DCA Buys Prices Input Table (AI)(3-SEP-26)

Updated as of 3-SEP-26

// Source //

DCA Buys Prices Input Table (AI)(3-SEP-26)

// AI Results //

Inputs Table (AI)(3-SEP-26) / Calculated Table (AI)(3-SEP-26)

Notes:

First run with AI results turned out to be better than expected. For Source, we’ve decided to use our Excel Dashboard and just sync our data. For Tar$, this includes both Super accounts. For PMV calculations, we used Qty x APP. APP is calculated using PMV / Qty, and PMV is from our details report.

// AI Metrics Insights //

AI Metrics Insights (AI)(3-SEP-26)

Notes on AI Metrics Insights:

Figured we tried to train AI on providing us with AI Metrics Insights based on the Calculated Table results. First test run, AI was confused on what the % spread was for TAPP F1 and F2. We then trained AI to prompt using 4 Funds as our examples, and AI managed to use this as a reference point to update other funds insights. Still needs work for sure, but we’re impressed that AI can provide metrics insights using calculated %’s and range windows for indicators.