The AI Investment Solution That Mimics Human Thinking

Written by

The ArborChat Team

In the rapidly evolving landscape of finance, the way we think about and analyze timely information is crucial. This is where Arbor ThoughtTree™ comes into play, offering a unique approach that mimics human thinking, contrasted sharply with traditional methods of reasoning.

What is Chain of Thought (CoT)? 

Chain of Thought refers to a sequential reasoning process where an AI model or a human thinks step-by-step through a problem. Each step leads directly to the next, forming a linear “chain” of connected ideas. This method mirrors traditional logical reasoning, where premises follow a structured progression. For example, ChatGPT, developed by OpenAI, primarily uses a Chain of Thought approach as it generates text based on the immediate previous context.

Compare it with Tree of Thought (ToT)

In contrast, Tree of Thought (ToT) reasoning represents a more complex approach, allowing for the exploration of multiple reasoning paths simultaneously. Instead of following a single line of thought, ToT employs a branching structure, where each decision or step can lead to various outcomes. This method encourages a more dynamic exploration of ideas, akin to brainstorming sessions that assess multiple approaches before converging on the best solution. Inspired by decision trees commonly used in machine learning, ToT is particularly effective for complex problem-solving.

Is Arbor ThoughtTree™ really better?

In today’s fast-paced financial landscape, the challenge of deriving timely insights from vast amounts of data remains significant. Many current large language models (LLMs) fall short of professional investment standards, particularly in complex financial analysis. Traditional Chain of Thought (CoT) approaches often struggle with limitations in timeliness, data accuracy, and the ability to conduct parallel comparisons, highlighting the need for more robust tools.

This is where Arbor ThoughtTree™ comes in to overcome these challenges. By leveraging the Tree of Thought (ToT) methodology, Arbor ThoughtTree™ transforms how financial analysts engage with data, offering a powerful framework for sophisticated analysis and informed decision-making.

  • Deep Answer Planning. Arbor ThoughtTree™ is designed to engage users in comprehensive explorations of their questions. Instead of providing surface-level responses, the chatbot utilizes a tree of subqueries that allows for in-depth financial analyses, ensuring that users receive thorough, relevant insights.
  • Multi-layer / Multi-round Q&A. The ability of Arbor ThoughtTree™ to conduct multi-layered conversations is a game changer. Users can pose follow-up questions, and the chatbot can guide them through a series of related inquiries, making interactions not just informative but dynamic and engaging.
  • Deep-thinking Capability. The branching nature of ToT allows Arbor ThoughtTree™ to explore multiple angles of a question simultaneously. This capability is especially critical for financial analysts who need to consider various factors and scenarios when making investment decisions.

  • Quality Check with Context Labeling. Arbor ThoughtTree™ incorporates "Context Labelling" to enhance Retrieval-Augmented Generation (RAG) accuracy by three times. This ensures that the insights provided are not only timely but also contextually relevant, empowering analysts to make well-informed decisions based on reliable data.

OK, any examples?

The image illustrates how Arbor ThoughtTree™ dissects complex financial questions into structured sub-questions. By using a Tree of Thought (ToT) methodology, it explores multiple reasoning paths simultaneously. This approach ensures deeper analysis, comprehensive insights, and well-informed conclusions, transforming how financial analysts approach data-driven decisions.

Does Arbor ThoughtTree™ have great potential for the finance industry?

Yes. Even with advances in model training, RAG remains an essential tool for ensuring that models have factual, up-to-date information at their disposal when answering questions grounded in source of truth materials. Our users rely on information from innumerable sources to provide advice and services. Ensuring high quality retrieval across these varied sources is our primary goal. To this end, we intend to continue extending our retrieval benchmarks to cover all of the datasets and information types that investors and business leaders routinely engage with.

If you're interested, please reach out to denise.chen@arborchat.ai.

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