AI Copilot
Your AI copilot for portfolio decisions
AIDA lets you ask questions about your portfolio, positions, risks, signals, macro environment and investment rationale — directly inside your investment workflow.
Ask your portfolio. Understand every signal. Act with more confidence.
AI Copilot Layer
One copilot. Every module.
The AI Copilot isn't a separate app — it sits across portfolio, research, risk and action, so you always have one consistent way to ask, understand and decide.
Capabilities
A copilot built for investment work
Not a retail chatbot — a professional assistant that works with your portfolio, data and models.
Answer portfolio questions
Ask about your book in plain language and get contextual answers.
Explain positions
Understand why a position sits where it does in the model.
Justify signals
See the reasoning behind every Hold, Boost, Increase, Reduce or Sell.
Surface risks
Make concentration, exposure and guardrail issues visible.
Explain the macro regime
Understand how the current environment affects positioning.
Review investment ideas
Test an idea against your model, buckets and risk logic.
Explain bucket deviations
See which buckets drift from strategic or tactical targets and why.
Summarize research
Condense news, fundamentals and events into a clear brief.
Explain order proposals
Understand any proposed order in full portfolio context.
Example Questions
Ask the questions that actually matter
The copilot answers in the context of your portfolio, model and risk logic.
AI Across the Platform
Components with AI-Support
Every core module comes with built-in AI support — click any tile to see how.
AI + Human Control
You stay in control
AIDA supports your decisions — it does not take over final responsibility. The copilot explains, contextualizes and prepares, but the trader or manager always makes the call. No autopilot, no black box.
AIDA explains
Reasoning, context and trade-offs.
You decide
Accept, adjust or dismiss every action.
Guardrails hold
Risk limits stay in place throughout.
A research assistant that connects the dots
Instead of switching between sources, the copilot brings news, fundamentals, ETF data, earnings, macro and portfolio context together — and summarizes what it means for your positions.
Put an AI copilot on your desk
See how AIDA answers portfolio questions and explains every signal — inside your daily workflow.
