Finsights AI

Run yourbook

From analysis to ongoing monitoring - Finsights gives investment teams an agent-driven infrastructure built for portfolio management operations at any scale.

About

Judgement belongs to humans. AI is the substrate.

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 durable edge for emerging managers is operational AI as the substrate the fund runs on, not a productivity add-on.

Agents that run on your book and your data, with every output traceable to source. You own the agents. Nothing leaves your walls.

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

Features

Built for the next generation of
emerging funds.

01

Modular Agent Harness

Declarable agents that run deep dives, modeling, and analysis in their own sandboxes. The substrate beneath every loop, auditable end to end.

02

Embedded Portfolio Intelligence

Analyze, benchmark and monitor your entire book in real time. Factor attribution, risk decomposition and performance analytics.

03

Expansive Data Integrations

The entire universe of global equity data and macroeconomic indicators, out of the box. Bring your own datasets securely. One normalized feed, ready for your agents.

04

Institutional Reporting Engine

Generate LP letters, IC memos, risk reports, and more. All drafted in your voice, your templates, and securely grounded in your data. Cut time to final report by days.

Process

Up and running.
In three steps.

Portfolio
Live
NVDA18.4%+3.8%
META14.1%+1.2%
TSMC11.6%+2.5%
PLTR8.9%-0.7%
···show more
StrategyLong / Short
P&L Gain+14.3%
IRR22.8%
Holding Period3–6 months
Get Started

Let your thesis
breathe.

One operating layer for your book, your risk, and your LPs.