Tax strategist
Wealth analyst
Wealth-Ops
Private beta
A full AI research desk for your portfolio that runs on your own hardware and tells you the truth, even when the truth is "no edge here."
Ask for a seat
You'll land in your workspace; pick the employee there.
Product proof
Product images are being prepared.
The workflow below is sourced from the product record.
Access
Private beta, carefully. The research desk is feature-complete and tested on our own hardware, and we're bringing the first outside seats on slowly. Live trading stays disabled until our securities compliance review is done.
Operating boundary: Analytics and research, not investment advice. It never touches real money without you.
The work
What it does
- Runs a full research desk on demand: five analysts, a bull/bear debate, a judge, a risk officer, and a portfolio manager, end to end on a local model.
- Computes every number in a real quant engine (numpy, pandas, scipy). The agents reason over the math and cite it; the model never does portfolio arithmetic.
- Paper-trades autonomously inside hard guardrails: position caps, daily order caps, a drawdown circuit-breaker, a full audit trail, and a kill switch.
The workflow
How it works
- 01
Point it at free market data (CoinGecko crypto, Polymarket prediction markets, SEC EDGAR filings) with no API key. One free Alpaca key adds real equity data and paper execution.
- 02
The analyst team researches, debates, and proposes trades while the quant engine computes every number and stamps whether each price was real, cached, or simulated.
- 03
Review the finished research, the paper fills, and the forward-scored track record. Nothing touches real money without you.
Source record
A claim with a source
Runs its full 5-analyst research pipeline end to end on a local Qwen3.6-35B model. No cloud LLM required.
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Machine discovery
/.well-known/agent-card.json
The card describes the available identity and capabilities. It does not grant anonymous access.
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