Investment Intelligence OS

Portfolio management,
fully AI-native.

From ideation to ongoing monitoring — Finsights gives investment teams a modular, agent-driven research infrastructure built for serious fundamental analysis at any scale.

See How It Works
20K+Global Equities
100K+Macro Indicators
Full CycleCoverage
Our Story

Built for how disciplined investors actually work.

Most investment tools force a choice: enterprise platforms built around headcount and overhead, or point solutions that don't talk to each other. Finsights was built on a different premise entirely.

Whether you're running a concentrated book or managing a scaled operation — the bottleneck is always the same. Too much process, too little synthesis, and AI bolted on as an afterthought. We believe the next generation of alpha comes from treating AI as the research substrate itself, not a productivity add-on.

Not AI as a wrapper. AI as the connective tissue — where every screen, every thesis, every monitoring signal is generated, connected, and auditable through agents you own.

Input

Market Data

Real-time quotes, 20K+ global equities

Fundamentals

Financials, ratios, key metrics

Macro Indicators

100K+ FRED & World Bank series

News & Intelligence

Tiered credibility scoring

EDGAR Filings

10-K / 10-Q parsed at scale

Finsights Intelligence Layer

Every data source is cleaned before reaching your agents.

Clean
Structure
Contextualize
Processing
Output

Portfolio Intelligence

Analyze, benchmark, and monitor your book

Company Research

Filing analysis, comps, DCF models

Monitoring Signals

Thesis drift alerts and catalysts

Full Cycle Coverage

The complete investment research lifecycle.

No more stitching together Bloomberg, Excel, and a dozen SaaS tools. Finsights is the OS layer that connects every stage of your investment process.

01

Ideation

Macro signal-driven idea generation across sectors, geographies, and themes.

02

Screening

AI-native screener with 20K+ equities and custom factor definitions.

03

Analysis

EDGAR filings parsing, model generation, comps, and scenario analysis.

04

Backtesting

Validate strategies against historical data with attribution breakdown.

05

Monitor & Report

Live portfolio monitoring, benchmarking, transaction logging, and generated reports.

The Agent System

Modular intelligence you actually own.

Declarative, composable agents that work in concert — not a black box you surrender control to. Build your own or deploy ours.

🔍
SCREEN Agent

Scans equities against your defined criteria — valuation, quality, momentum, or any custom factor combination.

📊
ANALYZE Agent

Parses EDGAR filings, builds financial summaries, runs ratio analysis, and flags anomalies in disclosures.

🌐
MACRO Agent

Synthesizes 100K+ macro indicators at country or US-state level. Generates thematic context for portfolio positions.

📈
MONITOR Agent

Tracks performance, attribution, and risk signals in real time. Surfaces exceptions, not noise.

🧮
BACKTEST Agent

Runs strategy validation across historical datasets with granular attribution and drawdown analysis.

⚙️
CUSTOM Agent

Define your own agent logic and skill sequences. Extend Finsights' capabilities to match your fund's specific investment process.

Platform Capabilities

Everything your research stack demands.

Deep data coverage, institutional-grade analytics, and a flexible infrastructure designed to scale with your AUM — not your headcount.

🌏

Global Equity Coverage

Full access to global markets — US, EMEA, APAC, China, and India — normalized and queryable across every major exchange.

20K+
Equities Covered
📉

Portfolio Attribution

Factor-level, sector-level, and position-level attribution — benchmarked against your chosen indices.

📄

EDGAR Filing Intelligence

10-K and 10-Q parsing at scale. Agent-generated summaries, risk flag detection, and cross-filing comparisons.

🌡️

Macro Data Infrastructure

100K+ macro indicators. Fed data, World Bank, IMF in one normalized feed.

🔄

Backtesting Engine

Strategy validation with full attribution, Sharpe and drawdown analysis.

📋

Transaction Logging

Audit-ready transaction records, position history, and P&L reconciliation built into the platform.

Why Finsights

The research infrastructure your fund deserves.

01 — Extensibility

You control the agents, not the other way around.

Declarative, skills-based agent architecture means your investment logic is codified in Finsights — not locked in a vendor's model.

02 — Coverage

Global data without the Bloomberg bill.

20,000+ global equities, 100K+ macro indicators, EDGAR filings — all normalized, queryable, and connected to your agent layer.

03 — Composability

Agents that work together, not in isolation.

Every agent is a composable primitive — they share context, hand off signals, and operate across a unified dataset. Intelligence that compounds.

04 — Scalability

Scale your AUM without scaling headcount.

Every manual step — screening, summarization, monitoring alerts, report generation — becomes an agent task. Your team stays lean and focused on conviction.

Built For

Who Finsights is designed for.

Investment teams who demand more from their research infrastructure — and want AI that operates at the level of their conviction.

⚖️

L/S Hedge Funds

Long-short equity managers needing fast signal generation, factor exposure tracking, and short thesis validation.

📐

Fundamental Equity Research

Analysts running deep-dive investment processes requiring comprehensive filing analysis and model generation.

💎

Value Investors

Concentrated portfolio managers who need rigorous quantitative screening paired with qualitative agent insights.

🚀

Emerging Managers

Early-stage funds building institutional-grade research infrastructure without enterprise-tier costs.

Get Early Access

The AI-native research OS
your fund has been waiting for.

We're onboarding a select cohort of investment teams to shape the product. No bloat, no black boxes — just serious infrastructure for serious investors.

Learn More