Portfolio Manager / Investment Analyst
Continuous portfolio analytics across public, private, and alternative holdings. Tracks investment theses against reality, flags drift, screens new opportunities.
Aggregates every holding across brokerages and private cap-tables; tracks each thesis against ongoing reality; flags drift and breach in real time; runs weekly and quarterly review cycles; screens new opportunities against your stated thesis-fit. Investment-decision quality lift is the value-add — quantification is hard but tier pricing is supported by attribution-resistant lift.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-opus-4-7
Vector store
pgvector
Multimodal
Text only
What it ships with
- Multi-account brokerage aggregation
- Private cap-table tracking
- Thesis tracking per holding
- Drift / breach alerting in real time
- New-opportunity screening against thesis-fit
- Tax-loss harvesting candidate detection
- Rebalancing prompts
- Distribution scheduling for private holdings
- Performance attribution analysis
- Periodic position-review packets
Primary responsibilities
- 01Portfolio-level analytics
- 02Thesis tracking per holding
- 03Drift / breach alerting
- 04New-opportunity screening
- 05Periodic position reviews
Secondary responsibilities
- Tax-loss-harvesting candidates
- Rebalancing prompts
- Distribution scheduling
Workflows
- Loop 1
Daily: position checks + news scan per holding
- Loop 2
Weekly: portfolio review packet (returns, top-mover explanations, pipeline)
- Loop 3
Quarterly: deep review (thesis re-test, exposure analysis, attribution)
How we measure it
- Thesis-test cadence (per quarter per holding)
- Time-to-alert on material events
- Opportunity-funnel conversion
- Drift-detection accuracy
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Investment analyst at family office $200–350k loaded. Decision-quality lift unmeasurable but priced into the tier.
Human equivalent: Investment analyst + portfolio manager ($300–500k loaded)
Risks & mitigations
What could go wrong
- Regulated investment advice — mitigated by advisory-only framing + RIA HITL on recommendations
- MNPI handling — mitigated by explicit tagging
Tags
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