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Private Beta — Available to approved users only, by request.

See the market. Understand the investment.

An investment decision workspace for medium- and long-horizon decisions.
Access dashboardSee the product
Today dashboard: the market brief with trend, breadth, volatility and rates, a cross-asset pulse and what matters next for the market and the portfolio.
Market Intelligence

Know what the market is doing — and what changed.

Trend, breadth, volatility, rates and cross-asset moves classified into a market regime, with sector rotation measured against the whole market.

The session in one view: a classified market brief, what changed, a cross-asset pulse and what matters next for the market and the portfolio.

Today dashboard. A market brief classifies the completed sessions as cautious risk on, with tiles for trend, breadth, volatility and rates and what changed since the last reading. Below are a cross-asset pulse of one-month returns from oil to gold, a rule-ranked list of what matters for the market and the portfolio with upcoming events, and an illustrative example portfolio with its one-year cumulative return.

Investment Intelligence — Today

Today dashboard. A market brief classifies the completed sessions as cautious risk on, with tiles for trend, breadth, volatility and rates and what changed since the last reading. Below are a cross-asset pulse of one-month returns from oil to gold, a rule-ranked list of what matters for the market and the portfolio with upcoming events, and an illustrative example portfolio with its one-year cumulative return.
Investment Research

Research a company on its evidence.

Fundamentals traced from company filings, securities compared on the same dates, and the events ahead.

Up to four securities side by side, indexed to a shared start, with the dates and fiscal years behind every figure.

Compare view for four securities — Alphabet, NVIDIA, Apple and Microsoft. Price performance is indexed to 100 on the first shared session; an at-a-glance panel names which security leads on each measure and states it is descriptive, not a ranking; cards show market cap, price to earnings, free-cash-flow yield, sector, industry and the 52-week range. A data line states the price dates and fiscal years used.

Investment Intelligence — Compare

Compare view for four securities — Alphabet, NVIDIA, Apple and Microsoft. Price performance is indexed to 100 on the first shared session; an at-a-glance panel names which security leads on each measure and states it is descriptive, not a ranking; cards show market cap, price to earnings, free-cash-flow yield, sector, industry and the 52-week range. A data line states the price dates and fiscal years used.
Portfolio Intelligence

Understand what you own.

Value, return, drawdown, exposure and concentration, recomputed from your own transactions.

Performance with drawdown, weights, horizon returns and the effective number of independent bets.

PCI's illustrative example portfolio, with real prices.
Portfolio overview of PCI's illustrative example portfolio: total value, unrealised profit and loss, cash-flow-neutral return, investable cash, annualised volatility from completed daily bars and effective number of bets. Below are portfolio value with its drawdown, a weights donut with the holdings table, and horizon returns from one day to since inception.

Investment Intelligence — My Portfolio

Portfolio overview of PCI's illustrative example portfolio: total value, unrealised profit and loss, cash-flow-neutral return, investable cash, annualised volatility from completed daily bars and effective number of bets. Below are portfolio value with its drawdown, a weights donut with the holdings table, and horizon returns from one day to since inception.
Portfolio Lab

Test an allocation before you hold it.

Backtest allocations against a benchmark with costs, rebalancing and dividends, then read their risk.

Two allocations and a benchmark: ending balance, compound growth, maximum drawdown and Sharpe ratio, with growth since 2016.

Backtest evidence — Historical simulation only. Not forward evidence.Historical simulation of index-fund allocations. Not a forecast.
Portfolio Lab backtest. Two allocations of index funds are configured side by side with capital, period, benchmark, rebalancing, dividends, costs and bands. The overview compares ending balance, compound annual growth, maximum drawdown and Sharpe ratio for each portfolio and the benchmark, above portfolio growth since 2016 and a performance comparison table.

Investment Intelligence — Backtest

Portfolio Lab backtest. Two allocations of index funds are configured side by side with capital, period, benchmark, rebalancing, dividends, costs and bands. The overview compares ending balance, compound annual growth, maximum drawdown and Sharpe ratio for each portfolio and the benchmark, above portfolio growth since 2016 and a performance comparison table.

Working in Portfolio Lab today

  • Backtest
  • Efficient frontier
  • Model portfolios
  • Risk contribution
  • Asset correlations
  • Performance comparison
  • Diversification
  • Historical cashflow test

Further tools are in development and are marked as planned inside the product.

AI Studio

Evidence first, then interpretation.

A structured investment analysis written from PCI's own evidence: every input dated and marked fresh or stale, every passage labelled as evidence, interpretation or hypothetical, and reports saved or exported as HTML or PDF.

AI Studio report for Apple. Each input is dated and marked fresh or stale before the analysis — market data, fundamentals, research — with a warning that the fundamentals are outside PCI's freshness window. The report states its stance and confidence, a table of contents from executive assessment to evidence and limitations, and labels every passage as PCI evidence, AI interpretation or hypothetical. Save, full-screen, HTML download and PDF export controls sit above it.

Investment Intelligence — AI Studio report

AI Studio report for Apple. Each input is dated and marked fresh or stale before the analysis — market data, fundamentals, research — with a warning that the fundamentals are outside PCI's freshness window. The report states its stance and confidence, a table of contents from executive assessment to evidence and limitations, and labels every passage as PCI evidence, AI interpretation or hypothetical. Save, full-screen, HTML download and PDF export controls sit above it.
During the private beta, report generation is limited to the account administrator and runs only when requested.
Strategy Analytics

Strategy research, labelled as research.

Registered equity research strategies with backtest and forward tracking shown apart. A strategy stays research until its data supports a credible baseline; none is approved for live use.

Backtest evidence — Historical simulation only. Not forward evidence.Backtest and forward tracking of research strategies. Not published performance.
Strategies overview listing six registered equity research strategies, with backtest return against a benchmark, backtest risk against return, forward-tracking performance and forward risk against return. A banner reads 'No false precision': a strategy stays research until versioned filings, publication dates, delisted securities and survivorship-safe membership support a credible baseline, and nothing is approved for live use.

Investment Intelligence — strategies overview

Strategies overview listing six registered equity research strategies, with backtest return against a benchmark, backtest risk against return, forward-tracking performance and forward risk against return. A banner reads 'No false precision': a strategy stays research until versioned filings, publication dates, delisted securities and survivorship-safe membership support a credible baseline, and nothing is approved for live use.

Access the dashboard.

Investment Intelligence runs as its own application with its own accounts. Invited evaluators sign in there and see only their own portfolio; administrative tools stay with the account administrator.
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  1. InvitationA personal, time-limited account.01
  2. Sign inOn the product's own sign-in page.02
  3. Your workspaceYour own portfolio, nobody else's.03