Private AI for portfolio managers.

Test a research hypothesis against the portfolio data

Detect data issues, compare exposures and evaluate scenarios with reproducible methods.

Inputs: Licensed market data, authorised holdings, research records and approved risk models.

From observation to completed task

Run controlled analysis and prepare a source-linked investment-review package.

Prepare a research-meeting pack from approved investment documents

The supporting records include authorised research, portfolio reports and meeting notes.

The manager determines suitability, allocations and trades.

The systems involved

Licensed feeds, portfolio interfaces and versioned quantitative tools.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Investment professionals approve trades; avoid presenting backtests as future returns.