UptickGPT

Generative AI That Understands Finance

Have conversations with an AI trained on institutional financial data. Ask complex questions. Get expert-level analysis instantly.

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Ask Complex Financial Questions

Have conversations with an AI trained on institutional data. Ask about hedging strategies, market sentiment, portfolio optimization, scenario analysis.

The AI Reasons Through Your Problem

UptickGPT synthesizes information from 50+ data sources, applies financial frameworks, and works through the implications with institutional-grade rigor.

Get Institutional-Grade Answers

Receive comprehensive analysis with citations, trade-off analysis, and clear reasoning. The kind of answer that would take human analysts hours.

Iterate & Explore Further

Ask follow-up questions, explore alternatives, test different scenarios. Have a real conversation with an AI that understands your financial domain.

What You Can Ask This AI

Explore the types of conversations and analyses you can have with UptickGPT

AI Thinking Process

Proprietary Reasoning Engine

Financial Question
Factor A
Factor B
Trade-offs
Expert Answer
Live Data Integration

Real-Time Market Context

LIVE
BTC
$42,540+2.3%
ETH
$2,380-1.2%
SPX
5,820+0.8%
Contextual AI

Portfolio-Aware Intelligence

Your Holdings
NVDA15%
TLT30%
BTC5%
Risk Alert

High sensitivity to new export controls. Consider hedging downside.

Cross-Asset Intelligence

Multi-Domain Financial Expertise

Macro
Volatility
FX
Equities
Crypto
Metals
Rates ↑ → Equity Valuation ↓
AI-Powered Reasoning

Real-Time Financial Q&A

Ask the AI questions that would normally require hours of expert research. "How should I hedge a tech-heavy portfolio in a rising rate environment?" The AI synthesizes real-time market data, sentiment, and institutional frameworks to deliver institutional-grade answers in seconds, with full reasoning and trade-off analysis.

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Advisor Query
How should I hedge a tech-heavy portfolio in a rising rate environment?
Prism Strategy
1.2s
Given the 94% inverse correlation between QQQ and Real Yields, a direct hedge is recommended.
Hedging Efficiency
T-Bills
Puts
Gold
AI Analysis & Synthesis

Document Intelligence

Upload earnings reports, SEC filings, prospectuses, or research papers. Ask the AI questions about the documents: "Summarize the key risks," "Extract forward guidance," "Compare risk factors across these three funds." The AI reads, synthesizes, and maintains context across multiple documents to answer your specific questions.

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Source Documents
NVDA_10K.pdf
8.4 MB
Q3_Earn.pdf
1.2 MB
U
Analyze key regulatory risks regarding export controls.
Generative Analysis
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AI Reasoning & Modeling

Scenario Planning & Risk Modeling

Describe a hypothetical scenario to the AI: "If the Fed cuts rates 100bps and inflation stays at 3%, what happens to my portfolio?" The AI reasons through the implications, generates synthetic scenarios, and explores portfolio behavior across tail risks, geopolitical shocks, and systemic scenarios you define.

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Sceanario Input
Fed cuts rates 100bps assuming Inflation 3%
Projected Alpha
+8.4%
Strategic Rebalance
1
Buy Duration
Shift 15% Cash → TLT. Rate cuts favor long-duration assets.
2
Hedge Banks
Buy KRE Puts. Sticky inflation threatens margins.
AI Thinking Partner

Strategic Conversation & Reasoning

Use UptickGPT as a thinking partner for complex financial decisions. Ask it to "walk me through the trade-offs of this portfolio restructuring" or "help me think through whether to hedge tail risk or accept it." The AI engages in nuanced reasoning, presents multiple perspectives, and helps you think through implications you might have missed.

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Strategic Context
Walk me through the trade-offs of restructuring now vs waiting for CPI.
Restructure Now
Defensive
+ Gets ahead of curve.
- Opportunity cost if rally.
Wait for CPI
Tactical
+ Upside exposure kept.
- Binary event risk.
AI
Recommendation: Restructure Now. Cost of missing rally < risk of drawdown.

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Start a conversation with UptickGPT about your financial challenges.