AI-Driven Investment Analysis and Reporting Tools
Mohammed Banani
Verified
Get the Insights you need - without all the Hassle.
Get all portfolio and asset performance, contribution, exposure by sector, currency or country, plus composition details like weights and units.
Compare, analyse, and find better Ideas.
Compare portfolios, watchlists, or assets - and discover smart replacement ideas to strengthen your holdings.
Use the smart News Filter.
Get relevant news connected to your positions giving context to what’s happening in your portfolio.
Let AI handle the repetitive Work.
Automate your morning brief, investment rationale, or portfolio report so you can focus on making decisions, not writing documents.
Bring your Research into the Conversation.
Upload analyst reports, CIO research, or articles you’ve found - the chat will include them when answering your questions.
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Posted Dec 14, 2025
Developed AI-driven tools for portfolio analysis and investment decisions.
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Timeline
Oct 1, 2025 - Ongoing
Clients
Lean FS
