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Thematic Investing

AI-Powered Portfolio Construction

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Solution Overview

MarketPsych’s Thematic Investing tool accelerates idea generation and basket creation by mapping companies to themes—innovation trends, accounting factors, and ESG issues—across 1,000 + topics as well as user-defined search terms.

Figure: A view of the thematic workflow, from content collection through AI summarization.

Key Features

Rapid Basket Creation

Assemble portfolios in seconds from unstructured text

Precision Filters

Narrow results by sentiment, sector, listing venue, HQ country, private vs. public, language, or source region.

Transparent Evidence

Every data point links back to original articles; sentences are viewable in-app.

AI Summaries

One-click bullet summaries of supporting content (see Fig. 2).

Flexible Ranking

- Buzz-Ranked: total theme mentions.

- Relevance-Ranked: % of a company’s coverage tied to the theme (see Fig. 3).

How It Works

Step	Process	Key Points
1. Real-Time Ingestion	News, social, filings, press releases, transcripts (20 + languages)	Public + licensed sources
2. NLP Tagging	Same engine that powers Yahoo! Finance & iPhone Finance App	Labels entities, topics, sentiment, & events
3. Theme Matching	User-defined or library themes (e.g., quantum computing, reforestation)	1,000 + curated clusters
4. Basket Assembly	Buzz-ranked or relevance-ranked company lists	CSV download or API
5. Review & Export	Inspect source sentences, AI bullet summaries, links	UI filter + export to Excel/CSV

Figure A partial view of the pre-defined “Innovation” taxonomy (sample cluster tree). These themes plus 1,000 more are available for thematic search.

Primary Use Cases

Role	Challenge	Thematic Tool Benefit
Portfolio Manager	Track emerging tech companies or supply chains	Automatically build and rebalance thematic baskets
Quant Researcher	Data-driven factor construction	Receive a feed of thematic scores & sentiment for every company
ESG Analyst	Monitor controversies & green revenue	Filter by ESG topic cluster + sentiment
Thematic Indices and ETF Issuers	Index methodology validation	Transparent evidence for inclusion rules

Workflow Example: “Humanoid Robot” Theme

1. Search Library → Select Humanoid Robot cluster.

2. Apply Filters → Public companies, ≥ USD 1 B mkt cap, HQ in Asia.

3. View Results → Relevance-ranked list with tickers.

4. Inspect Sources → Single-click to read citations; AI summary auto-generated.

5. Download CSV → Import into trading or back-testing platform.

Figure: Screenshot of relevance-ranked companies

Figure: AI bullet-point summaries describing the roles of the most commonly discussed companies related to the “Humanoid Robot” theme.

Competitive Advantages

Breadth & Depth

20 + languages of media scanned in real-time, 1,000 + themes labelled

Proven NLP Engine

Production-tested by global platforms with data clients in 25+ countries.

Explainability

Source-level transparency and inline citations

Speed to Insight

No coding required; UI or API delivery.

Specifications

Feature	Detail
Refresh Rate	Near real-time (sub-minute)
Delivery	Web UI, CSV, REST API
Ranking Metrics	Buzz, Relevance, Sentiment score
Export Formats	CSV, JSON, XLSX
Supported Languages	20 + (auto-detected & translated)

Next Steps

1. Book a Demo – See live theme screening in action.

2. Trial Access – Two-week sandbox with full UI and CSV export.

3. Integration – Connect API endpoints to analytics or trading systems.