Research

Agentic trading guides, research, and methodology from the Portfolio Lab team.

Guides

View all →

Research

View all →

New research delivered to your inbox. No spam, just substance.

Thank you for subscribing!
Oops! Something went wrong while submitting the form.

All posts

Research

Do AI trading bots actually work? An honest answer from someone who builds them

I asked Claude to build 1,000 trading strategies. Every backtest looked brilliant. Then I corrected the subtle errors line by line, and all 1,000 lost their edge. Here's why that keeps happening, and what it actually takes to build a strategy that survives.

Research

Why the best trading models refuse to learn

Every AI investing product now promises agents that continually learn and adjust. Strip away the marketing and that describes continuous re-fitting to recent data, which is the mechanism of overfitting. There is a right way to build adaptive models, and it is narrower than the pitch.

Research

Judge the behavior, not the returns

In 2020, the most successful quant fund in history lost more than 20 percent and told its investors it would not be changing the models. The investors who left anyway converted a temporary drawdown into a permanent loss. Every systematic strategy has years like this. What decides your outcome is the yardstick you use to judge them.

Guides

When to Run Your Portfolio Lab Prompt

Timing changes your results. Here's the best window to run your Portfolio Lab prompt so your agent trades as accurately as possible.

Guides

How to Connect Gemini to Portfolio Lab

Put your portfolio in Gemini's hands. Connect Portfolio Lab through Spark and let it trade your investment strategies.

Guides

How to Connect Perplexity to Portfolio Lab

Point Perplexity at your portfolio. Connect it to Portfolio Lab and let it trade your investment strategies.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.