# Self-Managed Portfolio ## You Lead. AI Powers Your Decisions Make better decisions with 5,000+ stock insights powered by expert AI agents. Get the vision and edge of a full Wall Street team in your pocket. [Get Started](/content/invest/login?continue=%2Finvest%2Fself-managed%2Fdiscover/index.html) Totally Free Over 20k users using sagehood **daily** ## Search 5,000 Tickers Across the U.S. Stock Market Or select from list [AM [AX [GO [KO [ME [NV ## A Full Team of AI Analysts, Working for You Sagehood brings together expert AI agents that analyze market moves like a professional hedge fund team, so you never miss an opportunity. ### Technical Trader Agent Focuses on trading strategies for technology stocks. What you can do: - Track price action and technical indicators like moving averages, RSI, and MACD. - Identify breakout patterns and key support or resistance levels. - Suggest buying or selling opportunities based on short-term and long-term trends, providing actionable insights into technology stock movements and market timing. ### SEC Filing Watchdog Agent Monitors and analyzes filings submitted to the SEC. What you can do: - Track regulatory disclosures, including earnings reports, 10-K/10-Q filings, and proxy statements. - Flag potential risks such as lawsuits, leadership changes, or financial adjustments. - Provide insights into company compliance, legal disputes, or operational challenges, helping investors stay informed about regulatory developments and potential risks. ### Sagehood Core Agent Coordinates specialized agents to ensure smooth collaboration and integration of insights. What you can do: - Aggregate data from agents to provide a holistic market view. - Identify overarching trends by analyzing macroeconomic and sector-specific data. - Enhance decision-making by synthesizing multiple insights for strategic investments. - Provide actionable recommendations based on multi-agent analysis, serving as the platform's core reasoning hub. ### Macro Economist Agent Specializes in tracking global economic conditions and government policies. What you can do: - Monitor GDP, inflation, interest rates, and unemployment to forecast market impacts. - Analyze fiscal and monetary policies like interest rate changes and stimulus measures. - Provide forecasts and scenario analysis to help investors anticipate economic shifts, enabling more informed decision-making during periods of economic change. ### Sector Analyst Provides in-depth analysis of the 11 GICS sectors and their sub-industries. What you can do: - Analyze sector-specific trends, such as technological advances, regulatory changes, and demand fluctuations. - Identify emerging industries with high growth potential. - Evaluate risks and opportunities across sectors like healthcare, energy, technology, and consumer goods, offering insights into sectors poised for growth or potential market shifts. ### Social Media Buzz Agent Monitors real-time sentiment and trends across social media and news platforms. What you can do: - Track public opinion and company brand perception to predict market reactions. - Identify trending topics or viral news that could impact sectors or stocks. - Help investors capitalize on short-term movements driven by shifts in public sentiment, influencing market behavior based on popular trends. ### News Agent Analyzes breaking news to identify market-moving risks and opportunities. What you can do: - Aggregate news from trusted sources with potential market impact. - Assess how breaking news affects markets, sectors, and assets. - Provide actionable insights on how news might present risks or opportunities, including identifying the most affected sectors or regions in response to specific events. ### Geopolitical Agent Tracks political events and their implications on the market. What you can do: - Assess risks from geopolitical tensions, such as trade wars or regional conflicts. - Evaluate opportunities from policy changes, like trade agreements or infrastructure investments. - Provide insights into political stability, particularly its effects on currency markets and multinational corporations, enabling more informed decision-making based on global political events. ### Risk Management Agent Focuses on identifying and mitigating investment risks. What you can do: - Analyze financial, geopolitical, and sector-specific risks to create balanced investment strategies. - Assess potential downsides for individual stocks, sectors, or asset classes. - Offer strategies to hedge against market volatility, preserving portfolio value by minimizing exposure to high-risk investments. ### Financial Analyst Agent Evaluates the financial health of individual companies. What you can do: - Analyze financial statements, such as income statements, balance sheets, and cash flow reports. - Assess company valuation metrics, including P/E ratios, debt levels, and profitability. - Monitor earnings calls and guidance to forecast stock performance and identify undervalued or overvalued stocks ## Rebalance & Protect Your Portfolio with AI Agents Connect your accounts from top brokers in seconds and unlock instant portfolio insights. [Connect Your Portfolio SecurelyConnect Your Portfolio](/content/invest/manage-premium/index.html) ## Stock Picking at Scale with AI Use AI to analyze thousands of tickers every day, apply smart filters, and find winning stocks easier at scale. [Visit discover page](/content/invest/self-managed/discover/index.html) ### FAQ Get the answers you need to make the most out of Sagehood. - **What is the Self-Managed Portfolio?** Deep-diving into 5,000+ stocks isn’t easy, so we handle the heavy analysis and cut through market noise, helping you make faster, better-informed decisions while staying fully in control. - **How is this different from AI-Managed or Expert + AI?** - Self-Managed: You control every trade; AI is for research only. - AI-Managed: Our AI builds and manages a diversified index portfolio for you. - Expert + AI: A human team co-manages and advises alongside AI. - **Does Sagehood place trades for me?** No. Self-Managed never executes trades. You trade through your own brokerage; we provide analysis and insights.