PNN Terminal for Alpha Elevation

What to Buy and When to Buy & Sell Stocks?
PNN Terminal generates future-dated projection lines to improve asset allocation.

Key Features of PNN Terminal

Validation & Visualization

Self-validate precisions of options-based projection lines by live t-tests & charts: validated uptrend steep smooth VUSS

Stock Resilience

Generate YesRatio = ƒ(SharpeRatio, ResilienceMetric) to improve stock picking

Agentic AI Integration

Generate Buffett & Munger joint advice on assets by agentic RAG collaboration



To elevate alpha, asset managers may email cto@pnncapitalus.com to request
1. "Reallocate Assets" case study based on VUSS projection lines
2. "Buy the Dip" case study based on selective V-shape projection lines
(2/20 structure applicable to case AUM)
© 2025 PNN Capital. USPTO# 19/245,322

Athena AI Platform for PNN Terminal

Scalable self-hosted agentic AI platform for financial and government institutions


Contact cto@pnncapitalus.com

Key Features of the Platform

Scalable Cloud Deployment

Fast deployment with efficient scaling. Sizable use cases.

Custom LLM Creation

Tailored large language models with proprietary data. Agentic RAG & LLM API.

Base for PNN Products

Provide self-hosted LLMs for agentic products of PNN Capital

First-principle Question 1: When is the right time to buy and sell stocks? Use PNN Terminal's future-dated projection lines (incrementally validated) to gain crucial insight.
2: How to implement Agentic RAG AI for my project? Launch Athena AI platform from AWS Athena, then use PNN Terminal as the example to design and develop your target state.

Products of PNN Capital

PNN Terminal

Agentic Investment Analytics (AIA) of asset allocation for investors & funds

Athena MAAC

Agentic collaborations displace ~25% human meetings by text & voice agents

Athena LSP

Quantify and visualize LLM Security Posture

1. PNN Terminal: ATH & YesRatio - Novel AIA used by investors & funds for asset allocation (precise projection & Buffett advice by agentic RAG on multi-agent framework). Reference: Bloomberg Terminal

  • First Principle Problem: When is the right time to buy and sell stocks? Precise market timing is very hard but not impossible. Only a cadre of sophisticated asset managers may succeed at market timing; most retail investors and many fund managers are better off using timing-removed passive strategies (GPT/Gemini LLMs 2025)
  • Innovative Solutions to Improve Alpha: PNN Terminal's Future-dated Projections by Options Sentiment, YesRatio, Agentic AI Integration, Agentic Technical Indicators (Ye 2011 2025, Black-Scholes 1997)
  • Asset Pricing Theories for Asset Allocation: paradigm shift from traditional asset pricing theories (Sharpe 1990) to options-based asset pricing & projection (Ye 2011 2025). The traditional asset pricing theories cannot solve the market timing problem because they have missed options data, technical indicators, and agentic AI integration.
  • Technical Indicators: provide high-level trend directions; PNN Terminal generates specific future-dated price points and projection lines.
  • Patent (Ye 2025): Implementation of USPTO # 19/245,322: System and Method for Agentic Investment Analysis Using Options Sentiment and Resilience Metrics
  • Stock Resilience: YesRatio = ƒ(SharpeRatio, ResilienceMetric) to improve stock picking.
  • Resilience Wisdom: Life Advice by Su Shi for Investors to Asset Loss (Aversion)
  • Users: Customer Zero, Asset Manager of HF/ETF/MF/PE/RIA/FO, CEO/Board/CFO Market Capitalization/Earnings Management, Accredited Investor/Trader, 401K/IRA Owner, IP auction (Hinton 2024)
  • Release: PNN Terminal (Ye 2025) will not be released if it cannot pass rigorous live trading tests & experiments by Customer Zero.
  • Research & Experiments: Real-time hypothesis tests for options-based projections | Behavioral Economics/Finance experiments (Kahneman 2002, Shiller 2013, Thaler 2017, Ye 2011 2025)
  • Why Innovative? Asset Pricing + Behavioral Finance: PNN Terminal solves core asset pricing problems (alpha elevation) by engaging behavioral trading (Finance Economics) experiments (options sentiment, t-test)
  • Validity: PNN Terminal's future-dated projections are incrementally validated with live back-forward testing.
  • How to Choose a Projection Line? Use combined projection line if actuals self-validate combined projections by live t-tests & charts. Corroborate with asset trends by TIs.
  • Get Evidence for Precise Projection Lines: projected/actual t-test results are generated automatically and incrementally (daily), accessible at a tab of PNN Terminal (Ye 2025).
  • Alpha strategy by PNN Terminal: pick asset based on validated projection line - uptrend steeper smooth | higer return lower beta (Ye 2025, Carhart 1997 momentum, Shiller 2013)
  • Beta strategy by PNN Terminal: pick asset based on validated projection line - less fluctuation | less covariance (Ye 2025)
  • Buy the V-shape Dip: projection line shows V-shape with future-dated higher prices after the dip
  • Reallocate Assets: switch flat or downtrend projection lines to VUSS projection lines

2. Agentic Collaboration by Text and Voice Agents - USPTO # 19/216,814: System and method for AI agent-based meeting simulation and collaboration

Click here for live MAAC demo

3. LLM Cloud Security Posture - USPTO # 19/218,399: Cloud Large Language Model Security Posture Assessment System and Method

4. Agentic AI Video - USPTO # 63/780,599: System and method for video large language model (LLM) agentic collaboration