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Data Leads Investment Decisions

Manage Investments Like a Professional Money Manager




Market Intelligence Artificial Intelligence that ranks stocks on fundamentals, sales, momentum and news




Know Your Investment Unmatched education in stock screening, risk management and psychological tolerance




Tele-Advising One on one advising, or virtual advising and market/sector analysis, and ...

Returns

"ScionAI had 29% above S&P 500 performance with only 55% cash utilization"

Responsive

Services and Values

We at scionAI have created an Artificial Intelligence Assistant to boost your confidence in making more profitable investment decisions and stramlining the investment planning.

The algorithmic AI tool has following components:

  • Financial Quality with a Single Score
  • Market/Sector/Stock Relative Value
  • News Analytics and Search
  • Momentum Map
Soon you can also access to the following features:

  • Stock Screening and Portfolio Construction
  • Stock Recommendations
  • Notifications
You can not be a surgeon or firefighter without a great deal of education, training or application , so a fundamental question is why are we taking risk with our hard earned money?

Yes you can be lucky in one or a few instances but in the long run odds are not in your favor.

One main reason individual investors lose money or don't make money like professional managers is the inherent asymmetry in the stock prices. A stock that lost 50% of its value should appreciate 100% to just break even. Well in terms of probabilities that is much less likely to happen.

It is evident that even if you become one of the best stock picking guru's on the planet but do not manage your capital efficiently you may end up not making money or losing it all.

I know a smart friend that had 150% gain right before Covid-19 induced volatility experienced 200% loss from the peak compared to original principal. Be aware of taxes you owe to IRS in the end of the year

Our clients will recieve great deal of educational material on Stock Screening, Money Management, Diversification, Risk Management, Retirement Planning and above all the trading psychology.

Our clients will also have full support of ScionAI in their investments through publishing blog posts and podcasts periodically. You can receive tele-advising services through email, or booking one on one advising sessions or recieve support on twitter and facebook. We also provide clients with our stock market analysis, sector/stock analysis periodically. Our advising services aside from periodicals and online blogs posts are strictly limited to State of California at this time.

We can also manage our clients capital assets in the State of California if this service also fits to your desire. However, we only accept the investmetns of $100K sizes with follow on investments of $50K. Please reach out to understand our services and recieve our investment brochure and contract.

Setting Expectations

What is the expectation of investment return of the clients?

On the portfolios that we manage we usually perform 7-8% above market annually on the normal circumstances. However, we achieved better performance in the event of market volatility. In Q4 2019, we had 21% above market performance on a Long/Short portfolio of investments. In 2020, till April 2020 we are 11% up above market depending on consolidated accounts that are managed by ScionAI.

Historically, We managed to find companies that from 2017 till now had 3-5x returns such as SEDG, ALGN, NFLX, OLED, AYX and OKTA.