AI-Agents for Investment Management

Bring overnight company news into one brief for team review.

Your team gets a morning draft with company news and original story links. Unclear items stay visible for your review.

Works with25 tools

Update paper positions and account value after each ranking batch.

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

Works with7 tools

Surface news that may warrant a closer look at holdings.

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

Works with4 tools

Post watchlist headlines and links for the investment team each morning.

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

Works with4 tools