Originally developed for internal systems, our Agents have been enhanced and released as a standalone Agents that can be deployed across any portfolio or integrated as a component in other trading systems.
The Portfolio Analyst Agent is an AI-driven system that proactively manages risk by analyzing real-time news, technical signals, and market events.
Portfolo Analyst Agent is an AI-driven system that proactively manages risk by analyzing real-time news, technical signals, and market events.
Proactive Risk Management- Our agent continuously scans real-time news and technical signals, proactively mitigates market volatility and responds to potential risk events as they arise.
Advanced Reasoning with AI - The agent leverages cutting-edge AI models to analyze all ingested information—including short-term news and analyst reports—to determine potential impacts on our existing portfolio.
The Ticker Research Agent conducts comprehensive, AI-assisted analysis on individual tickers. It brings together internal systems and real-time external data to build a detailed view of a company’s positioning, fundamentals, and market sentiment.
Comprehensive Multi-Source Analysis - The agent pulls information from financial filings, analyst reports, earnings calls, and news coverage to form a well-rounded understanding of the ticker. It integrates both qualitative narratives and quantitative signals.
Competitor and Thematic Contextualization - Each ticker is studied in the context of its peers and relevant investment themes. This includes mapping competitive dynamics, identifying differentiation factors, and linking the ticker to active macro or sector narratives.
Quantitative Signal Scanning - Price action, volume trends, and ETF ownership are tracked to identify technical or flow-based setups. The agent looks for patterns that may support or contradict the fundamental view, helping to time entries or exits.
