Intratio Tutorial & Onboarding Guide
Welcome to Intratio! This comprehensive guide will help you master our AI-powered financial analytics platform. Whether you're new to quantitative finance or an experienced analyst, this tutorial covers everything from basic navigation to advanced portfolio optimization strategies.
🚀 Start Your Journey
Follow this step-by-step guide to unlock the full potential of Intratio's predictive analytics and portfolio management tools.
Platform Overview#
What is Intratio?
Intratio is an AI-driven financial analytics platform that provides sophisticated stock forecasting, portfolio optimization, and market intelligence tools. Our platform combines machine learning algorithms with comprehensive financial data to help you make informed investment decisions.
Key Features
📈 Stock Forecasts
AI-powered price predictions with confidence intervals and risk metrics.
- Multiple time horizons
- Sector comparisons
- Historical accuracy
📊 Analytics Dashboard
Interactive charts and metrics for comprehensive market analysis.
- Real-time updates
- Custom filters
- Export capabilities
🎯 Portfolio Optimization
Modern portfolio theory implementation with risk constraints.
- Risk-return optimization
- Constraint management
- Performance tracking
Account Setup#
Getting Started
- Sign up for a free account
- Verify your email address
- Complete your profile
- Choose your subscription plan
Subscription Plans
| Feature | Free | Predict | Optimize |
|---|---|---|---|
| Stock Forecasts | Limited | ✅ | ✅ |
| Analytics Dashboard | ❌ | ✅ | ✅ |
| Portfolio Optimization | ❌ | ❌ | ✅ |
| API Access | ❌ | Basic | Full |
Stock Forecasts#
Stock forecasts are the core of Intratio's predictive analytics. Our AI models analyze historical data, market sentiment, and fundamental metrics to generate price predictions.
Understanding Forecast Charts
📊 Price Predictions
Central prediction with confidence bands showing likely price ranges.
📈 Historical Performance
Track how previous predictions performed against actual prices.
🎯 Accuracy Metrics
Model performance statistics and confidence indicators.
Time Horizons
Forecasts are available for multiple time periods:
- 3D Short-term momentum plays
- 1W Weekly trading strategies
- 2W Bi-weekly position holds
- 1M Monthly trend analysis
- 3M Quarterly investment planning
Analytics Dashboard#
The Analytics Dashboard provides comprehensive market analysis tools for professional investors and quantitative researchers.
New Interactive Features
All charts and tables are fully interactive. Click, drag, and filter to explore data in real-time.
Key Components
🏆 Sector Rankings
Compare sectors by various financial metrics and performance indicators.
🔍 Industry Analysis
Drill down into specific industries within each sector.
📊 Signal Distribution
Visualize forecast signals across the entire market.
🔗 Correlation Matrix
Understand relationships between different metrics and assets.
🔍 Forecast Screeners#
Forecast screeners help you discover investment opportunities by filtering stocks based on our AI predictions and various financial metrics. These powerful tools allow you to quickly identify stocks that meet your specific investment criteria.
Smart Stock Discovery
Use our advanced screening tools to find stocks that align with your investment strategy and risk tolerance.
Available Screeners
🚀 Growth Screener
Find stocks with strong growth potential based on AI forecasts and fundamental analysis.
- High predicted returns
- Strong revenue growth
- Positive earnings trends
💎 Value Screener
Identify undervalued stocks with solid fundamentals and upside potential.
- Low P/E ratios
- Strong balance sheets
- Positive forecast signals
⚡ Momentum Screener
Discover stocks with strong technical momentum and positive forecast trends.
- Recent price momentum
- Volume patterns
- Short-term forecasts
🛡️ Quality Screener
Find high-quality companies with consistent performance and reliable forecasts.
- Stable earnings
- Low debt levels
- Consistent forecasts
Custom Screening Criteria
Build your own custom screeners using our comprehensive filter options:
How to Use Screeners
- Choose a Screener - Start with a pre-built screener or create your own
- Set Parameters - Adjust filters and criteria to match your strategy
- Review Results - Analyze the filtered list of stocks
- Deep Dive Analysis - Click on stocks to view detailed forecasts and metrics
- Save & Monitor - Save your screens and monitor results over time
📊 Portfolio Optimization#
Our portfolio optimization tools help you build and manage diversified portfolios that maximize returns while minimizing risk. Using modern portfolio theory and our AI forecasts, you can create optimal asset allocations.
🎯 Optimize Your Investments
Build efficient portfolios that balance risk and return using advanced mathematical optimization and AI-driven insights.
Portfolio Optimization Features
⚖️ Risk-Return Optimization
Find the optimal balance between risk and expected returns for your investment goals.
- Efficient frontier analysis
- Sharpe ratio maximization
- Custom risk tolerance
🎲 Diversification Analysis
Ensure proper diversification across sectors, market caps, and geographic regions.
- Correlation analysis
- Sector allocation
- Risk concentration metrics
📈 Forecast Integration
Incorporate our AI forecasts into portfolio construction for enhanced performance.
- Expected return estimates
- Forecast confidence weighting
- Dynamic rebalancing signals
🔒 Constraint Management
Set investment constraints and limits to align with your investment policy.
- Position size limits
- Sector allocation bounds
- ESG screening filters
Optimization Process
Step-by-Step Portfolio Building
- Define Universe - Select the stocks you want to consider for your portfolio
- Set Objectives - Choose your risk tolerance and return targets
- Add Constraints - Set any investment restrictions or requirements
- Run Optimization - Let our algorithms find the optimal allocation
- Review Results - Analyze the recommended portfolio composition
- Implement & Monitor - Execute the strategy and track performance
Portfolio Analytics
Monitor and analyze your portfolio performance with comprehensive metrics:
Rebalancing & Maintenance
🔄 Automatic Rebalancing
Set up automatic rebalancing based on time or drift thresholds.
📊 Performance Tracking
Monitor how your portfolio performs against benchmarks and forecasts.
🚨 Risk Alerts
Get notified when portfolio risk exceeds your comfort zone.
💰 Referral Program#
Earn commissions by sharing Intratio with your network! Our referral program rewards you for bringing new users to our platform. Whether you're a content creator, financial advisor, or simply love our platform, you can start earning passive income today.
💸 Earn Up to 15% Commission
Get paid for every successful referral. Join thousands of affiliates already earning with Intratio's referral program.
How It Works
1️⃣ Join the Program
Sign up for our affiliate program and get approved to start earning commissions.
- Complete application form
- Wait for approval (usually 24-48h)
- Access your affiliate dashboard
2️⃣ Get Your Links
Generate unique referral links to track your referrals and commissions.
- Create custom referral codes
- Generate trackable links
- Use campaign names for organization
3️⃣ Share & Promote
Share your referral links through your preferred marketing channels.
- Social media promotion
- Blog posts and reviews
- Email newsletters
4️⃣ Earn Commissions
Get paid when your referrals subscribe to our premium plans.
- Track real-time earnings
- Monthly payout processing
- Detailed commission reports
Getting Started
- Apply to Join - Visit our referral program page and submit your application
- Account Review - Our team will review your application within 24-48 hours
- Access Dashboard - Once approved, access your affiliate dashboard to manage links and track performance
- Create Links - Generate your first referral links with custom codes for easy tracking
- Start Promoting - Share your links and start earning commissions on successful conversions
Affiliate Dashboard Features
Your affiliate dashboard provides everything you need to manage and optimize your referral campaigns:
- Link Management - Create, edit, and organize your referral links
- Real-time Analytics - Track clicks, conversions, and earnings in real-time
- Commission Tracking - Monitor pending, approved, and paid commissions
- Payout Management - Request payouts and track payment history
- Performance Reports - Detailed analytics to optimize your campaigns
Commission Structure
| Subscription Plan | Monthly Price | Your Commission (15%) | Annual Potential* |
|---|---|---|---|
| Predict Plan | $29/month | $4.35 | $52.20 |
| Optimize Plan | $79/month | $11.85 | $142.20 |
| Enterprise Plan | $199/month | $29.85 | $358.20 |
* Based on 12-month customer retention
Marketing Tips & Best Practices
📱 Social Media
Share valuable content about stock analysis and include your referral links naturally.
📝 Content Creation
Write blog posts, create videos, or host webinars showcasing Intratio's features.
💬 Community Engagement
Participate in financial forums and communities while sharing helpful insights.
📊 Performance Tracking
Use different referral codes for different campaigns to track what works best.
Payment Information
Payments are processed monthly for all commissions that have been approved. You can request a payout once your balance reaches the minimum threshold of $50.
Tracking Your Performance
Your affiliate dashboard provides comprehensive analytics to help you optimize your referral campaigns:
- Click-through Rates - See which links and campaigns generate the most clicks
- Conversion Rates - Track how many clicks turn into paying customers
- Earnings Timeline - Monitor your commission earnings over time
- Geographic Data - Understand where your traffic is coming from
- Top Performing Content - Identify your most successful promotional strategies
🚀 Ready to Start Earning?
Join our referral program today and start earning passive income by sharing Intratio with your network. With competitive commission rates and comprehensive tracking tools, it's never been easier to monetize your financial expertise.
API Integration#
Intratio offers a powerful API for developers and quantitative analysts to integrate our forecasting and analytics capabilities into their own applications and workflows.
Getting Started with the API
Follow these steps to start using the Intratio API:
- Sign up for an API key
- Read the API documentation
- Integrate with your application
- Test and deploy
API Documentation
Comprehensive documentation is available to help you understand and use the API effectively.
View API DocsAPI Use Cases
📊 Automated Trading
Use the API to access real-time forecasts and execute trades automatically.
📈 Custom Dashboards
Build personalized analytics dashboards using our data feeds.
🔄 Data Integration
Integrate Intratio data with other financial data sources for enhanced analysis.
📚 Research and Development
Access historical data and forecasts for backtesting and strategy development.
Sector Analysis#
Intratio provides in-depth sector analysis to help you understand market trends and identify investment opportunities across different industries.
Sector Performance Overview
📈 Top Performing Sectors
View the sectors with the highest predicted growth and performance.
📉 Sector Weaknesses
Identify sectors that may face challenges or downturns.
🔄 Sector Rotation Strategies
Learn how to adjust your portfolio based on sector performance trends.
Drill Down into Sectors
Get detailed forecasts and analysis for individual sectors.
🌐 Technology
Innovations and trends in the tech industry.
🏦 Financials
Market outlook for banks, insurance, and other financial services.
🏭 Industrials
Performance forecasts for manufacturing and production sectors.
🛢️ Energy
Analysis of oil, gas, and renewable energy sources.
📦 Consumer Discretionary
Trends in goods and services that are non-essential.
📊 Consumer Staples
Forecasts for essential goods and services.
Custom Workflows#
Intratio allows you to create custom workflows to streamline your analysis and reporting processes.
Workflow Examples
📊 Daily Briefing
Automate your daily market analysis and receive key insights every morning.
📈 Portfolio Review
Schedule regular portfolio performance reviews and receive optimization suggestions.
🔔 Alert System
Set up alerts for significant market events or changes in stock forecasts.
Creating a Custom Workflow
- Define your objectives
- Select data sources and metrics
- Set up automation rules
- Test and refine your workflow
Frequently Asked Questions#
How accurate are the forecasts?
Our models achieve varying accuracy rates depending on the time horizon and market conditions. Historical performance metrics are available for each prediction to help you assess reliability.
Can I use the API for automated trading?
Yes, our API provides programmatic access to forecasts and analytics. However, we recommend thorough backtesting and risk management before implementing automated strategies.
How often is data updated?
Market data and forecasts are updated daily after market close. Economic indicators and fundamental data are updated according to their respective release schedules.
Support & Resources#
Need help? We're here to support your success with Intratio.
📧 Email Support
Get personalized assistance from our team.
support@intratio.com💬 Community
Connect with other users and share strategies.
Coming Soon🎯 Ready to Get Started?
You now have the knowledge to effectively use Intratio's powerful analytics platform. Start exploring and discover new investment opportunities!