Context + Profile Rule Engine

Personalized Investment Insights
With Regulatory Compliance

AI-powered consideration cards that help you understand your investments without providing financial advice. Fully compliant with MAS FEAT, FCA COBS, and SEC regulations.

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How It Works

Our platform combines advanced AI with strict compliance guardrails to deliver personalized, educational investment insights.

Portfolio Tracking

Track your holdings with real-time market data from EODHD, Alpha Vantage, and Polygon.io

Context Analysis

Our Context Agent analyzes your profile, risk tolerance, and behavioral patterns

Consideration Cards

Receive personalized insights: Review, Awareness, Alignment, and Learning considerations

Compliance First

Language guardrails ensure all content is compliant with MAS FEAT, FCA COBS, and SEC regulations

Regulatory Compliance

Our platform is designed with compliance at its core, mapping every insight to specific regulatory frameworks

MAS FEAT

Fairness, Ethics, Accountability, and Transparency principles

FCA COBS

Conduct of Business Sourcebook rules for client protection

SEC Safe Harbor

Educational content that does not constitute investment advice

Ready to Get Started?

Join the platform that combines AI-powered insights with regulatory compliance to help you better understand your investments.