Multi Company Finance Workspace
One private view across multiple companies.
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AI Stock Management & Investment Insights
Backtest, compare and research strategies.
The challenge
Evaluating strategies meant juggling data sources, backtest scripts and research notes, which made fair comparison slow.
What we built
An AI-powered platform for portfolio analysis, backtesting, market research and strategy evaluation. It combines structured financial analysis with AI-assisted insight generation to help users evaluate opportunities, compare strategies and make more informed investment decisions.
The AI layer
- AI-assisted insight generation alongside structured financial analysis.
- Designed to inform decisions, not to make them automatically.
How it works
The workflow, step by step.
- 01Portfolio loaded
- 02Strategies defined
- 03Backtests run
- 04Compared side by side
- 05Insights generated
Architecture
How the pieces connect.
Inputs
- Market data
- Portfolio holdings
- Research
The system
- Portfolio analysis
- Backtesting
- Market research
- Strategy comparison
- AI insights
AI
- AI-assisted insight generation alongside structured financial analysis
- Designed to inform decisions
People
- Investor
- Portfolio manager
Outputs
- Backtest results
- Strategy comparisons
- AI insights
Functional architecture. Integrations and hosting are tailored to each client's environment.
Modules
Everything in one system.
01Portfolio analysis
Holdings and performance analysed.
02Backtesting
Strategies tested on historical data.
03Market research
Research alongside the numbers.
04Strategy comparison
Strategies evaluated side by side.
05AI insights
Insight generation on top of the analysis.
Interface preview
What your team would see.
Illustrative interface · sample data
Who uses it
Built around real roles.
Investor
Defines and compares strategies.
Portfolio manager
Uses insights to inform allocation.
An investor compares a momentum strategy with a value tilt. Both are backtested on the same history, drawdowns and ratios appear side by side, and AI insight notes where each strategy struggled.
Build your version
Start here, extend further.
Capabilities we can build on this foundation for your version of the system.
- Risk attribution and factor exposure
- Broker integrations for live portfolios
- Alerts on strategy drawdowns
- Natural-language research queries
- Paper trading before capital allocation
Questions
What clients ask us.
Does it trade for us?
No. It is designed to inform decisions, not to make them automatically.
Can we test our own strategies?
Yes. Strategies are defined, backtested and compared in the platform.
Can you build a version of this for our business?
Yes. Every system starts with a discovery conversation about your workflow, data and goals, and we adapt the design to fit. Most engagements produce a working, testable system within a few weeks to a couple of months, depending on scope.
Can it integrate with the systems we already use?
Integration with existing tools such as ERPs, accounting packages, databases and document stores is scoped during discovery, so the system fits around how you already work.
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Let us turn your data, documents, processes, and expertise into a durable competitive advantage.
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