State the mandate. Every strategy proves itself against the benchmark before anything funds it, and the winner runs forward on live data, with a desk of analysts on it, a bull and a bear arguing each name, and a written reason behind every proposed trade.
A mandate is a statement of what a portfolio should be: universe, strategy, how many names, cash reserve, stop-loss.
Every strategy is backtested against the benchmark and ranked on risk-adjusted return. Nothing funds a book on a hunch.
The winner runs forward on live market data, and each proposed rebalance arrives with the reasoning attached.
Six of them, and what does each one here. Nothing on this list is a plan.
It does the work; you make the decisions. Every trade is proposed and waits for you, nothing is executed anywhere, and this is research tooling rather than an advisory service or a brokerage.
What it holds
From what you want, to a book that runs.
Sector allocations, risk profile, universe and position count, the way an allocator actually thinks.
Backtest one mandate under every engine at once, ranked by risk-adjusted return.
Every portfolio runs forward on live market data before a dollar moves.
Proposed trades with turnover, sector drift and a written rationale for each name.
The evidence under every decision.
A 24-factor read per security, each weight explained in plain English.
What-if from revenue through margin to EPS and multiple.
Monte Carlo across size and sector: how many names actually diversify.
Stored runs, benchmark-relative, equal and cap weighted.
Not just the number. What was said, and what changed.
Who reports next, with our forward-EPS forecast beside the street's consensus.
Every line of the earnings text scored and weighted by materiality: the arc of the call, and the guidance that moved it.
Why results changed, as structured drivers pulled from the filing itself.
The one earnings signal that survived walk-forward testing, used as such.
Who owns it, and what it is connected to.
Form 13F positions per security, quarter by quarter, by manager.
Schedule 13D/13G in the US and SAST in India: who crossed 5%.
Promoter, FII, DII, mutual-fund and retail splits, plus promoter pledging.
An event in one company, and the correlated names it reaches, with the business linkage and not just the correlation.
Grounded in what the platform computed.
Ask questions about your own book and get answers grounded in computed facts, never freehand.
Several agents, covering regime, macro, risk and opportunities, each writing from the same fact pack.
Opposing cases argued per security, then judged, so the weak side of a thesis is visible.
The model narrates numbers the platform computed. It is not asked to know anything on its own.
Underneath
10-K, 10-Q and 8-K filings, XBRL facts, earnings press releases, Forms 3/4/5, 13F and 13D/G
Bhavcopy prices, corporate filings, Reg-31 shareholding XBRL, pledge and SAST disclosures
Daily bars for both markets, corporate-action adjusted, with a data-quality verdict per security
FRED macro panel, market news mapped to tickers, and sentiment scored against it
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