The EXTRA-BRAIN "Neuro-Advisor for Retail Investors," lead by the partners GFT Italy and ExpertAI - LUX, aims to democratise access to sophisticated financial tools, fostering more inclusive and effective wealth management. By leveraging Neuromorphic Learning and Brain-Like Neural Networks, the solution delivers real-time, credible, and precise portfolio risk assessments. These next-generation AI paradigms significantly enhance the speed and accuracy of key financial tasks, including time series forecasting and sentiment analysis, while applying data-efficient learning techniques to tailor investment strategies to individual customer profiles. A major focus is to deliver enhanced explainability for AI-driven results, ensuring that outcomes are transparent, interpretable, and actionable.

Two applications exemplify the capabilities of EXTRA-BRAIN.

Application 1 focuses on estimating the risk of a given portfolio by integrating insights from diverse markets, such as the USA, EU, and Switzerland, and across asset types including equities, bonds, and commodities. Asset managers will be empowered to evaluate the risk of selected portfolios in advance for varying time horizons and confidence levels, allowing for data-informed adjustments to portfolio composition.

Application 2 supports individual investors in optimising their investment decisions through advanced AI-driven risk models like DeepVaR and dynamic what-if analyses. These aggregated risk insights are coupled with EXTRA-BRAIN’s explainable AI (XAI) models, providing clear and interpretable justifications for each risk assessment, fostering informed and confident investment decisions.