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.
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
Every data source is cleaned before reaching your agents.
Portfolio Intelligence
Analyze, benchmark, and monitor your book
Company Research
Filing analysis, comps, DCF models
Monitoring Signals
Thesis drift alerts and catalysts
