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.

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.