Features
Scenario-based portfolio simulation with macro assumptions
Per-holding projected prices at 6, 12, and 24 months
Evidence-backed reasoning with source citations (SEC filings, major news)
Multi-factor confidence scoring (evidence quality, scenario specificity)
Sensitivity mapping to rates, inflation, and geopolitics
3,200+ predefined scenarios in library
Support for stocks, ETFs, crypto from NASDAQ, LSE, ASX, HKEX
Live evidence pipeline gathering real-time data from web
Transparent analysis pipeline with full visibility into assumptions
Probability-aware reasoning with invalidation triggers
Directional and impact labels (Strong Positive, Moderate Negative, etc.)
Portfolio-level and holding-level impact summaries
On-demand extra scenario runs without plan change
Compare multiple scenarios side by side (Pro plan)
Exports and downloadable reports (paid plans)
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
