One system from new information to decision.

The always-on anomaly and relevance engine. Abnormal price, volume and volatility, estimate revisions, guidance changes, narrative acceleration, positioning shifts, macro and geopolitical events and network attention are ranked against your portfolio, watchlists and thesis assumptions. It answers why it is moving and what changed since you last looked.

A multi-step evidence engine. An orchestrator scopes the question, plans, calls deterministic tools for DCF, WACC, ROIC, CAGR and multiples, and builds an evidence graph. A verifier tests every claim against sources and conflicts before the report is produced with confidence and citations and saved to Memory.

Filings, earnings releases and guidance compile into versioned financial models. Tables, XBRL and management commentary become proposed cell updates carrying source document, page, fact ID and transformation. Recalculation runs on a deterministic formula graph. The analyst approves, rejects or overrides, then commits a new model version.

Notes, PDFs, models and conversations compile into a machine-readable thesis. Each assumption depends on observable metrics, events or claims and carries invalidation conditions. Health is a transparent composite of assumption status, evidence freshness, contradiction strength and model sensitivity, never a number without its breakdown.

A living representation of holdings, derivatives, factors, currencies, suppliers, customers, geographies, theses and liquidity. Portfolio Failure Search finds the shock combinations that produce a −10%, −20% or −30% loss. The Hedge Architect prices coverage for each path. The Liquidity Crisis Simulator reports liquidation loss, not only mark-to-market.

Every decision records asset, intent, sizing, rationale, conditions, kill conditions, evidence IDs, model version, constitution check, approver and the exact time it was known. Decision Replay reconstructs what was believed. Outcome attribution separates thesis correctness from multiple expansion, FX and market beta.

Forward shocks, rate moves and geopolitical disruptions propagate through supply relationships, cost bases, margins, EPS, multiples and portfolio risk with explicit causal paths and sensitivities. A Red Team continuously searches for evidence that invalidates the thesis: bull, bear, forensic, macro, industry, quant and risk agents argue from different evidence paths, must cite sources and deterministic calculations, and keep their disagreement visible.

It argues. It does not decide, and it never places an order.

Every capability is callable: company data, field queries, screens, model compilation, thesis health, portfolio risk, deep research, backtests, workflows and decision proposals. The same entitlement, audit and permission checks apply whether the caller is the desktop, Excel, a notebook or an autonomous agent. Excel and Google Sheets connect today from the Workspace tab. Agent access →