Investment Intelligence OS

The platform toanalyze

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

About

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

Features

Everything your PM
stack demands.

01

Modular Agent Harness

An operating system of declarable AI agents that run company deep dives, financial modeling, their own code sandboxes and more. Scale your research with your conviction.

02

Embedded Portfolio Intelligence

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

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 grounded in your portfolio 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.

Join investment teams running institutional-grade research with agents that think in your framework, grounded in live data.