Build portfolios, manage strategies, surface macro signals.
Asset manager / RIA
From macro thesis to client-ready strategy in 5 minutes
For independent asset managers, RIAs and boutique funds. Build thesis-driven portfolios, screen 17 thematic indexes priced live, and query a macro Oracle grounded in Aschenbrenner, Dalio, Buffett and Wood. Track Sharpe, drawdown and factor exposures across your strategies.
On your dashboard, you'll see:
AUM
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Perf YTD
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Avg Sharpe
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Active strategies
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Tools surfaced for you
Typical workflows
Macro thesis → portfolio in 5 minutes
Ask the Oracle for a directional view on AI infra. Use the named tickers to build a weighted basket in the Strategy Designer. Save it. Done.
17 themed indexes priced live
AI Compute, Aging, Clean Energy, REITs, Cyber, Robotics, Genomics, Defense, Cloud, Crypto Blue Chip… performance recomputed on every page load from real Yahoo Finance and CoinGecko prices.
Compare strategies on Sharpe / volatility / 1y / 5y
Multi-filter screener with sortable columns. Region, asset class, risk band, theme. Take a directional view and execute.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Trading desk
Clients
Investors
Meetings
Meetings
Get started as Asset manager / RIA
Free during public beta · No card required · No commitment