News Agent
Latest news and press releases for any ticker or company in your portfolio, summarized with sentiment and materiality.
AI Financial Analyst
A 12-Agent Analyst That Never Sleeps
Ask anything about your portfolios, the markets, or a specific company. Inspolio's AI routes the question across 12 specialist agents and streams back a fully-cited answer in seconds.
Meet the Agents
One assistant, twelve domain experts
Each agent owns a domain. The supervisor orchestrates them so you get one fluent answer instead of twelve disjointed ones.
Tax Agent
Capital gains math, federal + 50-state tax impact, harvest opportunities, and the after-tax cost of any proposed trade.
Web Searcher
Real-time web search for breaking market events, central-bank statements, and macro releases — cited to source.
SEC Filing Agent
Retrieves and analyzes 10-K, 10-Q, and 8-K filings: business overview, risk factors, MD&A, financial highlights.
Earnings Call Agent
Earnings transcript analysis — actual vs estimate, management tone, forward guidance, sell-side-style flash notes.
Risk Analyst
Portfolio risk decomposition, stress testing, Value at Risk, and concentration-risk diagnostics on demand.
Rebalancing Agent
Drift detection vs IPS targets, rebalancing recommendations, and tax-aware trade list generation.
Client Profiling
Captures risk tolerance, time horizon, goals, ESG preferences — feeds directly into IPS and optimization constraints.
Opinion Pooling
Aggregates views across agents to give you a single ranked answer with confidence intervals and dissenting opinions.
Conversational Insight
Ask anything about any portfolio in natural language
Type the question the way you'd ask a junior analyst: "What's my Sharpe ratio vs SPY?", "Show me holdings with the biggest unrealized losses", "Summarize Apple's last 10-K risk factors". Inspolio's supervisor routes the question to the right specialist agent and streams the answer back with citations.
- 12 specialist agents covering news, filings, earnings, tax, risk, rebalancing
- Streaming responses via Server-Sent Events for chat-app responsiveness
- Every answer cites its source — SEC, news outlet, internal portfolio data
- Episodic memory recalls past conversations across sessions
Autonomous Portfolio Copilot
Let the agent propose optimizations — you approve them
Beyond Q&A, Inspolio runs an autonomous Portfolio Copilot that proactively scans every client portfolio, surfaces drift, harvest opportunities, news catalysts, and risk breaches — and drafts the action with reasoning attached. You stay in control with an approval queue.
- Proactive scans for drift, tax opportunities, risk breaches, and news catalysts
- Drafts the suggested trade list with reasoning and expected impact
- Human-in-the-loop approval queue keeps you in control
- Full audit log of every agent action for compliance
FAQ
AI Financial Analyst FAQ
Try the Analyst
Replace a stack of research tools with one assistant
From a single chat window: portfolio analysis, SEC filings, earnings calls, news, tax math, and proactive recommendations.