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Request pilot

START HERE

Start with one deliverable.

Choose a business goal, review the market brief, strategy draft, or risk check the agent produces, then sign in to connect data, permissions, and controls.

3-minute experience

Choose one goal and review the agent output immediately.

Run a guided workflow with sample data: research brief, strategy draft, backtest and risk checks, and the recommended next action.

Choose the first job

Sample task

Generate today's market brief

Preview

Input

US tech basket + last 24h news + price movement

Output

One-page market brief, drivers, and risk watchlist

01Data

News / prices / holdings

02Attribution

Driver analysis

03Risk

Hypotheses

04Delivery

One-page brief

82Deliverable

Brief completeness

Fact coverage88%
Risk notes72%
Traceability91%

Artifact preview

Tech Basket Daily Brief

3 drivers · 5 hypotheses · low execution risk

What you get

AI Market Brief

  • Tech movement is framed around earnings expectations, rate path, and model-capex discussion.
  • The agent separates verified facts from hypotheses that need follow-up.
  • The output is a traceable briefing, not a buy/sell recommendation.

Next

If useful, connect a real watchlist and data source next.

Sign in to saveView Finance Agent

FIRST RUN

First-run workflow

01

Choose one goal

Generate a market brief, draft a strategy, or check trade risk.

02

Run sample data

See the output first, then judge whether it helps your team.

03

Save to console

Sign in to turn the sample into a workspace task.

04

Connect real systems

Add watchlists, research files, market data, approvers, and paper-trading accounts.

05

Review before production

Only after backtest, risk, budget, and human approval can execution adapters be enabled.

DELIVERABLES

Day-one deliverables

One-page market brief

What happened, why it matters, and what needs validation.

Strategy draft

Turn a natural-language idea into reproducible factor logic and parameter ranges.

Backtest / risk report

Show failure modes, costs, drawdown, and stress assumptions.

Approval ticket

If trading is needed, generate an auditable ticket instead of auto-ordering.

PRODUCT PRINCIPLE

Get an auditable business result on day one.

Request enterprise pilot