Private beta
AI Investment Management Platform
AI Powered Investment Research Tool and Portfolio Monitoring.
Your personalized AI Portfolio Advisor.
Research ideas with AI, monitor your holdings with scheduled analysis,
and run funds with unit-based accounting — all in one place.
AI Investment Research Tool
- Capture and analyse investment ideas before you buy
- Personalized AI advice with buy ratings and structured insights
- AI research & review reports as downloadable PDFs
- Dynamic reports tailored to each investment type
- Full report history with email delivery when ready
AI Portfolio Advisor
- Track holdings, transactions, dividends, and P/L
- Scheduled weekly or monthly analysis and reporting by email
- Have AI analyse your investments and portfolio on a cadence you choose
- NAV, allocation, and performance charts
- Tax summaries and accountant-ready CSV exports
Fund Management
- Generate monthly & quarterly investor reports with AI assessment
- Manage investor units, ownership, and NAV per unit
- Contributions, withdrawals, distributions, and fees
- Shared fund ledger, AUM, and member accounting
- Fund dashboard with summary at a glance