- Discovery: CFA-led objective setting, constraint analysis, and risk budgeting.
- Research: Human-led due diligence following CFA Institute standards; AI accelerates data collection only.
- Modeling: Professional scenario analysis, tax optimization, and drawdown modeling with transparent assumptions.
- Decision: Formal CFA-quality memo, detailed spreadsheets, and live review session.
CFA-Led Financial Intelligence.
AI is just our wrench.
Professional-grade tools for investment research, property analysis, and market sentiment tracking. Built by CFA charterholders for investors, analysts, and financial professionals.
- CFA-Led
- Human-Reviewed
- Transparent Methods
CFA-Built Tools
Professional Financial Intelligence Suite
📄
CFA Summarizer
Instantly summarize financial articles and research papers with AI-powered analysis. Extract key insights and takeaways from complex documents.
Article AnalysisKey InsightsPDF Export
🏠
Property Finder
Discover investment properties with detailed financial analysis, cap rates, and ROI projections. Compare properties and make informed decisions.
Cap Rate AnalysisROI ProjectionsProperty Comparison
📊
Sentiment Analysis
Track real-time market sentiment from Reddit finance communities. Analyze bullish/bearish trends and discover trending topics.
Real-time DataSentiment TrackingTrend Analysis
📈
Market Dashboard
Comprehensive market overview with S&P 500, NASDAQ, Dow Jones, VIX, and Gold charts. Interactive technical analysis with moving averages.
Live ChartsTechnical AnalysisMultiple Timeframes
What we do
Finance services with measurable outcomes
Portfolio Strategy
Asset allocation, risk budgeting, tax-aware rebalancing, IPS drafting.
Research & Due Diligence
Screening and memo prep on funds, managers, or direct deals.
Cash-Flow & Real Estate
Scenario planning for mortgages, second properties, and cap-rate sensitivity.
We deliver formal memos, spreadsheets, and a live review—not just dashboards.
Why choose us
CFA-Led Advantage
🎓 CFA Charterholder Led
All analysis supervised by CFA charterholders following Institute standards for ethics and professional conduct.
🤖 AI as Tool, Not Replacement
We use AI to accelerate research and data processing—never to replace human judgment or professional analysis.
📈 Transparent Methodology
Full disclosure of assumptions, models, and limitations. No black-box recommendations or hidden algorithms.
CFA Methodology