AI Assistant
Your portfolio analyst, in chat.
Ask about any portfolio. Get backtested answers - not guesses.
Build, test, and optimize in one conversation.
Ask. We run the numbers.
Describe a portfolio in plain English or build one on the fly. Every question runs through a system designed for real financial analysis - not generic AI responses.
Conversational AI
Ask, refine, iterate. Increase reasoning when needed.
Deterministic backtesting engine
Every metric, simulation, and optimisation is tested, consistent, and reproducible - not generated on the fly.
Market data
500k+ assets. Decades of history.
AI answers are easy. Reliable analysis is not.
Most AI tools generate explanations. AI Assistant generates validated portfolio analysis.
Calculations are deterministic and reproducible
Simulations are grounded in historical data
Optimisations follow defined objective functions
You're not just asking questions - you're getting results you can trust and reuse.
Backtest and optimize from a sentence.
Backtest
"60/40 vs S&P 500 since 2000" → returns, drawdowns, rolling Sharpe, correlations. A full performance breakdown, with charts and tables in chat.
Optimize
"Optimize these ETFs" → weights, efficient frontier, and a backtested strategy. Pick from 10 objectives.
Work with real portfolios.
Attach a portfolio, custom allocation, or asset to any message. The assistant answers about that exact input - so results stay grounded in your data.
"Improve the risk of MyPortfolio"
"What's QQQ's max drawdown?"
Fast when you want. Deep when it matters.
Turn on web search for additional context. Increase reasoning depth for more complex questions.
From quick checks to deep analysis - same workflow.
Everything you need to build a portfolio.
Performance and risk analysis
Asset-level insights
Cash flow and rebalancing
Monte Carlo simulations
Optimisation (Efficient Frontier, Risk Parity, custom objectives)
All in chat. Fully explained.