While we use AI for natural conversation and understanding your needs, all calculations and analysis are performed by our dedicated calculation engine, completely separate from the AI. This means: Financial calculations use tested, reliable algorithms Market data comes directly from TwelveData, not AI interpretation Visualizations are generated from actual market data Results are consistent and reproducible This separation ensures you get accurate, hallucination-free results while maintaining an intuitive chat interface.

We partner with TwelveData for comprehensive market data: Stock quotes update every 2 minutes Historical data updates daily after market close Full access to earnings reports and fundamental data Reliable price data for all analysis

Your data security is our priority: All data is encrypted and securely stored in AWS infrastructure Industry-standard encryption protocols protect all user information Regular security audits ensure ongoing protection Strict compliance with data protection standards

Through our AI chat interface, you can: Create new portfolios Delete existing portfolios Add assets to portfolios Remove assets from portfolios Modify asset allocations Compare different portfolio configurations

Our platform offers comprehensive analysis including: Efficient Frontier analysis using MPT quadratic optimization Value at Risk (VaR) calculations Expected returns projection Covariance analysis Historical monthly price analysis Earnings report analysis Beta and Alpha calculations using regression Sector comparison analysis

The AI understands complex queries such as: "Create a new portfolio with tech stocks" "Compare this portfolio with and without Tesla" "Show me the efficient frontier for my current portfolio" "What's the Value at Risk for this allocation?" "Compare this stock against others in its sector" "Show me the historical performance analysis"

Data freshness varies by type: Stock quotes: Updated every 2 minutes Historical data: Updated daily after market close Earnings data: Updated as companies report Analysis calculations: Performed real-time using the latest available data

Message limits refresh monthly on your billing cycle date, based on when you purchased your subscription. For example, if you subscribed on the 15th of the month, your message allowance will reset on the 15th of each subsequent month.

Our platform uses Modern Portfolio Theory (MPT) with quadratic optimization to calculate the Efficient Frontier: Analyzes historical return data Calculates expected returns and covariances Optimizes for maximum return at each risk level Considers all possible portfolio combinations

Alpha and Beta calculations use regression analysis: Beta measures portfolio sensitivity to market movements Alpha calculates excess returns above the market Uses historical price data Compared against chosen benchmark (default: S&P 500)

Core risk metrics include: Value at Risk (VaR) Portfolio volatility Asset correlations Sharpe Ratio Beta