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Author: Jay Jo, Source: Tiger Research, Compiler: Shaw Bitcoin Vision
TL;DR
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Retail investor participation is growing rapidly, but they lack the infrastructure to effectively interpret and utilize the data.Institutional investors systematically manage the market through professional systems such as Bloomberg terminals, while individual investors still rely on fragmented information.
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Edgen bridges this gap with an AI-driven financial intelligence platform.The platform integrates stock and cryptocurrency analysis to provide not only data but actionable insights.
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Edgen further enhances its capabilities by building highly personalized investment analysis.The platform tailors analysis to each investor’s style and goals, transforming financial analysis capabilities that were once exclusive to Wall Street into tools that everyone can use.
1. The era of retail investment requires new wisdom
The lowering of barriers to entry into financial markets has rapidly expanded the participation of retail investors.Nowadays, anyone can access the global market anytime and anywhere with just a smartphone.Everyone has easy access to professional information, including company disclosures, financial statements and analyst reports.Market access and information have never been easier.
Source: JPMorgan Chase
However, despite improvements in market access and information access, adequate infrastructure is still not provided to effectively analyze and utilize data.Complex market conditions and higher volatility add to the burden on retail investors.Investors must monitor vast amounts of data from multiple services to invest in a wide range of assets, including national stock markets and cryptocurrencies.Nasdaq and the New York Stock Exchange plan to follow the cryptocurrency market model and establish a 24-hour trading system.The investment environment will undergo more drastic changes.
Retail investors lack adequate infrastructure to deal with this complexity.Since investing is not their main occupation, they lack the time and resources to systematically analyze large amounts of data.Complex financial data imposes a significant cognitive load on understanding and utilizing it.Although many retail investors have access to a large amount of information, they fail to use this information in a timely and effective manner.They rely on social media, scrap news, apps or homemade spreadsheets to make investment decisions.
Source: Bloomberg Terminal
Institutional investors often deal with this complexity through specialized systems such as Bloomberg terminals.Ultra-high net worth individuals receive personalized portfolio management and customized investment strategies through private bankers.A Bloomberg terminal costs tens of thousands of dollars per year and requires specialized training.Private banking services require minimum assets of several billion won.
Most retail investors do not have access to these professional tools.However, retail investors face the same market environment as institutional investors.Increased market participation forces retail investors to make quick and accurate decisions in a complex and volatile market.Advances in artificial intelligence (AI) technology are opening up new possibilities for bridging this information gap.Today, services can analyze massive amounts of data in real time like a Bloomberg terminal, while providing personalized investment insights to retail investors like a private banker.Edgen is a leading example of this possibility.
2. Edgen: The AI Bloomberg terminal for all investors
Edgen is an artificial intelligence-driven financial intelligence platform that aims to become an “AI version of Bloomberg terminal that everyone can use.”The platform enables retail investors to seamlessly monitor and analyze stock and cryptocurrency markets in a single interface.
Source: Tiger Research
Edgen is capable of much more than simple data aggregation.The platform transforms fragmented data into actionable insights.While traditional financial information platforms provide raw data such as news, charts, and financial statements, Edgen analyzes this data and delivers investment insights in a variety of formats: conversational answers, visual charts, comprehensive reports, and quantitative scores tailored to each investor.
Edgen goes a step further and builds personalized analytics tailored to each investor’s investment style and goals.The platform presents optimized, personalized insights rather than presenting the same data to all users.This approach is similar to a personalized social media feed.Just as Facebook and Instagram show different content to each user, Edgen has a different dashboard for each investor.For example, under the same Bitcoin market conditions, long-term investors may receive a personalized pivot point reminder that “the bottom has been reached, consider additional buying”, while short-term traders will see a personalized pivot point reminder that “short-term oversold area, focus on rebound potential.”
Source: Edgen
The Efficient Decision Guidance Model (EDGM) supports this functionality.EDGM coordinates individual professional agents and tools through a multi-agent system rather than operating as a single overall model.
Unlike general-purpose large language models (LLMs) that only deal with language and words, this inference model is able to interpret user queries and assign the queries to the corresponding professional agents based on professional investment frameworks (macroeconomic analysis, technical analysis, fundamental analysis) and real-time market data.Each agent utilizes guidance models and knowledge models to collect necessary data.This process integrates real-time market data, individual investors’ search history, portfolio composition and trading patterns.The system also refers to data from investors with similar investment characteristics.Marketing tools and large language models (LLMs) then process and synthesize the collected data and present the results in the form of conversational answers, graphs or reports.
The solution combines comprehensive market analysis from the Bloomberg Terminal with personalized strategy development from Private Banking, all in one platform.Today, retail investors also have access to financial information that was previously only available to institutional investors and ultra-high net worth individuals.
3. How Edgen supports the entire investment process
3.1 Market discovery: exploring investment opportunities
In today’s complex market, it can be difficult for even experienced investors to find valuable investment opportunities.Investors must review and analyze vast amounts of data: countless news reports, charts, financial statements, and social media signals.Edgen simplifies this process in several ways.
Source: Edgen
Edgen’s search capabilities allow investors to explore markets in a conversational manner without directly analyzing complex financial data.For example, when investors ask, “Why has Tesla’s stock price fallen recently?” Edgen will simultaneously analyze the company’s news, financials, technical indicators, and market sentiment and provide a comprehensive answer.Personalization features also come into play here.Edgen learns from a user’s search history to identify the themes, industries and indicators that each investor values, and then gradually tailors search results and investment recommendations to that user.
Source: Edgen
The investment philosophy systematically explores market opportunities worthy of attention through themes.“Top Stocks” and “Top Cryptocurrencies” highlight assets with strong market momentum.The Stock Screener and Cryptocurrency Screener allow investors to create custom asset lists by setting criteria such as market cap, trading volume, and price movement.The “Cryptocurrency Attention and Financing” section captures signals unique to the cryptocurrency market.Cryptocurrency Awareness tracks coins that are rising rapidly on social media in real time via X’s (formerly Twitter) “Hot Index.””Latest Financing” provides information on recent financing projects, including financing size and participating investors.The “Decentralized Exchange Tracker” analyzes on-chain transactions to reveal the flow of funds for professional investors.
3.2. Intelligent Portfolio Management: Asset Assessment and Management
Source: Edgen
After identifying an investment opportunity, investors need tools to deeply analyze the asset and continuously monitor its movement.360° reporting automatically generates comprehensive analysis of individual assets.The system evaluates stocks from the four perspectives of valuation, growth, profitability, and momentum, and evaluates cryptocurrencies from the three perspectives of fundamentals, token economic models, and momentum.Edgen’s professional analysts analyze each category and give it a grade from A+ to D-.The platform will display the analysis process openly and transparently so that investors can verify the basis of each analyst’s judgment.
Source: Edgen
In addition to analyzing individual assets, investors must also coordinate the management of multiple assets.Edgen provides smart portfolio functionality.Investors can manage their collection of stocks and cryptocurrencies on one screen.The portfolio offers three views.Market View displays real-time prices as well as asset ratings.A “360° Report View” summarizes in-depth analysis of each asset.News View filters and delivers portfolio-related news.
Edgen plans to further advance smart portfolio capabilities.The platform will provide a comprehensive portfolio score that goes beyond single asset ratings and provide specific courses of action to help investors achieve higher ratings.
3.3 Custom tools: Build your own investment strategy
Edgen provides a smart assistant store for investors who require more professional analysis.The store offers a range of AI assistants focused on specific investment areas.Investors can directly select and deploy intelligent assistants that match their own investment styles and goals.
Source: Edgen
For example, the technical signal agent automatically calculates indicators such as RSI, MACD, and moving averages, and then gives a “bullish” or “bearish” judgment and provides a comprehensive three-star rating.The Pivot Point Alert agent detects when an asset is approaching a local high or low, helping investors optimize trade timing at key turning points.Other agents offer a variety of features, including on-chain activity analysis and pre-TGE opportunity discovery.Investors can select and deploy the desired agents based on their goals.
Source: Edgen
In addition to this, Edgen is about to launch a smart trade execution feature that can automatically execute investors’ trading requests.For stock trading, the Edgen platform can be integrated with platforms such as Robinhood and XStocks; for cryptocurrency trading, Edgen can be integrated with protocols such as Hyperliquid and Pendle.Artificial intelligence assistants are able to understand investors’ intentions and execute trades directly.With this feature, Edgen is moving from an intelligent platform to a comprehensive investment operation platform.
4. Open Intelligence: Evolution through participation
Edgen not only provides information, but is also committed to building an open intelligent ecosystem that allows users to directly participate and contribute.The Aura system is the core of this ecosystem.As a non-transferable reputation indicator, Aura combines a user’s insight contribution, prediction accuracy and social media influence to form a comprehensive score.
Source: Edgen
Users earn Aura Points by posting market analysis or insights on the platform or sharing this content on social media.30% of the reward pool is used for distribution activities and 70% is used for AI training contributions.The platform evaluates all contributions through AI scoring, community evaluation, and expert verification.Users can view Aura points on X (formerly Twitter) through leaderboards within the platform and through browser extensions.The system divides points into three levels: Aura, Super Aura and Ultra Aura.The platform will publicly record the provider of each analysis and the time it was submitted.
Insights provided by users are used to train the artificial intelligence.User contributions can improve artificial intelligence, and the improved artificial intelligence can provide users with better analysis, thus forming a virtuous cycle.Through this participatory structure, Edgen gradually develops into a platform for learning and progress with the community.
5. From Wall Street to all streets
The Bloomberg terminal and private banking services have long served only institutional investors and ultra-high-net-worth individuals.These institutions maintain an overwhelming competitive advantage in the market with their unique information channels and analytical tools.At the same time, retail investors can only make investment decisions with incomplete information, scattered data, and limited tools.
The increasing complexity of the market further widens this gap.The variables that investors must consider are growing exponentially: on-chain data analysis, tracking social media signals, identifying global market trends, and more.Amid such a deluge of information, it is nearly impossible for individual investors to mine meaningful insights and make timely investment decisions.
Edgen solves this information gap.The platform automates complex analytical tasks through a multi-agent system and integrates stocks and cryptocurrencies into a unified interface.Investors can now easily access institutional-grade analytical tools without having to collect and cross-reference information across multiple platforms.
Edgen has made further progress in personalized financial intelligence.The platform provides optimized analytics and strategies tailored to each investor’s style, risk tolerance and goals.This approach goes beyond making institutional instruments available to retail investors.Edgen essentially pairs each investor with a dedicated personal banker.
Retail investing is diversifying rapidly.Edgen uses artificial intelligence technology to transform “Wall Street privileges” into “opportunities available to everyone”.Financial information that was once available only to a select few now benefits all investors.The investment landscape will undergo fundamental changes.
