News & AI Recommendation Integrations

1. Introduction

In the fast-evolving world of financial technology, timely access to market insights and AI-driven recommendations is crucial for informed decision-making. This guide provides an overview of the new AI and news integration features added to the platform, specifically for company-level users (e.g., Family Offices). These features allow users to fetch news related to instruments and receive AI-generated recommendations.

2. Required Permissions

Users can assign permissions under Profiles to enable or restrict access to:

3. Business Impact & Benefits

3.1 How These Features Strengthen Investment Decisions

These enhancements provide financial professionals with:
✅ Real-time Market Awareness – Up-to-date news for better trading decisions.
✅ Data-Driven Insights – AI-powered recommendations to support investment strategies.
✅ Increased Security – Controlled access to sensitive AI & news integrations.
✅ Company-Specific Customization – API keys and permissions tailored to business needs.

Example Use Case: "A portfolio manager is tracking Tesla's stock. Using the News tab, they see the latest updates on regulatory changes affecting the EV industry. Then, they check the AI Recommendation/Advice, which suggests adjusting the position based on recent performance trends. This integrated approach helps them make a well-informed decision."

3.2 Why These Features Were Introduced

• Bridging the gap between real-time news and portfolio management

• Helping analysts make informed, data-backed investment decisions

• Minimizing the risk of missing crucial market updates

4. Configure News Services & AI Recommendation

4.1 Steps to Configure Integrations

Access: Platform Administrator with Sufficient Rights

1. Click on User Settings > Go to System Settings

2. Navigate to the Integrations tab.

3. Click the + icon to add Integration(s).

4. Select the Company(*) the integration will be linked to.

5. Choose the Integration Type(*):

   • News (Google News API / NewsAPI)
     

     

   • AI RECOMMENDATION (Anthropic API / OpenAI API)
     

     

6. Enter the Load News For (Days)*: Specify the fetch period (e.g., last 5, 10, 30 days).

7. Enter the API Key(*) for the following services:

   1. Anthropic API (Claude)

   2. OpenAI API (GPT)

   3. NewsAPI (for fetching news)

   4. Google News API (for fetching news)

OR,

To obtain API keys, you need to register on the respective API provider platforms.

• Click on icon to go to the external API Registration Links.

  • Anthropic API (Claude) - Anthropic API Registration

  • OpenAI API (GPT) - OpenAI API Registration

  • NewsAPI - NewsAPI Registration

  • Google News API - Google Cloud API Registration

8. Then, click Save.

9. On Integrations tab, find a table displaying current integration(s).

OR,

Click on three dots to Edit or Delete the added integration(s).

5. View ‘News’ Section

A new News tab has been added under Instruments/Positions tabs for EQUITY asset types only.

How to Find "News" tab from Instruments tab

How to Find "News" tab from Positions tab

5.1 Steps to View News

1. Navigate to an Instruments/Positions tab from the platform.

2. Find and click on the Instrument you wish to view for.

3. Click on the News tab.

4. The system fetches news from the following sources:

   • Google News
     

     

   • News
     

     

The news displayed is filtered based on:
The number of days specified in platform settings (e.g., last 30 days, 5 days, etc).

6. Generate AI Recommendations/Advices

A new Generating AI Advice button has been added to Instruments/Positions tabs.

Navigation from Instruments tab

Navigation from Positions tab

6.1 Steps to Generate AI Advice

1. Navigate to an Instruments/Positions tabs from the platform.

2. Select the Instrument you wish to create it for.

3. Click the Generate AI Advice button.

4. The AI model will generate a recommendation/advice, automatically.

No manual prompt entry is required or allowed – the prompt is hardcoded within the platform/the AI operates with predefined logic.