NextLeap Releases CoreX 2.0: Integrated Auto-Rebalancing and Strategy Execution Engine Marks a New Era of AI-Assisted Action
Global AI-driven investment research platform NextLeap has officially launched CoreX 2.0, a major upgrade of its flagship system that completes the full cycle from intelligent analysis to strategy recommendation and now to automated rebalancing simulation. This milestone marks CoreX’s transition from “decision support” to “execution assistance,” offering Registered Investment Advisors (RIAs), hedge funds, and family offices a truly actionable intelligent advisory solution.
Following previous innovations such as the Multi-Factor Asset Scoring System, On-Chain Behavioral Profiling, and Natural Language Research Interface, CoreX 2.0 introduces two key modules:
1. Auto-Rebalancing Simulation Engine
Incorporating ETF composition data, on-chain asset liquidity, and historical transaction cost factors, this engine computes the optimal portfolio adjustment path from current holdings to model-recommended allocations—solving the long-standing challenge of strategies that “look good on paper but can’t be executed.”
2. Execution-Ready Strategy Engine
When generating portfolio recommendations, the system can now factor in user-defined parameters—such as risk targets, holding periods, sector preferences, and compliance constraints—to output actionable strategy plans that specify trade frequency, rebalancing cadence, and expected drawdowns.
Bird Grant, Co-Founder and Chief Strategy Officer of NextLeap, commented:
“This is a historic evolution for CoreX. We are transitioning from a platform that ‘delivers insight’ to one that ‘drives action.’ It’s not just a feature upgrade—it’s the beginning of the implementation phase for intelligent investment research systems.”
AI-Powered, Multi-Factor Strategy Generation
On the strategy generation side, CoreX 2.0 uses a multi-factor stacking approach, combining traditional financial factors—Momentum, Volatility, and Value—with on-chain behavioral data such as contract call frequency, active address density, and lock-up period stability. In six months of shadow testing, portfolios generated by the system outperformed the traditional 60/40 model by 12%–18% in annualized return, while maintaining similar drawdown controls.
Conversational Interface for Actionable Intelligence
CoreX’s natural language interface has also been upgraded. Users can now ask questions like:
“How should I balance my exposure between tech stocks and L1 crypto assets in today’s market?”
The system responds with data-driven, visualized strategy suggestions and execution roadmaps, personalized to the user’s market view, risk appetite, and past behaviors.
Strong Traction Among Mid-Sized Institutions
NextLeap is currently deploying CoreX 2.0 with multiple North American RIAs, hedge funds, and family offices. The platform has garnered particular interest from mid-sized institutions managing between $100 million and $1 billion, who often struggle with high quant infrastructure costs and the gap between analytics and implementation. With CoreX’s low-code strategy customization tools, these institutions can deploy their own investment frameworks efficiently while remaining compliant.
Vision: AI for Explainable, Compliant, and Executable Advisory
The NextLeap team reaffirmed its commitment to building an AI-native institutional advisory infrastructure guided by three principles:
- Explainability
- Regulatory Compliance
- Execution Readiness
CoreX 2.0 represents a critical milestone in that journey, bridging the last mile between research insights and trade execution in the age of intelligent investing.
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