Live AI Model Portfolio · Fully Automated · No Emotion

Can AI
beat S&P 500?

We're finding out in real time — every decision logged, every position transparent.

🏆
⚡ Alex Fund
since inception
VS
📈 S&P 500
same period
— Alpha
since inception
Active Positions
Rebalances
Open P&L
Closed P&L
About
What Is Alex Fund?

ALEX FUND is a simulated rule-based portfolio generated by the Alex Finance AI engine. It selects high-conviction mispriced assets from the Asymmetry Scanner, applies region and risk caps, and rebalances automatically after every scan.

It is not a signal list. It is a persistent, auto-managed portfolio with entry and exit rules, benchmark comparison, risk controls, and a fully transparent decision log. Every position has a thesis. Every exit has a reason.

Educational and analytical model portfolio. Not investment advice.
Process
How It Works
01 · SCAN
🔍
Universe
807 assets scanned daily across AXI, EMS, CBS and regime fit.
02 · SELECT
Rank
Alex ranks candidates by structural asymmetry, mean reversion, and business quality.
03 · ALLOCATE
⚖️
Size
Equal-weighted with region and concentration controls. Max 15 positions.
04 · EXIT
🚪
Discipline
Closed when score deteriorates, profit target hit, or a stronger candidate displaces the position.
NAV vs S&P 500 — Indexed to 100 at Inception
Alex Fund
S&P 500
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Performance
Fund Overview
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Live Portfolio
Current Positions
What the AI holds right now — and why every position was selected.
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Allocation
Portfolio Composition
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Transparency
Decision Log
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Under the Hood
Risk & Methodology
The hard rules the AI follows. Constraints, not suggestions.
Risk Framework
Region Caps
US 70% · Europe 50% · Asia 35% · China 20% · Crypto 27%
Score Floor
Close when ALEX Score < 0.55 (absolute deterioration)
Deterioration Rule
Close if score falls >20% below entry score
Drawdown Exit
−25% price drawdown triggers mandatory close
Profit Take
+50% return — position closed, thesis captured
Hedge Sleeve
5% GLD constant · 10% GLD + 8% SH in RISK_OFF
Entry Filter
Combined = Score×75% + Seasonal×25% ≥ 0.68
Benchmark
S&P 500 (SPY) · alpha tracked continuously
Alex Fund is designed to survive regime changes, not simply chase high scores.
Scoring Methodology
AXI — Asymmetry Index (40%)
Measures structural upside potential relative to downside risk. Primary driver of position selection.
CBS — Business Strength Score (30%)
Quality filter. Screens out value traps and broken business models. Prevents high-asymmetry traps.
EMS — Mean Reversion Score (20%)
Quantifies dislocation from fair value. High EMS signals structural over-punishment — the core thesis.
Seasonality Overlay
10Y monthly win-rate history. Blocks entry in seasonal headwind months. Classification range: HEADWIND → STRONG TAILWIND.
Macro Regime Overlay
5 regime states tracked with 8 FRED indicators. Modulates hedge allocation and entry aggressiveness.
ALEX = 0.40 × AXI + 0.10 × APS + 0.30 × CBS + 0.20 × EMS
Historical Validation
Walk-Forward Backtest · 2017–2026
113 monthly periods · top 15 holdings · 0.25% transaction cost · equal-weight monthly rebalance
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Ask Alex AI
Click any position ticker to ask why it was selected — or ask me anything about the fund's logic, risk, or strategy.