A hedge fund in your pocket
Inside the chat you’re not talking to a single assistant — you’re talking to a team of specialized AI agents, organized the way a real investment fund is. You communicate with one “portfolio manager,” who delegates work to specialists and returns a single, coherent answer.Chief Investment Officer
Chief Investment Officer
The agent you talk to directly. Understands your goal and acceptable risk level, remembers what’s already been built and which runs have been tested. Decides which specialists to bring in and assembles the final answer. Asks for clarification when your request is ambiguous.
Investment Strategist
Investment Strategist
Turns a vague idea (“I want to trade tech stocks on momentum”) into a concrete, testable rule set: what signal triggers an entry, what triggers an exit, on which universe of instruments, and when to close a position. Explains the potential edge and flags if the idea is already well known and no longer likely to work.
Strategy Developer
Strategy Developer
Turns the idea into working code. You don’t need to know how to program — you describe the logic in words, and the developer writes correct code, wires up the right data, fixes errors, and explains what the code does. The strategist owns what and why; the developer owns how.
Validation Methodologist
Validation Methodologist
Answers the question “can this result be trusted?” Checks for the usual traps: overfitting, look-ahead bias, and lack of robustness on data the strategy wasn’t tuned on. Protects you from results that look great but are misleading.
Risk Manager
Risk Manager
Answers the question “is it safe to run this with real money?” Evaluates maximum drawdown, concentration, leverage, and position sizing. This is a mandatory checkpoint — a strategy doesn’t go live until the risk manager signs off.
Trader
Trader
Makes sure backtest results hold up against the reality of live markets. Accounts for commissions, spread, and slippage, and advises on how orders should best be executed.
Results Analyst
Results Analyst
Explains the outcome in plain language: what actually drove the profit or loss, and how the strategy compares to the market and to earlier runs.