How to operate 保期舎's AI analysis dashboard

Delivering knowledge to all investors

保期舎 is a data analysis platform that uses AI to organize complex market data and you can start using it in about 60 seconds. Even if you do not have specialized knowledge, you can reduce the confusion caused by information overload and proceed with grounded decision-making.

Get started for free See how it works

About the screen after logging in The status of your assets and the noteworthy indicators extracted by AI are displayed in a list. The meaning of the numbers is also listed, so even those with little investment experience can understand the content as they proceed.

Concept of issues and solutions

From a flood of information to clarity in decision-making

Many people who try investing for the first time get tired of the amount of information they have to check. 保期舎 is designed as a mechanism where AI takes on this burden for you.

There is a large amount of economic indicators and news updated daily, making it difficult to know where to start.
There are many technical terms and it tends to take a long time to make a single decision.
Relying on intuitive judgment makes it easy to overlook risks

AI converts “quantity” into “key points”

保期舎's AI continuously analyzes market data and company information and extracts only the most important information. Therefore, users do not have to read all the data themselves, and can start considering the candidates organized by AI. As a result, it's easier to move from gut-based decisions to data-driven optimization.

Extract only factors related to held assets from overall market fluctuations
Supplement the background of the numbers with plain text
Organize information necessary for decisions in order of priority

Usage flow

Complete in 3 steps: collaboration, analysis, and execution

The operation itself is simple, but the final decision is always made by the user. The role of AI is to present candidates and take over the heavy analytical work.

collaborate

Securely link your securities account or asset information. The input items are designed to be minimal, so even first-time users can complete it in a few minutes.

analyze

Based on linked data, AI analyzes market trends and risk factors in real time. The results are supplemented not only with numbers but also with plain text.

Optimize and execute

Users themselves make the final decision from among the candidates presented by AI. After approval, operations will continue according to the conditions you set.

The three steps are designed to take a total of about 60 seconds for initial setup. You can review the conditions at any time even after the settings are complete.

core technology

Predictive modeling and risk management underpin decisions

The technology behind 保期舎 aims to automate specialized analysis while presenting the results in a way that users can understand.

predictive modeling

Understand trends in advance

Combines historical market data with current indicators to estimate short-term price trends. By understanding trends in advance, you can start considering them before sudden changes occur.

Risk avoidance engine

Automate the mechanism to protect assets

By setting the allowable risk for each asset in advance, AI will notify you when it detects fluctuations that exceed the standard. We provide information on how to make decisions to protect your assets while reducing the time required for confirmation work.

Real-time insights

Don't judge based on old information

Market changes are constantly updated and reflected on your screen. By clearly indicating the timing of updates, it is designed to avoid making decisions based on outdated information.

保期舎 team considering data analysis design

About 保期舎

Our design starting point is to remove complexity.

保期舎 was developed with the purpose of changing investment decisions from "difficult" to "step-by-step and understandable." With AI handling most of the analysis, there is no need to waste time on jargon and vast amounts of data.

However, the final decision is always left to the user. The content presented by AI is also displayed with information that serves as the basis for its decisions, so you can continue using the service while understanding how it works.

Transparency and security

Clarifying data sources and judgment criteria

As an alternative to third-party recommendations, 保期舎 focuses on being as specific as possible about the AI's decision logic and safety standards.

Data source transparency

We limit the data used in our analysis to verified market information provided by stock exchanges and affiliated data providers. Information whose source is unknown will not be included in the analysis.

security standards

Your financial and personal information is managed through encrypted communications. Access privileges are limited to the necessary range and are reviewed regularly.

Algorithm soundness

AI models are designed to operate according to predetermined risk tolerance parameters. We do not make decisions that take risks beyond our expectations, and our decision criteria are regularly verified.

Ready to optimize your future?

Settings can be completed in about 60 seconds. First, try the free plan and check the AI analysis results and the evidence presented. Before signing a contract, we will guide you through the process step by step.

Get started for free Click here for any questions regarding installation.