Personal investment management advisor that exposes tools for accounts, portfolios, trades, market data, strategies, risk control, and advice, enabling AI agents to analyze and provide structured investment recommendations.
Enables AI agents to perform Black-Litterman portfolio optimization with investor views, backtesting, and asset analysis, generating dashboards for visualization.
Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.
Provides AI agents with real-time financial market intelligence including stock quotes, crypto data, technical analysis, and portfolio insights. Enables natural language queries for current prices, technical indicators, asset comparisons, and portfolio analysis.
Enables AI agents to retrieve real-time data on wallet DeFi positions, token balances, and NFT holdings across multiple blockchains. It supports hundreds of protocols and provides specialized tools for chain-specific or protocol-specific portfolio analysis.
