Agentic Portfolio is building the future of AI-powered financial tools
We're developing advanced portfolio optimization and analysis tools powered by multi-agent AI systems and bringing institutional-grade capabilities to self-directed investors.
Our Technology Stack
Professional-grade portfolio optimization powered by cutting-edge mathematics and AI.
Natural Language Processing
Describe your investment strategy in plain English. Our AI agents translate your goals into mathematical constraints and optimization objectives automatically.
Machine Learning Models
ML models define custom metrics and scoring functions for individual stocks, options, and other assets, allowing you to evaluate securities based on factors that matter to your strategy.
Historical Backtesting
Test your portfolio strategies against decades of historical data. See how allocations would have performed through bull markets, crashes, and everything between.
Real-Time Market Data
Live pricing feeds and market data integrations ensure your optimization is based on current conditions, not stale data. Updated continuously throughout trading hours.
Multi-Agent Architecture
Specialized AI agents collaborate on different aspects: risk analysis, return forecasting, constraint checking. Working together to find superior portfolio solutions.
Convex Optimization
Mathematical solvers ensure that constraints and objectives you define always produce feasible, actionable strategies. Every solution identifies real portfolios you can implement.
Enterprise-grade technology. Individual-friendly pricing.
Our Mission
Democratizing Institutional Tools
Sophisticated portfolio optimization shouldn't be reserved for hedge funds and institutional investors. We're making advanced analytical capabilities accessible to everyone.
Empowering Self-Directed Investors
We believe investors should have access to professional-grade tools without surrendering control of their money or paying excessive fees.
Technology-First Innovation
Agentic AI represents the cutting edge of machine learning. We're applying this technology to solve real problems in finance, not just chasing hype.
Transparent & Educational
We're committed to transparency about our methods and limitations. Our tools educate and empower—they don't make decisions for you.