Investment thesis
AI / LLM-driven — economic intuition. Large language models act as a flexible signal-extraction layer over unstructured inputs (filings, earnings calls, macro commentary). The edge is not price prediction directly but higher-fidelity feature engineering on text that would otherwise require a team of analysts — a cost-arbitrage against traditional discretionary funds.
Risk-adjusted performance — live track record
Forward-tested daily against live market data. Metrics derived from end-of-day portfolio marks; methodology documented on the Due Diligence and About pages.
| Return | Value | Risk-adjusted | Value | |
|---|---|---|---|---|
| Current portfolio worth | $10344.72 | Sharpe ratio | 0.49 | |
| Total return | 2.97% | Sortino ratio | 0.74 | |
| CAGR | 8.57% | Calmar ratio | 1.11 | |
| Volatility (annualised) | 16.64% | Profit factor | 1.10 | |
| Days live | 109 | Maximum drawdown | -7.72% |
Process consistency
| Positive months | 60.0% |
| Best month | 10.74% |
| Worst month | -6.81% |
| Recovery from max drawdown | still underwater |
Market independence
Correlation and beta versus passive benchmarks, computed over the full live series.
| Benchmark | Correlation | 90-day rolling correlation | Beta |
|---|---|---|---|
| S&P 500 (SPY) | 0.65 | 0.00 | 0.96 |
| Bitcoin (BTC-USD) | 0.38 | 0.34 | 0.18 |
A correlation materially below 1.0 to both benchmarks indicates the strategy’s returns are not a simple re-expression of long equity or long crypto beta.
Equity curve
Live track record — forward-tested performance from the strategy's production start date.
Drawdown profile
Underwater curve — percentage below the running high-water mark. Institutional allocators read this before the equity curve.
Current holdings
| Symbol | Quantity |
|---|---|
| AAPL | 2.9217 |
| BTC-USD | 0.0086 |
| DBA | 18.9718 |
| GLD | 1.3784 |
| IWD | 2.9216 |
| MSFT | 2.0199 |
| NVDA | 3.1488 |
| QQQ | 0.9967 |
| SHV | 4.6288 |
| TMF | 27.7651 |
| URTH | 4.0838 |
| USD | 0.0000 |
| UUP | 71.7414 |
| VGT | 6.1802 |
Research & documentation
- Strategy deep-dive: DeepSeekToolBot: strategy deep-dive & live performance
- Reference implementation:
tradingbot/aideepseektoolbot.py - Framework: python_tradingbot_framework (open source, fully inspectable)
Related strategies
Other strategies in the AI / LLM-driven family:
- GptBasedStrategyBTCTabased · research note- AIHedgeFundBot · research note Or view the full strategy roster.
For professional investors
Request the investor deck, DDQ, and extended analytics. Firm-gated and reviewed manually.
Request access