What We Offer我們的服務

AI-powered services for modern investors現代投資者打造的 AI 驅動服務

From proprietary AI-driven portfolio analysis to institutional technology partnerships and exclusive IPO access, Cosmic delivers investment solutions that traditional advisors simply cannot match.從自主研發的 AI 投資組合分析,到機構科技合作及獨家 IPO 投資管道,宇宙投資提供傳統顧問無法比擬的投資解決方案。

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Proprietary AI Engine自主研發 AI 引擎
14.2%
Avg Return年均回報
24/7
AI MonitoringAI 全天監控
50ms
Signal Latency訊號延遲
10K+
Daily Signals日數據點
01

AI-Powered Portfolio ManagementAI 驅動投資組合管理

Our proprietary AI models continuously analyze thousands of market signals — from macroeconomic indicators, earnings data, and Fed policy signals to real-time sentiment analysis, options flow, and alternative datasets — to construct and dynamically rebalance portfolios with institutional-grade precision. Every model is trained on our own curated datasets and fine-tuned to each client’s specific risk profile, time horizon, and financial objectives.我們自主研發的 AI 模型持續分析數千種市場訊號——從總體經濟指標、財報數據、聯準會政策信號,到即時情緒分析、選擇權資金流向和替代數據集——以機構級精準度建構並動態重新平衡投資組合。每個模型都在我們自有的精選數據集上訓練,並根據每位客戶特定的風險承受能力、投資期限和財務目標進行微調。

Our models process over 10,000 data points daily across global equity, fixed income, commodity, and cryptocurrency markets. When the AI detects regime changes or tail-risk events, it automatically adjusts position sizing and hedging strategies — protecting your portfolio before human analysts even identify the threat.我們的模型每天處理全球股票、固定收益、商品及加密貨幣市場超過 10,000 個數據點。當 AI 偵測到市場體制變化或尾部風險事件時,它會自動調整部位規模與避險策略——在人類分析師發現威脅之前就保護您的投資組合。

Multi-factor alpha generation across equities, fixed income, alternatives, and digital assets. Our ensemble models combine momentum, value, quality, and sentiment factors for consistent risk-adjusted returns.多因子超額收益生成,涵蓋股票、固定收益、另類資產及數位資產。我們的集成模型結合動量、價值、品質及情緒因子,實現穩定的風險調整回報。
Real-time risk monitoring with automated drawdown protection, volatility targeting, and correlation analysis. The system monitors VIX, credit spreads, and cross-asset correlations 24/7.即時風險監控,搭載自動回撤保護、波動率目標管理及相關性分析。系統全天候監控 VIX、信用利差和跨資產相關性。
Tax-aware optimization — automated tax-loss harvesting identifies opportunities across hundreds of positions daily. Gain deferral algorithms optimize realization timing.稅務感知優化 — 自動化稅損收割每日在數百個持倉中識別機會。收益遞延演算法優化實現時機。
Transparent dashboard — clients see every position, trade, and signal in real time. Quarterly reports break down returns by factor, sector, and geography.透明儀表板 — 客戶可即時查看每個持倉、每筆交易、每個信號。季度報告按因子、產業和地區分解回報。
Start with a Portfolio Review →從投資組合審查開始 →
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Enterprise Technology企業級科技
API
First Design優先架構
SOC2
Compliance合規認證
99.9%
Uptime SLA可用性保障
<10ms
API ResponseAPI 響應
02

Institutional AI Platform Partnerships機構 AI 平台合作

We partner with banks, broker-dealers, RIAs, and fintech companies to co-develop AI-powered investment platforms. Our team brings deep expertise in quantitative modeling, ML infrastructure, and financial product engineering to create white-label solutions that transform how institutions serve clients.我們與銀行、券商、註冊投資顧問及金融科技公司合作,共同開發 AI 驅動的投資平台。我們的團隊在量化建模、機器學習基礎架構和金融產品工程方面擁有深厚專業知識,打造白標解決方案。

Our platform architecture is cloud-native, built on microservices with real-time streaming pipelines processing millions of market events per second. We’ve deployed AI engines for firms managing over $500M in combined AUM.我們的平台為雲端原生架構,搭配每秒處理數百萬市場事件的即時串流管道。我們已為合計管理超過 5 億美元資產的公司部署 AI 引擎。

Custom AI model development — predictive analytics, NLP-driven earnings analysis, chart pattern recognition, and multi-factor risk engines backtested across 20+ years.客製化 AI 模型開發 — 預測分析、NLP 財報分析、圖表型態識別及多因子風險引擎,經過 20 年以上回測驗證。
White-label platforms — fully branded client portals, mobile apps, and advisor dashboards powered by our AI infrastructure.白標平台 — 完全品牌化的客戶入口、行動應用及顧問儀表板,底層由我們的 AI 驅動。
API-first architecture — RESTful and WebSocket endpoints for integration with trading systems, CRM (Salesforce, Redtail), and custodians (Schwab, Fidelity, IBKR).API 優先架構 — RESTful 和 WebSocket 端點,整合交易系統、CRM(Salesforce、Redtail)及託管機構(嘉信、富達、盈透)。
Ongoing model governance — out-of-sample backtesting, live performance attribution, concept drift monitoring, and monthly governance reviews.持續模型治理 — 樣本外回測、即時績效歸因、概念漂移監控及每月治理審查。
Discuss a Partnership →洽談合作方案 →
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Pre-IPO & IPO AccessPre-IPO 及 IPO 投資
Tier1
VC Network頂級創投
AI
Due Diligence盡職調查
US+Asia
Coverage市場覆蓋
360°
Post-IPOIPO後支持
03

IPO & Pre-IPO OpportunitiesIPO 及 Pre-IPO 投資機會

Gain access to high-growth companies before they reach the public market. Through our deep network of tier-1 VC firms, investment banks, and tech ecosystems across Silicon Valley and Asia, we identify, evaluate, and secure allocations for qualified investors. Our AI-enhanced due diligence screens hundreds of deals annually to select only the most promising opportunities.在高成長公司進入公開市場前搶先投資。透過我們在矽谷和亞洲與頂級創投、投資銀行及科技生態系的深厚關係,我們為合格投資者發掘、評估並取得配額。我們的 AI 增強盡職調查每年篩選數百個案件,只挑選最具潛力的機會。

Sector focus: AI/ML infrastructure, enterprise SaaS, semiconductor design, clean energy, and digital health. We maintain relationships with 40+ VC and PE firms for proprietary deal flow.聚焦產業:AI/ML 基礎架構、企業 SaaS、半導體設計、潔淨能源及數位健康。我們與 40 多家創投及私募基金保持關係,獲取獨家案源。

Curated deal flow from tier-1 VC networks in Silicon Valley and leading Asian VCs in Taipei, Singapore, and Hong Kong. 200+ deals reviewed annually, <5% invested.精選投資案源,來自矽谷頂級創投及台北、新加坡、香港的領先亞洲創投。每年審視 200+ 案件,投資不到 5%。
AI-enhanced due diligence — financial modeling, TAM/SAM/SOM sizing, competitive mapping, management scoring, and IPO pricing analysis. Each deal gets a 40+ page report.AI 增強盡職調查 — 財務建模、市場規模評估、競爭分析、管理團隊評分及 IPO 定價分析。每個案件 40+ 頁報告。
Allocation management — we negotiate preferential terms leveraging our institutional relationships for access individual investors cannot obtain.配額管理 — 利用機構關係協商優惠條件,獲取個人投資者無法獨立取得的機會。
Post-IPO strategy — lock-up optimization, systematic selling programs, and tax-efficient exit planning to maximize long-term returns.IPO 後策略 — 鎖定期優化、系統性賣出計劃及稅務高效退出規劃,最大化長期回報。
Explore IPO Access →探索 IPO 投資管道 →
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Full-Stack Fintech全端金融科技
E2E
End to End端對端
ML
Ops PipelineML 管道
AWS
Cloud Native雲端原生
SEC
Compliant符合法規
04

Technology Platform Development科技投資平台開發

We design, build, and deploy end-to-end investment technology platforms integrating proprietary AI models, real-time market data pipelines, and intuitive client-facing dashboards. Our engineering team delivers scalable, secure solutions for asset managers, fintech startups, and financial institutions.我們設計、建構並部署端對端投資科技平台,整合自主 AI 模型、即時市場數據管道及直覺化客戶端儀表板。我們的工程團隊為資產管理公司、金融科技新創及金融機構交付可擴展的安全解決方案。

Tech stack: Python/C++ quant engines, React/Next.js frontends, AWS/GCP cloud infrastructure, MLOps pipelines. Every platform includes end-to-end encryption, SOC 2 compliance, and audit logging.技術棧:Python/C++ 量化引擎、React/Next.js 前端、AWS/GCP 雲端架構、MLOps 管道。每個平台皆含端對端加密、SOC 2 合規及審計日誌。

Full-stack engineering — cloud-native with real-time streaming (Kafka/Redis), low-latency execution, and horizontal scaling for institutional throughput.全端工程 — 雲端原生,搭載即時串流(Kafka/Redis)、低延遲執行及水平擴展。
AI/ML integration — embedding predictive analytics, NLP, and computer vision into trading, risk, and research workflows.AI/ML 整合 — 將預測分析、NLP 及電腦視覺嵌入交易、風險及研究工作流程。
Client dashboards — interactive portfolio visualization, real-time P&L, performance attribution, and configurable alerts for advisors and clients.客戶儀表板 — 互動式投資組合視覺化、即時損益、績效歸因及可配置警報系統。
Compliance infrastructure — audit trails, access controls, encryption, automated reporting, and SEC/FINRA-ready documentation.合規基礎架構 — 稽核軌跡、存取控制、加密、自動化報告及 SEC/FINRA 文檔。
Start a Platform Project →啟動平台專案 →
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Comprehensive Planning全方位規劃
Monte
Carlo Sims蒙地卡羅
10K+
Scenarios情境測試
Goal
Tracking目標追蹤
Life
Long Partner終身夥伴
05

Retirement & Financial Planning退休及財務規劃

Build a complete financial roadmap for every life stage. We combine Monte Carlo simulations with AI-driven scenario analysis to stress-test your retirement plan against 10,000+ market conditions. Our AI continuously recalibrates as markets and circumstances evolve.打造貫穿人生每個階段的完整財務藍圖。我們結合蒙地卡羅模擬與 AI 情境分析,在 10,000+ 種市場條件下壓力測試您的退休計劃。AI 持續隨市場和情況變化重新校準。

AI retirement projections with dynamic withdrawal optimization considering tax brackets, RMDs, Social Security timing, and healthcare inflation.AI 退休預測,搭配動態提款優化,考量稅率級距、RMD、社會保障時機及醫療通膨。
Social Security maximization — modeling every filing combination including spousal, survivor, and suspension strategies.社會保障最大化 — 模擬每種申請組合,包括配偶、遺屬及暫停策略。
Education funding — 529 optimization, financial aid analysis, and multi-child savings projections coordinated with retirement planning.教育基金 — 529 優化、助學金分析及多子女儲蓄預測,與退休規劃協調。
Goal-based tracking for major purchases, business exits, and life events with interactive dashboards and probability-weighted success metrics.目標追蹤,涵蓋重大支出、企業退出及人生大事,附互動式儀表板及機率加權成功指標。
Plan Your Future →規劃您的未來 →
How We Work合作模式
Flexible engagement models靈活的合作方式

Choose the advisory structure that best fits your needs.選擇最適合您需求的顧問模式。

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Hourly Consulting按時計費諮詢

Pay as you go按次付費

Focused AI analysis on specific decisions, portfolio reviews, or second opinions.針對特定決策、組合審查或第二意見的專注 AI 分析。

  • Proprietary AI analysis report自主 AI 分析報告
  • Written recommendations書面建議方案
  • Strategy discussion session策略討論會議
  • 30-day follow-up Q&A30 天後續 Q&A
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Monthly Management月度管理

Ongoing advisory持續顧問服務

Full portfolio management with AI monitoring, monthly rebalancing, and quarterly reviews.全方位管理,含 AI 監控、月度平衡及季度評估。

  • 24/7 AI monitoring & alerts全天候 AI 監控及警報
  • Monthly rebalancing & reports月度平衡及報告
  • Tax-loss harvesting稅損收割優化
  • Direct advisor access直接聯繫顧問
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Project-Based專案合作

Institutional機構合作

Custom AI platform development, institutional partnerships, and IPO advisory.客製化 AI 平台開發、機構合作及 IPO 顧問服務。

  • Custom AI model & platform客製化 AI 模型及平台
  • Dedicated project team專屬項目團隊
  • IPO pipeline & deal flowIPO 管道及案源
  • Milestone-based delivery里程碑式交付
Our Process我們的流程
Getting started is simple開始合作很簡單
1

Discovery Call探索性通話

Free 30-minute call to understand your goals and situation.免費 30 分鐘通話,了解您的目標及狀況。

2

AI AnalysisAI 分析

Our models analyze your portfolio and generate a custom strategy.模型分析您的組合,生成客製化策略。

3

Strategy Review策略評估

We present findings, allocation, and projected outcomes.說明研究結果、建議配置及預期收益。

4

Implementation執行落地

Execute with precision and begin continuous AI optimization.精準執行,開始持續 AI 優化。

Ready to experience AI-driven investing?準備好體驗 AI 驅動投資了嗎?

Schedule your complimentary consultation and discover how our AI models can transform your portfolio.預約免費諮詢,了解我們的 AI 模型如何為您的投資組合帶來改變。

Book a Free Consultation預約免費諮詢