24/7 AI-Powered Portfolio Management: The New Era of Wall Street

Even at midnight, a smart system can keep your portfolio growing.

The New Definition of Smart Portfolios

■Devin Ryan, head of fintech research at Citizens, predicts that within a decade “everyone will have a family office working 24/7.”

■Podium Markets AI’s assistant Ivy scans multiple brokerage accounts and recommends based on risk tolerance, but still requires human approval.

■Major firms like Robinhood and Public are integrating third‑party systems to automate investment flows.

The New Players in Investing

■Obioha Okereke (29) uses Claude to hunt for undervalued stocks and options, yet reviews every recommendation.

■Thomas Schlossmacher (31) warns that “letting a system blindly make money is foolish,” highlighting the risks of fully autonomous trading.

Operational Safety and Regulatory Framework

■Public mandates that every step of the smart system be approved; the principle is “the final word stays with the human.”

■Citizens stresses the need for guardrails that keep customer interests paramount.

Impact on Market Dynamics

■Devin Ryan forecasts a tenfold increase in transaction volumes: “A trader who currently trades twice a month could execute 20 trades a day.”

■This shift could expand liquidity in the equity and stock segments.

Dr. Yaman Ege: “AI‑enabled portfolio management accelerates decision‑making while clarifying risk profiles and boosting efficiency. Yet, transparency and control mechanisms remain essential for long‑term market stability.”