Core Intelligence Engine
At the heart of our platform is Janet, our 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 Janet. Save, share, and build upon your inquiries to create a repository of institutional knowledge for you and your team.
Your AI Research Desk
Delegate the heavy lifting of deep-dive analysis to Janet, our AI assistant, freeing you to focus on strategy. Simply describe the goal of your research and let Janet do all the work.
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.
Create Research Notebooks with Janet
Describe the goal of your research notebook and let Janet do the rest. She will bootstrap your notebook with a research goal and then find 20+ securities that are the most relevant to your goal and populate your notebook. Your notebook can be to create watchlists for companies that might be toxic, or work to create the perfect set of securities and promote to a portfolio.
Turn weeks into minutes!
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.
Or Ask Janet questions against a research notebook, portfolio, or across the entire market.
Compasses: Invest with True Conviction
Don’t screen for ‘values.’ Screen for vulnerability. Use our clustering technology to identify ‘Activist Targets’—companies with high financial returns but deeply flawed operational structures that make them prime targets for hostile takeovers or regulatory action. Use Compass to filter out the ‘Laggards’ that are one lawsuit away from a drawdown.
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.
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.
COMPASS TO NOTEBOOK or PORTFOLIO
Act on your insights with a single click. Use your compass to generate a new, fully-aligned portfolio directly from your compass results, or use it to start your research notebook. Your compass settings are saved with the portfolio and notebook, enabling continuous modeling and refinement as your vision evolves.
Portfolios: 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, uploaded, generated by your Compass, and Research Notebook.
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.
- Monte Carlo Simulation:
Stress-Test for Catastrophe. Averages lie. Volatility destroys. Use our Historical Bootstrap model to simulate how your portfolio survives extreme market events and black swans. Don’t hope for the best; plan for the crash
BENCHMARK
360° Exposure Analysis: Instantly understand your portfolio’s exposure to specific markets, sectors, and currencies.
Performance is meaningless without a measure of the risk taken to achieve it. Compare your portfolio’s Max Drawdown, Sharpe Ratio, and Sortino Ratio against the market. Prove that your strategy isn’t just generating returns, but is efficiently avoiding the ‘fat tail’ risks (black swan events) that destroy long-term value.
You can compare a primary (target) asset against a benchmark over a chosen time range (1Y, 3Y, 5Y, or YTD).
Comparisons include:
• Portfolio vs. Portfolio
• Notebook vs. Notebook
• Notebook vs. Portfolio
• Any of the above vs. a market index (e.g., SPY, QQQ)
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]