The all-in-one AI plugin for Portfolio Managers

Skills for portfolio managers 17

• portfolio analysis and reporting assistantAnalyzes allocation, performance, and risk and builds reports; for example, compares your book to the S&P 500 over three years.
• portfolio insight reportsProduces market, company, and industry research with forecasts; for example, a semiconductor sector outlook with valuation ranges and risks.
• investment portfolio review assistantRuns full portfolio reviews across performance, risk, allocation, tax, and policy; for example, a year-end client review with findings.
• cfo investment research analystSupports decisions with statement analysis, valuation, modeling, and optimization; for example, valuing a private acquisition target.
• office company researchResearches business model, competition, management, and market position; for example, a due diligence brief on a new holding.
• investment evaluation assistantEvaluates one investment end to end with valuation, ROI, and scenarios; for example, a capital budgeting case for a new plant.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Market News Briefings3 prompts, like Summarize Overnight Market News
• Securities and Sector Research3 prompts, like Compare Company Fundamentals Side by Side
• Investment Thesis Development3 prompts, like Draft Investment Thesis Memo
• Portfolio Risk Review3 prompts, like Explain Portfolio Risk Metrics to Clients
• Rebalancing and Trade Planning3 prompts, like Draft Rebalancing Trade Rationale
• Performance Monitoring and Reporting3 prompts, like Explain Performance Attribution
• Client Communication and Reviews3 prompts, like Draft Quarterly Client Review Letter

Apps you can build with AI 3

• Evidence-backed equity research and portfolio workspaceBuild an app that keeps every research insight traceable to a cited source, so your team can move faster with evidence. Demo included.
• Research watchlist change briefing serviceBuild an app that briefs you on what changed across your watchlist, with a traceable record of each update. Demo included.
• Cited filing and transcript research workspaceBuild an app that answers filing and transcript questions with citations, so every claim points back to the document. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Strategy Drift and Drawdown Monitor Agent". Each one also has a guided set-up with sample data on its page.

• Strategy Drift and Drawdown Monitor AgentA clear status of whether the live strategy is inside its tested range, with a size or pause proposal when it is not
• Weekly Trading Plan Builder AgentAn approved weekly plan with scenarios, levels, events and total planned risk inside the trader's limits
• Execution Quality and Slippage Audit AgentA monthly report of execution costs by broker, order type and time, with approved changes that cut them
• Portfolio Correlation and Exposure AgentExposure that is inside the trader's limits, with a proposed fix when it is not
• Earnings Season Positioning AgentA decision for every holding with earnings ahead, with gap risk inside the trader's limits
• Industry Risk Watch for Credit Portfolio AgentConnect industry events to borrowers early and flag those at real risk.
• Sector Price Pressure Monitor AgentGive early, evidence-based alerts on sectors facing price or margin pressure.
• Central Bank and Policy Statement Tracker AgentTurn each policy statement into a clear read of what changed and what it means for forecasts.
• Tax-Loss Harvesting Opportunity AgentFind valid tax-loss harvests with replacements that keep client exposure.
• Portfolio Concentration Stress AgentFind hidden concentration, test it under stress and propose trims that actually reduce it.
• Trade Break Reconciliation AgentFind and resolve every trade break the morning after it happens.
• Portfolio Drift and Rebalancing Proposal AgentApproved trade proposals that bring accounts back to target at low tax cost

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Yahoo Finance MCP serverAsk your AI for stock prices, news, charts and company data from Yahoo Finance.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• SiftingIO market data MCP serverLets your AI look up live prices, company filings, and market calendars for stocks, crypto, forex and more. Official.
• Alpha Vantage MCP serverLets your AI look up stock quotes, crypto prices, ETF details and earnings straight from Alpha Vantage.
• SECfinapi MCP serverAsk your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios. Official.
• finlight MCP serverLets your AI look up real-time financial news by ticker, source, and language, with sentiment scores. Official. No install needed.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• Google Search MCP server (AceDataCloud)Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results. No install needed.
• OpenAI Web Search MCP serverLets your AI search the web for fresh information and reason through the results before answering.
• Finbud Data MCP serverLets your AI pull live stock, options, crypto and forex data, plus company financials and news.
• FinData MCP serverLets your AI look up stock prices, company basics, economic numbers, SEC filings and crypto prices for you.

Your Grok Bot team 12

• Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
• Market Research AnalystDelivers structured market intelligence and competitive analysis from public sources.
• Xvary Stock ResearchThesis-driven equity analysis from public SEC EDGAR and market data. No advice, no non-public data.
• Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.
• Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
• Market ScoutWatches a named set of competitors and reports only what actually changed since last week.
• Trading LedgerJournal every trade's thesis, plan and emotion into your own Notion database, then grade decisions not P&L.
• Longbridge Market DataReal-time quotes, K-lines, order book, trades, capital flow, sentiment, and IPO data for HK/US/A/SG markets via Longbridge.
• Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
• Performance MonitorTracks system metrics, detects anomalies, and optimizes resource usage across multi-agent environments.