Investment Management & Trading
For asset managers, hedge funds, trading desks, and family offices
AI-powered equity research across global listed markets, technical analysis, earnings tracking, and corporate event signals. Thanks to our modular architecture, we deliver custom solutions and data feeds with unprecedented efficiency. From initial scoping to production deployment in weeks, not months.
Industry Challenges We Solve
Investment research on Swiss private companies is fragmented across cantonal registries with no unified platform linking corporate fundamentals to market data
Portfolio managers lack a single interface combining equity research, technical analysis, earnings tracking, and corporate intelligence for Swiss-listed and private companies
Trading and research desks need market data enriched with corporate event context — management changes, capital modifications and regulatory filings — joined to the securities they cover, not scattered across gazette archives
ESG and sentiment analysis requires combining structured financial data with unstructured news, social media signals, and corporate filings across multiple languages
Enterprise Solutions
Each module is independently deployable. Our modular architecture means you pay only for what you use and scale from a single data feed to a full deployment.
AI Equity Research
Automated research reports combining fundamental analysis (P/E, P/B, EV/EBITDA, PEG), technical indicators (RSI, MACD, SMA, Bollinger Bands), earnings tracking, and price predictions across bull/base/bear scenarios.
Market Intelligence
Pricing across global exchanges and listed securities, licensed from Twelve Data. Corporate event signals (SHAB publications, management changes, capital modifications) linked to the companies you follow.
Portfolio Monitoring
Ongoing surveillance of portfolio holdings with automated weekly digests: price performance, technical signals, fundamental shifts, corporate events, and peer relative performance.
Earnings & Dividend Tracking
Full earnings calendar with consensus tracking, surprise analysis, and post-earnings AI summaries. Dividend history and yield analysis across portfolio holdings.
Pre-Built AI Agents
General-purpose AI models working to a brief written for Investment workflows, deployable out of the box or adapted to your processes.
AI Equity Research Agent
Generates comprehensive research reports combining fundamental analysis, technical indicators, earnings history with surprise tracking, and price predictions across bull/base/bear scenarios. Includes ESG and sentiment analysis.
Peer Comparison Agent
Builds side-by-side comparison tables across selected securities: valuation multiples, financial statements, dividend history, executive compensation, and sector positioning.
Market Signal Agent
Monitors portfolio holdings and watchlist securities for price-moving events: SHAB publications, earnings surprises, technical breakout signals, and news sentiment shifts. Prioritised alerts with contextual reasoning.
Sector Scanner Agent
Screens global markets by sector, exchange, market cap, valuation range, and technical criteria. Identifies investment opportunities matching configurable strategies.
Earnings Analysis Agent
Automates earnings season workflows: tracks upcoming dates, analyses results against consensus, generates post-earnings summaries with key financial changes and forward guidance.
Portfolio Intelligence Agent
Provides ongoing portfolio monitoring with automated weekly digests: price performance, technical signal changes, fundamental ratio shifts, corporate events, and peer relative performance.
Key Capabilities
AI Equity Research Reports
Automated research with fundamental, technical, ESG, and sentiment analysis across listed securities.
Market Quotes
Pricing across global exchanges with 52-week range, volume, and market status.
Historical Data
Up to 5,000 days of daily OHLCV for backtesting and analysis.
Financial Statements
Income statement, balance sheet, cash flow. Annual and quarterly for listed companies.
Technical Analysis Suite
RSI, MACD, SMA, Bollinger Bands, ADX, ATR with configurable parameters.
Swiss Corporate Enrichment
Company profiles, management history, SHAB events for Swiss-listed companies via SmartGraph.
News Sentiment Analysis
Neural search-powered sentiment analysis across multilingual news sources via internet search.
Dividends & Earnings Calendar
Full dividend history and earnings surprise tracking with consensus estimates.
Portfolio Data Feeds
Bulk financial data delivered on an agreed schedule for loading into your trading and portfolio management systems, arranged directly with us.
Enterprise Security & Compliance
Every enterprise deployment includes our full security stack. No add-ons, no hidden fees.
Data Handling
Uploaded documents are stored against your account and removed when you delete them. Chat sessions are retained upstream. Prompts reach third-party models via OpenRouter and Google Gemini.
ISO 27001:2022 Certified
Certified information security management, plus GDPR and Swiss nDSG compliance. Encryption in transit and at rest, and an audit log of every document read and deletion.
On-Premise Available
Deploy the full platform within your own infrastructure for complete data sovereignty.
Data Residency
All processing is subject to the Swiss nDSG and the GDPR, with EU standard contractual clauses where they apply.
Configurable Agents
General-purpose models directed by a written brief that we adapt per deployment. No fine-tuning and no custom-trained models.
SSO & API Keys
OIDC single sign-on with Okta and Microsoft Entra, including just-in-time provisioning. API access is part of the Enterprise plan, and integrations and data feeds are set up together with our team.
Ready to Transform Your Investment Workflow?
Our modular architecture means we can have your custom Investment platform configured and running in weeks. Talk to our enterprise team to scope your deployment.