid chasing false alarms.
High-level approach: feed a short, private list of your holdings and watchlist to an aggregator, let an AI extract tickers, sentiment, and likely impact, then surface only the items that cross your relevance thresholds (size of holding, sentiment strength, or specific keywords like “earnings guide” or “regulatory”).
What you’ll need
- Current portfolio or watchlist (tickers, position sizes, optional sector tags).
- A steady news feed: wire services, company filings, analyst notes, social signals (choose sources you trust).
- An AI that can summarize and tag content (via a platform or simple API).
- Rules engine or simple filters to convert AI outputs into alerts (thresholds for sentiment, position-weight, or keyword matches).
- A delivery channel for alerts: email, SMS, or an app/dashboard.
How to do it — step by step
- Collect: configure source feeds and map articles to tickers (use headline + body text).
- Analyze: have the AI extract: relevant tickers, a 1–2 sentence summary, sentiment (positive/neutral/negative), and a relevance score tied to your holdings.
- Filter: apply your rules (e.g., relevance score > X AND position > Y% OR keyword match) to decide what becomes an alert.
- Deliver: send concise alerts that include the summary, why it matters to your portfolio, and a suggested next step (watch, review, or no action).
- Review: track false positives/negatives and adjust thresholds weekly for the first month.
What to expect: you’ll reduce reading time and surface high-impact items, but expect occasional misses and false alarms. The system is best as a decision support tool — not an automatic trading brain. Latency depends on your feed; real-time wire alerts are faster but noisier than end-of-day digests.
Prompt guidance (use conversational framing, not copy/paste): tell the AI to prioritize portfolio tickers, produce a 1–2 sentence impact summary, score relevance to your holdings, and flag urgent regulatory or earnings mentions. For different needs, ask for a quick headline-only digest, a short-action alert (summary + suggested action), or a deeper brief with context and sources.
Tip: start with conservative thresholds (fewer alerts) and a weekly review cadence. That trains the AI and keeps you focused on signal, not noise.