Portfolio & Investment Intelligence
Your book, watched continuously.
Agents monitor every holding against the signals that matter, earnings, downgrades, covenant drift, sector moves. They surface a ranked list of what needs attention before it shows up in a report.
Replaces: Manual portfolio reviews, end-of-quarter surprises
How it works
Portfolio & Investment Intelligence, end to end.
01
Connect
Connect your positions, market data and mandates. Agents watch the whole book, not a sample.
02
The agents work
Agents flag drift, concentration and covenant breaches the moment they appear, with the reason attached.
03
You stay in control
You decide what to act on. Every alert is traceable to its source.
Trust & governance
Run it under control.
Governed. Measured. And you can see exactly what it costs.
monō does the same work for a fraction of the spend. It only sends the AI what it actually needs to answer, not the whole history. So a typical task can use up to 70% fewer tokens than running an agent the standard way. Routine, high-volume work runs on cheaper models; the hard calls go to the best models available. And for the work you do most, we tune smaller, faster models built for the job.
You see the cost per agent, in plain numbers.
Governance
Every agent runs under policy. Every action logged, reproducible and reviewable.
Eval & monitoring
Every output scored against your standard before it ships. Drift caught early.
Cost & efficiency
Far fewer tokens than running an agent raw, and the right model for each job.
The pack your risk team will ask for.
Deployed in your cloud. Inference-only, your data is never training data. ISO 27001 certified. The controls map, data-flow diagrams and sub-processor list.
PDF · 4 pages
Portfolio & Investment Intelligence, asked and answered.
Does it replace our risk system?
No. It sits on top, reading the same positions and mandates, and does the monitoring around them. Retire what it makes redundant when that is earned.
What does it watch?
The whole book, continuously: drift, concentration, covenant headroom and maturities, with the reason for every flag attached.
Where does our data live, and can we use our own model accounts?
Inside your cloud or tenancy. monō is inference-only, your data never trains anyone's models and never leaves your control. Bring your own API keys: your accounts, your rates, zero markup.
One platform, two ways in
Where this runs.
Put Portfolio & Investment Intelligence to work.
See it on your own data, or start with the Finance collection.