Institutional-grade equity research, empowered by AI
Research any listed company, build a stress-tested portfolio.
What's inside
Multiple tools, one platform
Everything from a single ticker lookup to a stress-tested, client-ready portfolio report.
AI Stock Research
Search a ticker and get price action, valuation, and fundamentals on a single page.
- Interactive price charts, 1D to 5Y
- Valuation, trading, and fundamentals panels
- Market movers: trending, gainers, losers
3D Portfolio Builder
Set your targets whichever way suits you — drag a point through risk/return/drawdown space, or just say what you want.
- Drag the target point in 3D, or type it in plain English
- Investment horizon and region filters, multi-asset
- Auto-picks risk parity, CVaR, mean-variance, or HRP
AI Personal Banker
A chat assistant that already knows which page you're on and what's on it — no copy-pasting context.
- Reads the open stock or portfolio
- Explains why the optimiser chose an allocation
- Available on every page, in both languages
SEC Filing Intelligence
Official filings pulled straight from EDGAR and distilled into the parts that move the price.
- Risk factors and guidance changes surfaced
- Every claim linked to the source filing
- Summaries cached, so re-reads are instant
Crisis Stress Testing
Every portfolio is replayed through the actual crises, measured against the S&P 500 over the same dates.
- GFC 2008, COVID 2020, Rate Hike 2022
- Portfolio drawdown vs S&P 500, side by side
- Back-tested NAV curve with downside shading
Sentiment Engine
Not one blended score — three independent readings, each with its own verdict and reasoning.
- Analyst view: fundamentals, valuation, metrics
- Retail view: Reddit, StockTwits, X chatter
- Media view: press coverage and analyst consensus
Company & Leadership
The business explained in plain language, plus the people actually running it.
- Business description, live AI summary
- Executives by name, role, age, and disclosed salary
- First listing date, with an out-of-market warning
Report Export
Turn any analysis into a branded PDF you can send to a client without reformatting it.
- Stock reports: chart, filings, sentiment
- Portfolio reports: allocation, stress tests, NAV
- One click, multi-language
Client Management
Issue accounts, set usage limits, and keep user credentials encrypted.
- Per-user accounts and page quotas
- Reset or raise a client's limit instantly
- Activity log for every session
From ticker to portfolio in three steps
Research
Look up a company, read the AI filing summary, and check all three sentiment readings.
Build
Drag or describe your targets in the 3D builder and let the optimiser allocate.
Deliver
Stress-test the result, ask the AI banker anything, then export the PDF.
See it in action
A short walkthrough: research a stock, build a portfolio, ask the AI banker.(3:46)
Screens shown are illustrative.