Maven — Build Smarter Portfolios

Combine AI-powered research with quantitative analysis. Construct portfolios, backtest against history, simulate future outcomes, and apply research-driven allocation tilts.

1

Investment Theses

3

Research Entries

1

Analyst

Five Steps to a Smarter Portfolio

From portfolio construction to active management, Maven walks you through a complete investment workflow.

01

Create Portfolio

Build a custom portfolio through guided risk assessment or manual asset selection across 26 asset class buckets.

02

Historical Analysis

Backtest your portfolio against years of real market data. See total returns, annualized performance, drawdowns, and Sharpe ratios.

03

Monte Carlo Projections

Simulate thousands of future scenarios to understand risk, set realistic expectations, and stress-test your strategy.

04

AI Research

Three specialized AI agents analyze equity markets, credit conditions, and interest rates to generate investment theses and insights.

05

Active Management

Apply research-driven tilts to your portfolio allocations. See how thesis convictions translate into concrete allocation adjustments.

AI Research Agents

Three specialized AI agents provide comprehensive market analysis. The equity agent evaluates stock market conditions, the fixed income agent assesses credit markets and bond yields, and the macro agent synthesizes top-level economic indicators.

  • Conviction scores on a 1–10 scale across multiple time horizons
  • Source-cited research with key data points and sentiment analysis
  • Portfolio tilts that translate research into allocation adjustments

Equity

Bullish

7/10

Fixed Income

Neutral

6/10

Macro

Bearish

8/10

Ready to Start?

Create your portfolio and see how AI research can improve your investment decisions.