Core Intelligence Engine
At the heart of our platform is a powerful AI designed to give you an immediate edge.
The VIA3 AI Score™
Instantly gauge any security’s potential with our proprietary AI-driven score. We distill millions of data points into a single, understandable deterministic metric, giving you a clear and immediate signal amidst the market noise.
UNiversal Market search
Go beyond simple ticker lookups. Perform intuitive, keyword-based searches across our entire universe of securities to uncover relevant trends, summary data, and hidden opportunities in seconds.
Ask Janet: Your Omniscient Market AI
Why search when you can ask? Pose any question—from broad market trends to specific security details—to our conversational AI, Janet. Save, share, and build upon your inquiries to create a repository of institutional knowledge for you and your team.
My Analyst: Your Personal AI Research Desk
Delegate the heavy lifting of deep-dive analysis to your dedicated AI assistant, freeing you to focus on strategy.
Comprehensive Security Analysis
Access a 360-degree view of any security. Move beyond surface-level data with integrated financial statements, regulatory disclosures, and complete SEC filings, all in one place. We dive into stated intentions versus demonstrated actions to gain the true picture of any security.
Custom research goals
Define what matters to you. Create a custom research goal which you can then apply to any security using our core AI skills. In a matter of minutes expand our core universe of information to uncover rich details that would take a team of analysts days and weeks.
collaborative research notebooks
Forge powerful connections. Compare financials, research, and custom data points across multiple securities in a single, intuitive collaborative notebook. Uncover correlations and differentiators that drive smarter decisions.
contextual ai with Janet
Drill down with precision. Point Janet at a specific security and ask detailed questions about its 980+ data points and extensive research corpus. Get granular, evidence-backed answers in an instant.
My Compass: Invest with True Conviction
Align your capital with your values. My Compass is a revolutionary tool that filters the entire market through the lens of what’s most important to you.
Define Your Investment North Star
Chart your unique investment philosophy by defining your personal values, impact goals, and financial criteria. Our six pillars guide you in crafting a compass that reflects your vision. [In Development]
from conviction to analysis
Your compass instantly distills the vast market into a curated list of securities that align with your unique criteria. From this highly relevant list, launch a Research Notebook for an immediate deep-dive.
seamless portfolio creation
Act on your insights with a single click. Use your compass to enerate a new, fully-aligned portfolio directly from your compass results. Your compass settings are saved with the portfolio, enabling continuous modeling and refinement as your vision evolves.
My Portfolio: Master Your Financial Strategy
Go beyond simple tracking. Our suite of tools provides institutional-grade analytics to help you understand, optimize, and grow your portfolios with confidence.
unified portfolio dashboard
View and manage all your portfolios—whether built from scratch, generated by My Compass, or imported from an external provider like Merrill Lynch—from a single, elegant dashboard.
advanced portfolio insights
Select any portfolio to unlock a powerful analytical view:
- Constituent Analysis: See your holdings by weight, performance, and their proprietary VIA3 AI Score™.
- Performance Trajectory: Chart your portfolio’s historical performance and value, including dividend impact, to understand its growth story.
- The Opportunity Engine (Rebalance): Our 2D Nearness Graph visualizes your holdings against similar market securities. Discover compelling alternatives, model the tax implications of a swap, and intelligently rebalance with confidence.
- 360° Exposure Analysis: Instantly understand your portfolio’s exposure to specific markets, sectors, and currencies. Benchmark your allocation against the broader market and the S&P 500 to identify risks and opportunities.
Teams: Amplify Your Collective Intelligence
Collaboration is the cornerstone of success. Securely share insights, strategies, and client-facing work to elevate your team’s performance.
centralized research & ai hub
Create and share research goals, AI prompts, and conversation histories with your team. Build a living library of proprietary insights that grows more valuable over time.
shared vision & strategy
Collaborate on investment strategies by sharing your Compasses and Portfolios with the team. Ensure everyone is aligned and working towards the same goal. [Coming Soon]
client collaboration portal
Revolutionize your client relationships. Grant clients partial, controlled access to the platform, allowing them to view their portfolios and interact with core features. The ideal solution for modern financial consultants and analysts. [Coming Soon]