Support
Contact is by email at hello@chat2invest.com, with a Twitter account also listed on the homepage. No help centre or documentation portal is published.
Chat2Invest
Reproducible ETF strategy research that publishes the failures
Intermediate
What is Chat2Invest?
Chat2Invest publishes reproducible research on low-frequency ETF and portfolio strategies. Each study starts from a simple baseline, changes one variable, runs both sides on the same data window, and reports costs, cash exposure, drawdowns and failure periods. It is a research product, not a stock picker or trading bot.
Chat2Invest is a research publication rather than an investing tool. It produces studies of low-frequency ETF and portfolio strategies, and each study is written so that a reader can rerun the logic: the baseline, the one variable that changed, the data window, the cost assumptions and the results all appear in the open. The site is explicit that it is not a stock picker and not a trading bot, and there are no buy or sell recommendations anywhere in the output. The method is consistent across studies. A study opens with a plain, widely known starting point instead of an exotic configuration tuned to look impressive. One important input then changes (a trend filter, a lookback length, a rebalance frequency, a fallback asset) while the other side of the comparison runs on identical dates, symbols and assumptions, so any difference can be traced to the change. Fees, turnover and the share of time held in cash are reported alongside returns, and drawdowns, the worst year and whipsaw periods are presented as prominently as compound growth. The published 60/40 trend filter study shows how this plays out. Over 2011 to 2026, adding a 200-day moving average filter to each leg of a monthly-rebalanced SPY/AGG portfolio reduced maximum drawdown from -21.8% to -17.4% but cut compound growth from 9.5% to 3.1% a year, with cash exposure averaging 43.8% and turnover above 100%. Chat2Invest labels it a failure as implemented. That outcome is treated as a legitimate result, and failed or inconclusive studies are published rather than buried. The audience is self-directed investors who already understand backtesting and want to see where a rule breaks before committing capital, plus analysts who value disclosed limitations over polished equity curves. Anyone looking for daily signals, personalized portfolio advice or parameter optimization will not find it here. The research index is open without sign-up, and the catalogue is deliberately small: the site argues one thorough study beats ten shallow ones, with more in review.
How do you use Chat2Invest?
1Open the research index
Start at the research page, which lists the published studies. The set is intentionally small, so pick a strategy family you already understand rather than browsing for a hot idea.
2Read the baseline first
Each study opens with a plain starting point and its metrics. Note the CAGR, maximum drawdown, cash share and turnover before looking at the modified version, since the comparison is only meaningful against that baseline.
3Identify the single changed variable
Confirm which input was altered (a filter, lookback, rebalance frequency or fallback asset) and check that the same dates, symbols and assumptions apply to both sides of the comparison.4Study costs and failure periods
Look at fees, turnover and average cash exposure, then read the drawdown and whipsaw sections. These usually decide whether a rule survives real trading conditions, and they are reported as prominently as growth.5Read the stated limitations
Finish with the limitations section, which says what the study does not test and what could change the conclusion. Treat that list as the boundary of what the result supports.
Pros and cons
Pros
- Every study discloses rules, assumptions and configuration, so results can be checked or rerun independentlyAI
- Failure periods, costs, cash exposure and turnover are reported next to CAGR rather than buriedAI
- Studies that fail or end inconclusive are published, which reduces the usual selection bias toward winnersAI
- Research is readable without an account, and the 60/40 trend filter study includes a full metric tableAI
- Clear boundaries: no stock picks, no personalized advice and no parameter grid searchingAI
Cons
- The research catalogue is thin, with a single full study visible and the rest described as in reviewAI
- Coverage is limited to low-frequency ETF and portfolio rules, so single stocks and frequent trading are out of scopeAI
- No screening, charting, portfolio tracking or alerts: it is reading material, not a working analysis toolAI
- Readers must supply their own judgment on whether a disclosed assumption matches their tax, broker and cost situationAI
- There is no published pricing or subscription information, so the long term access model is unclearAI
How much does Chat2Invest cost?
Features
Studies follow a fixed template: a simple baseline, one changed variable, an identical data window on both sides, published costs and cash exposure, drawdowns and whipsaw periods, and a limitations section. Failed and inconclusive studies are published too. The site states there are no stock picks, no personalized advice and no best-parameter optimization.
Frequently asked questions about Chat2Invest
How do you use Chat2Invest?
The walkthrough on this page covers 5 steps: 1. Open the research index 2. Read the baseline first 3. Identify the single changed variable 4. Study costs and failure periods 5. Read the stated limitations.What platforms does Chat2Invest support?
Chat2Invest is available on Web App.What are the limitations of Chat2Invest?
The research catalogue is thin, with a single full study visible and the rest described as in review. Coverage is limited to low-frequency ETF and portfolio rules, so single stocks and frequent trading are out of scope. No screening, charting, portfolio tracking or alerts: it is reading material, not a working analysis tool.
Status
StatusActive
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Added10/21/2026
Platforms
Web App
Pricing
Free
