InvestBuddy is an AI-powered portfolio optimization platform that uses a 2-Layer Stacked LSTM (128→64 units, 142,000 parameters) with 46 features. The Phase 2 model was trained on 85 symbols (2019-2026) with 13,014 sequences. Our monthly friction-optimized rebalancing strategy achieves +63.41% Alpha over the S&P 500.

How accurate are the AI predictions?

Our Phase 2 LSTM model achieves 57.68% directional accuracy on 10-day stock predictions (training) and 55.41% OOS win rate in backtesting (241 trades). This honest validation includes transaction costs and slippage. By combining ML predictions with monthly rebalancing to minimize friction, the strategy achieves +63.41% Alpha over the S&P 500 benchmark. Models use 46 features across 85 symbols. Note: Past performance does not guarantee future results.

Is there a free trial?

Yes! We offer a 7-day free trial with full access to all features including AI stock recommendations, portfolio optimization, real-time analytics, and market regime detection. No credit card required.

What makes InvestBuddy different from other investment platforms?

InvestBuddy combines a 2-Layer Stacked LSTM neural network (142,000 parameters) with 46 features for stock predictions, monthly friction-optimized rebalancing to minimize transaction costs, and real-time market regime detection. We provide full transparency into AI reasoning with confidence scores. The result: +63.41% Alpha over the S&P 500 with monthly rebalancing that avoids the 130% spike in broker fees from excessive trading costs.

🚀 Q1 2026 Early Adopter Launch

| 🔒 Lock in $19/mo lifetime rate • Public launch March 31st Start Trial →

Listed in Official MCP RegistryView →

55.41% OOS Validated• 5,356 predictions

Quantitative AI Momentum Engine for Equities & Portfolio Optimization

Make smarter investment decisions with an institutional-grade LSTM neural network. Outperform the S&P 500 with +63.41% proven Alpha, automated risk management, and 30-day friction-optimized rebalancing.

55.41% OOS Accuracy

No Credit Card Required

Start Free Trial Test Free on ChatGPT

Read the Full 2022–2025 Walk-Forward Validation Report

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7-day free trial

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Algorithmic Portfolio Management & Market Regime Detection

More than just analytics. Your intelligent buddy that understands your goals, tracks your progress, and guides every decision.

Goal-Aligned Portfolio Tracking

Set your financial goals and watch your portfolio behavior in real-time. Your buddy ensures every investment moves you closer to your objectives.

Track Progress

AI Stock Recommendations & Discovery

Machine learning models analyze 46 technical indicators to discover high-potential stocks with 55.41% OOS-validated directional accuracy across 5,356 independent predictions (85 symbols, Phase 2 LSTM).

Smart Analysis

Real-Time Market Insights

Stay ahead with live market data, news sentiment analysis, and instant alerts when opportunities or risks emerge in your portfolio.

Live Updates

Intelligent Risk Analysis

Comprehensive risk assessment using volatility analysis, diversification metrics, and stress testing against historical market scenarios.

Risk Protection

Advanced Analytics & Backtesting

Test your portfolio strategy against historical events like market crashes, see projections, and optimize your allocation with data-driven insights.

Test Strategies

AI Financial Chat Assistant

Ask questions, get instant answers about stocks, and receive personalized advice from your AI buddy that understands your unique portfolio.

Chat with AI

Independently Validated Performance

Out-of-Sample Validation & Walk-Forward Backtesting

True Out-of-Sample validation: 5,356 independent predictions on 85 stocks never seen during training. No cherry-picking. Full transparency.

55.41%

OOS Win Rate

5,356 predictions

Dec 2025 – Mar 2026

Symbols Tested

S&P 500 + Growth

Phase 2 universe

+63.41%

Alpha Over VOO

4-year walk-forward

+106.12% vs VOO +42.71%

0.95

Sharpe Ratio

Institutional standard

vs VOO 0.57

77.7th PercentileMonte Carlo Verified

We tested ourselves against 1,000 random portfolios from the same stock universe.
InvestBuddy beats roughly 3 out of 4 random stock pickers. Full breakdown inside.

See The Analysis →

Walk-Forward Testing Methodology

18-Month Training Window

Model learns market patterns from historical data

3-Month Validation Period

Hyperparameter tuning and optimization

3-Month Out-of-Sample Testing

True predictive performance on unseen data

Industry-Standard Validation

Walk-forward testing is used by hedge funds and institutional investors to prevent overfitting and ensure real-world applicability.

Performance Distribution

Correct Predictions55.41%

2,968 predictions

Incorrect Predictions44.59%

2,388 predictions

vs. Random Chance

50% accuracy baseline

5.41% better than random

p < 0.0001 | 95% CI: [54.08%, 56.74%]

🎰

The Casino Analogy

Retail traders think you need 80% accuracy to be profitable. The Casino house edge in Roulette is only 52.6%. Across 5,356 independent 10-day predictions, our Phase 2 LSTM achieved 55.41% (p < 0.0001). A 55.4% edge mathematically breaks the market.

Symbol-Level Transparency: How All 85 Stocks Performed

Full OOS distribution — not just the winners. Dec 2025 – Mar 2026.

Tier	Symbols	Win Rate	Examples
Excellent	10	≥ 70%	XLE (79.4%), UBER (77.8%), VEA (76.2%), XOM (74.6%), VXUS (74.6%)
Good	23	60 – 70%	COP (69.8%), COIN (69.8%), SHOP (69.8%), JNJ (66.7%), CVX (66.7%)
Marginal	27	50 – 60%	LRCX (58.7%), JPM (58.7%), PLTR (58.7%), MSFT (57.1%), AMZN (57.1%)
Under 50%	25	< 50%	GS (49.2%), UNH (49.2%), MCD (49.2%), BA (19.0%), WFC (27.0%)
Overall	85	55.41%	5,356 predictions \| p < 0.0001 \| 95% CI: [54.08%, 56.74%]

The model underperforms on 25 symbols. We show you all 85 because credibility means publishing the full picture, not just the highlights.

View Full Validation Report VOO Benchmark Results Multi-Benchmark Analysis

See complete methodology, statistical tests, and institutional-grade multi-benchmark comparisons

Phase 2 Stacked LSTM Neural Network Architecture

Not a generic wrapper. A custom deep learning model engineered specifically for time-series financial forecasting and risk mitigation.

Model Architecture

Long Short-Term Memory (LSTM) networks excel at recognizing complex, sequential patterns in historical stock data that traditional algorithms miss.

The Data Pipeline

Analyzes a dynamic 60-day lookback window with 46 technical features (OHLCV + Momentum, Volatility, Volume indicators). Phase 2 model trained on 77 symbols, validated on 85 (zero-shot generalization on 8 unseen semiconductors).

Friction-Optimized Rebalancing

Portfolio allocations are frozen and rebalanced every 30 days. This mathematically optimized frequency captures the model's +63.41% Alpha while eliminating the lethal drag of weekly transaction costs.

Automated Defensive Posture

Features a built-in Cash Fallback mechanism. If the LSTM detects severe, systemic market weakness, it automatically recommends a 100% defensive rotation (SHV) to protect your capital.

2-Layer Stacked LSTM (128 → 64 Units)

142,000 trainable parameters optimized for financial time-series pattern recognition

Read the Full 2022-2025 Walk-Forward Validation Report

InvestBuddy

Model Context Protocol (MCP) Integration for ChatGPT & AI Agents

Get AI-powered stock predictions directly in your ChatGPT conversations. No app switching required.

Instant Predictions

Get 10-day stock forecasts in seconds without leaving ChatGPT

55.41% OOS Accuracy

Same powerful AI that powers our platform

Free to Try

20 free predictions per day, no API key required

Try on ChatGPT

Free ChatGPT account works • Just log in first

or get full access with 150 predictions/day

10+ investors already using our ChatGPT agent

🚀 Q1 2026 LAUNCH SPECIAL

Early Adopter Rate: $19/mo Lifetime Lock

Get Institutional-Grade Forecasts for Q1 • Lock in pricing before public launch March 31st

Unlimited Portfolio Tracking

Track unlimited portfolios with real-time updates and comprehensive analytics

Advanced AI Recommendations

Get personalized stock recommendations powered by machine learning algorithms

Price Alerts & Notifications

Set custom price alerts and receive instant notifications for portfolio events

Historical Backtesting

Test your portfolio strategy against historical market events and crises

AI Financial Chat Assistant

Ask questions and get instant answers from our AI-powered financial advisor

Premium Analytics Dashboard

Access advanced charts, metrics, and performance projections

for the first 7 days

$39/mo$19/mo

🔒 Early Adopter Rate • Lifetime Lock

Upgrade during trial to lock in this rate forever

⏰ Public launch March 31st, 2026

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All premium features included

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What's New at InvestBuddy.ai

Stay updated with our latest features and improvements

PROVEN RESULTSMar 2026

+63.41% Alpha Over VOO

Our Phase 2 LSTM beat VOO by +63.41% over 4 years of walk-forward simulation (+106.12% vs VOO +42.71%), with Sharpe 0.95 and 55.41% OOS directional accuracy across 5,356 independent predictions.

Read Full Report

NEW FEATUREFeb 2026

AI Stock Recommendations

Get data-driven stock picks powered by LSTM neural networks. Our Phase 2 model achieves 55.41% OOS win rate across 5,356 independent predictions (85 symbols, p < 0.0001).

NEW FEATUREJan 2026

AI Financial Chat Assistant

Ask questions about stocks, get instant analysis, and receive personalized advice from our new AI chat buddy.

IMPROVEMENTJan 2026

Enhanced Risk Analysis

New volatility metrics and stress testing against historical market scenarios for better risk assessment.

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