Autonomous AI system managing a live equity portfolio on Interactive Brokers. Trades, AI analysis, performance metric — published transparently at undervalued.ai.
Since inception (February 2025). Real capital since the 27th of January 2026.
| Metric | Value |
|---|---|
| Portfolio return | +40.3% |
| S&P 500 (same period) | +15.8% |
| Excess return | +24.5% |
| Completed trades | 354 |
| Current positions | 10 |
| Strategy | Long-only equities listed on US stock exchanges |
Full trade history and live updates: undervalued.ai/funds
Three parallel AI-powered pipelines using models from various providers (OpenAI, Anthropic, Google):
- Company Analysis — Earnings transcripts, fundamentals, etc.
- Macro Dynamics — Economic conditions, geopolitical factors, etc.
- Portfolio Management — Position sizing, broker execution, etc.
The trading system is proprietary. This repository exists as a reference for the fund's public track record.
The Undervalued.ai trading system and platform are proprietary. All rights reserved.