Enables AI agents to manage and analyze personal investment portfolios, including fund and stock holdings, net value tracking, XIRR calculations, penetration analysis, and backtesting.
Enables AI agents to perform Black-Litterman portfolio optimization with investor views, backtesting, and asset analysis, generating dashboards for visualization.
Enables personal AI-driven portfolio analysis and management for Tinkoff Investments through natural language chat, providing risk assessment, goal tracking, and market-aware recommendations in read-only mode.