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.
Example Usage: Carry Trade Portfolio - We applied the agent to a carry trade portfolio targeting high-yield currencies and commodities. By dynamically adjusting exposure when potential adverse impacts are detected, the portfolio generated a 117.4% return in 9 months (annualized return 181.75%, Sharpe ratio 3.60).
Updated as of Feb 2025
| Returns since inception (9 mths) | 117.47% |
| Annualized Return | 181.75% |
| Sharpe Ratio | 3.6 |
