Investment Management & Trading
For asset managers, hedge funds, trading desks, and family offices
AI-powered equity research across 156K+ securities, real-time 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 desks need real-time market signals enriched with corporate event context — management changes, capital modifications, and regulatory filings that move stock prices
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.
Real-Time Market Intelligence
Live pricing across 96 exchanges with 156K+ securities. Corporate event signals — SHAB publications, management changes, capital modifications — enriching market data with context that moves prices.
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
Specialised AI agents trained on investment workflows, deployable out of the box or customisable 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 156K+ securities.
Real-Time Quotes
Live pricing across 96 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 API
Programmatic access to all financial data for integration into existing trading and portfolio management systems.
Enterprise Security & Compliance
Every enterprise deployment includes our full security stack — no add-ons, no hidden fees.
Zero-Data Retention
Your data is never stored or used for AI training. Processed and deleted immediately.
ISO 27001
Enterprise-grade security controls audited and certified across all infrastructure.
On-Premise Available
Deploy the full platform within your own infrastructure for complete data sovereignty.
Swiss Data Hosting
All data processed and stored in Swiss data centers under Swiss privacy law.
Custom AI Models
Fine-tuned industry-specific models running in isolated environments per client.
API & SSO
RESTful API access, SAML/OIDC SSO integration, and webhook event delivery.
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.