AI-Agents for Portfolio Managers

Agents help Portfolio Managers keep investment decisions tied to current positions.

Rebalance paper holdings when new stock rankings are ready.

See your paper portfolio rebalanced from daily sentiment rankings, with simulated trades and account value recorded in your spreadsheet.

Flag company news that may warrant a review of holdings.

Get a short email when your news alerts point to a business risk, while routine coverage stays sorted in your inbox.

Bring fresh coverage of watched companies into one morning team message.

Your investment team starts the morning with fresh watchlist headlines and article links in chat, without rescanning the news channel.

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